Added to YB: 2025-04-15
Pitch date: 2025-04-11
TTD [neutral]
The Trade Desk, Inc.
-56.79%
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 creates, manages, and optimizes digital advertising campaigns across ad formats, channels and devices, including CTV and other video, display, audio, and native, on a multitude of devices, such televisions, streaming devices, mobile devices, computers and digital-out-of-home devices.
Market Cap
$10.1B
Pitch Price
$51.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.81
P/E
23.64
EV/Sales
3.20
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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