Integral Ad Science Holding LLC (IAS)vsTrade Desk Inc (TTD)
IAS
Integral Ad Science Holding LLC
$10.34
0.00%
COMMUNICATION SERVICES · Cap: $1.74B
TTD
Trade Desk Inc
$24.11
+2.55%
COMMUNICATION SERVICES · Cap: $11.48B
Smart Verdict
WallStSmart Research — data-driven comparison
Trade Desk Inc generates 390% more annual revenue ($2.90B vs $590.67M). TTD leads profitability with a 15.3% profit margin vs 7.9%. TTD trades at a lower P/E of 26.8x. TTD earns a higher WallStSmart Score of 72/100 (B).
IAS
Hold42
out of 100
Grade: D
TTD
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-444.2%
Fair Value
$1.90
Current Price
$10.34
$8.44 premium
Margin of Safety
-60.9%
Fair Value
$16.92
Current Price
$24.11
$7.19 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
15.6% revenue growth
Strong operational efficiency at 30.3%
Growing faster than its price suggests
Areas to Watch
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 4.5% — below average capital efficiency
7.9% margin — thin
Moderate valuation
Grey zone — moderate risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : IAS
The strongest argument for IAS centers on Price/Book, Revenue Growth. Revenue growth of 15.6% demonstrates continued momentum.
Bull Case : TTD
The strongest argument for TTD centers on Operating Margin, PEG Ratio. Profitability is solid with margins at 15.3% and operating margin at 30.3%. Revenue growth of 14.3% demonstrates continued momentum.
Bear Case : IAS
The primary concerns for IAS are P/E Ratio, Market Cap, Return on Equity.
Bear Case : TTD
The primary concerns for TTD are P/E Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
IAS profiles as a growth stock while TTD is a mature play — different risk/reward profiles.
IAS carries more volatility with a beta of 1.57 — expect wider price swings.
IAS is growing revenue faster at 15.6% — sustainability is the question.
TTD generates stronger free cash flow (277M), providing more financial flexibility.
Bottom Line
TTD scores higher overall (72/100 vs 42/100), backed by strong 15.3% margins and 14.3% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Integral Ad Science Holding LLC
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Integral Ad Science Holding LLC is a digital advertising verification company in the United States, United Kingdom, Germany, Italy, Spain, Sweden, Singapore, Australia, France, Japan, Canada, Hong Kong, and Brazil. The company is headquartered in New York, New York.
Trade Desk Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Trade Desk, Inc. is a technology company in the United States and internationally. The company is headquartered in Ventura, California.
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