Professional
Added to YB: 2025-10-15
Pitch date: 2025-10-11
TTD [neutral]
The Trade Desk, Inc.
-30.32%
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
$52.59
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.70
P/E
45.37
EV/Sales
6.54
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)