Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
Decision snapshot: TTD stock price vs OKTA: inconclusive Relative valuation is incomplete for this pair. Review the available filing metrics before drawing a conclusion.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at OKTA's multiple
Needs OKTA P/E.
Implied fair value · at TTD's multiple
Needs TTD P/E.
Live quote
Price unavailable
Metric by metric
Where each company leads, and how wide the gap is.
Growth edge
Pricing power
Operating leverage
Lower is better
Not comparable
Lower leverage
Statements
Core statements aligned to each company's latest fiscal year.
SEC periods: TTD FY 2025 (ended Dec 31, 2025) · OKTA FY 2026 (ended Jan 31, 2026). Fiscal years are not aligned.
Trendline
Six fiscal years of revenue, earnings, and margins before underwriting a re-rating.
Price framework
Market cap plus debt, less cash.
Price framework
Discounted free cash flow, then bridged to a per-share price. Same assumptions applied to both companies.
The Trade Desk, Inc. · implied price per share
Bear
$5.10
Base
$6.00
Bull
$6.90
Okta, Inc. · implied price per share
Bear
$22.70
Base
$26.71
Bull
$30.71
Balance sheet health
Financial health checks to separate durable balance sheets from potential value traps.
Financial strength on a 0–9 scale.
Bankruptcy-risk signal from balance sheet and earnings power.
Not enough data to score either balance sheet.
Debt / equity
Total debt against shareholders' equity
1.43x
0.06x
Net debt / EBITDA
Leverage against operating earnings
3.33x
-7.07x
Cash and equivalents
Liquid reserves on the balance sheet
$1.30B
$2.97B
Total debt
Interest-bearing obligations outstanding
$3.56B
$393.00M
Comparable set
Where the pair sits against the wider comparable set.
Keep comparing
Open adjacent comparisons from the same industry to pressure-test the read across multiple pairs.
Live quote
LLM-powered synthesis
An on-demand narrative read of the same deterministic data.
Based on an earlier data snapshot. Review the filing dates below or refresh after signing in.
If you believe TTD can sustain its stronger growth and margin advantage without leverage becoming a constraint, then TTD looks attractive relative to OKTA because it is cheaper on every major valuation multiple while delivering better profitability and returns.
TTD appears materially cheaper than OKTA on both earnings and revenue bases. The gap is especially wide on P/E, EV/EBITDA, and EV/Revenue, and TTD also sits near the low end of its own historical valuation band.
Supporting Metrics
