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Added to YB: 2025-12-03

Pitch date: 2025-12-01

TTD [neutral]

The Trade Desk, Inc.

-8.17%

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

$39.91

Price Target

N/A

Dividend

N/A

EV/EBITDA

25.70

P/E

45.37

EV/Sales

6.54

Sector

Media

Category

growth

Show full summary:
Compounding Your Wealth | My Stock Portfolio Review, November 2025 - The Trade Desk, Inc.

TTD (holding update): Q3 rev $739M (+17.7% YoY), beat +3.0%; adj EBITDA margin 42.9% (+2pp YoY); EPS $0.45 beat +2.3%. Q4 guide $840M (+13.4% YoY). CTV ~50% mix, 95% customer retention. Negatives: gross margin down 2.5pp YoY, FCF margin down 14.4pp. $310M buybacks Q3, new $500M auth. Stock +1.8%.

Read full article (1 min)