TTD vs VSME Valuation Comparison 2026 — Intrinsic Value Analysis

Quick Summary — TTD scores higher on quality with 9.7/10 vs VSME's 5.0/10. TTD trades at $21.10 while VSME trades at $0.87. Both analyzed daily using SEC EDGAR data across 13 institutional models.

TTD

Advertising Agencies

The Trade Desk, Inc.

Quality

9.7

out of 10

Value Trap

6

SAFE

Price

$21.10

Last close

Models

12/13

Active

VS

VSME

Advertising Agencies

VS Media Holdings Limited

Quality

5.0

out of 10

Value Trap

47

WARN

Price

$0.87

Last close

Models

9/13

Active

TTD

Bayesian DCF sees +22.9% upside

Limited to 2/13 visible models

VSME

Bayesian DCF sees +86.0% upside

Value Trap 47/100 — caution

TTD vs VSME — Fair Value Comparison

TTD

VSME

Market Price Model 1 Model 2

Model-by-Model Comparison

Model	Type	TTD Fair Value	TTD Upside	VSME Fair Value	VSME Upside
Bayesian DCF	Intrinsic	$25.93	+22.9%	$1.62	+86.0%
Earnings Power Value	Intrinsic	$6.04	-71.4%	$0.75	-25.0%
EROIC Spread	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
First Chicago	Scenario	$•••.••	••.•%	$•••.••	••.•%
ML-RIV	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
Dynamic NAV	Asset-Based	$•••.••	••.•%	$•••.••	••.•%
PWERM	Option-Based	$•••.••	••.•%	$•••.••	••.•%
Regime Cross-Sectional	Relative	$•••.••	••.•%	$•••.••	••.•%
Sentiment SOTP	Hybrid	$•••.••	••.•%	$•••.••	••.•%
CUCE Ensemble	Ensemble	$•••.••	••.•%	$•••.••	••.•%
FTNN Topology	Relative	$•••.••	••.•%	$•••.••	••.•%
RCMH-DCF	Intrinsic	$•••.••	••.•%	$•••.••	••.•%

TTD vs VSME — Which Stock Is More Undervalued in 2026?

TTD scores higher with a 9.7/10 quality rating vs VSME's 5.0/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

How Do TTD and VSME Valuations Compare?

At $21.10, TTD trades +22.9% below its Bayesian DCF fair value of $25.93, while VSME at $0.87 trades +86.0% below its estimate of $1.62. VSME shows a wider gap between price and intrinsic value.

Quality of Company: TTD vs VSME

TTD earns a Quality of Company score of 9.7/10 compared to VSME's 5.0/10. This is a significant quality gap — the higher-scoring company demonstrates materially stronger fundamentals across profitability, growth consistency, and balance sheet health. The QOC score synthesizes 32 signals spanning profitability margins, revenue growth, free cash flow, capital allocation, and leverage.

Value Trap Risk: TTD vs VSME

TTD carries a SAFE value trap risk (6/100) while VSME shows WARN risk (47/100). Stocks with value trap scores above 40 may appear undervalued but face deteriorating fundamentals — declining margins, rising debt, or shrinking revenue can make the apparent discount a trap.

Both in Advertising Agencies

Both TTD and VSME operate in Advertising Agencies, which has 41 stocks tracked by CirclFi. Same-industry comparisons provide the most direct insight into relative valuation since both companies face similar regulatory environments, market dynamics, and competitive pressures. Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN), and ensemble methods (CUCE).

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TTD

View Full The Trade Desk, Inc. Analysis →

VSME

View Full VS Media Holdings Limited Analysis →