Professional
Added to YB: 2025-04-17
Pitch date: 2025-04-12
TTD [neutral]
The Trade Desk, Inc.
-28.7%
current return
Author Info
No bio for this author
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
Saga Partners Portfolio Holding: The Trade Desk, Inc.
TTD (holding update): Despite recent growth slowdown (Q4 22%, Q1'25 guide 17%), TTD has solid fundamentals with 35% gross profit CAGR since 2017, reaching $1.9B in 2024. Leading independent DSP capturing open internet ad dollars ($12B vs $200B TAM) with network effects and transparency advantages over walled gardens in the $1T global ad market.
Read full article (4 min)