Which is better, TTD or ZG?

On the Buffett-Fit framework, The Trade Desk, Inc. (TTD) currently grades higher than ZG — 64/100 (C grade) vs 27/100 (F). That said, "better" depends on which framework you trust — TTD wins on Warren Buffett, Benjamin Graham, Philip Fisher, Peter Lynch, Joel Greenblatt, Charlie Munger, and Terry Smith; ZG wins on none. The full pillar breakdown is on this page.

Should I buy TTD or ZG?

This page is an educational comparison, not investment advice. Both TTD and ZG are graded against the same Buffett 5-pillar framework (moat, earnings durability, management quality, financial health, valuation) plus six other documented investor frameworks. Read the side-by-side breakdown to see which one matches the criteria you care about most — and always do your own research before making any investment decision.

Is TTD better than ZG for value investing?

On the Buffett-style value-investing framework, TTD currently grades higher — 64/100 vs 27/100, a 37-point gap. The gap is driven by which pillars each stock passes; the table on this page shows moat, durability, management, financial health, and valuation side-by-side.

What's the difference between TTD and ZG on Warren Buffett's framework?

Both stocks are evaluated on the same five pillars: economic moat (durable competitive advantage), earnings durability (consistent profitability), management quality (capital allocation), financial health (conservative balance sheet), and valuation (margin of safety). TTD currently scores 64/100 (C grade); ZG scores 27/100 (F grade). The "Where each wins" section on this page breaks down which pillar each stock dominates.

Which has the stronger moat, TTD or ZG?

Moat strength is one of the five pillars in the Buffett-Fit score on this page. TTD and ZG are each scored on ROIC sustainability, gross-margin durability, and qualitative signals like brand strength, switching costs, network effects, and regulatory barriers. The pillar breakdown on this page shows the moat sub-score side-by-side so you can see which one has the more durable competitive advantage.

Which is more undervalued, TTD or ZG?

Valuation is one of the five Buffett-Fit pillars on this page. Both stocks are scored on owner-earnings yield, price-to-intrinsic-value vs the underlying compounding rate, and the margin of safety relative to a conservative DCF. The valuation sub-score in the table below tells you which one currently trades at a more attractive price relative to its underlying business quality.

Are TTD and ZG both Communication Services stocks?

Yes — both The Trade Desk, Inc. (TTD) and Zillow Group, Inc. Class A (ZG) operate in the Communication Services sector. That makes this a direct sector-peer comparison, which is the apples-to-apples way to use the Buffett-Fit framework: the score weighs each stock against its sector's specific quality and valuation benchmarks (sector-relative bonus), so the cross-stock comparison isn't distorted by inter-sector base-rate differences.

Is this TTD vs ZG comparison investment advice?

No. This page is an educational pattern-match against documented public frameworks (Buffett, Graham, Fisher, Lynch, Greenblatt, Munger, Smith), not personalised investment advice. The scores reflect how closely each stock matches each framework's documented criteria — they are not buy/hold/sell recommendations. Always do your own research and consult a licensed financial adviser for personalised advice.

Stock comparison

The Trade Desk

Zillow Group

Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.

TTD

The Trade Desk

Market cap

$10.52B

Sector

Communication Services

Zillow Group

Market cap

$8.86B

Sector

Communication Services

Overall winner

The Trade Desk TTD

Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.

Fit scores by strategy

Strategy	TTD	ZG	Winner
Warren Buffett	64C	27F	TTD
Benjamin Graham	72B	54D	TTD
Philip Fisher	75B	36D	TTD
Peter Lynch	66B	20F	TTD
Joel Greenblatt	41D	4F	TTD
Charlie Munger	53C	30F	TTD
Terry Smith	57D	36D	TTD

Side-by-side metrics

Metric	TTD	ZG
Market cap	$10.52B	$8.86B
P/E (TTM)	23.2x	147.1x
EV/EBIT	16.1x	-
ROIC (TTM)	13.46%	0.21%
Gross margin	77.83%	73.34%
Net margin	14.57%	2.27%
Revenue CAGR 5y	24.73%	4.91%
EPS CAGR 5y	33.46%	-
Debt / Equity	0.2x	0.1x
Dividend yield	0.0%	0.0%

Where each one wins

The metrics with the biggest gap between the two - sorted so the most decisive edges read first.

TTD leads on

ROIC (TTM)13.46%vs 0.21%+98%
Net margin14.57%vs 2.27%+84%
P/E (TTM)23.2xvs 147.1x+84%
Revenue CAGR 5y24.73%vs 4.91%+80%

ZG leads on

EV/EBIT-vs 16.1x+106%
Debt / Equity0.1xvs 0.2x+44%

Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.

The Trade Desk

Zillow Group

Fit scores by strategy

Side-by-side metrics

Where each one wins

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Key terms in this analysis