Trade Desk Inc - Ordinary Shares - Class A
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+ FollowMarket Cap$5.81B
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Earnings Call Q3 2025
November 6, 2025 - AI Summary
Strong Revenue Growth: The Trade Desk reported Q3 2025 revenues of $739 million, reflecting an 18% growth year-over-year (YOY). Excluding political ad spend, growth was 22%. This performance showcases the company's ability to capture incremental wallet share among top global brands.
Continued Expansion of CTV and Retail Media: Connected TV (CTV) remains the primary growth driver, outpacing overall revenue growth. CTV and audio are expected to grow as more advertising dollars shift toward premium content, signaling ongoing opportunities in these channels as advertisers seek effective engagement methods.
Product Innovations and AI Enhancement: Significant advancements were made to the advertising platform, particularly with the introduction of Kokai, which reportedly improved cost per acquisition by 26% and click-through rates by 94% compared to previous versions. The emphasis on AI-driven improvements is positioned to enhance efficiency and performance across digital advertising.
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$38.62
191.9% upside
Current Fair Value
191.9% upsideUndervalued by 191.9% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $5.81 Billion |
|---|---|
| Enterprise Value | $5.12 Billion |
| Earnings per Share | $0.92 |
| Beta | 0.99 |
| Outstanding Shares | 468,359,000 |
Return
| Return on Equity | 15.81% |
|---|---|
| Return on Assets | 7.06% |
| Return on Invested Capital | 20.57% |
Valuation & Multiples
| P/E Ratio | 14.63 |
|---|---|
| PEG | -51.24 |
| Price to Sales | 2.21 |
| Price to Book Ratio | 2.65 |
| Enterprise Value to Revenue | 1.71 |
| Enterprise Value to EBIT | 8.38 |
| Enterprise Value to Net Income | 12 |
| Total Debt to Enterprise | 0.08 |
| Debt to Equity | 0.17 |
Revenue Sources
No data
Last Earnings Call
Report Date
August 6, 2026
EPS Estimate
$0.18
Consensus analyst estimateRevenue Estimate
$752.41 M
Consensus analyst estimateNext Earnings Call
Expected Date
November 5, 2026
EPS Estimate
$0.04
Consensus analyst estimateRevenue Estimate
$650.94 M
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.56, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.5574▼ 31.81% |
|---|---|
| Total Calls | 30,500▼ 99.89% |
| Total Puts | 17,000▼ 99.93% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 1.08%▼ 80.22% |
|---|---|
| Total Invested | $61.62M▼ 99.11% |
| Investors Holding | 189▼ 564.00% |
About Trade Desk Inc
1,200 employees
CEO: Jeffrey Terry Green
The Trade Desk™ is a technology company that empowers buyers of advertising. Through its self-service, cloud-based platform, ad buyers can create, manage, and optimize digital advertising campaigns across ad formats and devices. Integrat...