Jun. 16 at 3:42 AM
$TTD $APP
• market cap: APP ~
$167B, TTD ~
$10B, way more room for TTD to run
• revenue 2025: APP
$5.48B, TTD
$2.90B, smaller base but still growing
• valuation: APP ~20x sales, TTD ~3x sales, priced like it’s dying not just slowing
• balance sheet: APP more leveraged, TTD sitting on almost
$1B net cash, real flexibility