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 2026-05-09.
The Trade Desk, Inc. · Technology
$23.08
+45.0% upside to fair value
Grade B
High Quality
VS
Visa Inc. · Financial Services
$304.36
+45.0% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
V trades at a lower forward P/E
(23.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
TTD |
V |
| Current Price |
$23.08 |
$304.36 |
| Fair Value Estimate |
$33.47 |
$441.32 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$10.8B |
$586.8B |
| Forward P/E |
25.3x
|
23.7x
|
| EV / EBITDA |
14.3x
|
22.3x
|
| Price / Sales |
3.6x
|
14.2x
|
| Price / FCF |
13.0x
|
25.6x
|
| Revenue Growth YoY |
+11.8%
|
+11.3%
|
| Gross Margin |
77.8%
|
81.08%
|
| Operating Margin |
20.3%
|
59.18%
|
| Return on Equity |
16.9%
|
54.22%
|
| Dividend Yield |
0% |
0.83% |
| FCF Yield |
7.71%
|
3.91%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
The Trade Desk, Inc. operates a leading self-service, cloud-based programmatic advertising platform focused on demand-side platform services, primarily in connected TV and audio advertising. The company benefits from a durable competitive moat driven by network effects, high customer retention above 95%, and a founder-led management team with deep industry expertise. Despite solid revenue growth …
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 |
$25.10 |
$330.99 |
| Zone High |
$28.45 |
$375.12 |
| In Buy Zone? |
Yes
|
Yes
|