Added to YB: 2025-04-15
Pitch date: 2025-04-11
TTD [neutral]
The Trade Desk, Inc.
-28.7%
current return
Author Info
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Company Info
The Trade Desk, Inc. operates as a technology company in the United States and internationally. The company offers a self-service cloud-based ad-buying platform that allows buyers to plan, manage, optimize, and measure data-driven digital advertising campaigns across various ad formats and channels, including video, display, audio, digital-out-of-home, native, and social on various devices, such as computers, mobile devices, televisions, and streaming devices.
Market Cap
$19.3B
Pitch Price
$51.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.70
P/E
45.37
EV/Sales
6.54
Sector
Media
Category
growth
The Trade Desk: Leading Independent DSP with Strong AI and Market Share Growth
TTD (overview): Leader in programmatic ads, 25.8% DSP market share. Q4 revenue miss (-2.1%) due to Kokai rollout delays. 95%+ customer retention, strong CTV growth. Challenges: execution, competition. Proactive management response. Trading below historical multiples. Strong partnerships (Disney, VIZIO). $1B buyback. Monitoring next earnings for execution improvement.
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