Onto Innovation Inc. (ONTO) vs The Trade Desk, Inc. (TTD)

A side-by-side comparison of Onto Innovation Inc. and The Trade Desk, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 29, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnONTO vs TTD

growth of $100 · dividends reinvested · last 10y
ONTO +1012.6%TTD +528.2%ONTO compounded faster
01k2k3k4kStart $10020182020202220242026$1,113$628
ONTO TTD

ONTO vs TTD: by the numbers

  • ONTO is the larger company ($10.94B vs $9.02B market cap).
  • TTD trades at the lower trailing earnings multiple (21.25 vs 113.03 P/E), one valuation lens rather than an overall verdict.
  • TTD converts more revenue to profit (14.57% vs 10.33% net margin).
  • TTD grew revenue faster over the past five years (27.10% vs 11.93% CAGR).

Metrics side by side

Valuation

MetricONTOTTD
P/E ratio113.0321.25
Forward P/E48.6818.97
P/S ratio11.743.04
P/B ratio5.673.68
PEG ratioN/A2.75
EV / EBITDA62.8511.82
FCF yield1.97%9.28%

Profitability

MetricONTOTTD
Gross margin48.80%77.83%
Operating margin10.53%20.26%
Net margin10.33%14.57%
ROE4.99%17.63%
ROIC5.18%13.38%

Growth (annualized)

MetricONTOTTD
Revenue CAGR (5Y)11.93%27.10%
EPS CAGR (5Y)-0.96%12.09%
FCF CAGR (5Y)11.03%18.88%
Total return CAGR (5Y)29.26%-26.06%

Frequently asked

Which has the lower trailing P/E, ONTO or TTD?
TTD has the lower trailing P/E: ONTO trades at 113.03 and TTD at 21.25. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, ONTO or TTD?
Over the past five years, TTD grew revenue faster — ONTO at a 11.93% CAGR versus TTD at 27.10%.
Is ONTO or TTD more profitable?
TTD runs the higher net margin — ONTO at 10.33% versus TTD at 14.57%.
How have ONTO and TTD total returns compared?
Over the past 5 years, ONTO delivered 27.98% and TTD delivered -26.06% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified July 29, 2026.