Professional
Added to YB: 2025-05-22
Pitch date: 2025-05-21
TTD [neutral]
The Trade Desk, Inc.
-70.15%
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 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
$74.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.81
P/E
23.64
EV/Sales
3.20
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)