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Added to YB: 2026-02-19

Pitch date: 2026-02-17

TTD [neutral]

The Trade Desk, Inc.

+0.44%

current return

Author Info

Chop Wood, Carry Water is a tech manager and investor searching for value-based investments. 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

$12.2B

Pitch Price

$25.13

Price Target

70.00 (+177%)

Dividend

N/A

EV/EBITDA

15.70

P/E

28.69

EV/Sales

3.99

Sector

Media

Category

growth

Show full summary:
$TTD Quick Pitch

TTD (watchlist): Cloud-based ad platform for open internet w/ 20% take rate, 79% gross margin, 95%+ retention for 11 yrs. CTV & Retail Media leadership, UID2.0 moat. Rev CAGR 40% (2015-24), profitable since 2013, ROIC 13%. Risk: 20% SBC/rev dilution, AI threat to display ads, take rate compression. PT $70 long-term but seeking entry <$20.

Read full article (4 min)