Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
TTD
HOLDThe Trade Desk, Inc. · Communication Services · United States · $8.1B · Avg Vol: $344M/d
COMPANY DESCRIPTION
The Trade Desk operates a leading independent demand-side platform (DSP) enabling advertisers to plan, manage, and optimize data-driven digital advertising campaigns. Its competitive moat stems from its independent position, offering transparency and objective ad buying without proprietary media bias, alongside robust technology and data capabilities. The Trade Desk is a market leader in programmatic advertising, favored by advertisers seeking control and reach across the open internet, benefiting from the secular shift to digital and connected TV advertising.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.6B | 1.9B | 2.4B | 2.9B | 22.4% | 3.0B | 2.8B | 2.8B | -2.3% |
| EPS | 0.11 | 0.37 | 0.80 | 0.91 | 102.2% | 0.82 | 0.60 | 0.58 | -20.1% |
| Shares | 490.5M | 488.9M | 496.1M | 475.9M | -3.0% | 426.8M | — | — | — |
| Debt | 261.0M | 235.9M | 312.2M | 436.3M | 18.7% | 434.1M | — | — | — |
| Equity | 2.1B | 2.2B | 2.9B | 2.5B | 5.5% | — | — | — | — |
| Op CF | 548.7M | 598.3M | 739.5M | 992.7M | 21.8% | 1.1B | — | — | — |
| Inv CF | -304.4M | -107.6M | -157.5M | -292.6M | — | — | — | — | — |
| Fin CF | 32.0M | -626.1M | -107.6M | -1.4B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Communication Services, ranked by industry match, size, and score similarity. Cross-listings of TTD are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| TTD | The Trade Desk, Inc.(you) | $8.1B | 47 | HOLD |
| LFTO | Liftoff Mobile, Inc. | $3.7B | 45 | HOLD |
| OMC | Omnicom Group Inc. | $22.7B | 66 | BUY |
| CCO | Clear Channel Outdoor Holdings, Inc. | $1.2B | 40 | HOLD |
| MGNI | Magnite, Inc. | $2.7B | 73 | BUY |
| STGW | Stagwell Inc. | $1.6B | 65 | BUY |
| DV | DoubleVerify Holdings, Inc. | $1.6B | 72 | BUY |
| APP | AppLovin Corporation | $131.7B | 45 | HOLD |
| EVC | Entravision Communications Corporation | $983M | 30 | SELL |
| ADV | Advantage Solutions Inc. | $484M | 38 | HOLD |
Peer medians: ROE 6.5% · P/E 18.6x · Gross margin 56.7%