WallStSmart

Integral Ad Science Holding LLC (IAS)vsTrade Desk Inc (TTD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Trade Desk Inc generates 403% more annual revenue ($2.97B vs $590.67M). TTD leads profitability with a 14.6% profit margin vs 0.1%. TTD trades at a lower P/E of 21.9x. TTD earns a higher WallStSmart Score of 56/100 (C).

IAS

Hold

42

out of 100

Grade: D

Growth: 4.7Profit: 4.0Value: 4.3Quality: 5.0

TTD

Buy

56

out of 100

Grade: C

Growth: 6.0Profit: 6.5Value: 6.3Quality: 6.5
Piotroski: 4/9Altman Z: 1.48
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

IASOvervalued (-8.2%)

Margin of Safety

-8.2%

Fair Value

$9.56

Current Price

$10.34

$0.78 premium

UndervaluedFair: $9.56Overvalued

Intrinsic value data unavailable for TTD.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IAS1 strengths · Avg: 8.0/10
Price/BookValuation
1.6x8/10

Reasonable price relative to book value

TTD2 strengths · Avg: 8.5/10
Debt/EquityHealth
0.179/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.928/10

Growing faster than its price suggests

Areas to Watch

IAS4 concerns · Avg: 3.5/10
P/E RatioValuation
36.9x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
0.2%4/10

0.2% revenue growth

Market CapQuality
$1.74B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

TTD2 concerns · Avg: 2.0/10
EPS GrowthGrowth
-20.0%2/10

Earnings declined 20.0%

Altman Z-ScoreHealth
1.482/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : IAS

The strongest argument for IAS centers on Price/Book.

Bull Case : TTD

The strongest argument for TTD centers on Debt/Equity, PEG Ratio. Revenue growth of 11.8% demonstrates continued momentum. PEG of 0.92 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 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 11.8% — sustainability is the question.

TTD generates stronger free cash flow (279M), providing more financial flexibility.

Monitor ADVERTISING AGENCIES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

TTD scores higher overall (56/100 vs 42/100) and 11.8% revenue growth. 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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