Added to YB: 2025-07-15
Pitch date: 2025-07-11
TTD [bullish]
The Trade Desk, Inc.
-51.85%
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 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
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)