36Kr Holdings Inc (KRKR)vsTrade Desk Inc (TTD)
KRKR
36Kr Holdings Inc
$3.75
-6.72%
COMMUNICATION SERVICES · Cap: $8.47M
TTD
Trade Desk Inc
$21.97
-1.66%
COMMUNICATION SERVICES · Cap: $10.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Trade Desk Inc generates 1171% more annual revenue ($2.90B vs $227.94M). TTD leads profitability with a 15.3% profit margin vs 4.9%. KRKR trades at a lower P/E of 5.4x. TTD earns a higher WallStSmart Score of 72/100 (B).
KRKR
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
+25.4%
Fair Value
$5.44
Current Price
$3.75
$1.69 discount
Margin of Safety
-60.9%
Fair Value
$16.92
Current Price
$21.97
$5.05 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Conservative balance sheet, low leverage
Strong operational efficiency at 30.3%
Growing faster than its price suggests
Areas to Watch
4.7% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
4.9% margin — thin
Grey zone — moderate risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : KRKR
The strongest argument for KRKR centers on P/E Ratio, Price/Book, Debt/Equity.
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 : KRKR
The primary concerns for KRKR are Revenue Growth, EPS Growth, Market Cap. Thin 4.9% margins leave little buffer for downturns.
Bear Case : TTD
The primary concerns for TTD are Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
KRKR profiles as a value stock while TTD is a mature play — different risk/reward profiles.
TTD carries more volatility with a beta of 1.19 — expect wider price swings.
TTD is growing revenue faster at 14.3% — 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. KRKR offers better value entry with a 25.4% margin of safety. 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.
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.
Visit Website →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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