TTD vs VRT: Which Is the Better Buy?
Side-by-side comparison of The Trade Desk, Inc. and Vertiv Holdings Co — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
The Trade Desk, Inc. · Technology
$22.76
+488.8% upside to fair value
High Conviction
Grade A-
VS
Vertiv Holdings Co · Industrials
$307.34
-11.3% upside to fair value
Grade D
High Quality
QuantHub Verdict
TTD has more upside to fair value
(+488.8%).
TTD trades at a lower forward P/E
(24.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
TTD |
VRT |
| Current Price |
$22.76 |
$307.34 |
| Fair Value Estimate |
$134.00 |
$272.65 |
| Upside to Fair Value |
+488.8%
|
-11.3%
|
| Market Cap |
$10.8B |
$117.6B |
| Forward P/E |
24.6x
|
88.2x
|
| EV / EBITDA |
—
|
55.3x
|
| Price / Sales |
3.7x
|
11.5x
|
| Price / FCF |
13.8x
|
61.2x
|
| Revenue Growth YoY |
+14.5%
|
+7.6%
|
| Gross Margin |
78.6%
|
34.8%
|
| Operating Margin |
20.3%
|
18.2%
|
| Return on Equity |
16.9%
|
40.3%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
7.3%
|
1.63%
|
| 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]
Vertiv Holdings Co operates as a global leader in digital critical infrastructure, providing technology products and solutions primarily for data centers, telecom, and AI-driven markets. The company demonstrates strong business quality with 40.3% return on equity, 7.6% revenue growth, and 11.8% earnings growth year-over-year, supported by a robust $1.89 billion free cash flow and a $15 billion ba…
Accumulation Zones
| Metric |
TTD |
VRT |
| Zone Low |
$100.00 |
$204.49 |
| Zone High |
$114.00 |
$231.75 |
| In Buy Zone? |
Yes
|
No
|