Professional
Added to YB: 2026-02-16
Pitch date: 2026-02-05
TTD [neutral]
The Trade Desk, Inc.
-16.26%
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 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
$26.33
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.81
P/E
23.64
EV/Sales
3.20
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.
Read full article (3 min)