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Also traded in: Germany

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 8/10

vs
industry
vs
history
Cash-to-Debt No Debt
TTD's Cash-to-Debt is ranked lower than
52% of the 2082 Companies
in the Global Software - Application industry.

( Industry Median: 8.37 vs. TTD: No Debt )
Ranked among companies with meaningful Cash-to-Debt only.
TTD' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.09  Med: 4.21 Max: No Debt
Current: No Debt
0.09
No Debt
Equity-to-Asset 0.36
TTD's Equity-to-Asset is ranked lower than
83% of the 1985 Companies
in the Global Software - Application industry.

( Industry Median: 0.60 vs. TTD: 0.36 )
Ranked among companies with meaningful Equity-to-Asset only.
TTD' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.18  Med: 0.34 Max: 0.38
Current: 0.36
0.18
0.38
Debt-to-EBITDA 0.33
TTD's Debt-to-EBITDA is ranked higher than
76% of the 1031 Companies
in the Global Software - Application industry.

( Industry Median: 1.33 vs. TTD: 0.33 )
Ranked among companies with meaningful Debt-to-EBITDA only.
TTD' s Debt-to-EBITDA Range Over the Past 10 Years
Min: 0.33  Med: 0.94 Max: 25.74
Current: 0.33
0.33
25.74
Interest Coverage 48.86
TTD's Interest Coverage is ranked lower than
62% of the 1570 Companies
in the Global Software - Application industry.

( Industry Median: 140.00 vs. TTD: 48.86 )
Ranked among companies with meaningful Interest Coverage only.
TTD' s Interest Coverage Range Over the Past 10 Years
Min: 0.91  Med: 26 Max: 48.86
Current: 48.86
0.91
48.86
Altman Z-Score: 6.25
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 3/10

vs
industry
vs
history
Operating Margin % 22.71
TTD's Operating Margin % is ranked higher than
89% of the 2027 Companies
in the Global Software - Application industry.

( Industry Median: 4.54 vs. TTD: 22.71 )
Ranked among companies with meaningful Operating Margin % only.
TTD' s Operating Margin % Range Over the Past 10 Years
Min: 1.72  Med: 25.42 Max: 33.36
Current: 22.71
1.72
33.36
Net Margin % 16.14
TTD's Net Margin % is ranked higher than
86% of the 2027 Companies
in the Global Software - Application industry.

( Industry Median: 3.36 vs. TTD: 16.14 )
Ranked among companies with meaningful Net Margin % only.
TTD' s Net Margin % Range Over the Past 10 Years
Min: 0.01  Med: 12.04 Max: 16.48
Current: 16.14
0.01
16.48
ROE % 25.12
TTD's ROE % is ranked higher than
88% of the 1969 Companies
in the Global Software - Application industry.

( Industry Median: 6.14 vs. TTD: 25.12 )
Ranked among companies with meaningful ROE % only.
TTD' s ROE % Range Over the Past 10 Years
Min: -26.37  Med: 12.4 Max: 29.11
Current: 25.12
-26.37
29.11
ROA % 8.65
TTD's ROA % is ranked higher than
76% of the 2097 Companies
in the Global Software - Application industry.

( Industry Median: 3.01 vs. TTD: 8.65 )
Ranked among companies with meaningful ROA % only.
TTD' s ROA % Range Over the Past 10 Years
Min: 5.48  Med: 7.61 Max: 10.2
Current: 8.65
5.48
10.2
ROC (Joel Greenblatt) % 425.89
TTD's ROC (Joel Greenblatt) % is ranked higher than
71% of the 2065 Companies
in the Global Software - Application industry.

( Industry Median: 20.86 vs. TTD: 425.89 )
Ranked among companies with meaningful ROC (Joel Greenblatt) % only.
TTD' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: -4.2  Med: 422.42 Max: 688.49
Current: 425.89
-4.2
688.49
GuruFocus has detected 4 Warning Signs with The Trade Desk Inc TTD.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» TTD's 30-Y Financials

Financials (Next Earnings Date: 2018-08-10)


Revenue & Net Income
Cash & Debt
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

Q2 2017

TTD Guru Trades in Q2 2017

Jim Simons 828,300 sh (+193.52%)
Ron Baron 594,813 sh (+4.77%)
Joel Greenblatt 229,484 sh (-24.25%)
» More
Q3 2017

TTD Guru Trades in Q3 2017

Leucadia National 30,000 sh (New)
Paul Tudor Jones 19,565 sh (New)
Ron Baron 860,083 sh (+44.60%)
Jim Simons Sold Out
Joel Greenblatt 223,945 sh (-2.41%)
» More
Q4 2017

TTD Guru Trades in Q4 2017

Chuck Royce 151 sh (New)
Leucadia National 126,900 sh (+323.00%)
Ron Baron 962,515 sh (+11.91%)
Paul Tudor Jones 21,409 sh (+9.42%)
Joel Greenblatt 195,864 sh (-12.54%)
» More
Q1 2018

TTD Guru Trades in Q1 2018

Jim Simons 285,900 sh (New)
Ron Baron 1,011,626 sh (+5.10%)
Leucadia National Sold Out
Chuck Royce 136 sh (-9.93%)
Paul Tudor Jones 7,571 sh (-64.64%)
Joel Greenblatt 33,286 sh (-83.01%)
» More
» Details

Insider Trades

Latest Guru Trades with TTD

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Ron Baron 2018-03-31 Add 5.10%0.01%$42.8 - $59.94 $ 94.9086%1,011,626
Joel Greenblatt 2018-03-31 Reduce -83.01%0.11%$42.8 - $59.94 $ 94.9086%33,286
Leucadia National 2018-03-31 Sold Out 0.44%$42.8 - $59.94 $ 94.9086%0
Ron Baron 2017-12-31 Add 11.91%0.02%$44.18 - $66.51 $ 94.9072%962,515
Joel Greenblatt 2017-12-31 Reduce -12.54%0.03%$44.18 - $66.51 $ 94.9072%195,864
Leucadia National 2017-12-31 Add 323.00%0.34%$44.18 - $66.51 $ 94.9072%126,900
Ron Baron 2017-09-30 Add 44.60%0.08%$48.37 - $61.72 $ 94.9076%860,083
Joel Greenblatt 2017-09-30 Reduce -2.41%$48.37 - $61.72 $ 94.9076%223,945
Leucadia National 2017-09-30 New Buy0.15%$48.37 - $61.72 $ 94.9076%30,000
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
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Business Description

Industry: Application Software » Software - Application    NAICS: 541511    SIC: 7371
Compare:NAS:NTCT, NAS:MDRX, NAS:CSOD, SZSE:002280, SZSE:300222, TSX:DSG, ASX:ALU, NYSE:AYX, XMCE:IDR, NAS:EBIX, NAS:MANT, NAS:CALD, TSE:2327, NAS:VRNT, SHSE:600718, SHSE:900926, SZSE:300002, NAS:MDB, SHSE:600446, SHSE:600687 » details
Traded in other countries:TT8.Germany,
Headquarter Location:USA
The Trade Desk Inc provides technology platform for ad buyers. It provides a self-service platform that enables clients to purchase and manage data-driven digital advertising campaigns using their own teams.

The Trade Desk Inc was incorporated in Delaware in November 2009. The Company is engaged in providing technology platform for ad buyers. It provides a self-service platform that enables clients to purchase and manage data-driven digital advertising campaigns using their own teams. The Company platform allows clients to manage integrated advertising campaigns across various advertising formats, including display, video and social, and on a multitude of devices, including computers, mobile devices and connected TV, an approach that it refers to as omnichannel.

Guru Investment Theses on The Trade Desk Inc

Baron Funds Comments on The Trade Desk - Oct 25, 2016

We purchased shares of The Trade Desk (“TTD”) (NASDAQ:TTD) in the quarter in connection with its IPO. TTD is the leading Demand Side Platform, whose targeting technology and connections enable advertising agencies to more efficiently purchase digital advertising on emerging real-time bidding platforms for display, mobile, and video ads. The company was founded by Jeff Green, the CEO who has built a unique culture of excellence and customer focus. As increasing amounts of advertising become more digital, targeted, and automated, we expect TTD to remain a key technology supplier benefiting from this shift. We estimate that the company has 10% market share in what the advertising industry calls programmatic buying. Programmatic buying today represents only $10 billion out of $640 billion in global advertising, and we believe it will take a far greater share in the years to come.







From Baron Opportunity Fund third-quarter 2016 commentary.



Check out Ron Baron latest stock trades

Top Ranked Articles about The Trade Desk Inc

New Research: Key Drivers of Growth for The Trade Desk, ArcBest, Micronet Enertec Technologies, CDK Global, News Corporation, and Sun Communities — Factors of Influence, Major Initiatives and Sustained Production
The Trade Desk Welcomes Gokul Rajaram to Its Board of Directors
Thinking about buying stock in Apple, CVS Health Corp, Facebook, Symantec and Trade Desk?
US Stocks Green on Friday The Trade Desk jumps on earnings
The U.S. stock market traded in the green with the Dow Jones at its highest level in two months, posting gains in seven consecutive sessions. Read more...
The Trade Desk Announces Date of First Quarter 2018 Financial Results and Conference Call
The Trade Desk Announces Date of Annual Meeting of Stockholders
Two Stocks Move in Premarket Friday Trade Desk and Huntsman Corp up on quarterly results
In Friday trading, shares of The Trade Desk Inc. (NASDAQ:TTD) were up 21% on the back of the company reporting its financial results for the third quarter. The company posted adjusted earnings of 35 cents per share. Quarterly revenue grew 49.9% year over year to $79.4 million. Further, the company beat earnings estimates by eight cents and revenue expectations by $2.52 million. Read more...
Thinking about buying stock in Apple, Citigroup, Hewlett Packard Enterprise Company, MOMO Inc. and Trade Desk?
The Trade Desk to Announce Fourth Quarter and Fiscal Year 2017 Results
New Research: Key Drivers of Growth for Credit Acceptance, KLX, Thermon Group, QEP Resources, The Trade Desk, and Gamestop — Factors of Influence, Major Initiatives and Sustained Production

Ratios

vs
industry
vs
history
PE Ratio 76.53
TTD's PE Ratio is ranked lower than
75% of the 1288 Companies
in the Global Software - Application industry.

( Industry Median: 27.61 vs. TTD: 76.53 )
Ranked among companies with meaningful PE Ratio only.
TTD' s PE Ratio Range Over the Past 10 Years
Min: 12.19  Med: 24.03 Max: 76.72
Current: 76.53
12.19
76.72
Forward PE Ratio 53.76
TTD's Forward PE Ratio is ranked lower than
70% of the 318 Companies
in the Global Software - Application industry.

( Industry Median: 24.04 vs. TTD: 53.76 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PE Ratio without NRI 76.53
TTD's PE Ratio without NRI is ranked lower than
75% of the 1279 Companies
in the Global Software - Application industry.

( Industry Median: 27.94 vs. TTD: 76.53 )
Ranked among companies with meaningful PE Ratio without NRI only.
TTD' s PE Ratio without NRI Range Over the Past 10 Years
Min: 12.19  Med: 24.03 Max: 76.72
Current: 76.53
12.19
76.72
PB Ratio 15.17
TTD's PB Ratio is ranked lower than
83% of the 1923 Companies
in the Global Software - Application industry.

( Industry Median: 3.25 vs. TTD: 15.17 )
Ranked among companies with meaningful PB Ratio only.
TTD' s PB Ratio Range Over the Past 10 Years
Min: 6.24  Med: 8.88 Max: 15.21
Current: 15.17
6.24
15.21
PS Ratio 12.32
TTD's PS Ratio is ranked lower than
82% of the 1917 Companies
in the Global Software - Application industry.

( Industry Median: 2.57 vs. TTD: 12.32 )
Ranked among companies with meaningful PS Ratio only.
TTD' s PS Ratio Range Over the Past 10 Years
Min: 3.73  Med: 6.68 Max: 12.35
Current: 12.32
3.73
12.35
Price-to-Free-Cash-Flow 77.52
TTD's Price-to-Free-Cash-Flow is ranked lower than
92% of the 689 Companies
in the Global Software - Application industry.

( Industry Median: 28.70 vs. TTD: 77.52 )
Ranked among companies with meaningful Price-to-Free-Cash-Flow only.
TTD' s Price-to-Free-Cash-Flow Range Over the Past 10 Years
Min: 12.02  Med: 44.39 Max: 150.23
Current: 77.52
12.02
150.23
Price-to-Operating-Cash-Flow 63.97
TTD's Price-to-Operating-Cash-Flow is ranked lower than
90% of the 889 Companies
in the Global Software - Application industry.

( Industry Median: 20.00 vs. TTD: 63.97 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
TTD' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 10.52  Med: 33.84 Max: 86.12
Current: 63.97
10.52
86.12
EV-to-EBIT 52.65
TTD's EV-to-EBIT is ranked lower than
71% of the 1329 Companies
in the Global Software - Application industry.

( Industry Median: 20.79 vs. TTD: 52.65 )
Ranked among companies with meaningful EV-to-EBIT only.
TTD' s EV-to-EBIT Range Over the Past 10 Years
Min: 9.1  Med: 32.7 Max: 55.3
Current: 52.65
9.1
55.3
EV-to-EBITDA 47.49
TTD's EV-to-EBITDA is ranked lower than
74% of the 1441 Companies
in the Global Software - Application industry.

( Industry Median: 16.23 vs. TTD: 47.49 )
Ranked among companies with meaningful EV-to-EBITDA only.
TTD' s EV-to-EBITDA Range Over the Past 10 Years
Min: 8.4  Med: 29.5 Max: 49.9
Current: 47.49
8.4
49.9
EV-to-Revenue 11.32
TTD's EV-to-Revenue is ranked lower than
78% of the 2002 Companies
in the Global Software - Application industry.

( Industry Median: 2.59 vs. TTD: 11.32 )
Ranked among companies with meaningful EV-to-Revenue only.
TTD' s EV-to-Revenue Range Over the Past 10 Years
Min: 1.9  Med: 7 Max: 11.9
Current: 11.32
1.9
11.9
Current Ratio 1.50
TTD's Current Ratio is ranked lower than
65% of the 1912 Companies
in the Global Software - Application industry.

( Industry Median: 1.96 vs. TTD: 1.50 )
Ranked among companies with meaningful Current Ratio only.
TTD' s Current Ratio Range Over the Past 10 Years
Min: 1.48  Med: 1.58 Max: 1.83
Current: 1.5
1.48
1.83
Quick Ratio 1.50
TTD's Quick Ratio is ranked lower than
60% of the 1912 Companies
in the Global Software - Application industry.

( Industry Median: 1.81 vs. TTD: 1.50 )
Ranked among companies with meaningful Quick Ratio only.
TTD' s Quick Ratio Range Over the Past 10 Years
Min: 1.48  Med: 1.58 Max: 1.83
Current: 1.5
1.48
1.83
Days Payable 2.00
TTD's Days Payable is ranked lower than
99.99% of the 1444 Companies
in the Global Software - Application industry.

( Industry Median: 45.06 vs. TTD: 2.00 )
Ranked among companies with meaningful Days Payable only.
TTD' s Days Payable Range Over the Past 10 Years
Min: 2  Med: 2151.4 Max: 2810.25
Current: 2
2
2810.25

Buy Back

vs
industry
vs
history

Valuation & Return

vs
industry
vs
history
Price-to-Net-Current-Asset-Value 17.32
TTD's Price-to-Net-Current-Asset-Value is ranked lower than
62% of the 1165 Companies
in the Global Software - Application industry.

( Industry Median: 7.81 vs. TTD: 17.32 )
Ranked among companies with meaningful Price-to-Net-Current-Asset-Value only.
TTD' s Price-to-Net-Current-Asset-Value Range Over the Past 10 Years
Min: 7.56  Med: 9.05 Max: 17.36
Current: 17.32
7.56
17.36
Price-to-Tangible-Book 15.16
TTD's Price-to-Tangible-Book is ranked lower than
72% of the 1612 Companies
in the Global Software - Application industry.

( Industry Median: 4.78 vs. TTD: 15.16 )
Ranked among companies with meaningful Price-to-Tangible-Book only.
TTD' s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 6.7  Med: 7.93 Max: 15.2
Current: 15.16
6.7
15.2
Price-to-Median-PS-Value 1.85
TTD's Price-to-Median-PS-Value is ranked lower than
59% of the 1595 Companies
in the Global Software - Application industry.

( Industry Median: 1.14 vs. TTD: 1.85 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
TTD' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.6  Med: 0.97 Max: 1.86
Current: 1.85
0.6
1.86
Price-to-Graham-Number 7.18
TTD's Price-to-Graham-Number is ranked lower than
75% of the 920 Companies
in the Global Software - Application industry.

( Industry Median: 2.64 vs. TTD: 7.18 )
Ranked among companies with meaningful Price-to-Graham-Number only.
TTD' s Price-to-Graham-Number Range Over the Past 10 Years
Min: 1.96  Med: 3.1 Max: 7.2
Current: 7.18
1.96
7.2
Earnings Yield (Greenblatt) % 1.93
TTD's Earnings Yield (Greenblatt) % is ranked higher than
55% of the 2098 Companies
in the Global Software - Application industry.

( Industry Median: 1.99 vs. TTD: 1.93 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
TTD' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: 1.8  Med: 3.1 Max: 11
Current: 1.93
1.8
11

More Statistics

Revenue (TTM) (Mil) $340.53
EPS (TTM) $ 1.24
Volatility77.22%
52-Week Range $40.70 - 95.96
Shares Outstanding (Mil)42.12

Analyst Estimate

Dec18 Dec19 Dec20
Revenue (Mil $) 441 566 698
EBIT (Mil $)
EBITDA (Mil $)
EPS ($) 1.48 1.87 2.42
EPS without NRI ($) 1.48 1.87 2.42
EPS Growth Rate
(Future 3Y To 5Y Estimate)
20.00%
Dividends per Share ($)

Piotroski F-Score Details

Piotroski F-Score: ----
Positive ROAN
Positive CFROAN
Higher ROA yoyN
CFROA > ROAN
Lower Leverage yoyN
Higher Current Ratio yoyN
Less Shares Outstanding yoyN
Higher Gross Margin yoyN
Higher Asset Turnover yoyN

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