TTD vs WDC: Which Is the Better Buy?
Side-by-side comparison of The Trade Desk, Inc. and Western Digital 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
Western Digital Corporation · Technology
$441.36
-16.8% 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 |
WDC |
| Current Price |
$14.26 |
$441.36 |
| Fair Value Estimate |
$14.00 |
$367.30 |
| Upside to Fair Value |
-1.8%
|
-16.8%
|
| Market Cap |
$6.7B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
7.5x
|
17.4x
|
| Price / Sales |
2.2x
|
11.8x
|
| Price / FCF |
7.8x
|
47.3x
|
| Revenue Growth YoY |
+3.0%
|
+43.8%
|
| Gross Margin |
83.0%
|
48.9%
|
| Operating Margin |
19.6%
|
34.9%
|
| Return on Equity |
16.1%
|
118.6%
|
| Dividend Yield |
0% |
0.12% |
| FCF Yield |
12.89%
|
2.12%
|
| 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…
Western Digital designs and manufactures hard disk drives and flash-based storage for data centers, client devices, and consumer markets, and it is currently enjoying an extraordinary demand surge tied to AI infrastructure buildouts. In the most recent quarter, revenue grew 43.8% year over year and earnings grew 1143.2% year over year, while trailing twelve-month gross margin reached 48.9%, opera…
Accumulation Zones
| Metric |
TTD |
WDC |
| Zone Low |
$10.50 |
$275.48 |
| Zone High |
$11.90 |
$312.20 |
| In Buy Zone? |
No
|
No
|