The Trade Desk reported mixed third-quarter results, with revenue topping management's forecast, though still declining 0.5% to $736 million. Adjusted EBITDA fell 16% to $266 million, with margins contracting 7 percentage points to 36%. Fourth-quarter guidance implies an 11% decline in revenue.
TTD's proprietary algorithms for identification and real-time ad bidding are viable solutions in an advertising environment that prioritizes adjustment and optimization campaigns.
Most advertising dollars are routed to the ad giants. Firms like Google and Meta have no incentive to work with TTD, since it would compress their ad revenue.
Metric | TTD | AMZN | MSFT |
|---|---|---|---|
Price/Earnings (Normalized) | 9.33 | 30.20 | 28.99 |
Price/Book Value | 2.71 | 4.71 | 8.26 |
Price/Sales | 2.46 | 3.65 | 11.24 |
Price/Cash Flow | 7.40 | 14.47 | 20.10 |
Metric | TTD | AMZN | MSFT |
|---|---|---|---|
Quick Ratio | 1.75 | 0.82 | 0.83 |
Current Ratio | 1.79 | 0.99 | 1.22 |
Interest Coverage | — | 38.78 | 55.15 |
Metric | TTD | AMZN | MSFT |
|---|---|---|---|
Return on Assets (Normalized) | 12.38% | 10.05% | 19.01% |
Return on Equity (Normalized) | 28.54% | 20.21% | 32.28% |
Return on Invested Capital (Normalized) | 22.99% | 14.24% | 28.37% |
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| JCDecaux SE ADR JCDXY | — | LOCK|PVLd | $7B | |||
| Dentsu Group Inc ADR DNTUY | — | LOCK|WP$ | $6B | |||
| Dentsu Group Inc DNTUF | — | LOCK|!# | $6B | |||
| WPP PLC ADR WPP | LOCK|RN&v^lN | LOCK|J^ | $6B | |||
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