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 2026-04-16.
The Trade Desk, Inc. · Technology
$22.76
+488.8% upside to fair value
High Conviction
Grade A-
VS
Exxon Mobil Corporation · Energy
$152.30
-33.0% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
TTD has more upside to fair value
(+488.8%).
XOM trades at a lower forward P/E
(17.5x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
TTD |
XOM |
| Current Price |
$22.76 |
$152.30 |
| Fair Value Estimate |
$134.00 |
$102.00 |
| Upside to Fair Value |
+488.8%
|
-33.0%
|
| Market Cap |
$10.8B |
$634.6B |
| Forward P/E |
24.6x
|
17.5x
|
| EV / EBITDA |
—
|
9.8x
|
| Price / Sales |
3.7x
|
2.0x
|
| Price / FCF |
13.8x
|
26.9x
|
| Revenue Growth YoY |
+14.5%
|
-4.5%
|
| Gross Margin |
78.6%
|
21.7%
|
| Operating Margin |
20.3%
|
10.5%
|
| Return on Equity |
16.9%
|
11.1%
|
| Dividend Yield |
— |
2.65% |
| FCF Yield |
7.3%
|
3.72%
|
| 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]
Exxon Mobil is a world-class integrated energy supermajor with unmatched Permian Basin scale following the Pioneer Natural Resources acquisition, a high-margin Guyana growth engine, and disciplined capital allocation. However, the stock remains significantly overvalued relative to its own 5-year history on every key metric. At $152, XOM trades at roughly 22x trailing earnings, 1.96x sales, and 27…
Accumulation Zones
| Metric |
TTD |
XOM |
| Zone Low |
$100.00 |
$77.00 |
| Zone High |
$114.00 |
$92.00 |
| In Buy Zone? |
Yes
|
No
|