Comprehensive Stock Comparison
Compare ZoomInfo Technologies Inc. (GTM) vs The Trade Desk, Inc. (TTD) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | TTD | 18.5% revenue growth vs GTM's 2.9% |
| Value | GTM | Lower P/E (5.6x vs 21.1x) |
| Quality / Margins | TTD | 15.3% net margin vs GTM's 9.9% |
| Stability / Safety | TTD | Beta 1.67 vs GTM's 1.81, lower leverage |
| Dividends | Tie | Neither pays a meaningful dividend |
| Momentum (1Y) | GTM | -46.7% vs TTD's -66.1% |
| Efficiency (ROA) | TTD | 7.2% ROA vs GTM's 1.9%, ROIC 21.3% vs 5.6% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
ZoomInfo is a go-to-market intelligence platform that provides comprehensive data on companies and professionals for sales, marketing, and recruiting teams. It generates revenue primarily through subscription-based access to its cloud platform—with tiered pricing for different organizational sizes—and additional fees for premium data and workflow tools. The company's competitive advantage lies in its massive, continuously updated database of business contacts and buying signals—a network effect that becomes more valuable as more users contribute data.
The Trade Desk operates a cloud-based platform that enables advertisers to programmatically buy and manage digital ad campaigns across channels like connected TV, display, and video. It generates revenue primarily from platform fees—typically a percentage of media spend—with nearly all income coming from its core self-service advertising platform. Its key advantage is its independent, transparent position in the ad tech ecosystem—unlike walled gardens—which attracts major agencies and brands seeking unbiased campaign optimization.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
TTD leads in 2 of 6 categories (Profitability & Efficiency, Total Returns). GTM leads in 1 (Valuation Metrics). 2 tied.
Financial Metrics (TTM)
TTD is the larger business by revenue, generating $2.9B annually — 2.3x GTM's $1.2B. TTD is the more profitable business, keeping 15.3% of every revenue dollar as net income compared to GTM's 9.9%. On growth, TTD holds the edge at +14.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | GTMZoomInfo Technolo… | TTDThe Trade Desk, I… |
|---|---|---|
| RevenueTrailing 12 months | $1.2B | $2.9B |
| EBITDAEarnings before interest/tax | $280M | $673M |
| Net IncomeAfter-tax profit | $124M | $443M |
| Free Cash FlowCash after capex | $389M | $787M |
| Gross MarginGross profit ÷ Revenue | +84.8% | +78.6% |
| Operating MarginEBIT ÷ Revenue | +18.1% | +20.3% |
| Net MarginNet income ÷ Revenue | +9.9% | +15.3% |
| FCF MarginFCF ÷ Revenue | +31.1% | +27.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | +3.2% | +14.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +175.0% | +11.1% |
Valuation Metrics
At 15.9x trailing earnings, GTM trades at a 39% valuation discount to TTD's 26.2x P/E. On an enterprise value basis, GTM's 11.3x EV/EBITDA is more attractive than TTD's 21.0x.
| Metric | GTMZoomInfo Technolo… | TTDThe Trade Desk, I… |
|---|---|---|
| Market CapShares × price | $1.9B | $11.5B |
| Enterprise ValueMkt cap + debt − cash | $3.5B | $11.3B |
| Trailing P/EPrice ÷ TTM EPS | 15.92x | 26.18x |
| Forward P/EPrice ÷ next-FY EPS est. | 5.59x | 21.13x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.99x |
| EV / EBITDAEnterprise value multiple | 11.26x | 21.02x |
| Price / SalesMarket cap ÷ Revenue | 1.53x | 3.99x |
| Price / BookPrice ÷ Book value/share | 1.30x | 4.63x |
| Price / FCFMarket cap ÷ FCF | 4.91x | 14.51x |
Profitability & Efficiency
TTD delivers a 17.8% return on equity — every $100 of shareholder capital generates $18 in annual profit, vs $8 for GTM. TTD carries lower financial leverage with a 0.18x debt-to-equity ratio, signaling a more conservative balance sheet compared to GTM's 1.20x. On the Piotroski fundamental quality scale (0–9), GTM scores 7/9 vs TTD's 6/9, reflecting strong financial health.
| Metric | GTMZoomInfo Technolo… | TTDThe Trade Desk, I… |
|---|---|---|
| ROE (TTM)Return on equity | +8.2% | +17.8% |
| ROA (TTM)Return on assets | +1.9% | +7.2% |
| ROICReturn on invested capital | +5.6% | +21.3% |
| ROCEReturn on capital employed | +3.9% | +19.2% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 |
| Debt / EquityFinancial leverage | 1.20x | 0.18x |
| Net DebtTotal debt minus cash | $75M | -$222M |
| Cash & Equiv.Liquid assets | $176M | $658M |
| Total DebtShort + long-term debt | $1.8B | $436M |
| Interest CoverageEBIT ÷ Interest expense | 5.56x | 985.25x |
Total Returns (with DRIP)
A $10,000 investment in TTD five years ago would be worth $2,862 today (with dividends reinvested), compared to $1,101 for GTM. Over the past 12 months, GTM leads with a -46.7% total return vs TTD's -66.1%. The 3-year compound annual growth rate (CAGR) favors TTD at -24.8% vs GTM's -36.4% — a key indicator of consistent wealth creation.
| Metric | GTMZoomInfo Technolo… | TTDThe Trade Desk, I… |
|---|---|---|
| YTD ReturnYear-to-date | -35.4% | -36.8% |
| 1-Year ReturnPast 12 months | -46.7% | -66.1% |
| 3-Year ReturnCumulative with dividends | -74.3% | -57.4% |
| 5-Year ReturnCumulative with dividends | -89.0% | -71.4% |
| 10-Year ReturnCumulative with dividends | -81.7% | +691.4% |
| CAGR (3Y)Annualised 3-year return | -36.4% | -24.8% |
Risk & Volatility
TTD is the less volatile stock with a 1.67 beta — it tends to amplify market swings less than GTM's 1.81 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. GTM currently trades 49.6% from its 52-week high vs TTD's 26.0% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | GTMZoomInfo Technolo… | TTDThe Trade Desk, I… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.81x | 1.67x |
| 52-Week HighHighest price in past year | $12.51 | $91.45 |
| 52-Week LowLowest price in past year | $5.77 | $21.08 |
| % of 52W HighCurrent price vs 52-week peak | +49.6% | +26.0% |
| RSI (14)Momentum oscillator 0–100 | 34.9 | 25.4 |
| Avg Volume (50D)Average daily shares traded | 6.6M | 10.7M |
Analyst Outlook
Wall Street rates GTM as "Hold" and TTD as "Buy". Consensus price targets imply 95.8% upside for TTD (target: $47) vs 49.6% for GTM (target: $9).
| Metric | GTMZoomInfo Technolo… | TTDThe Trade Desk, I… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $9.29 | $46.65 |
| # AnalystsCovering analysts | 27 | 46 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | 0 | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +21.5% | +12.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Jun 20 | Feb 26 | Change |
|---|---|---|---|
| ZoomInfo Technologi… (GTM) | 100 | 22.97 | -77.0% |
| The Trade Desk, Inc. (TTD) | 100 | 69.33 | -30.7% |
The Trade Desk, Inc. (TTD) returned -71% over 5 years vs ZoomInfo Technologi… (GTM)'s -89%.
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| ZoomInfo Technologi… (GTM) | $144M | $1.2B | +765.9% |
| The Trade Desk, Inc. (TTD) | $203M | $2.9B | +1327.3% |
The Trade Desk, Inc.'s revenue grew from $203M (2016) to $2.9B (2025) — a 34.4% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| ZoomInfo Technologi… (GTM) | -19.8% | 9.9% | +150.2% |
| The Trade Desk, Inc. (TTD) | 10.1% | 15.3% | +51.6% |
The Trade Desk, Inc.'s net margin went from 10% (2016) to 15% (2025).
Chart 4P/E Ratio History — 9 Years
| Stock | 2017 | 2025 | Change |
|---|---|---|---|
| ZoomInfo Technologi… (GTM) | 214 | 26.1 | -87.8% |
| The Trade Desk, Inc. (TTD) | 38.1 | 41.7 | +9.4% |
ZoomInfo Technologies Inc. has traded in a 26x–214x P/E range over 5 years; current trailing P/E is ~16x. The Trade Desk, Inc. has traded in a 38x–408x P/E range over 9 years; current trailing P/E is ~26x.
Chart 5EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| ZoomInfo Technologi… (GTM) | -0.2 | 0.39 | +295.0% |
| The Trade Desk, Inc. (TTD) | 0.05 | 0.91 | +1705.6% |
The Trade Desk, Inc.'s EPS grew from $0.05 (2016) to $0.91 (2025) — a 38% CAGR.
Chart 6Free Cash Flow — 5 Years
ZoomInfo Technologies Inc. generated $389M FCF in 2025 (+41% vs 2021). The Trade Desk, Inc. generated $796M FCF in 2025 (+150% vs 2021).
GTM vs TTD: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is GTM or TTD a better buy right now?
ZoomInfo Technologies Inc. (GTM) offers the better valuation at 15.9x trailing P/E (5.6x forward), making it the more compelling value choice. Analysts rate The Trade Desk, Inc. (TTD) a "Buy" — based on 46 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — GTM or TTD?
On trailing P/E, ZoomInfo Technologies Inc. (GTM) is the cheapest at 15.9x versus The Trade Desk, Inc. at 26.2x. On forward P/E, ZoomInfo Technologies Inc. is actually cheaper at 5.6x.
03Which is the better long-term investment — GTM or TTD?
Over the past 5 years, The Trade Desk, Inc. (TTD) delivered a total return of -71.4%, compared to -89.0% for ZoomInfo Technologies Inc. (GTM). A $10,000 investment in TTD five years ago would be worth approximately $3K today (assuming dividends reinvested). Over 10 years, the gap is even starker: TTD returned +691.4% versus GTM's -81.7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — GTM or TTD?
By beta (market sensitivity over 5 years), The Trade Desk, Inc. (TTD) is the lower-risk stock at 1.67β versus ZoomInfo Technologies Inc.'s 1.81β — meaning GTM is approximately 8% more volatile than TTD relative to the S&P 500. On balance sheet safety, The Trade Desk, Inc. (TTD) carries a lower debt/equity ratio of 18% versus 120% for ZoomInfo Technologies Inc. — giving it more financial flexibility in a downturn.
05Which has better profit margins — GTM or TTD?
The Trade Desk, Inc. (TTD) is the more profitable company, earning 15.3% net margin versus 9.9% for ZoomInfo Technologies Inc. — meaning it keeps 15.3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TTD leads at 20.3% versus 18.1% for GTM. At the gross margin level — before operating expenses — GTM leads at 82.4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is GTM or TTD more undervalued right now?
On forward earnings alone, ZoomInfo Technologies Inc. (GTM) trades at 5.6x forward P/E versus 21.1x for The Trade Desk, Inc. — 15.5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for TTD: 95.8% to $46.65.
07Which pays a better dividend — GTM or TTD?
None of the stocks in this comparison currently pay a material dividend. All are effectively zero-yield and should be held for capital appreciation rather than income.
08Is GTM or TTD better for a retirement portfolio?
For long-horizon retirement investors, The Trade Desk, Inc. (TTD) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+691.4% 10Y return). ZoomInfo Technologies Inc. (GTM) carries a higher beta of 1.81 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (TTD: +691.4%, GTM: -81.7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between GTM and TTD?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. In terms of investment character: GTM is a small-cap deep-value stock; TTD is a mid-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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