CANADA – 2025/08/09: In this photo illustration, the Trade Desk logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)
SOPA Images/LightRocket via Getty Images
The Trade Desk stock (NASDAQ: TTD) is down 6% in a single day, and has fallen a more significant 18% over the past month, despite the company reporting upbeat Q3 results and strong Q4 guidance.
This paradox—positive financials met with a negative stock reaction—stems from mounting concerns over the competitive threat posed by Amazon’s demand-side advertising platform (DSP).
Amazon’s DSP presents a major challenge because it leverages the company’s vast first-party shopper data and exclusive inventory, particularly in high-growth areas like Connected TV (CTV). Unlike The Trade Desk, which operates as a “neutral” platform for the open internet, Amazon can offer closed-loop attribution—directly linking ad exposure to a purchase on its commerce platform. This powerful data and integrated ecosystem are feared to be siphoning ad spend away from independent DSPs like The Trade Desk.
Given this competitive headwind and the stock’s recent 6.3% single-day decline, it is a necessary time to reassess The Trade Desk’s market position. A robust investment strategy requires regularly reviewing alternatives. Below is a comparative analysis of The Trade Desk (TTD) against its rivals across key metrics: size, valuation, growth, and margin.
- TTD’s operating margin of 18.9% is commendable, yet it is lower than that of most rivals – trailing behind META (43.2%).
- TTD’s revenue growth of 20.8% over the past 12 months is impressive, surpassing GOOGL, AMZN, and VZ, but falling short compared to META and DSP.
- TTD’s stock has decreased 67.6% in the past year and is trading at a PE of 47.8; it has underperformed when compared to GOOGL, AMZN, META, VZ, and DSP.
As a brief background, The Trade Desk offers a cloud-based platform that allows buyers to design, manage, and optimize data-driven digital advertising campaigns on a global scale.
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TTD Stock vs. Peers
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Why does this matter? TTD has recently dropped -20.5% in a month – comparing it with peers places stock performance, valuation, and financials in a more understandable context – indicating whether it is genuinely outperforming, falling behind, and ultimately – can this trend persist? Read Buy or Sell TTD Stock to determine if Trade Desk is truly a falling knife. Significant declines often present rebound opportunities – explore how the stock has fluctuated and recovered in the past through the TTD Dip Buyer Analysis perspective.
Revenue Growth Comparison
TTD Revenue Growth Comparison
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Operating Margin Comparison
TTD Operating Margin Comparison
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PE Ratio Comparison
TTD PE Ratio Comparison
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