Added to YB: 2024-02-16
Pitch date: 2024-02-16
TTD [bullish]
The Trade Desk, Inc.
-57.19%
current return
Author Info
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
$19.3B
Pitch Price
$85.61
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.70
P/E
45.37
EV/Sales
6.54
Sector
Media
Category
growth
The Trade Desk - $TTD Earnings Review
TTD proves resilient w/ 27% YoY growth ex political spend & stable take rates. Surpassed EBITDA estimates, met GAAP EPS despite founder share impact. $1.4B cash, no debt, ongoing buybacks. Guidance suggests faster rev growth. Trades at 57x '24 EPS, 54x FCF. AI-driven Kokai platform shines. UID2 & Open Pass solve privacy challenges. Strength in CTV, audio, retail media. Robust ROAS, share gains, partnerships drive cyclical outperformance.
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