Trading table today
As of 02.21.2025 21:00
- 52-week range
- $ 71.61
▼
$ 141.53
- P/e ratio.
- 92.38
- Value is valuable
- $ 119.45
In 2024, trading shareholders NASDAQ: TTD I invented beautifully. Promotions of advertising technologies reached profitability of more than 63%. However, in 2025 everything was far from Persian.
As a result of poor work in 2025, the cost of trade is now slightly lower than three years ago. However, the total income of 2024 is 54% higher than in 2022. Adjusted income for a share (EPS) throughout the year is 60% higher, and free cash flow increased by 38%. The question arises: do markets significantly underestimate this action, which has so significantly improved financial indicators in three years?
I will try to answer this question, analyzing the recent financial indicators of the company and other important information.
Destruction of the recent trading results
In general, this was not an excellent report on the income for the trading table, at least compared to the expectations of Wall Stretge. He hit slightly on the adjusted EPS; However, revenue and income guide were weak. Revenue of 741 million dollars. The United States amounted to $ 18 million below the expectations. The income manual for the first quarter of $ 575 million did not reach $ 7 million.
According to the company, disappointing results for the trading rack were largely related to errors inflicted independent, applied independently. The deployment of his next generation of Kokai was slower than expected. This was largely intentionally, since the company wanted to make sure that new functions were configured for customer needs. In addition, the company fulfilled its largest reorganization in history in December.
Inadequate performance in the execution of management compared to its history contributed to the sale. This was the first time that the company lacks its expectations in 33 quarters. Despite disappointment, it is difficult to expect that the company will be perfect.
He still met his expectations in 97% of cases during this period. The company emphasized that its solutions, which influenced short -term effectiveness, were for long -term benefits. Nevertheless, a weak leadership signals that the pain cannot be finished for a trading table yet.
The price card Trade Desk, Inc. (TTD) on Saturday, February 22, 2025.
Causes of multiple retail reduction
Over the past three years, the almost flat return of trade has not been from the lack of ability to grow its profit or income. The culprit of his non -impressive medium -term assessment is that the markets are now ready to pay much less for each dollar of income than they were before. Its price price (P/E) coefficient fell by 46% since the beginning of 2022 and December 2024 more than 75 times.
Such changes are usually associated with a large drop in expectations of income growth, reduction of margin or management quality.
Indeed, the expected revenue growth is only 18% for 2025, which is a huge decrease from 32% of growth in 2022. Analysts expect gross and profit to percent, taxes, depreciation and depreciation (EBITDA) will remain high by 80 % and 39 %, respectively. However, they are noticeably lower than the level of 2022.
In general, there is, of course, there is a reason for a significant contract of the trading rack. In addition, it is likely that the multiple company was just too high to start and it needs to go down. However, given the strong execution of management for several years, I still do not see a problem.
TTD: benefits from long -term trends affected by short -term factors
In my opinion, the markets seemed to have a trading table at a price for perfection, which is an important cause of its fall after this slip. Nevertheless, there are still many secular trends that will benefit from itself. This includes an increase in the dominance of a connected TV (CTV). The company sees this in his most significant growth driver in the future.
This year, Trade Desk hopes to deploy his operating system CTV, Ventura. However, this is a crowded market with companies such as Roku Nanda: Rock And the Amazon NASDAQ: AmznThe trading table field already has significant relations with Vizio and Walmart television manufacturer NYSE: WMTThe Walmart field also recently acquired Vizio. For these three enterprises, it may make sense of partnership.
A trading table can count on the integration of its Ventura platform in Vizio Smart TV. Nevertheless, such relationships can cause concern about the objectivity of trade as an independent platform on the side of demand.
In general, the recent autumn of trade can marked an attractive entry point for long -term growth. Nevertheless, short -term uncertainty can also lead to the fact that the shares will continue to fall in the coming months.
MarketBeat monitored updates in 19 target price price purposes for Wall Strithon after earnings of Trade Desk. The average growth implied by these goals is 55% as of February 20.
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