QuinStreet Inc (QNST)vsTrade Desk Inc (TTD)
QNST
QuinStreet Inc
$12.30
+3.19%
COMMUNICATION SERVICES · Cap: $679.37M
TTD
Trade Desk Inc
$21.97
-1.66%
COMMUNICATION SERVICES · Cap: $10.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Trade Desk Inc generates 162% more annual revenue ($2.90B vs $1.11B). TTD leads profitability with a 15.3% profit margin vs 5.6%. QNST appears more attractively valued with a PEG of 0.58. QNST earns a higher WallStSmart Score of 73/100 (B).
QNST
Strong Buy73
out of 100
Grade: B
TTD
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+78.7%
Fair Value
$49.61
Current Price
$12.30
$37.31 discount
Margin of Safety
-60.9%
Fair Value
$16.92
Current Price
$21.97
$5.05 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Earnings expanding 142.6% YoY
Every $100 of equity generates 24 in profit
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 29.3% year-over-year
Strong operational efficiency at 30.3%
Growing faster than its price suggests
Areas to Watch
Smaller company, higher risk/reward
5.6% margin — thin
Operating margin of 3.4%
Grey zone — moderate risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : QNST
The strongest argument for QNST centers on P/E Ratio, EPS Growth, Return on Equity. Revenue growth of 29.3% demonstrates continued momentum. PEG of 0.58 suggests the stock is reasonably priced for its growth.
Bull Case : TTD
The strongest argument for TTD centers on Operating Margin, PEG Ratio. Profitability is solid with margins at 15.3% and operating margin at 30.3%. Revenue growth of 14.3% demonstrates continued momentum.
Bear Case : QNST
The primary concerns for QNST are Market Cap, Profit Margin, Operating Margin.
Bear Case : TTD
The primary concerns for TTD are Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
QNST profiles as a growth stock while TTD is a mature play — different risk/reward profiles.
TTD carries more volatility with a beta of 1.19 — expect wider price swings.
QNST is growing revenue faster at 29.3% — sustainability is the question.
TTD generates stronger free cash flow (277M), providing more financial flexibility.
Bottom Line
QNST scores higher overall (73/100 vs 72/100) and 29.3% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
QuinStreet Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
QuinStreet, Inc., an online performance marketing company, offers client acquisition services for its clients in the United States and internationally. The company is headquartered in Foster City, California.
Trade Desk Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Trade Desk, Inc. is a technology company in the United States and internationally. The company is headquartered in Ventura, California.
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