TTD vs V: Which Is the Better Buy?
Side-by-side comparison of The Trade Desk, Inc. and Visa Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
The Trade Desk, Inc. · Technology
$22.76
+488.8% upside to fair value
High Conviction
Grade A-
VS
Visa Inc. · Financial Services
$304.36
+37.7% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
TTD has more upside to fair value
(+488.8%).
V trades at a lower forward P/E
(23.7x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
TTD |
V |
| Current Price |
$22.76 |
$304.36 |
| Fair Value Estimate |
$134.00 |
$419.00 |
| Upside to Fair Value |
+488.8%
|
+37.7%
|
| Market Cap |
$10.8B |
$586.8B |
| Forward P/E |
24.6x
|
23.7x
|
| EV / EBITDA |
—
|
22.3x
|
| Price / Sales |
3.7x
|
14.2x
|
| Price / FCF |
13.8x
|
25.6x
|
| Revenue Growth YoY |
+14.5%
|
+11.3%
|
| Gross Margin |
78.6%
|
81.08%
|
| Operating Margin |
20.3%
|
59.18%
|
| Return on Equity |
16.9%
|
54.22%
|
| Dividend Yield |
— |
0.83% |
| FCF Yield |
7.3%
|
3.91%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
The Trade Desk is the largest independent demand-side platform for programmatic advertising with 78.6% gross margins. After recent sell-off, stock trades at 3.2x forward P/S vs historical higher multiples, offering upside if growth stabilizes at 15%+. A-tier business at cheap valuation.[1]
Visa is the world's dominant payment network with $40B in net revenue (FY2025), 50%+ net margins, and a capital-light toll-booth model processing $14.2T in annual payment volume across 257.5B transactions. The business compounds at 10-12% revenue CAGR with operating leverage pushing EPS growth to 12-15% over a cycle, funded by $21.6B in annual free cash flow against only $1.5B in capex. At 28.0x …
Accumulation Zones
| Metric |
TTD |
V |
| Zone Low |
$100.00 |
$265.00 |
| Zone High |
$114.00 |
$300.00 |
| In Buy Zone? |
Yes
|
No
|