Added to YB: 2025-12-26
Pitch date: 2025-12-22
TTD [bullish]
The Trade Desk, Inc.
+2.67%
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
$18.0B
Pitch Price
$37.13
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.87
P/E
42.32
EV/Sales
6.07
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)