Added to YB: 2026-08-13
Pitch date: 2026-08-11
TTD [neutral]
The Trade Desk, Inc.
+0.22%
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
$6.4B
Pitch Price
$13.46
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.59
P/E
15.95
EV/Sales
1.78
Sector
Media
Category
value
The Trade Desk Is Finally Cheap. Value Investment or Did Growth Just Vanish?
TTD (overview): Ad-tech platform, rev $661M→$2.9B (28% CAGR 2019-25), FCF $20M→$791M, net cash, ROIC 8%. But Q2'26 growth collapsed to 3% (vs 18% YoY), net margin fell to 9% (vs 15%). Valuation compressed from 100x+ P/E. Fair value band above current price w/ margin of safety. Upside if growth returns to double digits (15% annual return), but risk low-single-digit growth is structural.
Read full article (4 min)