WallStSmart

Smart Digital Group Limited Ordinary Shares (SDM)vsTrade Desk Inc (TTD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Trade Desk Inc generates 7686% more annual revenue ($2.90B vs $37.20M). TTD leads profitability with a 15.3% profit margin vs -101.7%. TTD trades at a lower P/E of 24.8x. TTD earns a higher WallStSmart Score of 72/100 (B).

SDM

Avoid

26

out of 100

Grade: F

Growth: 7.3Profit: 2.0Value: 5.7Quality: 5.0

TTD

Strong Buy

72

out of 100

Grade: B

Growth: 7.3Profit: 8.0Value: 7.3Quality: 5.3
Piotroski: 2/9Altman Z: 1.95
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SDMSignificantly Overvalued (-285.4%)

Margin of Safety

-285.4%

Fair Value

$0.48

Current Price

$1.85

$1.37 premium

UndervaluedFair: $0.48Overvalued
TTDSignificantly Overvalued (-60.9%)

Margin of Safety

-60.9%

Fair Value

$16.92

Current Price

$21.97

$5.05 premium

UndervaluedFair: $16.92Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SDM1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
70.8%10/10

Revenue surging 70.8% year-over-year

TTD2 strengths · Avg: 9.0/10
Operating MarginProfitability
30.3%10/10

Strong operational efficiency at 30.3%

PEG RatioValuation
0.868/10

Growing faster than its price suggests

Areas to Watch

SDM4 concerns · Avg: 2.8/10
P/E RatioValuation
26.4x4/10

Moderate valuation

Market CapQuality
$58.69M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-4.9%2/10

ROE of -4.9% — below average capital efficiency

EPS GrowthGrowth
-9.3%2/10

Earnings declined 9.3%

TTD2 concerns · Avg: 3.5/10
Altman Z-ScoreHealth
1.954/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : SDM

The strongest argument for SDM centers on Revenue Growth. Revenue growth of 70.8% 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 : SDM

The primary concerns for SDM are P/E Ratio, Market Cap, Return on Equity.

Bear Case : TTD

The primary concerns for TTD are Altman Z-Score, Piotroski F-Score.

Key Dynamics to Monitor

SDM profiles as a hypergrowth stock while TTD is a mature play — different risk/reward profiles.

SDM is growing revenue faster at 70.8% — sustainability is the question.

TTD generates stronger free cash flow (277M), providing more financial flexibility.

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

Bottom Line

TTD scores higher overall (72/100 vs 26/100), backed by strong 15.3% margins and 14.3% revenue growth. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Smart Digital Group Limited Ordinary Shares

COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA

Smart Digital Group Limited, provides internet media, business planning and consulting, event planning and execution, and software customization and marketing services in Singapore, Mainland China, and Macau. The company is headquartered in Singapore.

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.

Want to dig deeper into these stocks?