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Added to YB: 2026-01-05

Pitch date: 2025-12-31

TTD [bullish]

The Trade Desk, Inc.

+5.01%

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

$18.2B

Pitch Price

$38.20

Price Target

N/A

Dividend

N/A

EV/EBITDA

24.16

P/E

42.79

EV/Sales

6.15

Sector

Media

Category

growth

Show full summary:
Buy TTD

TTD (re-entered position): Digital ad platform at 21x CY25 EPS, 18x NY26 for 17% growth after 5yr absence. Stock crushed despite solid value prop in open internet vs walled gardens. Amazon/Google/Meta encroachment & industry reshaping pressured multiples. SBC expense inflates GAAP vs non-GAAP EPS but actual dilution low single digits. Patient investors should see solid returns on continued execution.

Read full article (2 min)