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NET vs. TTD: A Head-to-Head Stock Comparison

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Here’s a clear look at NET and TTD, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

SymbolNETTTD
Company NameCloudflare, Inc.The Trade Desk, Inc.
CountryUnited StatesUnited States
GICS SectorInformation TechnologyCommunication Services
GICS IndustryIT ServicesMedia
Market Capitalization75.39 billion USD23.05 billion USD
ExchangeNYSENasdaqGM
Listing DateSeptember 13, 2019September 21, 2016
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of NET and TTD by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

NET vs. TTD: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolNETTTD
5-Day Price Return-1.37%4.57%
13-Week Price Return9.58%-31.92%
26-Week Price Return77.13%-16.65%
52-Week Price Return163.01%-55.22%
Month-to-Date Return2.82%-10.34%
Year-to-Date Return99.28%-58.30%
10-Day Avg. Volume2.58M22.30M
3-Month Avg. Volume2.89M14.37M
3-Month Volatility36.53%88.98%
Beta2.121.46

Profitability

Return on Equity (TTM)

NET

-10.00%

IT Services Industry

Max
32.78%
Q3
19.28%
Median
13.86%
Q1
5.50%
Min
-10.00%

NET has a negative Return on Equity of -10.00%. This indicates the company is generating a loss for its shareholders, which can be a result of unprofitability or negative shareholder equity and is often a sign of financial distress.

TTD

15.19%

Media Industry

Max
31.00%
Q3
15.18%
Median
10.91%
Q1
4.47%
Min
-5.88%

In the upper quartile for the Media industry, TTD’s Return on Equity of 15.19% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.

NET vs. TTD: A comparison of their Return on Equity (TTM) against their respective IT Services and Media industry benchmarks.

Net Profit Margin (TTM)

NET

-6.22%

IT Services Industry

Max
19.71%
Q3
11.01%
Median
6.66%
Q1
2.96%
Min
-6.22%

NET has a negative Net Profit Margin of -6.22%, indicating the company is operating at a net loss as its expenses exceeded its revenues.

TTD

15.57%

Media Industry

Max
20.69%
Q3
11.93%
Median
6.49%
Q1
2.47%
Min
-4.90%

A Net Profit Margin of 15.57% places TTD in the upper quartile for the Media industry, signifying strong profitability and more effective cost management than most of its peers.

NET vs. TTD: A comparison of their Net Profit Margin (TTM) against their respective IT Services and Media industry benchmarks.

Operating Profit Margin (TTM)

NET

-9.89%

IT Services Industry

Max
22.44%
Q3
14.90%
Median
8.82%
Q1
4.91%
Min
-9.89%

NET has a negative Operating Profit Margin of -9.89%. This signifies the company is unprofitable at the operational level, as its core business expenses exceed its revenue.

TTD

17.73%

Media Industry

Max
24.30%
Q3
13.57%
Median
9.15%
Q1
4.63%
Min
-6.28%

An Operating Profit Margin of 17.73% places TTD in the upper quartile for the Media industry. This signals a strong ability to translate revenue into operating profit, outperforming most of its competitors in core business efficiency.

NET vs. TTD: A comparison of their Operating Profit Margin (TTM) against their respective IT Services and Media industry benchmarks.

Profitability at a Glance

SymbolNETTTD
Return on Equity (TTM)-10.00%15.19%
Return on Assets (TTM)-2.99%7.17%
Net Profit Margin (TTM)-6.22%15.57%
Operating Profit Margin (TTM)-9.89%17.73%
Gross Profit Margin (TTM)76.14%79.41%

Financial Strength

Current Ratio (MRQ)

NET

5.14

IT Services Industry

Max
3.17
Q3
2.00
Median
1.47
Q1
1.05
Min
0.52

NET’s Current Ratio of 5.14 is exceptionally high, placing it well outside the typical range for the IT Services industry. This indicates a very strong liquidity position, though such a high ratio may also suggest that the company is not using its assets efficiently to generate profits.

TTD

1.71

Media Industry

Max
3.59
Q3
1.97
Median
1.28
Q1
0.86
Min
0.33

TTD’s Current Ratio of 1.71 aligns with the median group of the Media industry, indicating that its short-term liquidity is in line with its sector peers.

NET vs. TTD: A comparison of their Current Ratio (MRQ) against their respective IT Services and Media industry benchmarks.

Debt-to-Equity Ratio (MRQ)

NET

2.63

IT Services Industry

Max
3.11
Q3
1.55
Median
0.55
Q1
0.17
Min
0.00

NET’s leverage is in the upper quartile of the IT Services industry, with a Debt-to-Equity Ratio of 2.63. While this approach can boost equity growth, it also exposes the company to greater financial vulnerability.

TTD

0.03

Media Industry

Max
2.13
Q3
1.11
Median
0.55
Q1
0.25
Min
0.00

Falling into the lower quartile for the Media industry, TTD’s Debt-to-Equity Ratio of 0.03 points to a conservative financing strategy. This results in lower financial risk but potentially limits strategic investments compared to more leveraged competitors.

NET vs. TTD: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective IT Services and Media industry benchmarks.

Interest Coverage Ratio (TTM)

NET

-4.24

IT Services Industry

Max
129.00
Q3
56.00
Median
11.69
Q1
0.77
Min
-28.15

NET has a negative Interest Coverage Ratio of -4.24. This indicates that its earnings were insufficient to cover even its operational costs, let alone its interest payments, signaling significant financial distress.

TTD

44.57

Media Industry

Max
58.38
Q3
25.12
Median
4.52
Q1
2.14
Min
-10.82

TTD’s Interest Coverage Ratio of 44.57 is in the upper quartile for the Media industry, signifying a strong and healthy capacity to meet its interest payments from operating profits.

NET vs. TTD: A comparison of their Interest Coverage Ratio (TTM) against their respective IT Services and Media industry benchmarks.

Financial Strength at a Glance

SymbolNETTTD
Current Ratio (MRQ)5.141.71
Quick Ratio (MRQ)5.011.68
Debt-to-Equity Ratio (MRQ)2.630.03
Interest Coverage Ratio (TTM)-4.2444.57

Growth

Revenue Growth

NET vs. TTD: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

NET vs. TTD: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

NET

0.00%

IT Services Industry

Max
2.79%
Q3
1.76%
Median
0.58%
Q1
0.00%
Min
0.00%

NET currently does not pay a dividend, resulting in a yield of 0%. This is a common strategy for growth-focused companies that prioritize reinvesting earnings, though it may be less typical in mature, income-oriented sectors.

TTD

0.00%

Media Industry

Max
8.07%
Q3
3.69%
Median
1.37%
Q1
0.00%
Min
0.00%

TTD currently does not pay a dividend, resulting in a yield of 0%. This is a common strategy for growth-focused companies that prioritize reinvesting earnings, though it may be less typical in mature, income-oriented sectors.

NET vs. TTD: A comparison of their Dividend Yield (TTM) against their respective IT Services and Media industry benchmarks.

Dividend Payout Ratio (TTM)

NET

0.00%

IT Services Industry

Max
107.85%
Q3
52.62%
Median
22.53%
Q1
0.00%
Min
0.00%

NET has a Dividend Payout Ratio of 0%, indicating it does not currently pay a dividend. This is a common strategy for growth-oriented companies that reinvest all profits back into the business.

TTD

0.00%

Media Industry

Max
199.37%
Q3
102.15%
Median
47.09%
Q1
12.24%
Min
0.00%

TTD has a Dividend Payout Ratio of 0%, indicating it does not currently pay a dividend. This is a common strategy for growth-oriented companies that reinvest all profits back into the business.

NET vs. TTD: A comparison of their Dividend Payout Ratio (TTM) against their respective IT Services and Media industry benchmarks.

Dividend at a Glance

SymbolNETTTD
Dividend Yield (TTM)0.00%0.00%
Dividend Payout Ratio (TTM)0.00%0.00%

Valuation

Price-to-Earnings Ratio (TTM)

NET

--

IT Services Industry

Max
56.41
Q3
33.17
Median
23.17
Q1
16.18
Min
6.62

P/E Ratio data for NET is currently unavailable.

TTD

57.52

Media Industry

Max
73.10
Q3
36.19
Median
15.22
Q1
11.43
Min
5.11

A P/E Ratio of 57.52 places TTD in the upper quartile for the Media industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.

NET vs. TTD: A comparison of their Price-to-Earnings Ratio (TTM) against their respective IT Services and Media industry benchmarks.

Price-to-Sales Ratio (TTM)

NET

40.25

IT Services Industry

Max
5.99
Q3
4.26
Median
1.93
Q1
0.97
Min
0.12

With a P/S Ratio of 40.25, NET trades at a valuation that eclipses even the highest in the IT Services industry. This implies the market has priced in exceptionally optimistic scenarios for future revenue growth, posing considerable valuation risk.

TTD

8.96

Media Industry

Max
3.52
Q3
2.14
Median
1.10
Q1
0.85
Min
0.21

With a P/S Ratio of 8.96, TTD trades at a valuation that eclipses even the highest in the Media industry. This implies the market has priced in exceptionally optimistic scenarios for future revenue growth, posing considerable valuation risk.

NET vs. TTD: A comparison of their Price-to-Sales Ratio (TTM) against their respective IT Services and Media industry benchmarks.

Price-to-Book Ratio (MRQ)

NET

54.75

IT Services Industry

Max
12.34
Q3
7.54
Median
3.84
Q1
2.52
Min
0.88

At 54.75, NET’s P/B Ratio is at an extreme premium to the IT Services industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.

TTD

13.12

Media Industry

Max
4.43
Q3
2.53
Median
1.71
Q1
1.21
Min
0.56

At 13.12, TTD’s P/B Ratio is at an extreme premium to the Media industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.

NET vs. TTD: A comparison of their Price-to-Book Ratio (MRQ) against their respective IT Services and Media industry benchmarks.

Valuation at a Glance

SymbolNETTTD
Price-to-Earnings Ratio (TTM)--57.52
Price-to-Sales Ratio (TTM)40.258.96
Price-to-Book Ratio (MRQ)54.7513.12
Price-to-Free Cash Flow Ratio (TTM)422.6832.18