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 2026-04-22.
The Trade Desk, Inc. · Technology
$22.76
+488.8% upside to fair value
High Conviction
Grade A-
VS
Wells Fargo & Company · Financial Services
$81.52
+30.6% upside to fair value
Grade B
QuantHub Verdict
TTD has more upside to fair value
(+488.8%).
WFC trades at a lower forward P/E
(11.9x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
TTD |
WFC |
| Current Price |
$22.76 |
$81.52 |
| Fair Value Estimate |
$134.00 |
$106.49 |
| Upside to Fair Value |
+488.8%
|
+30.6%
|
| Market Cap |
$10.8B |
$250.7B |
| Forward P/E |
24.6x
|
11.9x
|
| EV / EBITDA |
—
|
16.7x
|
| Price / Sales |
3.7x
|
2.0x
|
| Price / FCF |
13.8x
|
-13.2x
|
| Revenue Growth YoY |
+14.5%
|
+7.3%
|
| Gross Margin |
78.6%
|
64.5%
|
| Operating Margin |
20.3%
|
20.5%
|
| Return on Equity |
16.9%
|
12.0%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
7.3%
|
—
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
The Trade Desk is the largest independent demand-side platform for programmatic advertising with 78.6% gross margins. After recent sell-off, stock trades at 3.2x forward P/S vs historical higher multiples, offering upside if growth stabilizes at 15%+. A-tier business at cheap valuation.[1]
Wells Fargo & Company is a diversified financial services firm operating primarily in consumer banking, commercial banking, corporate and investment banking, and wealth and investment management. The company benefits from a seasoned CEO with extensive industry experience and has made significant progress in regulatory compliance and operational efficiency, including lifting its asset cap in 2025.…
Accumulation Zones
| Metric |
TTD |
WFC |
| Zone Low |
$100.00 |
$79.87 |
| Zone High |
$114.00 |
$90.52 |
| In Buy Zone? |
Yes
|
Yes
|