TTDTrade Desk (The)

Communication Services

$12.06-73% 1Y

$12.06

$11.9252 weeks$54.13

Is the price fair?

Excellent

Undemanding: modest expectations priced in, cheap against its own history, and cheap vs its sector.

3 good

What the price assumes~−4% a yearderived · Jun 30, 2026

Priced for a decline (~−4% a year). The price demands less than its three-year revenue growth of 20% a year, expectations look modest.

Vs its own P/E rangecheapest in 31 quartersderived

Cheap vs its own history: P/E 14.5 vs a 102.6 median over 31 quarters (−86% vs median).

Vs sector (EV/EBIT)12.6×derived · Dec 31, 2025

Sector median 16.8× across 43 covered peers. EV/EBIT counts debt as part of the price, so a cash-rich and a borrowed company can be compared on the same footing.

Against the whole market›

Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.

P/E (valuation)better than 73% of the market

FCF yieldbetter than 85% of the market

Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.

What TTD's price assumes

Trade Desk (The) trades at 14.5× earnings against 21.3× for the median Advertising Agencies name, cheaper than its own group.

14.5

Trailing P/E · Advertising Agencies median 21.3 · cheaper than the typical name in its group

Price / sales: 3.00
Price / sales · today's price, fiscal year to Dec 31, 2025
Free cash flow yield: 9.9%
Free cash flow yield · Advertising Agencies median 14%
Growth the price implies: −3.5%
Growth the price implies · The price pays for −3.5% free cash flow growth a year for a decade; the business has delivered +17% a year over the last three.