Professional
Added to YB: 2025-05-01
Pitch date: 2025-04-22
TTD [neutral]
The Trade Desk, Inc.
-28.14%
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 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
$51.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.70
P/E
45.37
EV/Sales
6.54
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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