Added to YB: 2025-09-19
Pitch date: 2025-09-17
TTD [neutral]
The Trade Desk, Inc.
-51.05%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.
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
$45.38
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.81
P/E
23.64
EV/Sales
3.20
Sector
Media
Category
value
Is The Trade Desk’s Growth Engine Starting to Stall?
TTD (overview): Rev growth decelerated from +25.5% to +18.6% YoY; weak Q2 beat of 1.8% vs record Q1 beat of 7.1%. If Q3 matches Q2 beat level, growth could slow to 16.2%. Kokai AI platform showing >20pt KPI lifts, 95%+ retention rate maintained. Trades at historical low 6.7x forward EV/Sales vs 14.3x median.
Read full article (12 min)