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Added to YB: 2025-09-19

Pitch date: 2025-09-17

TTD [neutral]

The Trade Desk, Inc.

-19.23%

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

$45.38

Price Target

N/A

Dividend

N/A

EV/EBITDA

25.70

P/E

45.37

EV/Sales

6.54

Sector

Media

Category

value

Show full summary:
Is The Trade Desk’s Growth Engine Starting to Stall?

TTD (overview): Rev growth decelerated from +25.5% to +18.6% YoY; weak Q2 beat of 1.8% vs record Q1 beat of 7.1%. If Q3 matches Q2 beat level, growth could slow to 16.2%. Kokai AI platform showing >20pt KPI lifts, 95%+ retention rate maintained. Trades at historical low 6.7x forward EV/Sales vs 14.3x median.

Read full article (12 min)