Trade Desk Inc (TTD)vsZiff Davis Inc (ZD)
TTD
Trade Desk Inc
$21.97
-1.66%
COMMUNICATION SERVICES · Cap: $10.63B
ZD
Ziff Davis Inc
$43.46
-0.80%
COMMUNICATION SERVICES · Cap: $1.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Trade Desk Inc generates 100% more annual revenue ($2.90B vs $1.45B). TTD leads profitability with a 15.3% profit margin vs 3.3%. TTD appears more attractively valued with a PEG of 0.86. TTD earns a higher WallStSmart Score of 72/100 (B).
TTD
Strong Buy72
out of 100
Grade: B
ZD
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-60.9%
Fair Value
$16.92
Current Price
$21.97
$5.05 premium
Margin of Safety
-302.3%
Fair Value
$7.82
Current Price
$43.46
$35.64 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 30.3%
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 21.2%
Areas to Watch
Grey zone — moderate risk
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
Smaller company, higher risk/reward
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : ZD
The strongest argument for ZD centers on Price/Book, Operating Margin.
Bear Case : TTD
The primary concerns for TTD are Altman Z-Score, Piotroski F-Score.
Bear Case : ZD
The primary concerns for ZD are PEG Ratio, P/E Ratio, Altman Z-Score. Thin 3.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
TTD profiles as a mature stock while ZD is a value play — different risk/reward profiles.
ZD carries more volatility with a beta of 1.41 — 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 51/100), 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.
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.
Ziff Davis Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
J2 Global, Inc. provides Internet services worldwide. The company is headquartered in Los Angeles, California.
Visit Website →Compare with Other ADVERTISING AGENCIES Stocks
Want to dig deeper into these stocks?