Added to YB: 2025-03-27
Pitch date: 2025-03-25
TTD [neutral]
The Trade Desk, Inc.
-41.35%
current return
Author Info
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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
$62.49
Price Target
43.34 (+18%)
Dividend
N/A
EV/EBITDA
25.70
P/E
45.37
EV/Sales
6.54
Sector
Media
Category
value
The Trade Desk ($TTD): A Moat Master in Ad Tech or a Valuation Trap?
TTD (overvalued): Leading DSP with 20% market share, growing in $700B ad market. Q4 miss led to restructuring. Strong financials (80.7% gross margin, 16.1% net margin) but high SBC (20.2% of revenue). $5B revenue target by 2027. Current price ($54.25) implies 28.3% UFCF growth, above 23% forecast. Overvalued by 27%.
Read full article (15 min)