Professional
Added to YB: 2025-05-06
Pitch date: 2025-05-03
TTD [bullish]
The Trade Desk, Inc.
-58.72%
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
$53.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.81
P/E
23.64
EV/Sales
3.20
Sector
Media
Category
turnaround
A Premium Asset | Sycamore Portfolio Update [April 2025] - The Trade Desk, Inc.
TTD: Recent 70% drawdown creates opportunity in premium ad-tech platform. Jeff Green's industry leadership driving future of digital advertising w/ OpenPath (direct publisher access), UID 2.0 (post-cookie solution), and Ventura (streaming TV OS for 2025). $12B ad spend through platform vs $1T global market. Elite financials: $1B+ adj EBITDA, strong margins, no debt.
Read full article (3 min)