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Side-by-side financial comparison of AMDOCS LTD (DOX) and Trade Desk (The) (TTD). Click either name above to swap in a different company.

AMDOCS LTD is the larger business by last-quarter revenue ($1.3B vs $688.9M, roughly 1.8× Trade Desk (The)). AMDOCS LTD runs the higher net margin — 11.2% vs 5.8%, a 5.4% gap on every dollar of revenue. On growth, Trade Desk (The) posted the faster year-over-year revenue change (11.9% vs 1.1%). Over the past eight quarters, Trade Desk (The)'s revenue compounded faster (8.6% CAGR vs 4.5%).

Amdocs Limited is a multinational telecommunications technology company headquartered in Chesterfield, Missouri. The company specializes in software and services for communications, media and financial services providers and digital enterprises. Amdocs was founded in 1982 and is publicly traded on the Nasdaq stock exchange.

The Trade Desk, Inc. is an American multinational technology company that specializes in real-time programmatic marketing automation technologies, products, and services, designed to personalize digital content delivery to users.

DOX vs TTD — Head-to-Head

Bigger by revenue
DOX
DOX
1.8× larger
DOX
$1.3B
$688.9M
TTD
Growing faster (revenue YoY)
TTD
TTD
+10.7% gap
TTD
11.9%
1.1%
DOX
Higher net margin
DOX
DOX
5.4% more per $
DOX
11.2%
5.8%
TTD
Faster 2-yr revenue CAGR
TTD
TTD
Annualised
TTD
8.6%
4.5%
DOX

Income Statement — Q3 FY2024 vs Q1 FY2026

Metric
DOX
DOX
TTD
TTD
Revenue
$1.3B
$688.9M
Net Profit
$140.3M
$40.0M
Gross Margin
Operating Margin
14.1%
9.7%
Net Margin
11.2%
5.8%
Revenue YoY
1.1%
11.9%
Net Profit YoY
-12.0%
-21.6%
EPS (diluted)
$1.21
$0.08

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
DOX
DOX
TTD
TTD
Q1 26
$688.9M
Q4 25
$846.8M
Q3 25
$739.4M
Q2 25
$694.0M
Q1 25
$616.0M
Q4 24
$741.0M
Q3 24
$628.0M
Q2 24
$1.3B
$584.5M
Net Profit
DOX
DOX
TTD
TTD
Q1 26
$40.0M
Q4 25
$186.9M
Q3 25
$115.5M
Q2 25
$90.1M
Q1 25
$50.7M
Q4 24
$182.2M
Q3 24
$94.2M
Q2 24
$140.3M
$85.0M
Gross Margin
DOX
DOX
TTD
TTD
Q1 26
Q4 25
80.7%
Q3 25
78.1%
Q2 25
78.2%
Q1 25
76.8%
Q4 24
81.7%
Q3 24
80.5%
Q2 24
81.1%
Operating Margin
DOX
DOX
TTD
TTD
Q1 26
9.7%
Q4 25
30.3%
Q3 25
21.8%
Q2 25
16.8%
Q1 25
8.8%
Q4 24
26.4%
Q3 24
17.3%
Q2 24
14.1%
16.2%
Net Margin
DOX
DOX
TTD
TTD
Q1 26
5.8%
Q4 25
22.1%
Q3 25
15.6%
Q2 25
13.0%
Q1 25
8.2%
Q4 24
24.6%
Q3 24
15.0%
Q2 24
11.2%
14.5%
EPS (diluted)
DOX
DOX
TTD
TTD
Q1 26
$0.08
Q4 25
$0.39
Q3 25
$0.23
Q2 25
$0.18
Q1 25
$0.10
Q4 24
$0.36
Q3 24
$0.19
Q2 24
$1.21
$0.17

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
DOX
DOX
TTD
TTD
Cash + ST InvestmentsLiquidity on hand
$878.4M
Total DebtLower is stronger
Stockholders' EquityBook value
$2.5B
Total Assets
$5.7B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
DOX
DOX
TTD
TTD
Q1 26
$878.4M
Q4 25
$1.3B
Q3 25
$1.4B
Q2 25
$1.7B
Q1 25
$1.7B
Q4 24
$1.9B
Q3 24
$1.7B
Q2 24
$1.5B
Stockholders' Equity
DOX
DOX
TTD
TTD
Q1 26
$2.5B
Q4 25
$2.5B
Q3 25
$2.6B
Q2 25
$2.7B
Q1 25
$2.7B
Q4 24
$2.9B
Q3 24
$2.6B
Q2 24
$2.4B
Total Assets
DOX
DOX
TTD
TTD
Q1 26
$5.7B
Q4 25
$6.2B
Q3 25
$5.9B
Q2 25
$6.0B
Q1 25
$5.7B
Q4 24
$6.1B
Q3 24
$5.5B
Q2 24
$5.2B

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
DOX
DOX
TTD
TTD
Operating Cash FlowLast quarter
$391.8M
Free Cash FlowOCF − Capex
FCF MarginFCF / Revenue
Capex IntensityCapex / Revenue
Cash ConversionOCF / Net Profit
9.80×
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
DOX
DOX
TTD
TTD
Q1 26
$391.8M
Q4 25
$311.6M
Q3 25
$224.7M
Q2 25
$165.0M
Q1 25
$291.4M
Q4 24
$199.4M
Q3 24
$273.3M
Q2 24
$81.3M
Free Cash Flow
DOX
DOX
TTD
TTD
Q1 26
Q4 25
$285.3M
Q3 25
$158.3M
Q2 25
$119.8M
Q1 25
$232.3M
Q4 24
$179.2M
Q3 24
$224.6M
Q2 24
$59.1M
FCF Margin
DOX
DOX
TTD
TTD
Q1 26
Q4 25
33.7%
Q3 25
21.4%
Q2 25
17.3%
Q1 25
37.7%
Q4 24
24.2%
Q3 24
35.8%
Q2 24
10.1%
Capex Intensity
DOX
DOX
TTD
TTD
Q1 26
Q4 25
3.1%
Q3 25
9.0%
Q2 25
6.5%
Q1 25
9.6%
Q4 24
2.7%
Q3 24
7.8%
Q2 24
3.8%
Cash Conversion
DOX
DOX
TTD
TTD
Q1 26
9.80×
Q4 25
1.67×
Q3 25
1.94×
Q2 25
1.83×
Q1 25
5.75×
Q4 24
1.09×
Q3 24
2.90×
Q2 24
0.96×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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