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Added to YB: 2025-12-26

Pitch date: 2025-12-22

TTD [bullish]

The Trade Desk, Inc.

+2.67%

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

$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

Show full summary:
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)