WallStSmart

Coca-Cola European Partners PLC (CCEP)vsTrade Desk Inc (TTD)

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Smart Verdict

WallStSmart Research — data-driven comparison

Coca-Cola European Partners PLC generates 622% more annual revenue ($20.90B vs $2.90B). TTD leads profitability with a 15.3% profit margin vs 9.3%. TTD appears more attractively valued with a PEG of 0.86. TTD earns a higher WallStSmart Score of 72/100 (B).

CCEP

Buy

59

out of 100

Grade: C

Growth: 6.7Profit: 6.5Value: 7.3Quality: 5.5
Piotroski: 3/9Altman Z: 1.55

TTD

Strong Buy

72

out of 100

Grade: B

Growth: 7.3Profit: 8.0Value: 7.3Quality: 5.3
Piotroski: 2/9Altman Z: 1.95
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CCEPUndervalued (+57.7%)

Margin of Safety

+57.7%

Fair Value

$230.72

Current Price

$93.23

$137.49 discount

UndervaluedFair: $230.72Overvalued
TTDSignificantly Overvalued (-60.9%)

Margin of Safety

-60.9%

Fair Value

$16.92

Current Price

$21.97

$5.05 premium

UndervaluedFair: $16.92Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CCEP3 strengths · Avg: 9.0/10
EPS GrowthGrowth
68.3%10/10

Earnings expanding 68.3% YoY

Return on EquityProfitability
22.9%9/10

Every $100 of equity generates 23 in profit

Free Cash FlowQuality
$1.51B8/10

Generating 1.5B in free cash flow

TTD2 strengths · Avg: 9.0/10
Operating MarginProfitability
30.3%10/10

Strong operational efficiency at 30.3%

PEG RatioValuation
0.868/10

Growing faster than its price suggests

Areas to Watch

CCEP4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.2%4/10

0.2% revenue growth

Altman Z-ScoreHealth
1.554/10

Distress zone — elevated risk

Debt/EquityHealth
1.503/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

TTD2 concerns · Avg: 3.5/10
Altman Z-ScoreHealth
1.954/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : CCEP

The strongest argument for CCEP centers on EPS Growth, Return on Equity, Free Cash Flow.

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 : CCEP

The primary concerns for CCEP are Revenue Growth, Altman Z-Score, Debt/Equity.

Bear Case : TTD

The primary concerns for TTD are Altman Z-Score, Piotroski F-Score.

Key Dynamics to Monitor

CCEP profiles as a value stock while TTD is a mature play — different risk/reward profiles.

TTD carries more volatility with a beta of 1.19 — expect wider price swings.

TTD is growing revenue faster at 14.3% — sustainability is the question.

CCEP generates stronger free cash flow (1.5B), providing more financial flexibility.

Bottom Line

TTD scores higher overall (72/100 vs 59/100), backed by strong 15.3% margins and 14.3% revenue growth. CCEP offers better value entry with a 57.7% 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.

Coca-Cola European Partners PLC

CONSUMER DEFENSIVE · BEVERAGES - NON-ALCOHOLIC · USA

Coca-Cola Europacific Partners PLC produces, distributes and sells a variety of ready-to-drink non-alcoholic beverages. The company is headquartered in Uxbridge, the United Kingdom.

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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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