Professional
Added to YB: 2026-03-31
Pitch date: 2026-03-27
TTD [neutral]
The Trade Desk, Inc.
+3.82%
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
$21.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.81
P/E
23.64
EV/Sales
3.20
Sector
Media
Category
growth
Saga Partners Portfolio Holding: The Trade Desk, Inc.
TTD (holding update): DSP for open internet w/ ~$13B gross spend vs $200-250B addressable mkt. 2025 growth slowed to 11% gross spend/15% rev (below historical) on CPG/auto weakness & political comp, but cyclical not structural. No conflict of interest vs Google/Amazon DSPs that favor owned inventory. Improving supply chain efficiency via OpenPath to capture share as open internet (61% time spent, undermone
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