Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc - Ordinary Shares - Class A

TTD

Market Cap$39.56B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Trade Desk Inc - Ordinary Shares - Class ATrade Desk Inc - Ordinary Shares - Class A100.7-10%200.1

Earnings Call Q4 2024

February 12, 2025 - AI Summary

Q4 Performance Miss: The Trade Desk's Q4 revenue was $741 million, representing a 22% year-over-year increase. However, this fell short of company expectations for the first time in 33 quarters, primarily due to a series of small execution missteps while preparing for the future. Future guidance reflects the impact of political ad spending which contributed approximately 1% of Q1 2024 revenue.
Record Year Summary: The full year 2024 saw total spending on the platform exceed $12 billion, reaching $2.4 billion in revenue, which was a 26% year-over-year growth. Adjusted EBITDA surpassed $1 billion, with free cash flow exceeding $600 million, showcasing the operational strength of the business.
Strategic Reorganization: To address the execution challenges, The Trade Desk underwent its largest reorganization in history, clarifying roles and responsibilities, simplifying client-facing teams, and restructuring engineering teams into smaller, agile units for improved product development and delivery.

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$138.83

Target Price by Analysts

73.5% upsideTrade Desk Target Price DetailsTarget Price
$33.95

Current Fair Value

57.6% downside

Overvalued by 57.6% based on the discounted cash flow analysis.

Share Statistics

Market cap$39.56 Billion
Enterprise Value$38.51 Billion
Dividend Yield$0 (0%)
Earnings per Share$0.8
Beta1.47
Outstanding Shares493,958,000

Return

Return on Equity-
Return on Assets-
Return on Invested Capital-

Valuation & Multiples

P/E Ratio100.73
PEG72.33
Price to Sales20.01
Price to Book Ratio16.01
Enterprise Value to Revenue16.67
Enterprise Value to EBIT101.6
Enterprise Value to Net Income124
Total Debt to Enterprise0.01
Debt to Equity0.11

Revenue Sources

No data

Insider Trades

ESG Score

No data

About Trade Desk Inc

1,200 employees

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...