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Added to YB: 2025-07-15

Pitch date: 2025-07-11

TTD [bullish]

The Trade Desk, Inc.

-51.85%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. 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

$76.11

Price Target

N/A

Dividend

N/A

EV/EBITDA

25.70

P/E

45.37

EV/Sales

6.54

Sector

Media

Category

growth

Show full summary:
The Trade Desk: Leading the $1 Trillion Digital Ad Transformation

TTD: Leading DSP with 25.5% YoY growth in Q1'25, beating guidance by 7.1%. Strong moat via network effects, high switching costs (95% retention), CTV dominance. Kokai platform adoption driving 42% lower cost per reach, 24% lower CPV. Trading at 12.3x EV/Sales (below 14.5x median), forward P/E 42.5x. TAM approaching $1T, with CTV growing 21.2% CAGR.

Read full article (13 min)