CVS Health Corp vs Trade Desk Inc — how do they compare? CVS Health Corp trades at $106.25 (market cap $135.48B), while Trade Desk Inc trades at $19.4 (market cap $8.90B). The key difference: CVS Health Corp is far larger — about 15.2× Trade Desk Inc's market cap, and CVS Health Corp pays a 2.51% dividend while Trade Desk Inc pays none. Which is the better fit depends on your goals.
| CVS | TTD | |
|---|---|---|
Market Cap | $135.48B | $8.90B |
Sector | Health | Technology |
52-Week High | $106.18 | $89.76 |
52-Week Low | $58.75 | $17.33 |
Enterprise Value | $202.02B | $7.92B |
Dividend Yield | 2.51% | — |
Signals from Pluang's Aura AI — not financial advice
CVS Health trades at $105.9, up 1.68% recently, with a bullish technical signal and strong analyst support (84.6% buy ratings). The company has beaten earnings estimates for three consecutive quarters, including Q1 2026 EPS of $2.57 versus $2.18 expected. Revenue growth remains robust, reaching $402.07B in 2025, though net margins are thin at 0.72%. Recent news highlights a settlement with the FTC advancing prescription drug affordability initiatives.
The outlook is positive given earnings momentum and strategic positioning in healthcare services, but risks include regulatory pressures and margin compression. The consensus price target of $110.62 suggests modest upside from current levels, supported by dividend payments and institutional confidence.
The Trade Desk (TTD) trades at $19.79, up 1.33% with a mixed technical picture showing bullish overall signals but bearish moving averages. Fundamentally, the company maintains strong profitability with 77.83% gross margins and 14.57% net income margin, though revenue growth has slowed from 25% to 12% guidance. Recent developments include new data partnerships in Japan and board appointments, while settling the Publicis dispute removes a key headwind.
TTD presents a value opportunity trading below consensus targets with strong cash flow generation, but faces growth deceleration and competitive pressures. The stock's 52% decline year-to-date reflects market concerns about market share loss to walled gardens, though aggressive share repurchases and attractive valuation multiples support potential upside if growth stabilizes.
Trailing returns across standard periods
Latest headlines on both assets
Following its acquisition of Aetna in late 2018, CVS Health now provides an even more integrated healthcare-services offering for its members. Legacy CVS combined both the largest pharmacy benefit manager, processing over 2 billion adjusted claims annually, and a sizable pharmacy operation, including nearly 10,000 retail pharmacy locations primarily in the U.S. Adding a managed-care organization with 24 million medical members gives the company a strong position in the insurance industry and should help CVS better control overall healthcare costs for its clients.
Read more on CVS →The Trade Desk Inc is engaged in providing a technology platform for ad buyers. Through its cloud-based platform ad buyers can create, manage, and optimize data-driven digital advertising campaigns across ad formats and channels, including display, video, audio, in-app, native and social, on a multitude of devices. Its products include Data Management Platform, Cross-Device Targeting, Video Advertising, Mobile Advertising, and others.
Read more on TTD →