Stagwell Inc (STGW)vsTrade Desk Inc (TTD)
STGW
Stagwell Inc
$6.16
-0.16%
COMMUNICATION SERVICES · Cap: $1.56B
TTD
Trade Desk Inc
$21.97
-1.66%
COMMUNICATION SERVICES · Cap: $10.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Stagwell Inc generates 0% more annual revenue ($2.91B vs $2.90B). STGW leads profitability with a 100.0% profit margin vs 15.3%. TTD trades at a lower P/E of 24.8x. TTD earns a higher WallStSmart Score of 72/100 (B).
STGW
Hold45
out of 100
Grade: D+
TTD
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-42.3%
Fair Value
$3.74
Current Price
$6.16
$2.42 premium
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
Keeps 100 of every $100 in revenue as profit
Earnings expanding 65.1% YoY
Reasonable price relative to book value
Strong operational efficiency at 30.3%
Growing faster than its price suggests
Areas to Watch
2.4% revenue growth
Smaller company, higher risk/reward
ROE of 3.9% — below average capital efficiency
Premium valuation, high expectations priced in
Grey zone — moderate risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : STGW
The strongest argument for STGW centers on Profit Margin, EPS Growth, Price/Book. Profitability is solid with margins at 100.0% and operating margin at 7.3%.
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 : STGW
The primary concerns for STGW are Revenue Growth, Market Cap, Return on Equity. A P/E of 77.0x leaves little room for execution misses. Debt-to-equity of 2.35 is elevated, increasing financial risk.
Bear Case : TTD
The primary concerns for TTD are Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
STGW profiles as a value stock while TTD is a mature play — different risk/reward profiles.
STGW carries more volatility with a beta of 1.54 — 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.
Bottom Line
TTD scores higher overall (72/100 vs 45/100), backed by strong 15.3% margins and 14.3% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Stagwell Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Stagwell Inc. (STGW) is a cutting-edge digital marketing and communications agency that has rapidly established itself as a leader in the industry since its inception in 2015. With a comprehensive suite of services including advertising, public relations, and digital media, Stagwell leverages advanced technology and data analytics to drive impactful growth for brands. The company's strategic focus on performance-driven solutions and targeted acquisitions enhances its competitive positioning while adapting to the dynamic marketing landscape. For institutional investors, Stagwell presents a unique opportunity to invest in a transformative firm poised for continued success in the evolving global marketplace.
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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