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).

Total return — ROKU vs TTD

growth of $100 · last 9y
ROKU +511.3%TTD +230.7%ROKU compounded faster
05001k2k2k3kStart $1002019202120232025$611$331
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 12

It depends on what you're optimizing for:

ValueTTD(lower P/E)
GrowthTTD(faster 5Y revenue CAGR)
QualityTTD(higher ROIC)

Valuation

MetricROKUTTD
P/E ratio108.0221.66
Forward P/E39.2716.10
P/S ratio4.373.10
P/B ratio8.123.75
PEG ratio2.74
EV / EBITDA48.7011.59
FCF yield3.01%9.10%

Profitability

MetricROKUTTD
Gross margin44.19%77.83%
Operating margin2.09%20.26%
Net margin4.06%14.57%
ROE7.54%17.63%
ROIC-0.17%13.38%

Growth (annualized)

MetricROKUTTD
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.

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.