<- Go home

Added to YB: 2024-07-17

Pitch date: 2024-07-16

TTD [neutral]

The Trade Desk, Inc.

-62.84%

current return

Author Info

Multibagger Nuggets focuses on deep research and long-term investing (10yrs+). Sign up for the newsletter.

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

$98.64

Price Target

N/A

Dividend

N/A

EV/EBITDA

25.70

P/E

45.37

EV/Sales

6.54

Sector

Media

Category

growth

Show full summary:
The Trade Desk: Scoring the Quality and Valuation

TTD: Leading ad-tech platform w/ 28% rev growth, 27% FCF margin. Strong in CTV, open internet. CEO Jeff Green owns 9.6%. No debt, $1.4B cash. Huge TAM in $1T ad market. Expensive at 28.4x GP, 62.5x fwd PE. Hold rating due to high quality (85/100 PMQS) but steep valuation (3/10).

Read full article (12 min)