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Trade Desk (NASDAQ:TTD) Sheds 5.2% This Week, as Yearly Returns Fall More in Line With Earnings Growth

Trade Desk (NASDAQ:TTD) Sheds 5.2% This Week, as Yearly Returns Fall More in Line With Earnings Growth

交易桌(納斯達克:TTD)本週下跌5.2%,年度回報與盈利增長更爲一致。
Simply Wall St ·  01/01 19:00

For many, the main point of investing in the stock market is to achieve spectacular returns. While not every stock performs well, when investors win, they can win big. Don't believe it? Then look at the The Trade Desk, Inc. (NASDAQ:TTD) share price. It's 319% higher than it was five years ago. This just goes to show the value creation that some businesses can achieve. On the other hand, we note it's down 8.6% in about a month. We note that the broader market is down 3.1% in the last month, and this may have impacted Trade Desk's share price.

對於許多人來說,投資股市的主要目的是獲得豐厚的回報。雖然並不是每隻股票表現良好,但當投資者獲勝時,他們往往能贏得大額收益。你不信嗎?那就看看The Trade Desk, Inc.(納斯達克:TTD)的股價。它比五年前高出319%。這正好說明了一些企業能夠實現的價值創造。另一方面,我們注意到它在大約一個月內下跌了8.6%。我們注意到,整個市場在上個月下跌了3.1%,這可能影響了Trade Desk的股價。

In light of the stock dropping 5.2% in the past week, we want to investigate the longer term story, and see if fundamentals have been the driver of the company's positive five-year return.

考慮到股票在過去一週下跌了5.2%,我們想要調查更長遠的故事,看看基本面是否推動了公司五年來的積極回報。

While the efficient markets hypothesis continues to be taught by some, it has been proven that markets are over-reactive dynamic systems, and investors are not always rational. One imperfect but simple way to consider how the market perception of a company has shifted is to compare the change in the earnings per share (EPS) with the share price movement.

雖然一些人仍然教授有效市場假說,但已經證明市場是過於反應的動態系統,投資者並不總是理性。一個不完美但簡單的考慮市場對公司認知變化的方法是,將每股收益(EPS)的變化與股價波動進行比較。

During five years of share price growth, Trade Desk achieved compound earnings per share (EPS) growth of 23% per year. This EPS growth is lower than the 33% average annual increase in the share price. So it's fair to assume the market has a higher opinion of the business than it did five years ago. That's not necessarily surprising considering the five-year track record of earnings growth. This favorable sentiment is reflected in its (fairly optimistic) P/E ratio of 188.24.

在五年的股價增長中,Trade Desk實現了每股收益(EPS)年複合增長23%。這個EPS增長低於股價每年平均增長33%。因此,可以合理地認爲市場對這家公司的看法比五年前更高。考慮到五年的盈利增長記錄,這並不令人驚訝。這種有利的情緒反映在其(相當樂觀的)市盈率爲188.24。

The graphic below depicts how EPS has changed over time (unveil the exact values by clicking on the image).

下圖顯示了EPS隨時間變化的情況(點擊圖像以顯示確切值)。

big
NasdaqGM:TTD Earnings Per Share Growth January 1st 2025
納斯達克GM:TTD 每股收益增長 2025年1月1日

We know that Trade Desk has improved its bottom line lately, but is it going to grow revenue? If you're interested, you could check this free report showing consensus revenue forecasts.

我們知道The Trade Desk最近改善了其盈利能力,但它會增長營業收入嗎?如果你感興趣,可以查看這份免費的報告,了解共識營業收入預測。

A Different Perspective

不同的視角

It's good to see that Trade Desk has rewarded shareholders with a total shareholder return of 66% in the last twelve months. That's better than the annualised return of 33% over half a decade, implying that the company is doing better recently. In the best case scenario, this may hint at some real business momentum, implying that now could be a great time to delve deeper. Most investors take the time to check the data on insider transactions. You can click here to see if insiders have been buying or selling.

高興的是,The Trade Desk在過去12個月中爲股東帶來了66%的總股東回報。這好於過去五年的年化回報33%,這意味着公司最近的表現更好。在最好的情況下,這可能暗示着一些真正的業務勢頭,意味着現在可能是深入了解的好時機。大多數投資者會花時間檢查內部交易的數據。你可以點擊這裏查看內部人員是否有買入或賣出。

We will like Trade Desk better if we see some big insider buys. While we wait, check out this free list of undervalued stocks (mostly small caps) with considerable, recent, insider buying.

如果我們看到一些大額內部人士買入,我們會更看好The Trade Desk。在我們等待的同時,可以查看這份免費的被低估股票列表(大多是小型股),其中有大量近期的內部買入。

Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges.

請注意,本文中引用的市場回報反映了當前在美國交易所上市股票的市場加權平均回報。

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

對本文有反饋?對內容有疑慮?請直接與我們聯繫。或者,發送電子郵件至 editorial-team (at) simplywallst.com。
這篇來自Simply Wall ST的文章是一般性的。我們根據歷史數據和分析師預測提供評論,採用無偏見的方法,我們的文章並不旨在提供財務建議。它不構成對任何股票的買入或賣出建議,也未考慮到您的目標或財務狀況。我們旨在爲您提供以基本數據驅動的長期分析。請注意,我們的分析可能未考慮最新的價格敏感公司公告或定性材料。Simply Wall ST在提到的任何股票中均沒有持倉。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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