TTD
Trade Desk (The)
Communication Services · Advertising · US
$23.08
Close 2026-05-10
✗ ETHICAL FAIL

MODERATE MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$10.9B
Trailing P/E
26.20
Forward P/E
10.50
Rev Growth
+14.3%
Profit Margin
14.6%
ROE
16.3%
Analyst Target
$26.29
Recommendation
BUY
About Trade Desk (The)

The Trade Desk, Inc. operates as a technology company in the United States and internationally. The company creates, manages, and optimizes digital advertising campaigns across ad formats, channels and devices, including CTV and other video, display, audio, and native, on a multitude of devices, such televisions, streaming devices, mobile devices, computers and digital-out-of-home devices. It provides data and other value-added services. It serves advertising agencies, advertisers, and other service providers for agencies or advertisers. The Trade Desk, Inc. was incorporated in 2009 and is headquartered in Ventura, California.

Opportunity Summary
Trading at $23 against a fair value of $44, a 48% discount. Moderate competitive position. Fails ethical screen (Accounts receivable). Ranks better than 81% of screened stocks.
Ethical Screen
Business ActivityPASS
Debt Ratio (0.07%)PASS
Cash Ratio (0.10%)PASS
Receivables Ratio (0.72%)FAIL
Revenue Ratio (0.02%)PASS
OverallFAIL
Score Ethical: 10.0
Score Valuation: 88.0
Score Quality: 54.0
Score Combined: 48.0
Fair Value Est: $44.00 · Margin of Safety: +90.6% · Tier: AVOID

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

Unlock with Membership
Opportunity Scores
Valuation92.6
Quality55.4
Cash Flow68.8
Moat50.0
Balance Sheet100.0
Debt Purity78.5
Liquid Purity68.2
Rev Purity52.5
Compliance67.8
Tier: GOLD · Score: 81.5 · Rank: #51
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-08-060.40Pending--
2026-05-070.320.28-12.4%
2026-02-250.580.59+1.7%
2025-11-060.440.45+1.9%
2025-08-070.410.41-0.9%
2025-05-080.040.10+165.5%
2025-02-120.330.36+8.3%
2024-11-070.390.41+4.3%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2026-03-31$688.9M$40.0M$110.8M$506.9M$66.6M0.08
2025-12-31$846.8M$186.9M$288.8M$683.7M$256.9M0.39
2025-09-30$739.4M$115.5M$194.4M$577.3M$161.2M0.24
2025-06-30$694.0M$90.1M$143.5M$543.1M$116.8M0.18
2025-03-31$616.0M$50.7M$100.1M$473.2M$54.5M0.10
Insider Transactions
DateNameRoleSharesValue
2026-05-04TAWAKOL OMARDirector12,220--
2026-05-04CUNNINGHAM ANDREA LEEDirector7,899$42.5K
2026-05-04VOLLERO ANDREWDirector12,220--
2026-04-02CUNNINGHAM ANDREA LEEDirector48$1.2K
2026-04-02VOLLERO ANDREWDirector12,304--
2026-03-05FALBERG KATHRYN E.Director152,828$4.7M
2026-03-04GREEN JEFFREY TERRYChief Executive Officer6,000,000$148.1M
2026-03-03GRANT JAY ROfficer167,197--
2026-03-03KUNDRA VIVEKChief Operating Officer167,197--
2026-03-03GREEN JEFFREY TERRYChief Executive Officer398,089--
Top Institutional Holders
HolderSharesValue% Held
State Street Corporation44.9M$1.0B0.1%
Blackrock Inc.37.5M$839.7M0.1%
Vanguard Capital Management LLC28.6M$641.1M0.1%
Vanguard Portfolio Management LLC22.4M$502.3M0.1%
Two Sigma Investments, LP14.2M$316.9M0.0%
Geode Capital Management, LLC14.0M$313.1M0.0%
Morgan Stanley8.8M$196.2M0.0%
Goldman Sachs Group Inc8.7M$195.3M0.0%
Invesco Ltd.8.4M$187.5M0.0%
Federated Hermes, Inc.7.6M$170.7M0.0%
Analyst Recommendations
3 Months Ago
2
15
17
2
37 analysts
2 Months Ago
3
15
17
2
38 analysts
Last Month
3
16
15
3
38 analysts
Current
2
12
20
2
37 analysts
Strong Buy Buy Hold Sell Strong Sell
Recent Price History
2026-05-10
$23.08
2026-05-09
$23.08
2026-05-08
$24.01
2026-05-08
$24.01
5D Range
May 8
May 8
May 9
May 10
Additional Fundamentals
Enterprise Value
$9.5B
Price/Book
4.29
Beta
1.096
Analysts
31
Total Revenue (TTM)
$3.0B
Total Debt
$423.6M
Earnings Growth
-20.0%
Rec. Mean
2.43
Short Ratio
4.19
Short % Float
0.2%
Employees
3,843

Elite Intelligence

Trade Consideration with position sizing, convergence signals, and risk analysis. Available to Elite members.

Upgrade to Elite
Trade Consideration
The Opportunity
Score 48.0 (P69 — top 30.8% of scored tickers). Moderate Moat. Ethical FAIL. 31 analysts at Buy.
Price: $23.08 | Target: $25.81 (+12%) | Fair Value: $44.00 (+91%)
Score
48
Moat
MODERATE
Conviction
Standard
Upside
+12%
The Fundamentals
Revenue Growth+14.3%
Profit Margin0.0%
ROE16.3%
Forward P/E10.5
Market Cap$10.9B
Earnings Track Record
DateEstimateReportedSurprise
2026-08-06$0.40Pending
2026-05-07$0.32$0.28-12.4%
2026-02-25$0.58$0.59+1.7%
2025-11-06$0.44$0.45+1.9%
2025-08-07$0.41$0.41-0.9%
2025-05-08$0.04$0.10+165.5%
Position Sizing Scenarios
Stop: $19.62 (-15%) | Entry: $23.08
SharesCostProfit to TargetR:R
To Consensus ($25.81, 31 analysts)
10$230.80+$27.30 (12%)0.8R
50$1,154.00+$136.50 (12%)0.8R
100$2,308.00+$273.00 (12%)0.8R
To Fair Value ($44.00)
10$230.80+$209.20 (91%)6.0R
50$1,154.00+$1,046.00 (91%)6.0R
100$2,308.00+$2,092.00 (91%)6.0R
Risk Factors
  • Elevated short interest (4.19 days to cover)
The Verdict
Trade Desk (The) holds a moderate competitive moat and trades at a 90.6% discount to fair value.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

D
Quant Score
38.5
Risk Grade
Layers
8
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-5.5%
worst expected daily loss, 19 in 20 days
CVaR 95%
-10.7%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
-1.05
above 1.0 is good
Max Drawdown
-85.6%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
90
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
BELOW_200
Bollinger Position
LOWER_HALF
Beta
Relative Volume
0.7x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
75.0%
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
TickerCorrelation
AVPT0.469
PEGA0.450
ADJEX0.408
QQEW0.406
AMPL0.403
Inverse Correlated
TickerCorrelation
ED-0.204
2269.T-0.188
CCH.L-0.172
ORA.PA-0.165
JNJ-0.162
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Monday
Worst Day
Thursday
Best Month
May
Worst Month
Feb
Fri-Mon Effect
-0.7067527529159219
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
-7.2%
Beat Drift Positive %
50.0%
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
-7.5%
3M Return
-11.1%
6M Return
-42.2%
12M Return
-70.2%
Momentum Rank
#4239
Momentum Signal
STRONG_DOWN
Discover More
Alpha Insights Market Intelligence Titan Watch Ethical Screener Insider Intelligence Track Record Ethical Finance Zakat Calculator Iran Oil Tracker Foundry Indicators Options Calendar Composites Boycott Tracker Convergence Screener Fed Tracker Explore All Is It Halal? Earnings Calendar Dividend Screener Country Guides Glossary Join Free →

Get our weekly market brief free.