Análisis Argos
TTD
TTDOportunidad
The Trade Desk, Inc. · Technology
US$ 18.91
precio al 2026-07-28
Valor justo Argos*
US$ 37–41
vs. su valor justo
54% por debajo
Score Argos
81/100
Oportunidad
LA RESPUESTA
El mercado la precia para que se encoja 2.9% al año — menos de lo que viene demostrando (17.8%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Las ganancias crecieron 13% el último año.
Retorno sobre el capital alto (18%).
Tiene más caja que deuda: balance fuerte.
Riesgos
!Venta significativa de insiders en el último trimestre.
VALOR6/6FUTURO5/6PASADO5/6SALUD5/6DIVIDENDO6/6
El Iris de calidad
VALOR6/6FUTURO5/6PASADO5/6SALUD5/6DIVIDENDO6/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos81de 100Oportunidad
Ingresos19%
US$ 2.9 B
Margen operativo16%
20.3%
Flujo de caja libre27%
US$ 0.8 B
Deuda neta
US$ -0.2 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 8.9B
P/E20.1x
EV/EBITDA12.3x
FCF yield9%
ROIC17.5%
Margen operativo20.3%
Crecim. ingresos+18.5%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

gurufocus.com · 27 jul
The Trade Desk Inc (TTD) Shares Surge 3.4% -- What GF Score of 86 Tells Investors
On July 27, 2026, The Trade Desk Inc (TTD) shares rose 3.4% today, closing at $17.88. This price is situated within a 52-week range of $16.70 to $91.45, showcas
fool.com · 25 jul
Should You Buy The Trade Desk Stock Before the Huge Investor Update?
Competition is increasing from all angles.
defenseworld.net · 25 jul
Bank of New York Mellon Corp Decreases Stake in The Trade Desk $TTD
Bank of New York Mellon Corp trimmed its holdings in shares of The Trade Desk (NASDAQ: TTD) by 1.9% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 2,187,034 shares of the technology company's stock after selling 42,912 shares during the
zacks.com · 23 jul
The Trade Desk (TTD) is Attracting Investor Attention: Here is What You Should Know
The Trade Desk (TTD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
defenseworld.net · 23 jul
Fifth Third Bancorp Has $1.93 Million Stake in The Trade Desk $TTD
Fifth Third Bancorp grew its position in The Trade Desk (NASDAQ: TTD) by 502.0% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 85,012 shares of the technology company's stock after acquiring an additional 70,890 shares during the period. Fifth Third
businesswire.com · 22 jul
The Trade Desk Announces Date of Second Quarter 2026 Financial Results and Conference Call
LOS ANGELES--(BUSINESS WIRE)--The Trade Desk, Inc. (NASDAQ: TTD), a leading global advertising technology company, today announced it will release financial results for the second quarter ended June 30, 2026 after the market closes on Thursday, August 6, 2026. The Trade Desk will host a webcast and conference call to discuss its second quarter financial results at 2:00 P.M. Pacific Time. Webcast and Conference Call Details When: August 6, 2026 at 2:00 P.M. Pacific Time (5:00 P.M. Eastern Time).
zacks.com · 21 jul
The Trade Desk (TTD) Stock Declines While Market Improves: Some Information for Investors
The Trade Desk (TTD) concluded the recent trading session at $18.24, signifying a -2.17% move from its prior day's close.
proactiveinvestors.com · 21 jul
The Trade Desk faces uncompelling print setup: Jefferies
The Trade Desk (Trade Desk Inc (NASDAQ:TTD))'s upcoming print does not look compelling in either direction, according to analysts at Jefferies, who warned that structural challenges are likely to persist regardless of the outcome of the company's dispute with Publicis. The brokerage said it is modeling second-quarter revenue growth of 8% year-over-year, in line with Street estimates, though it would not rule out a typical beat of around 2%.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.