Fair Value Calculator Fair Value Calculator
EN DE

The Trade Desk, Inc (T2TD34) Fair Value & Analysis

Communication Services · BR · Market cap R$48.0B

TT The Trade Desk, Inc T2TD34 · SA
PriceR$0.9900
Fair ValueR$0.2400
Upside-75.8%
Quality55/100
Watch The Trade Desk, Inc for free, get notified when fair value or trend changes. Watch for free
Evidence: High Range R$0.1700 – R$0.3400

Fair value as of: Jul 14, 2026

From 24 valuation models · updated 3 days ago

Share price +1.0% over the past month.

Price vs Fair Value (12 months)

R$4.95 R$0.9200 Fair Value R$0.2400 Jul 2025 Jul 2026

12‑month range R$0.9200 – R$4.95 · fair‑value band R$0.1700 – R$0.3400 · the R$0.9900 price screens above the R$0.2400 fair value. As of Jul 14, 2026.

✦ Which stocks are undervalued right now? Check free Discover now →

Analysis

The Trade Desk, Inc (T2TD34) currently trades at R$0.9900, while our model-based Fair Value estimate is R$0.2400, implying the stock looks roughly 75.8% overvalued today. We read business quality at 55/100 (solid quality), in the Communication Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, The Trade Desk, Inc generated revenue of R$3.0B at a net margin of 14.6%. Revenue grew 11.8% year over year. It earns a return on equity of 16.7%. The stock trades on a trailing P/E of 25.5. Fundamentals as of Jul 14, 2026

Our scenario range runs from R$0.1700 (bear case) to R$0.3400 (bull case); at R$0.9900, the current price sits above that range. For context, the median of 10 Communication Services peers we cover trades at 61% fair-value upside, at -76%, T2TD34 screens richer than that median.

Key figures & financial health

Revenue (TTM) R$3.0B
Revenue growth (YoY) +11.8%
Net margin 14.6%
Return on equity 16.7%
Free cash flow R$783M FY2025
P/E ratio 25.5
More key figures
Operating margin 9.7%
EPS (TTM) R$0.0400
EPS growth (YoY) -20.0%

Figures from reported company fundamentals (EODHD) · as of Jul 14, 2026. TTM = trailing twelve months.

About the company

The Trade Desk, Inc. operates as a technology company in the United States and internationally. The company creates, manages, and optimizes digital advertising campaigns across ad formats, channels and devices, including CTV and other video, display, audio, and native, on a multitude of devices, such televisions, streaming devices, mobile devices, computers and digital-out-of-home devices. It provides data and other value-added services. It serves advertising agencies, advertisers, and other service providers for agencies or advertisers. The Trade Desk, Inc. was incorporated in 2009 and is headquartered in Ventura, California.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

The Trade Desk, Inc reported revenue of R$2.9B in FY2025 versus R$1.2B in FY2021, a compound +24.7%/yr. Reported net income was R$443M in FY2025, compounding +33.9%/yr from FY2021.

Revenue +24.7%/yr
FY21 R$1.2B
FY22 R$1.6B
FY23 R$1.9B
FY24 R$2.4B
FY25 R$2.9B
Net income +33.9%/yr
FY21 R$138M
FY22 R$53.4M
FY23 R$179M
FY24 R$393M
FY25 R$443M

Is T2TD34 fairly valued? → Check now

📤 Share or link this analysis
🔗 Embed on your site (free fair-value badge)

Paste this into your site or blog, it shows the current fair value and links back here (free, and welcome):

Cite: Fair Value Calculator (2026). "The Trade Desk, Inc Fair Value". https://www.fairvalue-calculator.com/stock/T2TD34

Recent news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection, not financial advice.

Similar stocks

10 more Advertising Agencies stocks, each showing price versus our Fair Value estimate (as of Jul 14, 2026).

Stock Price Fair Value vs Fair Value
AppLovin Corporation APP $492.98 $253.58 -49%
Publicis Groupe S.A PGPEF $103.00 $166.23 +61%
Omnicom Group OMC $75.22 $147.93 +97%
Focus Media Information Technology Co 002027 ¥5.06 ¥4.08 -19%
BlueFocus Intelligent Communications Group 300058 ¥16.02 ¥2.28 -86%
JCDecaux SE DEC €18.84 €20.52 +9%
Dentsu Group DNTUY $19.14 $50.01 +161%
CyberAgent, Inc CYGIY $4.16 $6.81 +64%
WPP plc W1PP34 R$17.98 R$38.64 +115%
Easy Click Worldwide Network Technology Co 301171 ¥39.10 ¥7.22 -82%

Explore undervalued stocks

More undervalued Communication Services stocks →

All undervalued stocks TechnologyFinancial ServicesHealthcareConsumer CyclicalConsumer DefensiveCommunication ServicesIndustrialsEnergyBasic MaterialsReal EstateUtilities Deeply Undervalued StocksUndervalued Blue-Chip StocksUndervalued Small-Cap Stocks

Frequently asked questions

Is The Trade Desk, Inc (T2TD34) undervalued?
As of Jul 14, 2026, our model estimates a fair value of R$0.2400 versus a price of R$0.9900, about −76% (overvalued). Model-based estimate, not financial advice.
What is the fair value of T2TD34?
Our model-based fair value for The Trade Desk, Inc is R$0.2400 (as of Jul 14, 2026), built from audited fundamentals. The current price is R$0.9900.
What is the quality score of T2TD34?
The Trade Desk, Inc has a Quality Score of 55/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of The Trade Desk, Inc (T2TD34)?
The Trade Desk, Inc reported trailing-twelve-month revenue of about R$3.0B (latest available figure, as of Jul 14, 2026).
What is the net profit margin of T2TD34?
The net profit margin of The Trade Desk, Inc is about 14.6%, meaning it keeps roughly 14.6% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

Free alert · no account needed

Tell me when The Trade Desk, Inc reaches its Fair Value

Just your email, and we'll notify you when the price and Fair Value of The Trade Desk, Inc materially change. Free bonus: the monthly Top-25 report of the most undervalued quality stocks.

Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click. Not financial advice.

Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.