Professional
Added to YB: 2025-05-01
Pitch date: 2025-04-22
TTD [neutral]
The Trade Desk, Inc.
-56.45%
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
$51.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.81
P/E
23.64
EV/Sales
3.20
Sector
Media
Category
turnaround
The Ithaka Group Portfolio Holding: The Trade Desk, Inc.
TTD (holding update): Leading cloud-based ad platform with competitive moat from tech stack, buy-side focus (no conflicts), and transparent ROI reporting. Stock underperformed after missing earnings for first time in 33 quarters due to December reorg and internal scalability focus causing execution missteps.
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