Trade Desk Inc vs Upstart Holdings Inc — how do they compare? Trade Desk Inc trades at $12.36 (market cap $5.72B), while Upstart Holdings Inc trades at $24.31 (market cap $2.34B). The key difference: Trade Desk Inc is far larger — about 2.4× Upstart Holdings Inc's market cap, and Trade Desk Inc is more actively traded (14,380,236 versus 3,171,869). Which is the better fit depends on your goals — on Pluang, investors hold Trade Desk Inc for 72 Days and Upstart Holdings Inc for 39 Days on average.
| TTD | UPST | |
|---|---|---|
Market Cap | $5.72B | $2.34B |
Volume | 14,380,236 | 3,171,869 |
Sector | Media | Financials |
52-Week High | $54.13 | $52.74 |
52-Week Low | $11.92 | $22.81 |
Typical Hold Time | 72 Days | 39 Days |
Enterprise Value | $4.66B | $3.87B |
Signals from Pluang's Aura AI — not financial advice
TTD trades at $12.34, down 3.52% today and 68% year-to-date, reflecting bearish technical signals and recent earnings misses. Revenue grew to $2.90B in 2025 with a 15.3% net margin, but 2026 guidance indicates slowing growth. The stock faces pressure from competition and index removal flows, with analyst consensus at a $14.72 price target amid mixed sentiment.
Outlook remains cautious due to competitive threats and slowing revenue growth, though valuation ratios appear low. Key risks include execution challenges and macroeconomic headwinds, while potential upside hinges on market share retention and cost management improvements.
Upstart Holdings trades at $24.19, up 1.38% today, but remains in a bearish technical trend with recent earnings misses and volatile cash flows. The company reported revenue of $1.02B in 2025 with a net income of $53.60M, marking a return to profitability after prior losses. Analyst sentiment is mixed with a consensus price target of $39.50, though recent news highlights credit market risks and partnership expansions into HELOC and auto lending.
The outlook hinges on execution in a challenging lending environment; upside exists if AI-driven originations accelerate, but high debt levels and earnings volatility pose significant risks. Investor sentiment is cautious amid sector-wide pressure on fintech stocks.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
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 →Upstart Holdings Inc provides credit services. The company provides a proprietary, cloud-based, artificial intelligence lending platform. The platform aggregates consumer demand for loans and connects it to the network of Upstart AI-enabled bank partners. The revenue of the company is primarily comprised of fees paid by banks.
Read more on UPST →