Obermatt
See Similar Stocks →

The Trade Desk

NMQ:TTD · US88339J1051
MediaLarge

360

89
EV / EBIT36
Price / Owner Earnings10
Owner Earnings Yield53
Dividend Yield1
Price/Sales52
EV / Gross Profit42
Price/Book37
Return on Capital95
Cash Return on Capital81
Return on Equity88
EBIT Margin99
Gross Profitability69
Cash Conversion53
Accruals75
Owner Earnings Margin87
Sales growth42
Profit Growth90
Long-Term EPS Growth91
Owner Earnings Growth48
Reinvestment63
Price momentum4
Debt load62
Refinancing75
Debt Payback100
Liquidity100
Analyst ratings21
Opinion Changes38
Price Target Upside41
Market mood91
Value Creation14/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

The Trade Desk generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustryMedia
SizeLarge
TypePublic Company
ExchangeNASDAQGM
Founded2009
Employees4,063
Websitethetradedesk.com
ISINUS88339J1051
Last UpdateApr 2, 2026
Indices
NASDAQ (USA)S&P 500 (USA)
Themes
Ad ServerDigital MediaPredictive AnalyticsAd TargetingAd ExchangeAd NetworkVideo AdvertisingAdvertisingInternet ServicesMedia and EntertainmentSales and Marketing

Description

The Trade Desk, Inc. (‘The Trade Desk’) offers a self-service, cloud-based ad-buying platform that empowers its clients to plan, manage, optimize, and measure more expressive, data-driven digital advertising campaigns. The company's clients are adve…

Analysis

Quality compounder

The Trade Desk, Inc. is a quality compounder: a well-run business trading at a price that reflects what it is worth.

The price is expensive. You pay 30.5× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone. At today's price, the market is assuming roughly 12% yearly growth; analysts expect 21%. The price, in other words, assumes less than the experts do.

The trajectory is moderate and the balance sheet is sturdy. The company scores 14/20 on our value-creation score: strong value creator.

What to watch: Some accounting patterns deserve a closer look. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
86
2023202420252026

All-time high

86

Jun 2026

All-time low

43

Jan 2025

Average rank

73

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
52
6
3
8
Price/Earnings
49
25
33
31
Price/Book
37
15
8
15
Dividend Yield
1
1
1
1
Value (overall)
34
7
4
7

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

Similar Stocks

The companies this stock is ranked against.

Compare The Trade Desk with its peers
Forian
NAQ:FORA
23
CountryUSA
IndustryHealth Care Technology
SizeSmall
Full Stock Analysis →
PubMatic
NMQ:PUBM
17
CountryUSA
IndustryMedia
SizeSmall
Full Stock Analysis →
Sandisk
NSQ:SNDK
91
CountryUSA
IndustryTechnology Hardware, Storage & Peripherals
SizeX-Large
Full Stock Analysis →
Penguin Solutions
NSQ:PENG
95
CountryUSA
IndustrySemiconductors & Semiconductor Equipment
SizeMedium
Full Stock Analysis →
Dropbox
NSQ:DBX
53
CountryUSA
IndustrySoftware
SizeLarge
Full Stock Analysis →
Rigetti Computing
NAQ:RGTI
5
CountryUSA
IndustrySemiconductors & Semiconductor Equipment
SizeSmall
Full Stock Analysis →

Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →