LIVE
TTD
The Trade Desk, Inc. · Technology
$19.23
-0.29% this month
VERSUS
⟷
COMPARE
GOOGL
Alphabet Inc. · Technology
$352.51
-1.99% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
TTD
2
GOOGL
2
Comparison scoreboard
MIXED SETUPAI Score
TTD 41.1
GOOGL ✓66.4
1Y Return
TTD -74.51%
GOOGL ✓+95.63%
Fwd P/E
TTD ✓8.95
GOOGL 24.51
Target Up.
TTD ✓+26.50%
GOOGL +20.92%
Op. Margin
TTD N/A
GOOGL 36.12%
Metrics last refreshed: 7/14/2026
Quick take
TTD vs GOOGL: The Trade Desk vs Google Stock Comparison: AI Score, Valuation, Performance and Upside
The Trade Desk is the leading independent buy-side programmatic ad platform benefiting from CTV growth and the open internet, while Google controls both the buy-side and sell-side of digital advertising and faces antitrust pressure to separate those businesses. The Trade Desk wins if open internet and CTV advertising grow; Google wins if search advertising remains dominant.
TTD vs GOOGL is independent programmatic open internet advertising versus vertical ad tech integration — Trade Desk wins if CTV growth and antitrust pressure on Google restructure the programmatic ecosystem; Google wins if search and YouTube advertising maintain dominance across AI disruption and antitrust outcomes.
Live analysis · updated 7/14/2026
TTD and GOOGL are closely matched — they split the tracked metrics evenly. GOOGL has delivered stronger 1-year price return (+95.63% vs -74.51%), though TTD has the better forward P/E setup (8.95x vs 24.51x for GOOGL). Analyst consensus implies meaningfully more upside for TTD (+26.50%) than for GOOGL (+20.92%).
Normalized 1Y performance
TTD
GOOGL
Recent returns
TTD
GOOGL
Analyst price targets & sentiment
TTD · 30 analysts
STRONG BUYHOLDSTRONG SELL
Hold (2.5/5.0)
Price target range
analyst low$11.00
analyst high$38.00
analyst mean$24.32
current price$19.23
+26.5% upside to analyst mean
GOOGL · 52 analysts
STRONG BUYHOLDSTRONG SELL
Buy (1.6/5.0)
Price target range
analyst low$160.00
analyst mean$431.91
current price$352.51
+20.9% upside to analyst mean
Who should consider this stock?
TTD may suit investors who:
- →want the independent buy-side DSP exposed to CTV advertising growth and open internet programmatic
- →believe Trade Desk's independence from media inventory is a structural advantage with brand advertisers
- →value UID2 as a potential identity standard that benefits Trade Desk if Google's third-party cookies are deprecated
- →think DOJ antitrust action against Google's ad tech stack is a significant catalyst for Trade Desk
GOOGL may suit investors who:
- →prefer diversified exposure to Search, YouTube, Cloud, and AI alongside dominant ad tech infrastructure
- →value Google's integrated advertising advantage as a massive revenue generator across buy and sell side
- →want YouTube CTV exposure as the largest video advertising platform alongside Google Search
- →believe antitrust risk is manageable and Google's AI capabilities defend its advertising moat
Performance & AI score
| Metric | TTD | GOOGL |
|---|---|---|
| AI score | 41.1 | 66.4 |
| AI rank | #1069 | #53 |
| Latest close | $19.23 | $352.51 |
| 1M return | -0.29% | -1.99% |
| 6M return | -47.90% | +7.29% |
| 1Y return | -74.51% | +95.63% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | TTD | GOOGL |
|---|---|---|
| 1Y ago | $2.55K (-74.5%) started 2025-07-14 | $19.42K (+94.2%) started 2025-07-14 |
| 5Y ago | $2.61K (-73.9%) started 2021-07-14 | $27.75K (+177.5%) started 2021-07-14 |
| 10Y ago | $63.87K (+538.7%) started 2016-09-21 | $96.74K (+867.4%) started 2016-07-14 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | TTD | GOOGL |
|---|---|---|
| Market cap | $9.04B | $4.36T |
| Trailing P/E | 21.85 | 27.24 |
| Forward P/E | 8.95 | 24.51 |
| Price/Sales | 3.04 | 5.88 |
| EV/Revenue | 2.80 | 10.17 |
| Analyst target | $24.32 | $431.91 |
| Target upside | +26.50% | +20.92% |
Growth, profitability & risk
| Metric | TTD | GOOGL |
|---|---|---|
| Revenue growth | 11.80% | 21.80% |
| Earnings growth | -20.00% | 82.00% |
| EPS growth | -20.00% | +82.00% |
| FCF margin | +19.17% | +6.61% |
| Operating margin | N/A | 36.12% |
| Profit margin | 14.57% | 37.92% |
| ROIC proxy | 16.74% | 38.88% |
| Return on equity | 16.74% | 38.88% |
| Dividend yield | 0.00% | 0.25% |
| Beta | 1.04 | 1.25 |
| Debt/equity | 17.26 | 20.03 |
| Current ratio | 1.68 | 1.92 |
| Quick ratio | 1.64 | 1.71 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
TTD max drawdown80.69%
GOOGL max drawdown20.42%
TTD max wkly drop42.53%
GOOGL max wkly drop9.46%
5Y risk snapshot
TTD max drawdown87.58%
GOOGL max drawdown44.32%
TTD max wkly drop42.53%
GOOGL max wkly drop13.41%
10Y risk snapshot
TTD max drawdown87.58%
GOOGL max drawdown44.32%
TTD max wkly drop42.53%
GOOGL max wkly drop15.46%
Performance metrics by period
| Period | Metric | TTD | GOOGL |
|---|---|---|---|
| 1Y | Growth | -74.51% | +94.16% |
| CAGR | -74.54% | +94.70% | |
| Sharpe ratio | -1.83 | 2.24 | |
| Max drawdown | 80.69% | 20.42% | |
| Max daily drop | 38.61% | 4.99% | |
| Max wkly drop | 42.53% | 9.46% | |
| 5Y | Growth | -73.89% | +176.20% |
| CAGR | -23.56% | +22.54% | |
| Sharpe ratio | -0.13 | 0.66 | |
| Max drawdown | 87.58% | 44.32% | |
| Max daily drop | 38.61% | 9.51% | |
| Max wkly drop | 42.53% | 13.41% | |
| 10Y | Growth | +538.70% | +862.75% |
| CAGR | +20.81% | +25.42% | |
| Sharpe ratio | 0.55 | 0.77 | |
| Max drawdown | 87.58% | 44.32% | |
| Max daily drop | 38.61% | 11.63% | |
| Max wkly drop | 42.53% | 15.46% |
Business comparison
| Category | TTD | GOOGL |
|---|---|---|
| Company | The Trade Desk, Inc. | Alphabet Inc. |
| Sector | Technology | Communication Services |
| Industry | N/A | Internet Content & Information |
| Core business | Independent demand-side platform (DSP) enabling ad buyers (agencies, brands) to purchase digital advertising across the open internet — connected TV, audio, display, and mobile — using data-driven targeting. The Trade Desk does not own any media inventory. | Google Search, YouTube, Google Display Network, Google Ad Manager (the dominant supply-side platform), and Google Ads (the largest DSP). Google controls both sides of the digital advertising ecosystem — the buy side and the sell side — creating a structural advantage. |
| Investor focus | Revenue growth driven by CTV advertising spend, retail media network adoption, UID2 identity solution adoption, and international expansion. | Search advertising revenue stability vs AI disruption, YouTube advertising growth, Google Cloud AI adoption, and antitrust DOJ ruling implications for ad tech stack. |
TTD strengths
- →The Trade Desk is the only scaled independent DSP — not owning media inventory means it has no conflict of interest in serving buyers
- →CTV advertising is the fastest-growing digital ad segment — streaming TV share is taking from linear TV, and Trade Desk is the leading programmatic buyer
- →UID2 open identity solution is an important industry alternative to Google's cookie deprecation — brands and publishers are adopting UID2 as a privacy-safe targeting standard
GOOGL strengths
- →Google owns the largest global search advertising platform — reaching consumers at the highest-intent moment in the purchase funnel
- →Google's vertical integration of buy-side (Google Ads DV360) and sell-side (Ad Manager/AdX) creates efficiency advantages but also antitrust scrutiny
- →YouTube advertising is the largest video advertising platform globally, with growing CTV and YouTube TV audiences
Risks to watch — TTD
- →Google's dominance of the programmatic supply chain (DFP, GAM, AdX) creates structural disadvantages for Trade Desk in accessing premium inventory efficiently
- →CTV advertising spending shifts can be volatile — a macro slowdown reduces brand advertising budgets quickly
- →Retail media networks (Amazon, Walmart, Target) are walled gardens that partially bypass Trade Desk's open internet positioning
Risks to watch — GOOGL
- →DOJ antitrust ruling found Google illegally monopolized the ad tech market — forced divestiture of Google Ad Manager could restructure the entire programmatic ecosystem
- →AI search alternatives reduce Google's per-query advertising revenue over time
- →Trade Desk and other independent ad tech companies benefit if Google is forced to separate buy-side and sell-side operations
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