Added to YB: 2025-03-27
Pitch date: 2025-03-25
TTD [neutral]
The Trade Desk, Inc.
-64.46%
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 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
$62.49
Price Target
43.34 (+95%)
Dividend
N/A
EV/EBITDA
11.81
P/E
23.64
EV/Sales
3.20
Sector
Media
Category
value
The Trade Desk ($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)