Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc - Ordinary Shares - Class A

TTD

Market Cap$35.3B
Close$

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 A89.3-10%19.50.1

Earnings Call Q1 2025

May 8, 2025 - AI Summary

Strong Q1 Performance: The Trade Desk reported Q1 revenue of $616 million, marking a 25% year-over-year growth, significantly surpassing expectations. This resilience comes amid increasing economic uncertainty, demonstrating a solid demand for programmatic advertising, especially as brands navigate a volatile macro environment.
Kokai Adoption and Product Enhancements: Adoption of the new Kokai platform accelerated, with about two-thirds of clients currently using it, ahead of schedule. The integration of AI tools resulted in significant campaign performance improvements, including a 24% reduction in cost per conversion and a 20% decrease in cost per acquisition, which is expected to help attract and retain more clients.
Market Opportunity and Competitive Landscape: The company believes it is well-positioned to capture market share in a fairer advertising ecosystem, especially following recent antitrust rulings against Google, which may lead to fewer competitive obstacles in the open internet space. The Trade Desk maintains its goal of being the largest independent DSP, controlling less than 2% of the global advertising market.

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$100.00

Target Price by Analysts

28% upsideTrade Desk Target Price DetailsTarget Price
$58.75

Current Fair Value

24.8% downside

Overvalued by 24.8% based on the discounted cash flow analysis.

Share Statistics

Market cap$35.30 Billion
Enterprise Value$34.25 Billion
Dividend Yield$0 (0%)
Earnings per Share$0.8
Beta1.29
Outstanding Shares493,958,000

Return

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

Valuation & Multiples

P/E Ratio89.27
PEG64.1
Price to Sales19.54
Price to Book Ratio15.63
Enterprise Value to Revenue14.83
Enterprise Value to EBIT90.35
Enterprise Value to Net Income111
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...