Added to YB: 2025-07-15
Pitch date: 2025-07-11
TTD [bullish]
The Trade Desk, Inc.
-70.82%
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 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
$76.11
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: 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)