COMPARE · Data as of August 27, 2026
STGW vs TTD
Verdict: Side-by-side breakdown using the Bull Rankings model. STGW scored 53.1, TTD scored 80.7 — TTD leads.
Compare another set
STGW
Stagwell Inc.
53.1
$8.74 · $2.1B
fundamentals as of
Score gap
27.6
TTD leads
TTD
The Trade Desk, Inc.
80.7
$13.57 · $6.4B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestTTD16.2x
- Fastest growthTTD+11.6%
- Strongest balance sheetTTD0.17
- Highest qualityTTD86 / 100
- Largest discount to fair valueSTGW-44%
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)
STGW
stronger →← stronger
TTD
50
Qualityreturns · margins · balance sheet
86
56
Growthrevenue & earnings expansion
84
53
Valuevaluation vs sector peers
73
TTD is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
STGW
TTD
$253mC
FCF
$863mC+
+6.4%C+
Rev
+11.6%B
2.41C
D/E
0.17A-
145.7xD
P/E
16.2xB+
0.38A
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
STGW
TTD
44% below
Price vs fair valuelower is cheaper
38% below
~-7%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-13%/yr
+61%
1-yr DCF upside
+79%
+79%
5-yr DCF upside
+61%
+109%
10-yr DCF upside
+39%
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. 8% off the 52-week high of $9.55. PEG 0.38 — paying under fair value for the growth rate. 7 sell-side analysts publish a mean 1-yr target of $9.86 (implying +13% 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 145.7x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Net margin 0.5% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
TTDThe Trade Desk, Inc.
Why now
Advertising Agencies · market cap $6.4b. 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
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.
Where STGW and TTD diverge
On the headline score the gap is 27.6 points in favor of TTD. The widest single difference is Quality, where TTD leads by 35.2 points.
- QualitySTGW 50.4 · TTD 85.6TTD +35.2
- GrowthSTGW 55.8 · TTD 83.8TTD +28.0
- ValueSTGW 53.3 · TTD 73.2TTD +19.9
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.