Added to YB: 2025-03-17
Pitch date: 2025-03-14
TTD [bullish]
The Trade Desk, Inc.
-59.11%
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
$54.32
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): A Strong Entry Point Despite Market Headwinds
TTD: Dominant DSP at 25x fwd EV/EBITDA. CTV growth via NFLX, DIS partnerships. Missed Q1, slow platform rollout, AMZN competition. Still key for independent web, agencies, CPGs. OpenPath + UID2 shifts upset some, but bold moves needed. $55 interesting entry despite ad-sensitive environment.
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