My opinion:

the only tight ends better than Waller this season for fantasy are kelce and kittle (injured obv but still worth noting)

Mark is a very close 4th, and will see more targets due to Boyle (other ravens te) being out.

Waller seems to get more looks from carr, as well as being better at getting opened. (As well as being part of a better offense)

Davis is a good trade because after the bye week (next week for panthers) I am assuming CMC is coming back. So it is okay to get rid of him if you aren't in rb need for those weeks.

Overall good trade to boost your TE spot if you are okay at running back

SUMMARY: Waller is the better TE plus good matchup this week, so trade if no immediate RB need.