GROWTH
Top line decelerating.
+18.5% YoY versus +25.6% prior. 3y CAGR +22.4%.
+18.5%
The Trade Desk, Inc. TTD
Communications · Market Cap: $9.1B
$18.51▲ 0.35 (1.93%)
Fundamentals as of 2026-03-31
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Communications · Market Cap: $9.1B
Fundamentals as of 2026-03-31
All analysis on this page is for educational purposes only and does not constitute financial advice. Fair values are model-based estimates. Always do your own research.
2 of 3 legendary models say BUY TTD — but Charlie Munger disagrees.
What would legendary investors pay for TTD?
These figures are not quotes or opinions from Buffett, Graham, Lynch or the other investors. They are our own estimates, computed by applying the intrinsic-value formulas each investor is known for to this company’s financials.
For educational purposes only. Not a recommendation to buy or sell securities.
Yes — The Trade Desk, Inc.'s 17.6% ROE ranks above the S&P 500 median, and D/E 1.34 stays within healthy bounds.
Financial story
Yes — The Trade Desk, Inc.'s 17.6% ROE shows strong capital efficiency, and its 1.34 debt-to-equity stays within healthy bounds.
Bottom line: TTD is rated BUY by all 3 legendary models, 68% below avg fair value $58, but operates in the Communications sector. Whether the premium is justified depends on which lens you trust. Drill into the valuation breakdown for the full picture.
The Question
+18.5% YoY versus +25.6% prior. 3y CAGR +22.4%.
+18.5%Net margin 15.3% versus 16.1% prior (−0.8pp). Operating 20.3%.
15.3%P/E 22.4x — 88% below the 5y median of 194.9x. Forward 18.6x hints at EPS expansion next year.
22.4xTTD's P/E ratio is 25.9x. 5-year P/E history is in the financials tab.
2 of 3 legendary models say BUY. Full breakdown by investor and signal is in the valuation tab.
TTD's earnings calendar and history are tracked in the financials tab. Specific dates depend on company-published guidance.
TTD is in the Communications sector. Sector ranking and peer comparison are in the sector tab.
2 of 3 legendary investor models rate TTD a BUY. Fair value estimates and full investor breakdown are in the valuation tab.
Average fair value across qualifying models: $58. See the per-investor fair-value table in the valuation tab.