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Added to YB: 2026-03-02

Pitch date: 2026-02-26

TTD [neutral]

The Trade Desk, Inc.

+1.32%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

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

$23.51

Price Target

N/A

Dividend

N/A

EV/EBITDA

14.16

P/E

27.96

EV/Sales

3.90

Sector

Media

Category

growth

Show full summary:
TheTradeDesk Earnings

TTD (earnings): Q4 rev $847M (+14% YoY, +19% ex-political) beat est; FY25 rev $2.9B (+18%). Adj EBITDA margin 47%, FCF margin 33.3%. EPS $0.59 beat. CTV ~50% rev, growing faster than co. Kokai AI on ~100% campaigns. Retail data spend record. Q1'26 guide $678M (+10%) missed est. CPG/Auto (~25% rev) pressured. Shares -4.8% YoY.

Read full article (6 min)