Added to YB: 2024-02-16
Pitch date: 2024-02-16
TTD [bullish]
The Trade Desk, Inc.
-74.06%
current return
Author Info
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
$85.61
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.81
P/E
23.64
EV/Sales
3.20
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.
Read full article (7 min)