Professional
Added to YB: 2026-02-16
Pitch date: 2026-02-05
TTD [neutral]
The Trade Desk, Inc.
-4.14%
current return
Author Info
No bio for this author
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
$12.2B
Pitch Price
$26.33
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.70
P/E
28.69
EV/Sales
3.99
Sector
Media
Category
growth
Rowan Street Capital Portfolio Holding: The Trade Desk, Inc.
TTD (holding update): Grew from 3% to 12% of portfolio through strong execution, then dropped 30%+ post-Q4 2024 miss. Despite pullback, still up 10%+ annualized since inception. Moderated conviction due to mgmt lacking clarity & accountability under pressure. Position naturally reduced to original weight. Remains quality biz but needs proof of execution improvement to restore conviction.
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