A look at The Trade Desk is particularly worthwhile at the moment - for anyone who wants to invest in a promising tech sector without immediately reaching for the usual big players such as Alphabet or Meta.
What does TTD do?
The Trade Desk is a leading provider in the field of programmatic advertising. Advertisers can use its platform to buy advertising space automatically in real time - across various channels, from CTV (connected TV) to audio and mobile. The company is thus positioning itself centrally in a market that is undergoing major upheaval due to the elimination of third-party cookies and the shift towards privacy-compliant, targeted advertising.
Why is now an exciting time to invest?
The share price has fallen significantly in recent months and is currently trading at a level that represents an attractive valuation from a historical perspective.
- The P/E ratio and price/sales ratio have fallen, while the company continues to grow at a double-digit rate.
- TTD is profitable, debt-free and actively investing in its own platform (e.g. Unified ID 2.0).
- Demand for programmatic advertising - particularly in the CTV sector - continues to increase.
Macro trend on their side:
More and more major providers such as Netflix or Disney+ are relying on ad-financed models. The Trade Desk benefits here as a neutral provider compared to the "walled gardens" of Google and Meta.
From a technical perspective, the share is currently moving sideways - after the last correction, an interesting bottom could emerge here.
Conclusion:
TTD offers a strong market position in a future-oriented segment, combined with solid fundamentals and a relatively favorable valuation at present. Definitely worth a look for long-term investors - especially now.
