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Added to YB: 2026-02-19

Pitch date: 2026-02-17

TTD [neutral]

The Trade Desk, Inc.

-11.62%

current return

Author Info

Chop Wood, Carry Water is a tech manager and investor searching for value-based investments. Sign up for the newsletter.

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

$25.13

Price Target

70.00 (+215%)

Dividend

N/A

EV/EBITDA

11.81

P/E

23.64

EV/Sales

3.20

Sector

Media

Category

growth

Show full summary:
$TTD Quick Pitch

TTD (watchlist): Cloud-based ad platform for open internet w/ 20% take rate, 79% gross margin, 95%+ retention for 11 yrs. CTV & Retail Media leadership, UID2.0 moat. Rev CAGR 40% (2015-24), profitable since 2013, ROIC 13%. Risk: 20% SBC/rev dilution, AI threat to display ads, take rate compression. PT $70 long-term but seeking entry <$20.

Read full article (4 min)