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 2026-09-26.
The Trade Desk, Inc. · Communication Services
$14.26
-1.8% upside to fair value
Med Conviction
Grade C
High Quality
VS
Vertiv Holdings Co · Industrials
$253.28
+8.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
VRT has more upside to fair value
(+8.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
TTD |
VRT |
| Current Price |
$14.26 |
$253.28 |
| Fair Value Estimate |
$14.00 |
$274.15 |
| Upside to Fair Value |
-1.8%
|
+8.2%
|
| Market Cap |
$6.7B |
$97.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
7.5x
|
38.8x
|
| Price / Sales |
2.2x
|
8.5x
|
| Price / FCF |
7.8x
|
33.3x
|
| Revenue Growth YoY |
+3.0%
|
+24.1%
|
| Gross Margin |
83.0%
|
37.5%
|
| Operating Margin |
19.6%
|
19.1%
|
| Return on Equity |
16.1%
|
42.1%
|
| Dividend Yield |
0% |
0.1% |
| FCF Yield |
12.89%
|
3.0%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
The Trade Desk operates a self-service, cloud-based demand-side platform that lets advertising agencies and their advertiser clients plan, buy and optimize data-driven digital campaigns across display, video, audio, native, social and connected TV, with 3,843 employees and a founder-led management team. Business quality is genuinely high on the unit economics: TTM gross margin of 83.0%, TTM opera…
Vertiv Holdings Co is a global provider of critical digital infrastructure for data centers, communication networks, and industrial applications, spanning AC and DC power management, thermal cooling, integrated rack systems, and lifecycle services under brands including Liebert, NetSure, Geist, and Avocent, with roughly 34,000 employees and a global footprint across the Americas, Asia Pacific, an…
Accumulation Zones
| Metric |
TTD |
VRT |
| Zone Low |
$10.50 |
$205.61 |
| Zone High |
$11.90 |
$233.03 |
| In Buy Zone? |
No
|
No
|