Professional
Added to YB: 2025-04-17
Pitch date: 2025-04-12
TTD [neutral]
The Trade Desk, Inc.
-56.79%
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 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
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.
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