Lennox International Inc (LII)vsTrade Desk Inc (TTD)
LII
Lennox International Inc
$541.37
+3.67%
INDUSTRIALS · Cap: $18.32B
TTD
Trade Desk Inc
$24.01
-2.44%
COMMUNICATION SERVICES · Cap: $11.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Lennox International Inc generates 82% more annual revenue ($5.26B vs $2.90B). TTD leads profitability with a 15.3% profit margin vs 15.1%. TTD appears more attractively valued with a PEG of 0.93. TTD earns a higher WallStSmart Score of 72/100 (B).
LII
Buy56
out of 100
Grade: C
TTD
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-50.6%
Fair Value
$370.16
Current Price
$541.37
$171.21 premium
Intrinsic value data unavailable for TTD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 77 in profit
Safe zone — low bankruptcy risk
Strong operational efficiency at 30.3%
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Trading at 16.2x book value
Weak financial health signals
Earnings declined 0.6%
Moderate valuation
Grey zone — moderate risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : LII
The strongest argument for LII centers on Return on Equity, Altman Z-Score. Profitability is solid with margins at 15.1% and operating margin at 14.4%.
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 : LII
The primary concerns for LII are PEG Ratio, Price/Book, Piotroski F-Score.
Bear Case : TTD
The primary concerns for TTD are P/E Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
LII carries more volatility with a beta of 1.21 — expect wider price swings.
TTD is growing revenue faster at 14.3% — sustainability is the question.
TTD generates stronger free cash flow (277M), providing more financial flexibility.
Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TTD scores higher overall (72/100 vs 56/100), 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.
Lennox International Inc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Lennox International Inc. designs, manufactures and markets a range of products for the heating, ventilation, air conditioning and refrigeration markets in the United States, Canada and internationally. The company is headquartered in Richardson, Texas.
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.
Compare with Other BUILDING PRODUCTS & EQUIPMENT Stocks
Want to dig deeper into these stocks?