TTD vs WFC: Which Is the Better Buy?
Side-by-side comparison of The Trade Desk, Inc. and Wells Fargo & Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-17.
The Trade Desk, Inc. · Communication Services
$18.51
+45.0% upside to fair value
Grade B
High Quality
VS
Wells Fargo & Company · Financial Services
$87.53
+18.1% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
TTD has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
TTD |
WFC |
| Current Price |
$18.51 |
$87.53 |
| Fair Value Estimate |
$26.84 |
$103.38 |
| Upside to Fair Value |
+45.0%
|
+18.1%
|
| Market Cap |
$8.7B |
$267.8B |
| Forward P/E |
20.3x
|
—
|
| EV / EBITDA |
10.5x
|
15.8x
|
| Price / Sales |
2.9x
|
2.1x
|
| Price / FCF |
10.4x
|
226.4x
|
| Revenue Growth YoY |
+11.8%
|
+11.3%
|
| Gross Margin |
77.8%
|
64.5%
|
| Operating Margin |
20.3%
|
21.2%
|
| Return on Equity |
16.9%
|
12.6%
|
| Dividend Yield |
0% |
2.06% |
| FCF Yield |
9.62%
|
0.44%
|
| Analyst Consensus |
Hold
|
Hold
|
Investment Thesis
The Trade Desk operates a leading demand-side platform in the advertising technology sector, specializing in programmatic ad buying with a strong focus on connected TV, retail media, audio, and international markets. The company benefits from a durable competitive moat driven by founder-led management with over 15 years of continuity, a differentiated open-internet infrastructure, and a dominant …
Wells Fargo is a diversified U.S. bank operating consumer and commercial banking, corporate and investment banking, and wealth management, supported by a large deposit franchise, a $2.3 trillion asset base, nationwide advisory distribution, and increasingly relevant capital-markets capabilities. Business quality is high but not without legacy constraints: return on equity is 12.6%, gross margin i…
Accumulation Zones
| Metric |
TTD |
WFC |
| Zone Low |
$20.13 |
$77.53 |
| Zone High |
$22.81 |
$87.87 |
| In Buy Zone? |
Yes
|
Yes
|