Added to YB: 2025-12-26
Pitch date: 2025-12-22
TTD [bullish]
The Trade Desk, Inc.
-40.18%
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
$37.13
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.81
P/E
23.64
EV/Sales
3.20
Sector
Media
Category
turnaround
TTD -73% from ATH: What the Market Is Missing
TTD: Down 73% from highs despite Q3 22% growth ex-political ads. Q4 guide implies 18.5% ex-political growth vs 14.5% reported. Trading 5.3x forward EV/Sales (vs 14.1x median), 18.9x forward P/E at historical lows. 95%+ retention 11yrs, leader in $1T advertising TAM. CTV growing 21.2% CAGR. Kokai AI adoption driving 26% better CPA, 58% better cost/reach.
Read full article (13 min)