Stock AnalizTrade Desk, Inc. TTD
Computer Software: Programming Data Processing · IPO 2016 · data as of November 13, 2026
Trade Desk, Inc. (TTD) is a technology company listed in the US with a market value of about $7.4B. In the twelve months to September 30, 2026 it had revenue of $3.0B and net income of $329M, a net margin of 11.0%.
Its overall Stock Analiz score is 3.6 out of 5 (good). The strongest part is future growth (5/5); the weakest is shareholder returns (1/5).
Key numbers: a P/E of 23.1, a price to free cash flow of 6.7, 5-year revenue growth of 28% a year, a 5-year average ROIC of 8%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 56% below the current price.
Score: 3.6 / 5
Checks passed
- P/E below 25
- P/E below the industry median
- P/FCF below 20
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- Profit margin improving
- 3-year free cash flow growth above 10% a year
- Strong R&D investment or growth above 20%
Checks not passed
- Price below intrinsic value (DCF, moderate assumptions)
- PEG below 1.5
- 5-year average ROIC above 12%
- Pays a dividend
- 20% to 100% of free cash flow returned to shareholders
- Dividend 3 years in a row
- Stock-based pay below 5% of revenue
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.0B | $2.9B | $2.4B | $1.9B | $1.6B | $1.2B | $836M | $661M | $477M | $308M | $203M |
| Net income | $329M | $443M | $393M | $179M | $53M | $138M | $242M | $108M | $88M | $51M | $20M |
| Free cash flow | $1.1B | $796M | $641M | $552M | $465M | $324M | $331M | $25M | $67M | $21M | $68M |
| EPS (diluted) | $0.68 | $0.90 | $0.78 | $0.36 | $0.11 | $0.28 | $0.49 | $0.23 | $0.19 | $0.11 | $-0.15 |
| Net margin | 11.0% | 15.3% | 16.1% | 9.2% | 3.4% | 11.5% | 29.0% | 16.4% | 18.5% | 16.5% | 10.1% |
| ROIC | — | 13.6% | 10.2% | 5.6% | 3.8% | 5.4% | 8.7% | 13.0% | 20.3% | 20.3% | 23.9% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 30 analysts is $14.75, 6% below the current price; targets range from $9.00 to $20.00; the consensus rating is “Hold”; expected EPS is $1.32 for the fiscal year ending December 31, 2026.
Frequently asked questions
What is Trade Desk’s P/E ratio?
About 23.1, based on the last twelve months of diluted earnings per share (forward P/E about 13.2).
Is Trade Desk stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 56% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does Trade Desk pay a dividend?
Not currently.
Is Trade Desk a good stock to buy?
We do not give buy or sell advice. Trade Desk scores 3.6 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
Similar companies
Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.