COMPARE · Reviewed July 21, 2026
META vs TTD
Verdict: Side-by-side breakdown using the Bull Rankings model. META scored 79.5, TTD scored 85.1 — TTD leads.
Compare another set
META
Meta Platforms, Inc.
79.5
$645.85 · $1.6T
Score gap
5.6
TTD leads
TTD
The Trade Desk, Inc.
85.1
$18.64 · $8.8B
The model, pillar by pillar (0–100 each)
META
stronger →← stronger
TTD
89
Qualityreturns · margins · balance sheet
87
97
Growthrevenue & earnings expansion
93
58
Valuevaluation vs sector peers
76
META is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
META
TTD
$48.3bA
FCF
$842mC+
+26.2%A-
Rev
+15.5%B+
0.36B+
D/E
0.17A-
23.5xB
P/E
21.2xB
0.94B+
PEG
0.89B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
META
TTD
118% above
Price vs fair valuelower is cheaper
45% below
~29%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-5%/yr
-60%
1-yr DCF upside
+54%
-54%
5-yr DCF upside
+82%
-45%
10-yr DCF upside
+131%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
META
Why this score
- Durable high returns
TTD
No notable signals flagged.
The companies
METAMeta Platforms, Inc.
Why now
Internet Content & Information · market cap $1.6T. 19% off the 52-week high of $796.25. Revenue growing +26% — in hypergrowth territory. PEG 0.94 — paying under fair value for the growth rate. 58 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $822.69 (implying +27% upside).
Moat
Net margin 33% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 29% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $1.6T market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
TTDThe Trade Desk, Inc.
Why now
Advertising Agencies · market cap $8.8b. Down 80% from 52-week high of $91.45 — deep drawdown territory. Revenue growing +16%, comfortably above the S&P median. PEG 0.89 — 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 +30% 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 80% 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.