Critical Review: Trade Desk (NASDAQ:TTD) & Yandex (NASDAQ:YNDX)

Trade Desk (NASDAQ:TTD) and Yandex (NASDAQ:YNDX) are both large-cap computer and technology companies, but which is the superior stock? We will contrast the two companies based on the strength of their analyst recommendations, institutional ownership, dividends, risk, earnings, profitability and valuation.

Risk & Volatility

Trade Desk has a beta of 2.88, indicating that its stock price is 188% more volatile than the S&P 500. Comparatively, Yandex has a beta of 2.04, indicating that its stock price is 104% more volatile than the S&P 500.

Valuation & Earnings

This table compares Trade Desk and Yandex’s top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Trade Desk $477.29 million 22.51 $88.14 million $1.92 125.70
Yandex $1.84 billion 6.90 $685.00 million $0.95 41.07

Yandex has higher revenue and earnings than Trade Desk. Yandex is trading at a lower price-to-earnings ratio than Trade Desk, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Trade Desk and Yandex’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Trade Desk 17.41% 24.41% 9.12%
Yandex 36.20% 11.81% 9.42%

Insider & Institutional Ownership

67.4% of Trade Desk shares are held by institutional investors. Comparatively, 65.9% of Yandex shares are held by institutional investors. 17.4% of Trade Desk shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Analyst Ratings

This is a summary of recent ratings and price targets for Trade Desk and Yandex, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Trade Desk 1 5 11 0 2.59
Yandex 0 0 7 0 3.00

Trade Desk currently has a consensus target price of $189.69, suggesting a potential downside of 21.40%. Yandex has a consensus target price of $45.25, suggesting a potential upside of 15.97%. Given Yandex’s stronger consensus rating and higher possible upside, analysts clearly believe Yandex is more favorable than Trade Desk.

Summary

Trade Desk beats Yandex on 8 of the 14 factors compared between the two stocks.

Trade Desk Company Profile

The Trade Desk, Inc., a technology company, provides a self-service omnichannel software platform that enables clients to purchase and manage data-driven digital advertising campaigns in the United States and internationally. The company's platform allows clients to manage integrated advertising campaigns in various advertising channels and formats, including display, video, audio, native and social, and on a multitude of devices, such as computers, mobile devices, and connected TV (CTV). It serves advertising agencies and other service providers for advertisers. The Trade Desk, Inc. was founded in 2009 and is headquartered in Ventura, California.

Yandex Company Profile

Yandex N.V., an Internet and technology company, operates an Internet search engine in Russia and internationally. The company offers search, location-based, personalized, and mobile services that enable users to find information, and communicate and connect over the Internet from desktops and mobile devices. It provides geolocation services, such as Yandex.Maps, Yandex.Navigator, Yandex.Auto, and Yandex.Routing; Yandex.Mail that provides access to email accounts; Yandex.Disk, a cloud-based storage service; Yandex.News, an online news aggregation service; Yandex.Weather hyperlocal weather information services; Yandex Browser for desktops and mobile platforms; and Yandex Search Apps. The company also provides Yandex.Direct, an auction-based advertising placement platform; Yandex Advertising Network service; Yandex.Radar, a market analytics tool; mobile advertising products; Yandex.Metrica, a web analytics system; Yandex.Market, an e-commerce gateway service; Yandex.Station, a smart speaker; Yandex.Phone, an assistant. In addition, it offers Yandex.Taxi, a ride-sharing service; Auto.ru for used and new cars, commercial vehicles, and spare parts; Yandex.Realty, a real estate classifieds platform; Yandex.Jobs, a job search Website; and Yandex.Travel, a travel aggregator service. Further, it offers KinoPoisk, a Russian language Website for movies, TV series, celebrity content, and entertainment news; Yandex.Music, a music streaming service; Yandex.Afisha to buy tickets to cinemas, theaters, and concerts online; and Yandex.TV Program that provides up to date schedule of broadcast, cable and digital TV channels, as well as an option to view certain TV channels online. Additionally, it offers Yandex Zen, a personal recommendation service; Yandex.Cloud that allows companies to host and develop apps and services, and store and manage data; and Yandex.Drive, a free-floating car-sharing service. Yandex N.V. was incorporated in 2004 and is based in Schiphol, the Netherlands.

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