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 2026-05-09.
The Trade Desk, Inc. · Technology
$23.08
+45.0% upside to fair value
Grade B
High Quality
VS
Vertiv Holdings Co · Industrials
$305.14
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
TTD has more upside to fair value
(+45.0%).
TTD trades at a lower forward P/E
(25.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
TTD |
VRT |
| Current Price |
$23.08 |
$305.14 |
| Fair Value Estimate |
$33.47 |
$167.83 |
| Upside to Fair Value |
+45.0%
|
-45.0%
|
| Market Cap |
$10.8B |
$116.8B |
| Forward P/E |
25.3x
|
75.0x
|
| EV / EBITDA |
14.3x
|
50.1x
|
| Price / Sales |
3.6x
|
10.8x
|
| Price / FCF |
13.0x
|
50.5x
|
| Revenue Growth YoY |
+11.8%
|
+30.1%
|
| Gross Margin |
77.8%
|
36.2%
|
| Operating Margin |
20.3%
|
18.5%
|
| Return on Equity |
16.9%
|
42.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
7.71%
|
1.98%
|
| 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 …
Vertiv Holdings Co operates in the electrical equipment and parts industry within the industrials sector, focusing on critical digital infrastructure technology products and services. The company has demonstrated strong business quality with a 42.1% return on equity, 30.1% revenue growth, and 137.1% earnings growth in the most recent quarter, supported by solid margins including a 36.2% gross mar…
Accumulation Zones
| Metric |
TTD |
VRT |
| Zone Low |
$25.10 |
$125.87 |
| Zone High |
$28.45 |
$142.66 |
| In Buy Zone? |
Yes
|
No
|