COMPARE · Reviewed July 28, 2026
TTD vs YELP
Verdict: Side-by-side breakdown using the Bull Rankings model. TTD scored 85.5, YELP scored 80.4 — TTD leads.
Compare another set
TTD
The Trade Desk, Inc.
85.5
$18.91 · $8.9B
fundamentals as of
Score gap
5.1
TTD leads
YELP
Yelp Inc.
80.4
$27.40 · $1.5B
fundamentals as of
The model, pillar by pillar (0–100 each)
TTD
stronger →← stronger
YELP
87
Qualityreturns · margins · balance sheet
88
93
Growthrevenue & earnings expansion
66
77
Valuevaluation vs sector peers
90
YELP is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
TTD
YELP
$842mC+
FCF
$281mC
+15.5%B+
Rev
+2.1%C
0.17A-
D/E
0.25A-
21.5xB
P/E
12.6xA-
0.85B+
PEG
0.57A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
TTD
YELP
44% below
Price vs fair valuelower is cheaper
71% below
~-4%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-21%/yr
+52%
1-yr DCF upside
+202%
+79%
5-yr DCF upside
+243%
+127%
10-yr DCF upside
+314%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
TTD
No notable signals flagged.
YELP
Why this score
- Buying back stock
The companies
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 0.85 — 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 +29% 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.
YELPYelp Inc.
Why now
Internet Content & Information · market cap $1.5b. Down 22% from 52-week high of $35.26 — deep drawdown territory. PEG 0.57 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Hold with a mean 1-yr target of $26.71 (implying -3% upside).
Moat
ROE 22% 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
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.
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.