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
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.
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