COMPARE · Reviewed August 3, 2026
STGW vs TTD
Verdict: Side-by-side breakdown using the Bull Rankings model. STGW scored 58.2, TTD scored 86.1 — TTD leads.
Compare another set
Different reporting periods. STGW's fundamentals are as of June 2026, but TTD's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
STGW
Stagwell Inc.
58.2
$8.71 · $2.1B
fundamentals as of
Score gap
27.9
TTD leads
TTD
The Trade Desk, Inc.
86.1
$18.98 · $8.9B
fundamentals as of
The model, pillar by pillar (0–100 each)
STGW
stronger →← stronger
TTD
51
Qualityreturns · margins · balance sheet
87
70
Growthrevenue & earnings expansion
93
56
Valuevaluation vs sector peers
79
TTD is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
STGW
TTD
$253mC
FCF
$842mC+
+6.4%C+
Rev
+15.5%B+
2.41C
D/E
0.17A-
145.2xD
P/E
21.6xB
0.41A
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
STGW
TTD
45% below
Price vs fair valuelower is cheaper
44% below
~-7%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-4%/yr
+62%
1-yr DCF upside
+52%
+83%
5-yr DCF upside
+79%
+117%
10-yr DCF upside
+127%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
STGW
Why this score
- Buying back stock
TTD
No notable signals flagged.
The companies
STGWStagwell Inc.
Why now
Advertising Agencies · market cap $2.1b. Trading near 52-week high of $8.77 — momentum setup, limited technical margin of safety. PEG 0.41 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $9.71 (implying +12% 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
D/E 2.41 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Trailing P/E 145.2x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction.
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.