Roku, Inc. (ROKU) vs The Trade Desk, Inc. (TTD)
TTD leads on 12 of 14 compared metrics.
A side-by-side comparison of Roku, Inc. and The Trade Desk, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 13, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
ROKU
Roku, Inc.
$143.66Communication Services
TTD
The Trade Desk, Inc.
$19.28Communication Services
Total return — ROKU vs TTD
growth of $100 · last 9yROKU +511.3%TTD +230.7%ROKU compounded faster
ROKU TTD
ROKU vs TTD: by the numbers
- •ROKU is the larger company ($21.22B vs $9.06B market cap).
- •TTD trades at the lower earnings multiple (21.66 vs 108.02 P/E).
- •TTD converts more revenue to profit (14.57% vs 4.06% net margin).
- •TTD grew revenue faster over the past five years (27.10% vs 19.57% CAGR).
Which is better, ROKU or TTD?
Metric tally: ROKU 2 · TTD 12It depends on what you're optimizing for:
ValueTTD(lower P/E)
GrowthTTD(faster 5Y revenue CAGR)
QualityTTD(higher ROIC)
Valuation
| Metric | ROKU | TTD |
|---|---|---|
| P/E ratio | 108.02 | 21.66● |
| Forward P/E | 39.27 | 16.10● |
| P/S ratio | 4.37 | 3.10● |
| P/B ratio | 8.12 | 3.75● |
| PEG ratio | — | 2.74 |
| EV / EBITDA | 48.70 | 11.59● |
| FCF yield | 3.01% | 9.10%● |
Profitability
| Metric | ROKU | TTD |
|---|---|---|
| Gross margin | 44.19% | 77.83%● |
| Operating margin | 2.09% | 20.26%● |
| Net margin | 4.06% | 14.57%● |
| ROE | 7.54% | 17.63%● |
| ROIC | -0.17% | 13.38%● |
Growth (annualized)
| Metric | ROKU | TTD |
|---|---|---|
| Revenue CAGR (5Y) | 19.57% | 27.10%● |
| EPS CAGR (5Y) | — | 12.09% |
| FCF CAGR (5Y) | 32.93%● | 18.88% |
| Total return CAGR (5Y) | -16.16%● | -20.30% |
Frequently asked
- Which is better, ROKU or TTD?
- It depends on your goal. value: TTD (lower P/E); growth: TTD (faster 5Y revenue CAGR); quality: TTD (higher ROIC). Across all compared metrics, TTD leads 12 to 2.
- Is ROKU or TTD cheaper?
- On trailing earnings, TTD is cheaper: ROKU trades at a 108.02 P/E and TTD at 21.66.
- Which has grown faster, ROKU or TTD?
- Over the past five years, TTD grew revenue faster — ROKU at a 19.57% CAGR versus TTD at 27.10%.
- Is ROKU or TTD more profitable?
- TTD runs the higher net margin — ROKU at 4.06% versus TTD at 14.57%.
- Which has been the better investment, ROKU or TTD?
- Over the past 5-year, ROKU delivered the higher annualized total return — ROKU at -16.16% versus TTD at -20.30%. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Roku P/E ratioTrade Desk P/E ratioRoku dividend yieldTrade Desk dividend yieldRoku ROETrade Desk ROERoku operating marginTrade Desk operating marginRoku revenue growthTrade Desk revenue growthRoku free cash flowTrade Desk free cash flow
Roku & Trade Desk appear in these rankings
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 June 13, 2026.