TTD Stock Analysis — The Trade Desk
Sector: Ad Tech
AI Verdict
At 9.1x forward earnings and 61.0% expected EPS growth, you're getting rare growth at a bargain price if TTD's AI and data moat holds up.
Competitive Moat
The Trade Desk operates a self-serve platform for programmatic ad buying, giving agencies and brands transparent access to digital ad inventory across channels. Its defensibility comes from deep integrations with major publishers, proprietary data tools, and AI-driven optimization that make switching costly for large advertisers.
Summary
TTD's AI-powered bidding and measurement tools are driving rapid earnings growth and making the stock unusually cheap for its sector.
Where It Stands
TTD trades at 9.1x next year's earnings with analysts expecting 61.0% EPS growth, a steep discount to the 35x software sector median.
Key Metrics
- Trailing P/E: 14.6x
- Forward P/E: 9.1x
- PEG Ratio: 0.24
- Earnings Growth: +0.6%
- Revenue Growth: +0.2%
- 52-Week High: $91.45
- 52-Week Low: $12.83
Analyst Consensus
18 Buy · 21 Hold · 3 Sell (42 analysts)
Bull Case
With a 61.0% forward EPS growth rate, the 9.1x forward P/E makes TTD cheap for the growth you're getting.
Bear Case
If the forward P/E re-rates even to the sector median of 35x, the current price would have to rise nearly 4x, but if growth disappoints, the low multiple could quickly normalize.
Catalyst to Watch
Watch for quarterly earnings beats or misses—if TTD delivers on the 61.0% EPS growth, the valuation gap could close fast.