TTD vs VST: Which Is the Better Buy?
Side-by-side comparison of The Trade Desk, Inc. and Vistra Corp. — 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
Vistra Corp. · Utilities
$140.67
-23.0% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
TTD has more upside to fair value
(-1.8%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
TTD |
VST |
| Current Price |
$14.26 |
$140.67 |
| Fair Value Estimate |
$14.00 |
$108.27 |
| Upside to Fair Value |
-1.8%
|
-23.0%
|
| Market Cap |
$6.7B |
$47.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
7.5x
|
10.3x
|
| Price / Sales |
2.2x
|
3.0x
|
| Price / FCF |
7.8x
|
34.7x
|
| Revenue Growth YoY |
+3.0%
|
-5.5%
|
| Gross Margin |
83.0%
|
13.0%
|
| Operating Margin |
19.6%
|
2.3%
|
| Return on Equity |
16.1%
|
41.5%
|
| Dividend Yield |
0% |
0.65% |
| FCF Yield |
12.89%
|
2.88%
|
| 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…
Vistra Corp. is a vertically integrated independent power producer and retail electricity supplier operating roughly 38,700 megawatts of generation across natural gas, nuclear, coal, solar, and battery storage, serving about 4.3 million retail customers in 20 states and the District of Columbia. The business quality is mixed: the diversified PJM and ERCOT fleet plus retail load is a genuine struc…
Accumulation Zones
| Metric |
TTD |
VST |
| Zone Low |
$10.50 |
$81.20 |
| Zone High |
$11.90 |
$92.03 |
| In Buy Zone? |
No
|
No
|