Added to YB: 2026-01-05
Pitch date: 2025-12-31
TTD [bullish]
The Trade Desk, Inc.
-42.27%
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
$38.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.81
P/E
23.64
EV/Sales
3.20
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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