The video compares The Trade Desk (TTD) and Roku fundamentally, projecting long-term growth within the digital advertising space. It notes that revenue has grown at a CAGR of approximately 33% for both companies from 2017 to the trailing twelve-month period. However, the Trade Desk is expected to outpace Roku in revenue growth moving forward, even with Roku's hardware expansions into TV manufacturing. TTD has better operating profit margins around 17.7%, against ROKU negative of -3%. The video analyzes return on invested capital (ROIC), pointing out that the Trade Desk has strong ROIC 27.4%, while Roku’s is still negative. Discounted cash flow valuations show Trade Desk to be worth $70.17 compared to $54.36 and for Roku it is a value of $96.37 compared to the current price of $88.09. It prefers Trade Desk as a better long-term value based on the various metrics.