HP vs The Trade Desk

HP (HP Inc.) vs The Trade Desk (Trade Desk, Inc. - Class A Shares): this page compares business models, financial performance, and market context for both companies in a neutral, accessible way. It covers how each organisation operates, sources revenue, and competes, without offering advice or predictions. Educational content, not financial advice.

HP (HP Inc.) vs The Trade Desk (Trade Desk, Inc. - Class A Shares): this page compares business models, financial performance, and market context for both companies in a neutral, accessible way. It co...

Comparison Snapshot

Key Financial Metrics

HPQ

Metric

TTD

$17.86B

Market Cap

$16.35B

30.39%

Potential Profit

91.38%

Hold

Analyst Rating

Buy

Why It's Moving

HPQ Dips as Morgan Stanley Flags IT Hardware Storm, Sparking Value Debate

Morgan Stanley slashed its HPQ price target by 10% to $18 while keeping an Underweight rating, dragging shares down 1.7% and pressuring peers like Dell.
Analysts highlight a 'perfect storm' in IT hardware, with HPQ underperforming the market by lagging S&P 500 gains amid a 13.65% monthly drop.
Despite pressure, HPQ trades at a low 7.2x P/E versus industry averages, fueling talk of undervaluation ahead of expected earnings growth.

Sentiment:

🐻Bearish

HPQ Dips as Morgan Stanley Flags IT Hardware Storm, Sparking Value Debate

Morgan Stanley slashed its HPQ price target by 10% to $18 while keeping an Underweight rating, dragging shares down 1.7% and pressuring peers like Dell.
Analysts highlight a 'perfect storm' in IT hardware, with HPQ underperforming the market by lagging S&P 500 gains amid a 13.65% monthly drop.
Despite pressure, HPQ trades at a low 7.2x P/E versus industry averages, fueling talk of undervaluation ahead of expected earnings growth.

Sentiment:

🐻Bearish

Investment Analysis

HP

HPQ

Pros

HP Inc. has a diversified business model with three segments including Personal Systems and Printing, supporting stable revenue streams.
The company has a forward P/E ratio of 7.88, indicating potentially attractive valuation relative to earnings expectations.
HP Inc. offers a 4.35% dividend yield, providing income stability to investors.

Considerations

HP Inc. has a negative return on equity of -262%, raising concerns about profitability efficiency from shareholders' equity.
The stock has experienced a significant 27.65% price decline over the past year, indicating price weakness.
Recent insider stock sales, including by the CEO, may signal confidence issues at the executive level.

The Trade Desk

TTD

Pros

The Trade Desk is experiencing accelerated AI-driven product innovation, underpinning future revenue growth potential.
The company maintains a robust market capitalization of over $22 billion, reflecting strong market presence.
Despite volatility, Trade Desk shares rebounded 13% after Q3 earnings, showing investor confidence in near-term performance.

Considerations

Trade Desk’s high P/E ratio above 50 suggests the stock is expensive relative to current earnings and may face valuation pressure.
Its 52-week share price range shows significant volatility, with the recent price down over 60% from its high.
Heavy trading volume and sharp price swings indicate elevated market uncertainty and execution risks.

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