TTD vs VRTV: Which Is the Better Buy?
Side-by-side comparison of The Trade Desk, Inc. and Veritiv Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-19.
The Trade Desk, Inc. · Communication Services
$14.26
-1.8% upside to fair value
Med Conviction
Grade C
High Quality
VS
Veritiv Corporation · Industrials
$169.99
-45.0% upside to fair value
Med Conviction
Grade D
QuantHub Verdict
TTD has more upside to fair value
(-1.8%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
TTD |
VRTV |
| Current Price |
$14.26 |
$169.99 |
| Fair Value Estimate |
$14.00 |
$93.49 |
| Upside to Fair Value |
-1.8%
|
-45.0%
|
| Market Cap |
$6.7B |
$2.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
7.5x
|
5.4x
|
| Price / Sales |
2.2x
|
0.4x
|
| Price / FCF |
7.8x
|
10.4x
|
| Revenue Growth YoY |
+3.0%
|
-19.0%
|
| Gross Margin |
83.0%
|
22.7%
|
| Operating Margin |
19.6%
|
5.9%
|
| Return on Equity |
16.1%
|
48.6%
|
| Dividend Yield |
0% |
1.48% |
| FCF Yield |
12.89%
|
9.57%
|
| Analyst Consensus |
Hold
|
Hold
|
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…
Veritiv Corporation is a business-to-business distributor of specialty packaging, facility solutions, print, and publishing products, operating through four segments with a network of distribution centers and roughly 5,000 employees. The business quality is mixed: it generates a strong 48.6% ROE and trades at a low 7.13 trailing P/E and 5.44 EV/EBITDA, but revenue declined 19.0% year over year in…
Accumulation Zones
| Metric |
TTD |
VRTV |
| Zone Low |
$10.50 |
$70.12 |
| Zone High |
$11.90 |
$79.47 |
| In Buy Zone? |
No
|
No
|