Added to YB: 2026-02-19
Pitch date: 2026-02-17
TTD [neutral]
The Trade Desk, Inc.
-11.62%
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 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
$25.13
Price Target
70.00 (+215%)
Dividend
N/A
EV/EBITDA
11.81
P/E
23.64
EV/Sales
3.20
Sector
Media
Category
growth
$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.
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