Professional
Added to YB: 2025-05-22
Pitch date: 2025-05-21
TTD [neutral]
The Trade Desk, Inc.
-50.74%
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
$74.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.70
P/E
45.37
EV/Sales
6.54
Sector
Media
Category
growth
The Trade Desk Q1 2025 Earnings Recap | Winning in an Unfair Market
TTD (earnings update): Strong Q1 with rev +25% to $616M, net income +59% to $51M. 'Objectivity is our superpower' vs Google/Amazon walled gardens. CTV leading growth with 90M households reached. Recent antitrust rulings against Google create opportunities. Kokai platform showing early success. Premium valuation justified by 95%+ retention, structural tailwinds, and regulatory shifts favoring TTD.
Read full article (5 min)