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Stock Comparison · Structural lead, mixed market

Palantir Technologies vs The Trade Desk: Which Stock Looks Stronger in 2026?

Palantir Technologies holds the cleaner structural position, with the lead spread across valuation and growth. The Trade Desk still has the edge on valuation, which keeps the comparison from looking entirely one-sided. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the S&P 500 universe, making them directly comparable.

Updated 2026-08-16

The page question resolves through valuation, where The Trade Desk, Inc. holds the stronger read even though the broader score still favours Palantir Technologies Inc..

Trajectory Similarity
0.64
Moderately similar
Peer-set rank: #25
within Palantir Technologies Inc.'s functional peer set

These two companies are linked by measured long-term financial trajectory similarity within the selected peer universe.

The pair shares a valid long-term profile match, but the trajectories are not especially close.

Most of the shared profile comes through investment intensity and revenue growth trajectory.

Similarity drivers
investment intensityrevenue growth trajectory
What reduces the match
recent revenue growth
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
PLTR
Palantir Technologies Inc.
59
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
TTD
The Trade Desk, Inc.
50
Peer-Score
Signal qualityMedium
Peer basis: S&P 500

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: PLTR vs TTD Profitability 95 66 Stability 36 10 Valuation 15 63 Growth 94 47 PLTR TTD
Gap Ranking
#1 Valuation +48
#2 Growth +47
#3 Profitability +29
#4 Stability +26
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for PLTR and TTD Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer PLTRTTD Relative valuation Structural strength

Structure clearly favours Palantir Technologies Inc., even though current pricing leans the other way.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where PLTR and TTD each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY PLTR Elevated · above norm 0th 50th 100th 94 pct gap TTD Lower · below norm 0th 50th 100th 95th 1st
Today TTD sits in the lower portion of its own 5-year history (1st percentile), while PLTR sits higher in its own history (95th). Within each stock's own 5-year context, TTD is at a historically more favourable entry position than PLTR. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Valuation
The Trade Desk, Inc. sits in the stronger part of the group on valuation, while Palantir Technologies Inc. is closer to mid-pack.
Growth
Both rank well on growth, but Palantir Technologies Inc. still holds a clear edge.
Valuation — Dominant Gap
PLTR
15
TTD
63
Gap+48in favour of TTD

The main spread comes from a meaningfully cheaper peer-relative valuation.

What keeps the gap from being one-sided

The Trade Desk, Inc. still looks less cycle-sensitive — that keeps the result from looking completely one-sided.

What this means for the comparison

The lead is built on both valuation and growth — though valuation still provides a counterweight.

Explore full peer positioning in AssetNext

Break down the PLTR vs TTD comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how PLTR and TTD each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.