WallStSmart

36Kr Holdings Inc (KRKR)vsTrade Desk Inc (TTD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Trade Desk Inc generates 1203% more annual revenue ($2.97B vs $227.94M). TTD leads profitability with a 14.6% profit margin vs 4.9%. TTD trades at a lower P/E of 21.9x. TTD earns a higher WallStSmart Score of 56/100 (C).

KRKR

Hold

42

out of 100

Grade: D

Growth: 3.3Profit: 4.0Value: 4.0Quality: 5.0
Piotroski: 4/9Altman Z: -7.59

TTD

Buy

56

out of 100

Grade: C

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

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KRKR1 strengths · Avg: 10.0/10
Price/BookValuation
0.3x10/10

Reasonable price relative to book value

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

Conservative balance sheet, low leverage

PEG RatioValuation
0.918/10

Growing faster than its price suggests

Areas to Watch

KRKR4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
4.7%4/10

4.7% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$5.17M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
4.9%3/10

4.9% margin — thin

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 : KRKR

The strongest argument for KRKR 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 0.91 suggests the stock is reasonably priced for its growth.

Bear Case : KRKR

The primary concerns for KRKR are Revenue Growth, EPS Growth, Market Cap. A P/E of 65.5x leaves little room for execution misses. Thin 4.9% margins leave little buffer for downturns.

Bear Case : TTD

The primary concerns for TTD are EPS Growth, Altman Z-Score.

Key Dynamics to Monitor

TTD carries more volatility with a beta of 1.04 — 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.

36Kr Holdings Inc

COMMUNICATION SERVICES · ADVERTISING AGENCIES · China

36Kr Holdings Inc. provides business content and services to participants of the new economy in the People's Republic of China. The company is headquartered in Beijing, the People's Republic of China.

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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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