COMPARE · Reviewed August 3, 2026
LFTO vs TTD
Verdict: Side-by-side breakdown using the Bull Rankings model. LFTO scored 48.2, TTD scored 86.1 — TTD leads.
Compare another set
LFTO
Liftoff Mobile, Inc.
48.2
$25.74 · $4.4B
fundamentals as of
Score gap
37.9
TTD leads
TTD
The Trade Desk, Inc.
86.1
$18.98 · $8.9B
fundamentals as of
The model, pillar by pillar (0–100 each)
LFTO
stronger →← stronger
TTD
76
Qualityreturns · margins · balance sheet
87
100
Growthrevenue & earnings expansion
93
15
Valuevaluation vs sector peers
79
TTD is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
LFTO
TTD
$149mC
FCF
$842mC+
+32.1%A
Rev
+15.5%B+
—
D/E
0.17A-
198.0xD
P/E
21.6xB
5.38D
PEG
0.86B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
LFTO
TTD
25% above
Price vs fair valuelower is cheaper
44% below
~20%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-4%/yr
-39%
1-yr DCF upside
+52%
-20%
5-yr DCF upside
+79%
+20%
10-yr DCF upside
+127%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
LFTO
Why this score
- Short track record
TTD
No notable signals flagged.
The companies
LFTOLiftoff Mobile, Inc.
Why now
Advertising Agencies · market cap $4.4b. 14% off the 52-week high of $30.10. Revenue growing +32% — in hypergrowth territory. 13 sell-side analysts rate this a Buy with a mean 1-yr target of $35.46 (implying +38% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Trailing P/E 198.0x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Net margin 3.0% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. Ad-spending cyclicality — marketing budgets are among the first cut in any recession and the last restored; the business levers higher in the bull but lower in the bear than the headline economy.
TTDThe Trade Desk, Inc.
Why now
Advertising Agencies · market cap $8.9b. Down 79% from 52-week high of $91.45 — deep drawdown territory. Revenue growing +16%, comfortably above the S&P median. PEG 0.86 — paying under fair value for the growth rate. 30 sell-side analysts rate this a Hold with a mean 1-yr target of $24.32 (implying +28% upside).
Moat
Net margin 15% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 195% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 79% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Ad-spending cyclicality — marketing budgets are among the first cut in any recession and the last restored; the business levers higher in the bull but lower in the bear than the headline economy.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.