<- Go home

Added to YB: 2025-05-06

Pitch date: 2025-05-03

TTD [bullish]

The Trade Desk, Inc.

-31.88%

current return

Author Info

Sycamore Capital is a concentrated, personal portfolio of high quality stocks. Sign up for the newsletter.

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

$53.80

Price Target

N/A

Dividend

N/A

EV/EBITDA

25.70

P/E

45.37

EV/Sales

6.54

Sector

Media

Category

turnaround

Show full summary:
A Premium Asset | Sycamore Portfolio Update [April 2025] - The Trade Desk, Inc.

TTD: Recent 70% drawdown creates opportunity in premium ad-tech platform. Jeff Green's industry leadership driving future of digital advertising w/ OpenPath (direct publisher access), UID 2.0 (post-cookie solution), and Ventura (streaming TV OS for 2025). $12B ad spend through platform vs $1T global market. Elite financials: $1B+ adj EBITDA, strong margins, no debt.

Read full article (3 min)