Professional
Added to YB: 2025-10-15
Pitch date: 2025-10-11
TTD [neutral]
The Trade Desk, Inc.
-57.77%
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
$52.59
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.81
P/E
23.64
EV/Sales
3.20
Sector
Media
Category
growth
First Half Scorecard | Sycamore Portfolio Update [June 2025] - The Trade Desk, Inc.
TTD (holding update): Despite -2.75% decline and June weakness (-4.3%, underperforming S&P by 9.3%), drove +7% portfolio returns YTD on +20.1% H1 gains. Market fears of share loss to Amazon/Google DSPs overblown. Thesis centers on TTD's objectivity advantage vs compromised AMZN/GOOGL platforms that prioritize own ecosystems.
Read full article (1 min)