British American Tobacco p.l.c. (BTI)vsTrade Desk Inc (TTD)
BTI
British American Tobacco p.l.c.
$58.28
+0.34%
CONSUMER DEFENSIVE · Cap: $125.67B
TTD
Trade Desk Inc
$23.08
-1.75%
COMMUNICATION SERVICES · Cap: $11.18B
Smart Verdict
WallStSmart Research — data-driven comparison
British American Tobacco p.l.c. generates 784% more annual revenue ($25.61B vs $2.90B). BTI leads profitability with a 30.3% profit margin vs 15.3%. TTD appears more attractively valued with a PEG of 0.92. TTD earns a higher WallStSmart Score of 72/100 (B).
BTI
Buy60
out of 100
Grade: C+
TTD
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+23.4%
Fair Value
$78.80
Current Price
$58.28
$20.52 discount
Intrinsic value data unavailable for TTD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 34.6%
Large-cap with strong market position
Attractively priced relative to earnings
Generating 3.0B in free cash flow
Strong operational efficiency at 30.3%
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Trading at 10.1x book value
0.1% revenue growth
1.6% earnings growth
Moderate valuation
Grey zone — moderate risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BTI
The strongest argument for BTI centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 30.3% and operating margin at 34.6%.
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 : BTI
The primary concerns for BTI are PEG Ratio, Price/Book, Revenue Growth.
Bear Case : TTD
The primary concerns for TTD are P/E Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
BTI profiles as a value stock while TTD is a mature play — different risk/reward profiles.
TTD carries more volatility with a beta of 1.10 — expect wider price swings.
TTD is growing revenue faster at 14.3% — sustainability is the question.
BTI generates stronger free cash flow (3.0B), providing more financial flexibility.
Bottom Line
TTD scores higher overall (72/100 vs 60/100), backed by strong 15.3% margins and 14.3% revenue growth. BTI offers better value entry with a 23.4% margin of safety. 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.
British American Tobacco p.l.c.
CONSUMER DEFENSIVE · TOBACCO · USA
British American Tobacco plc offers tobacco and nicotine products to consumers around the world. The company is headquartered in London, the United Kingdom.
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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