TTD vs WFC: Which Is the Better Buy?

Side-by-side comparison of The Trade Desk, Inc. and Wells Fargo & Company โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-09.
The Trade Desk, Inc. ยท Technology
$23.08
+45.0% upside to fair value
Grade B High Quality
VS
Wells Fargo & Company ยท Financial Services
$81.52
+30.6% upside to fair value
Grade B
QuantHub Verdict
TTD has more upside to fair value (+45.0%). WFC trades at a lower forward P/E (11.9x). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric TTD WFC
Current Price $23.08 $81.52
Fair Value Estimate $33.47 $106.48
Upside to Fair Value +45.0% +30.6%
Market Cap $10.8B $250.7B
Forward P/E 25.3x 11.9x
EV / EBITDA 14.3x 16.7x
Price / Sales 3.6x 2.0x
Price / FCF 13.0x -13.2x
Revenue Growth YoY +11.8% +7.3%
Gross Margin 77.8% 64.5%
Operating Margin 20.3% 20.5%
Return on Equity 16.9% 12.0%
Dividend Yield 0% 0%
FCF Yield 7.71% โ€”
Analyst Consensus Hold Buy
Investment Thesis
TTD โ€” The Trade Desk, Inc.
The Trade Desk, Inc. operates a leading self-service, cloud-based programmatic advertising platform focused on demand-side platform services, primarily in connected TV and audio advertising. The company benefits from a durable competitive moat driven by network effects, high customer retention above 95%, and a founder-led management team with deep industry expertise. Despite solid revenue growth โ€ฆ
WFC โ€” Wells Fargo & Company
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.โ€ฆ
Accumulation Zones
Metric TTD WFC
Zone Low $25.10 $79.86
Zone High $28.45 $90.51
In Buy Zone? Yes Yes
โ† TTD Research    WFC Research โ†’    All Research