Global Payments Inc vs Trade Desk Inc — how do they compare? Global Payments Inc trades at $79.28 (market cap $21.40B), while Trade Desk Inc trades at $19.15 (market cap $9.11B). The key difference: Global Payments Inc is far larger — about 2.3× Trade Desk Inc's market cap, and Global Payments Inc pays a 1.28% dividend while Trade Desk Inc pays none. Which is the better fit depends on your goals.
| GPN | TTD | |
|---|---|---|
Market Cap | $21.40B | $9.11B |
Sector | Industrials | Technology |
52-Week High | $90.01 | $89.76 |
52-Week Low | $62.47 | $17.33 |
Enterprise Value | $39.11B | $8.12B |
Dividend Yield | 1.28% | — |
Signals from Pluang's Aura AI — not financial advice
Global Payments (GPN) trades at $75.89, down 1.25% today, with a bullish technical signal from moving averages and strong earnings beats in recent quarters. The company maintains solid cash flow generation ($2.66B operating cash flow in 2025) and recently announced a $0.25 dividend. Despite negative net income margin and ROE, revenue trends show recovery potential with 2026 projections at $8.9B. Analyst consensus remains positive with 58% buy ratings and $81.56 price target.
GPN presents a mixed outlook with strong operational execution offset by profitability challenges. The Worldpay integration and AI-powered POS expansion offer growth catalysts, but margin pressure and rising debt levels pose risks. Current valuation at 28.76 P/E appears reasonable given the company's market position in payment technology, though investors should monitor competitive pressures in the fintech space.
TTD trades at $18.94, down 4.3% on the day, reflecting recent bearish momentum amid slowing revenue growth concerns. The stock shows mixed technical signals with a bearish moving average trend but neutral oscillators. Fundamentally, the company maintains strong profitability with a 77.83% gross margin and 14.57% net income margin, though Q1 2026 earnings missed expectations. Recent news highlights executive appointments and expansion in Japan's advertising market, while analyst sentiment remains divided with a $25.23 consensus price target.
The outlook for TTD balances strong cash flow generation and market position against growth deceleration and competitive pressures. Investment opportunity lies in potential valuation recovery if CTV advertising momentum accelerates, but risks include market share loss to larger rivals and execution challenges in maintaining double-digit expansion. The stock's current discount to analyst targets suggests upside if operational trends stabilize.
Trailing returns across standard periods
Latest headlines on both assets
Global Payments is a leading provider of payment processing and software solutions and focuses on serving small and midsize merchants. The company operates in 30 countries and generates about one fourth of its revenue from outside North America, primarily in Europe and Asia. In 2019, Global Payments merged with Total System Services in an all-stock deal that gave Total System Services shareholders 48% of the combined company's shares.
Read more on GPN →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 →