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 2026-09-19.
The Trade Desk, Inc. · Communication Services
$14.26
-1.8% upside to fair value
Med Conviction
Grade C
High Quality
VS
Wells Fargo & Company · Financial Services
$86.12
+20.4% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
WFC has more upside to fair value
(+20.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
TTD |
WFC |
| Current Price |
$14.26 |
$86.12 |
| Fair Value Estimate |
$14.00 |
$103.68 |
| Upside to Fair Value |
-1.8%
|
+20.4%
|
| Market Cap |
$6.7B |
$260.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
7.5x
|
15.6x
|
| Price / Sales |
2.2x
|
2.0x
|
| Price / FCF |
7.8x
|
13.7x
|
| Revenue Growth YoY |
+3.0%
|
+11.3%
|
| Gross Margin |
83.0%
|
64.5%
|
| Operating Margin |
19.6%
|
21.2%
|
| Return on Equity |
16.1%
|
12.6%
|
| Dividend Yield |
0% |
2.15% |
| FCF Yield |
12.89%
|
7.3%
|
| 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…
Wells Fargo is a diversified U.S. bank with roughly 197,000 employees operating four segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth and Investment Management. The business quality is solid but not exceptional: trailing return on equity is 12.6%, TTM net margin is 17.5%, and revenue grew 11.3% year over year in the most recent quarter while…
Accumulation Zones
| Metric |
TTD |
WFC |
| Zone Low |
$10.50 |
$77.76 |
| Zone High |
$11.90 |
$88.13 |
| In Buy Zone? |
No
|
Yes
|