COMPARE · Reviewed July 21, 2026
OPRA vs TTD
Verdict: Side-by-side breakdown using the Bull Rankings model. OPRA scored 74.8, TTD scored 85.1 — TTD leads.
Compare another set
OPRA
Opera Limited
74.8
$19.58 · $1.8B
Score gap
10.3
TTD leads
TTD
The Trade Desk, Inc.
85.1
$18.64 · $8.8B
The model, pillar by pillar (0–100 each)
OPRA
stronger →← stronger
TTD
69
Qualityreturns · margins · balance sheet
87
100
Growthrevenue & earnings expansion
93
61
Valuevaluation vs sector peers
76
TTD is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
OPRA
TTD
$112mC
FCF
$842mC+
+27.9%A-
Rev
+15.5%B+
0.01A
D/E
0.17A-
15.4xB+
P/E
21.2xB
0.55A-
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
OPRA
TTD
32% below
Price vs fair valuelower is cheaper
45% below
~4%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-5%/yr
+13%
1-yr DCF upside
+54%
+47%
5-yr DCF upside
+82%
+115%
10-yr DCF upside
+131%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
OPRA
Why this score
- Cut its dividend
TTD
No notable signals flagged.
The companies
OPRAOpera Limited
Why now
Internet Content & Information · market cap $1.8b. 7% off the 52-week high of $21.06. Revenue growing +28% — in hypergrowth territory. PEG 0.55 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $26.29 (implying +34% upside).
Moat
Net margin 18% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 104% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
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
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