Adobe Inc. vs The Trade Desk, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsMarketing Tech
Data as of Q2 2026
Summary Verdict
ADBE: 4—TTD: 1wins
Rule of 40
48.3ADBE
46.6TTD
check_circleADBE leads
Revenue Growth
15.7%ADBE
16.1%TTD
check_circleTTD leads
Gross Margin
89%ADBE
76%TTD
check_circleADBE leads
FCF Margin
32.6%ADBE
30.6%TTD
check_circleADBE leads
Operating Margin
35.9%ADBE
15.7%TTD
check_circleADBE leads
NRR
—ADBE
—TTD
Metric
Rule of 40Efficiency score
ADBE
48.3check_circle
TTD
46.6
Revenue GrowthYoY
ADBE
15.7%
TTD
16.1%check_circle
Gross Margin% of revenue
ADBE
89%check_circle
TTD
76%
FCF MarginFree cash flow
ADBE
32.6%check_circle
TTD
30.6%
Operating MarginGAAP
ADBE
35.9%check_circle
TTD
15.7%
NRRNet retention
ADBE
N/A
TTD
N/A
EV / RevenueValuation multiple
ADBE
4.5x
TTD
1.8xcheck_circle
Market CapUSD
ADBE
$115.9Bcheck_circle
TTD
$6.4B
ARR GrowthYoY
ADBE
N/A
TTD
N/A
CAC PaybackMonths to recover
ADBE
N/A
TTD
N/A
insights
Analysis
As of Q2 2026, Adobe Inc. trades at 4.5x EV/Revenue versus The Trade Desk, Inc. at 1.8x. On the Rule of 40, Adobe Inc. scores 48.3 compared to The Trade Desk, Inc.'s 46.6, placing Adobe Inc. ahead in operating efficiency. Gross margins stand at Adobe Inc. 89% vs The Trade Desk, Inc. 76%.
Sector Context
Both companies operate in the Marketing Tech sector. The median columns above show where each company stands relative to their peers.