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
$14.34
+2.65%
COMMUNICATION SERVICES · Cap: $6.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Trade Desk Inc generates 406% more annual revenue ($2.99B vs $590.67M). TTD leads profitability with a 13.6% profit margin vs 0.1%. TTD trades at a lower P/E of 16.7x. TTD earns a higher WallStSmart Score of 55/100 (C-).
IAS
Hold42
out of 100
Grade: D
TTD
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-8.2%
Fair Value
$9.56
Current Price
$10.34
$0.78 premium
Intrinsic value data unavailable for TTD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
0.2% revenue growth
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
3.0% revenue growth
Earnings declined 23.6%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : IAS
The strongest argument for IAS centers on Price/Book.
Bull Case : TTD
The strongest argument for TTD centers on Debt/Equity, P/E Ratio, Price/Book. PEG of 1.06 suggests the stock is reasonably priced for its growth.
Bear Case : IAS
The primary concerns for IAS are P/E Ratio, Revenue Growth, Market Cap. Thin 0.1% margins leave little buffer for downturns.
Bear Case : TTD
The primary concerns for TTD are Revenue Growth, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
IAS carries more volatility with a beta of 1.57 — expect wider price swings.
TTD is growing revenue faster at 3.0% — sustainability is the question.
TTD generates stronger free cash flow (140M), providing more financial flexibility.
Monitor ADVERTISING AGENCIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TTD scores higher overall (55/100 vs 42/100). Both earn "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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