Zacks Investment Research·Sep 16, 2026
The Trade Desk vs. Amazon: Which Ad-Tech Stock Is the Smarter Pick?AMZN's ad revenues jump 26% in Q2 as TTD's growth slows to 3%, sharpening the contrast amid rising CTV and retail media momentum.
The Trade Desk's growth has sharply decelerated to 3.0% year-over-year in 2026Q2, down from 18.7% in 2025Q2, while operating margins have contracted from 30.3% in 2025Q4 to 14.2% in 2026Q2, indicating fading operating leverage. The company's structural gross m...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth decelerated to 3.0% year-over-year in 2026Q2, while operating margin contracted to 14.2% from 30.3% in 2025Q4, reflecting negative operating leverage as SG&A and R&D costs outpaced revenue.
The company maintains a robust adjusted EBITDA margin guidance of at least 40%, indicating strong profitability and financial health.
The completion of a multi-year $2.43 billion share repurchase program demonstrates confidence in the company's future and commitment to shareholder value.
The Trade Desk's dominance in connected TV and retail media positions it well for continued growth in digital advertising.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 6, 2026 | $0.14-21.2% vs $0.18 | $715M-5.0% vs $752M |
Q2 2026 May 7, 2026 | $0.08-8.4% vs $0.09 | $689M+1.5% vs $679M |
Q1 2026 Feb 25, 2026 | $0.39+15.1% vs $0.34 | $847M+0.7% vs $841M |
Q4 2025 Nov 6, 2025 | $0.23+14.4% vs $0.20 | $739M+2.8% vs $719M |
AMZN's ad revenues jump 26% in Q2 as TTD's growth slows to 3%, sharpening the contrast amid rising CTV and retail media momentum.
TTD is expanding healthcare advertising with Veeva Crossix and IQVIA integrations, giving pharma advertisers more granular measurement and media optimization.
NEW YORK--(BUSINESS WIRE)--The Trade Desk, a leading global advertising technology company, today announced expanded integrations with healthcare analytics and measurement providers Veeva Crossix and IQVIA Digital. The enhancements give pharma advertisers more granular insights into campaign performance and new ways to apply those insights to media optimization and decisioning. Pharma analytics has traditionally focused on evaluating campaign effectiveness and identifying optimization opportuni.
TTD expands Audience Unlimited, using AI and simpler data pricing to boost advertiser efficiency and support more durable growth.
Benchmark TTD against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for The Trade Desk, Inc. (TTD)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $13.18 | $6.2B | 14.48 | 18.47% | 15.31% | 16.32% | — | |
| $24.80 | $3.55B | 26.11 | 6.85% | 22.49% | 18.62% | — | |
| $10.34 | $1.74B | 44.96 | 11.75% | 7.91% | 4.43% | — | |
| $13.40 | $2.06B | 44.67 | 13.92% | 7.66% | 5.37% | — | |
| $16.85 | $846.62M | 6.36 | 0.6% | 5.6% | 8.9% | — | |
| $17.77 | $829.92M | -57.32 | -2.86% | -4.66% | -5.41% | — |
The Trade Desk, Inc. (TTD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
The Trade Desk, Inc. (TTD) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
Jul 13, 2026·SEC
Jun 9, 2026·SEC
Get notified when TTD posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
The Trade Desk, Inc. (TTD) stock FAQ — growth, dividends, profitability & financials explained
The Trade Desk, Inc. (TTD) reported $2.99B in revenue for fiscal year 2025. This represents a 6612% increase from $44.5M in 2014.
The Trade Desk, Inc. (TTD) grew revenue by 18.5% over the past year. This is strong growth.
Yes, The Trade Desk, Inc. (TTD) is profitable, generating $406.9M in net income for fiscal year 2025 (15.3% net margin).
The Trade Desk, Inc. (TTD) has a return on equity (ROE) of 16.3%. This is reasonable for most industries.
The Trade Desk, Inc. (TTD) generated $860.4M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
