` Comparison: TTD, CRM - Alpha Spread

TTD
vs
CRM

Over the past 12 months, TTD has underperformed CRM, delivering a return of +1% compared to the CRM's +4% growth.

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TTD
CRM
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Ranked results with clear takeaways.
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Valuation
Growth
Profitability
Solvency
Comparing Valuation
Running a multi-layered valuation analysis to compare how attractive each stock is.
Comparing Growth
Financial growth, forecasts, volatility, and historical drawdowns.
Comparing Profitability
Margins, returns on capital, and the consistency of profitability.
Comparing Solvency
Debt levels, liquidity, interest coverage, and bankruptcy risk.
Summarizing...
We need a little more time to summarize the results

Valuation Comparison

TTD Intrinsic Value
35.71 USD
Overvaluation 60%
Intrinsic Value
Price
CRM Intrinsic Value
311.09 USD
Undervaluation 16%
Intrinsic Value
Price
Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
Trade Desk Inc
NASDAQ:TTD
88.25 USD
Salesforce Inc
NYSE:CRM
261.24 USD
Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
TTD, CRM

TTD
CRM
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Revenue
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Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
Trade Desk Inc
Revenue
Salesforce Inc
Revenue

All metrics are calculated based on data from the last 10 years.

Profitability Comparison

Free Cash Flow
TTD, CRM

TTD
CRM
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Free Cash Flow
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Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
Trade Desk Inc
NASDAQ:TTD
Salesforce Inc
NYSE:CRM
What is Free Cash Flow?

Gross Margin

TTD
80.1%
CRM
77.3%
LTM 3Y Avg 5Y Avg 10Y Avg
Trade Desk Inc
Salesforce Inc

Operating Margin

TTD
17.6%
CRM
20.5%
LTM 3Y Avg 5Y Avg 10Y Avg
Trade Desk Inc
Salesforce Inc

Net Margin

TTD
16%
CRM
16.1%
LTM 3Y Avg 5Y Avg 10Y Avg
Trade Desk Inc
Salesforce Inc

FCF Margin

TTD
26.7%
CRM
32.8%
LTM 3Y Avg 5Y Avg 10Y Avg
Trade Desk Inc
Salesforce Inc

ROE

TTD
16.9%
CRM
10.3%
LTM 3Y Avg 5Y Avg 10Y Avg
Trade Desk Inc
Salesforce Inc

ROA

TTD
8%
CRM
6.4%
LTM 3Y Avg 5Y Avg 10Y Avg
Trade Desk Inc
Salesforce Inc

ROIC

TTD
25.6%
CRM
8.8%
LTM 3Y Avg 5Y Avg 10Y Avg
Trade Desk Inc
Salesforce Inc

ROCE

TTD
16.8%
CRM
10.7%
LTM 3Y Avg 5Y Avg 10Y Avg
Trade Desk Inc
Salesforce Inc

Solvency Comparison

Balance Sheet Comparison

Stocks Performance

Stocks Performance
TTD, CRM

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Performance Gap
TTD, CRM

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TTD
CRM
Difference
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Performance By Year
TTD, CRM

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TTD
CRM
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