Brookfield Business Partners LP (BBU)vsTrade Desk Inc (TTD)
BBU
Brookfield Business Partners LP
$32.62
+6.60%
INDUSTRIALS · Cap: $2.71B
TTD
Trade Desk Inc
$21.97
-1.66%
COMMUNICATION SERVICES · Cap: $10.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Business Partners LP generates 848% more annual revenue ($27.46B vs $2.90B). TTD leads profitability with a 15.3% profit margin vs -0.1%. TTD earns a higher WallStSmart Score of 72/100 (B).
BBU
Buy52
out of 100
Grade: C-
TTD
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BBU.
Margin of Safety
-60.9%
Fair Value
$16.92
Current Price
$21.97
$5.05 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 80.0% YoY
Reasonable price relative to book value
Strong operational efficiency at 30.3%
Growing faster than its price suggests
Areas to Watch
ROE of 2.4% — below average capital efficiency
Weak financial health signals
Revenue declined 4.5%
Currently unprofitable
Grey zone — moderate risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BBU
The strongest argument for BBU centers on EPS Growth, Price/Book.
Bull Case : TTD
The strongest argument for TTD centers on Operating Margin, PEG Ratio. Profitability is solid with margins at 15.3% and operating margin at 30.3%. Revenue growth of 14.3% demonstrates continued momentum.
Bear Case : BBU
The primary concerns for BBU are Return on Equity, Piotroski F-Score, Revenue Growth. Debt-to-equity of 19.07 is elevated, increasing financial risk.
Bear Case : TTD
The primary concerns for TTD are Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
BBU profiles as a turnaround stock while TTD is a mature play — different risk/reward profiles.
BBU carries more volatility with a beta of 1.32 — expect wider price swings.
TTD is growing revenue faster at 14.3% — sustainability is the question.
BBU generates stronger free cash flow (763M), providing more financial flexibility.
Bottom Line
TTD scores higher overall (72/100 vs 52/100), backed by strong 15.3% margins and 14.3% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Brookfield Business Partners LP
INDUSTRIALS · CONGLOMERATES · USA
Brookfield Business Partners LP (BBU) is a leading global alternative asset manager that focuses on acquiring, operating, and enhancing a diversified portfolio of high-quality, cash-generating businesses. Capitalizing on the robust resources and expertise of its parent company, Brookfield Asset Management, BBU strategically invests in sectors such as industrials, utilities, and consumer products, employing a disciplined approach to operational improvements. With an emphasis on delivering sustainable cash distributions and capital appreciation, BBU is well-equipped to capitalize on growth opportunities, positioning itself to generate superior returns for its investors over the long term.
Visit Website →Trade Desk Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Trade Desk, Inc. is a technology company in the United States and internationally. The company is headquartered in Ventura, California.
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