TTD Trade Desk (The)
too hard · 68
Owner-earnings value$17.75
Price$13.97
Margin of safety
+27.1%
Quality gate · 68/100
⚠ sub-hurdle returns (median roic 8% < 9%)
Median ROIC8.0%
Gross margin76.9%
Net debt / EBITDA-0.3x
FCF conversion226%
Share count / yr-1.0%
Profitable years4/4
Moat & management
Owner-earnings inputs
| Owner earnings (TTM) | 406.89M |
| Owner-earnings yield | 6.2% |
| Free-cash-flow yield | 12.9% |
| Growth used (normalized) | 8.9% |
| Market-implied growth (reverse DCF) | 2.9% |
| Terminal growth | 3.0% |
| Discount rate (hurdle) | 9.5% |
Projected owner earnings
| Yr | Owner earnings | Growth | PV |
|---|---|---|---|
| 1 | 435.14M | 8.9% | 397.51M |
| 2 | 471.10M | 8.3% | 393.14M |
| 3 | 506.92M | 7.6% | 386.46M |
| 4 | 542.14M | 6.9% | 377.56M |
| 5 | 576.24M | 6.3% | 366.60M |
| 6 | 608.69M | 5.6% | 353.76M |
| 7 | 638.96M | 5.0% | 339.24M |
| 8 | 666.53M | 4.3% | 323.27M |
| 9 | 690.91M | 3.7% | 306.12M |
| 10 | 711.64M | 3.0% | 288.04M |
Recent news
score · 8 articles
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⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Net cash 0.2B credited to value (interest stripped from owner earnings to avoid double-counting). · Price pays for ~3%/yr owner-earnings growth over 10y (reverse DCF); model credits 9%. Capped at market + 6pts.