MasTec Inc (MTZ)vsTrade Desk Inc (TTD)
MTZ
MasTec Inc
$433.28
-0.97%
INDUSTRIALS · Cap: $32.90B
TTD
Trade Desk Inc
$24.01
-2.44%
COMMUNICATION SERVICES · Cap: $11.53B
Smart Verdict
WallStSmart Research — data-driven comparison
MasTec Inc generates 428% more annual revenue ($15.28B vs $2.90B). TTD leads profitability with a 15.3% profit margin vs 3.0%. TTD appears more attractively valued with a PEG of 0.93. TTD earns a higher WallStSmart Score of 72/100 (B).
MTZ
Buy58
out of 100
Grade: C
TTD
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-38.8%
Fair Value
$190.97
Current Price
$433.28
$242.31 premium
Intrinsic value data unavailable for TTD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 34.5% year-over-year
Earnings expanding 508.0% YoY
Strong operational efficiency at 30.3%
Growing faster than its price suggests
Areas to Watch
Trading at 10.4x book value
3.0% margin — thin
Operating margin of 3.7%
Expensive relative to growth rate
Moderate valuation
Grey zone — moderate risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : MTZ
The strongest argument for MTZ centers on Revenue Growth, EPS Growth. Revenue growth of 34.5% demonstrates continued momentum.
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 : MTZ
The primary concerns for MTZ are Price/Book, Profit Margin, Operating Margin. A P/E of 82.7x leaves little room for execution misses. Thin 3.0% margins leave little buffer for downturns.
Bear Case : TTD
The primary concerns for TTD are P/E Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
MTZ profiles as a hypergrowth stock while TTD is a mature play — different risk/reward profiles.
MTZ carries more volatility with a beta of 1.80 — expect wider price swings.
MTZ is growing revenue faster at 34.5% — sustainability is the question.
TTD generates stronger free cash flow (277M), providing more financial flexibility.
Bottom Line
TTD scores higher overall (72/100 vs 58/100), 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.
MasTec Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
MasTec, Inc., an infrastructure construction company, provides engineering, construction, installation, maintenance, and upgrade services for communications, energy, utilities, and other infrastructure primarily in the United States and Canada. The company is headquartered in Coral Gables, Florida.
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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