TTD vs XOM: Which Is the Better Buy?
Side-by-side comparison of The Trade Desk, Inc. and Exxon Mobil Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-06-20.
The Trade Desk, Inc. · Communication Services
$18.51
+45.0% upside to fair value
Grade B
High Quality
VS
Exxon Mobil Corporation · Energy
$137.81
-45.0% upside to fair value
Grade C
QuantHub Verdict
TTD has more upside to fair value
(+45.0%).
TTD trades at a lower forward P/E
(20.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
TTD |
XOM |
| Current Price |
$18.51 |
$137.81 |
| Fair Value Estimate |
$26.84 |
$75.80 |
| Upside to Fair Value |
+45.0%
|
-45.0%
|
| Market Cap |
$8.7B |
$571.2B |
| Forward P/E |
20.3x
|
22.8x
|
| EV / EBITDA |
10.5x
|
10.1x
|
| Price / Sales |
2.9x
|
1.8x
|
| Price / FCF |
10.4x
|
30.4x
|
| Revenue Growth YoY |
+11.8%
|
+2.6%
|
| Gross Margin |
77.8%
|
25.5%
|
| Operating Margin |
20.3%
|
9.0%
|
| Return on Equity |
16.9%
|
9.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
9.62%
|
3.29%
|
| Analyst Consensus |
Hold
|
Buy
|
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 …
Exxon Mobil Corporation is a leading integrated oil and gas company with a durable competitive moat based on its scale, integration, advantaged long-life resources, proprietary technology, and irreplaceable infrastructure. The company is led by a long-tenured management team with a strong capital allocation track record focused on dividends and buybacks. Despite these strengths, Exxon is currentl…
Accumulation Zones
| Metric |
TTD |
XOM |
| Zone Low |
$20.13 |
$56.85 |
| Zone High |
$22.81 |
$64.43 |
| In Buy Zone? |
Yes
|
No
|