COMPARE · Data as of August 24, 2026
TLK vs TTD
Verdict: Side-by-side breakdown using the Bull Rankings model. TLK scored 45.2, TTD scored 80.4 — TTD leads.
Compare another set
TLK
Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk
45.2
$15.02 · $14.8B
Score gap
35.2
TTD leads
TTD
The Trade Desk, Inc.
80.4
$13.27 · $6.2B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestTLK15.0x
- Fastest growthTTD+11.6%
- Strongest balance sheetTTD0.17
- Highest qualityTTD86 / 100
- Largest discount to fair valueTLK-51%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
TLK
stronger →← stronger
TTD
81
Qualityreturns · margins · balance sheet
86
50
Growthrevenue & earnings expansion
84
31
Valuevaluation vs sector peers
72
TTD is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
TLK
TTD
$2.3bB
FCF
$863mC+
-2.2%D+
Rev
+11.6%B
0.60B
D/E
0.17A-
15.0xB+
P/E
15.8xB+
3.57D
PEG
1.12B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
TLK
TTD
51% below
Price vs fair valuelower is cheaper
39% below
~-16%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-13%/yr
+116%
1-yr DCF upside
+83%
+102%
5-yr DCF upside
+64%
+84%
10-yr DCF upside
+42%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
TLK
Why this score
- Raising its dividend
- Durable high returns
- Revenue shrinking
- Foreign reporter (IDR)
TTD
No notable signals flagged.
The companies
TLKPerusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk
Why now
Telecom Services · market cap $14.8b. Down 36% from 52-week high of $23.52 — deep drawdown territory.
Moat
Net margin 12% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 19% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Down 36% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Dividend payout 123% of earnings on a 8.1% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
TTDThe Trade Desk, Inc.
Why now
Advertising Agencies · market cap $6.2b. Down 76% from 52-week high of $56.39 — deep drawdown territory. Revenue growing +12%, comfortably above the S&P median. 30 sell-side analysts rate this a Hold with a mean 1-yr target of $13.39 (implying +1% upside).
Moat
Net margin 14% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 16% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. 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
Down 76% 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
TTD leads TLK by 35.2 points (80.4 to 45.2), its sharpest advantage coming in PEG (grade B+). A contrarian could still prefer TLK, which trades about 51% below our DCF fair value — a margin of safety the score doesn't reward. All screen as growth-type names but sit in different sectors (Telecom Services versus Advertising Agencies), so their grades are relative to different peer sets.
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
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.
Where TLK and TTD diverge
On the headline score the gap is 35.2 points in favor of TTD. The widest single difference is Value, where TTD leads by 41.2 points.
- ValueTLK 31.3 · TTD 72.5TTD +41.2
- GrowthTLK 50.0 · TTD 83.8TTD +33.8
- QualityTLK 81.0 · TTD 85.6TTD +4.6
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.