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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

Show full summary:
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)