"What makes The Trade Desk special? Remember the old adage about " buy low, sell high"? Well, TTD is serving up a masterclass in what "low" looks like for a quality growth stock. Trading at 50 times earnings today, it's still not a traditional value stock, but for a company revolutionizing digital advertising, it's practically in Wall Street's bargain bin."
"Think of it as the Switzerland of digital advertising -- completely neutral, helping advertisers place their ads across the entire internet without playing favorites. Tech giants Alphabet , Meta Platforms , and Amazon also offer online advertising services, but they also provide the content that makes people look at the ad spot. They want to keep readers and video viewers nestled in their walled gardens."
The Trade Desk's stock has fallen about 66% in 2025 and trades around 50 times earnings. The company operates a neutral, platform-agnostic advertising marketplace that helps advertisers place ads across the internet without favoring any publisher. Big tech firms combine ad services with owned content and maintain walled gardens, while The Trade Desk seeks the best placement irrespective of ecosystem. The company developed UID2, a privacy-friendly, anonymized user ID system to replace third-party cookies and enable targeted ad placement without exposing personal data. The steep price decline positions the company as a potentially attractive buying opportunity for growth investors.
Read at The Motley Fool
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