Is It Time To Revisit Trade Desk (TTD) After Strong One Year Share Price Gains

Simply Wall St.03-25 10:07

Investors may be wondering whether Trade Desk is starting to look interesting at current levels, or if the price still carries more risk than reward. The stock last closed at US$22.34, with returns of...

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The stock last closed at US$22.34, with returns of...</p>\n\n<a href=\"https://simplywall.st/stocks/us/media/nasdaq-ttd/trade-desk/news/is-it-time-to-revisit-trade-desk-ttd-after-strong-one-year-s\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Time To Revisit Trade Desk (TTD) After Strong One Year Share Price Gains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Time To Revisit Trade Desk (TTD) After Strong One Year Share Price Gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-25 10:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/media/nasdaq-ttd/trade-desk/news/is-it-time-to-revisit-trade-desk-ttd-after-strong-one-year-s><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors may be wondering whether Trade Desk is starting to look interesting at current levels, or if the price still carries more risk than reward. The stock last closed at US$22.34, with returns of...</p>\n\n<a href=\"https://simplywall.st/stocks/us/media/nasdaq-ttd/trade-desk/news/is-it-time-to-revisit-trade-desk-ttd-after-strong-one-year-s\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1720051108.HKD","symbol_name":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","start_time":0,"source_url":"https://simplywall.st/stocks/us/media/nasdaq-ttd/trade-desk/news/is-it-time-to-revisit-trade-desk-ttd-after-strong-one-year-s","article_id":"2622104536","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8041000-choice2-main-header/1585186556238"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/media/nasdaq-ttd/trade-desk/news/is-it-time-to-revisit-trade-desk-ttd-after-strong-one-year-s","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2622104536","pubTimestamp":1774404426,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Investors may be wondering whether Trade Desk is starting to look interesting at current levels, or if the price still carries more risk than reward.\nThe stock last closed at US$22.34, with returns of 10.9% over 7 days, 11.0% over 30 days, 40.7% year to date and 64.0% over 1 year. These figures give a sense of how much sentiment has shifted recently.\nRecent headlines around Trade Desk have focused on broader advertising trends and how digital ad platforms are competing for marketing budgets...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4009":"广告","TTD":"Trade Desk Inc.","BK4588":"碎股","BK4528":"SaaS概念","BK4613":"AI应用软件","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4585":"ETF&股票定投概念","BK4023":"应用软件","BK4548":"巴美列捷福持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1548497426.USD":"安联环球人工智能AT Acc","TTDU":"T-Rex 2X Long TTD Daily Target ETF","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC"},"translate_title":"在股价强劲上涨一年后，是时候重新审视Trade Desk(TTD)了吗","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TTD":1.5,"TTDU":0.6,"DCF":1},"content_text":"Investors may be wondering whether Trade Desk is starting to look interesting at current levels, or if the price still carries more risk than reward. The stock last closed at US$22.34, with returns of 10.9% over 7 days, 11.0% over 30 days, 40.7% year to date and 64.0% over 1 year. These figures give a sense of how much sentiment has shifted recently. Recent headlines around Trade Desk have focused on broader advertising trends and how digital ad platforms are competing for marketing budgets. This helps frame how investors are thinking about the business today. Commentary on the health of ad spending and the role of programmatic platforms has been especially important context for the share price swings. Trade Desk currently holds a valuation score of 4/6. The rest of this article will break down what that means using common valuation methods and then finish with a more complete way to think about what the stock may be worth.  Find out why Trade Desk's -64.0% return over the last year is lagging behind its peers. AdvertisementApproach 1: Trade Desk Discounted Cash Flow (DCF) Analysis A Discounted Cash Flow, or DCF, model estimates what a business could be worth by projecting the cash it may generate in the future and then discounting those cash flows back to today. For Trade Desk, the model starts with last twelve month Free Cash Flow of about $844.9 million. Analysts have provided a series of annual cash flow estimates, with projections extending out to 2035. For example, projected Free Cash Flow for 2030 is $1,360.9 million, and Simply Wall St extrapolates further years using a 2 Stage Free Cash Flow to Equity approach. Using these projected cash flows and discounting them back, the DCF model arrives at an estimated intrinsic value of about $71.30 per share, in $ and on a per share basis. Compared with the recent share price of $22.34, the model suggests the stock is about 68.7% below this estimate. This indicates a wide gap between the projected value and the current market price. Result: UNDERVALUED Our Discounted Cash Flow (DCF) analysis suggests Trade Desk is undervalued by 68.7%. Track this in your watchlist or portfolio, or discover 58 more high quality undervalued stocks. TTD Discounted Cash Flow as at Mar 2026 Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for Trade Desk. Approach 2: Trade Desk Price vs Earnings For a profitable business like Trade Desk, the P/E ratio is a useful yardstick because it links what you are paying directly to the earnings the company is already generating. Investors typically accept a higher P/E when they expect stronger growth or see the earnings stream as relatively predictable, and a lower P/E when growth expectations or perceived risks are higher. Trade Desk currently trades on a P/E of 24.0x. This sits above the Media industry average P/E of 15.6x, yet well below the peer group average of 72.4x. To move beyond simple comparisons, Simply Wall St uses a proprietary “Fair Ratio”, which is the P/E level that might be expected given factors such as the company’s earnings growth profile, profit margins, industry, market cap and risk characteristics. Because the Fair Ratio blends these fundamentals, it can be a more tailored guide than relying only on broad industry or peer averages. For Trade Desk, the Fair Ratio is 24.3x versus the current 24.0x P/E. That small gap suggests the market price is broadly aligned with what the model indicates based on the company’s fundamentals. Result: ABOUT RIGHT NasdaqGM:TTD P/E Ratio as at Mar 2026 P/E ratios tell one story, but what if the real opportunity lies elsewhere? Start investing in legacies, not executives. Discover our 20 top founder-led companies. Upgrade Your Decision Making: Choose your Trade Desk Narrative Earlier the article mentioned that there is an even better way to understand valuation, so this is where Narratives come in, giving you a simple way to attach a clear story about Trade Desk to the numbers you see on screen, including your view of fair value and assumptions about future revenue, earnings and margins. A Narrative on Simply Wall St connects three things in one place: the business story you believe, the financial forecast that flows from that story, and the fair value estimate that results, so you can see how your view turns into numbers you can compare with the current share price. These Narratives sit inside the Trade Desk Community page on Simply Wall St, where millions of investors share their perspectives. They are updated automatically as new data, news or earnings are added so your fair value and key assumptions stay aligned with fresh information rather than a static spreadsheet. For Trade Desk, one investor might build a bullish Narrative that leans toward the higher analyst price targets around US$135, while another might prefer a more cautious Narrative closer to the lower end around US$34. By setting up each view side by side you can then judge for yourself whether the current US$22.34 price looks closer to your buy zone, hold range or sell zone based on the gap between your fair value and the market. Do you think there's more to the story for Trade Desk? Head over to our Community to see what others are saying! NasdaqGM:TTD 1-Year Stock Price Chart  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Trade Desk might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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