Trade Desk Inc (TTD)vsVertiv Holdings Co (VRT)
TTD
Trade Desk Inc
$21.52
-6.76%
COMMUNICATION SERVICES · Cap: $10.12B
VRT
Vertiv Holdings Co
$367.92
+8.22%
INDUSTRIALS · Cap: $130.60B
Smart Verdict
WallStSmart Research — data-driven comparison
Vertiv Holdings Co generates 265% more annual revenue ($10.84B vs $2.97B). TTD leads profitability with a 14.6% profit margin vs 14.4%. TTD appears more attractively valued with a PEG of 0.89. VRT earns a higher WallStSmart Score of 67/100 (B-).
TTD
Buy58
out of 100
Grade: C
VRT
Strong Buy67
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Every $100 of equity generates 45 in profit
Revenue surging 30.1% year-over-year
Earnings expanding 135.7% YoY
Large-cap with strong market position
Areas to Watch
Grey zone — moderate risk
Weak financial health signals
Earnings declined 20.0%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 35.7x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : TTD
The strongest argument for TTD centers on PEG Ratio. Revenue growth of 11.8% demonstrates continued momentum. PEG of 0.89 suggests the stock is reasonably priced for its growth.
Bull Case : VRT
The strongest argument for VRT centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 30.1% demonstrates continued momentum.
Bear Case : TTD
The primary concerns for TTD are Altman Z-Score, Piotroski F-Score, EPS Growth.
Bear Case : VRT
The primary concerns for VRT are PEG Ratio, P/E Ratio, Price/Book. A P/E of 85.4x leaves little room for execution misses.
Key Dynamics to Monitor
TTD profiles as a value stock while VRT is a growth play — different risk/reward profiles.
VRT carries more volatility with a beta of 2.10 — expect wider price swings.
VRT is growing revenue faster at 30.1% — sustainability is the question.
VRT generates stronger free cash flow (654M), providing more financial flexibility.
Bottom Line
VRT scores higher overall (67/100 vs 58/100) and 30.1% 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.
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.
Vertiv Holdings Co
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Vertiv Holdings Co designs, manufactures and services critical digital infrastructure technologies and lifecycle services for data centers, communication networks, and commercial and industrial environments in the Americas, Asia Pacific, Europe, the Middle East, and Africa. The company is headquartered in Columbus, Ohio.
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