TTD · The Trade Desk, Inc.
$22.052026-05-17Sector: Technology; Industry: Software - Application; Sub-Industry: Advertising
Intrinsic Value Range Comparison · Mulya.ai
R&D capitalized (5yr) · Leases factoredBase · active
$43
+95.1% vs market
Mulya.ai vs Analyst IV Comparison?
Mulya.ai IV range ($35 · $50) Analysts Range ($22 · $80) Fundamentals · historical + forward · baseitalics = DCF projection
| Period | Revenue | Rev Gr ? | Ops M% ? | Tax Rate ? | NOPAT ? | Reinvest ? | FCFF ? | WACC% ? | PV FCFF ? | ROIC ? | Inv. Cap ? | EPS ? | P/E |
|---|
| 2021.Q4 | $1.2B | — | 15.1% | 0.0% | $204MM | −$358MM | −$154MM | 8.6% | — | 16.3% | $1.2B | $0.29 | — |
| 2022.Q4 | $1.6B | 31.9% | 10.4% | 45.0% | $90MM | −$339MM | −$248MM | 9.3% | — | 6.4% | $1.6B | $0.11 | — |
| 2023.Q4 | $1.9B | 23.3% | 14.9% | 33.2% | $194MM | −$393MM | −$199MM | 9.0% | — | 10.9% | $2.0B | $0.37 | — |
| 2024.Q4 | $2.4B | 25.6% | 25.3% | 22.5% | $479MM | −$669MM | −$190MM | 9.6% | — | 21.5% | $2.5B | $0.81 | — |
| 2025.Q4 | $2.9B | 18.5% | 29.4% | 32.7% | $574MM | −$924MM | −$350MM | 9.7% | — | 21.4% | $2.9B | $0.92 | 12.5 |
| italics below = DCF projection · 10yr Rev CAGR: 8.7% |
| 2026.Q4 | $3.3B | +12.9% | 42.6% | 31.4% | $955MM | −$379MM | $576MM | 9.2% | $527MM | 31.0% | $3.3B | $0.94 | 23.5 |
| 2027.Q4 | $3.7B | +12.5% | 40.3% | 30.2% | $1.0B | −$424MM | $611MM | 9.2% | $512MM | 29.8% | $3.7B | $1.09 | 20.2 |
| 2028.Q4 | $4.0B | +9.1% | 38.0% | 28.9% | $1.1B | −$354MM | $730MM | 9.1% | $561MM | 28.0% | $4.0B | $1.23 | 17.9 |
| 2029.Q4 | $4.5B | +11.0% | 35.7% | 27.6% | $1.2B | −$477MM | $673MM | 9.0% | $474MM | 26.9% | $4.5B | $1.40 | 15.8 |
| 2030.Q4 | $4.9B | +10.0% | 31.1% | 26.4% | $1.1B | −$493MM | $628MM | 9.0% | $406MM | 23.5% | $5.0B | $1.60 | 13.8 |
|
| Term. Yr+ | $7.0B | 4.1% | 31.1% | 20.0% | $1.7B | −$301MM | $1.4B | 8.6% | $13.5B | 23.6% | — | — | — |
Active scenario IV: $43 (+95.1% vs market)