TTD’s 17% One Month Pop Begs The Question: Is APP Better Instead?
APP offers superior revenue growth across key periods, better profitability, and relatively lower valuation.
- APP’s quarterly revenue grew 40.3%, vs. TTD’s 25.4%.
- In addition, its Last 12 Months growth came in at 41.6%, ahead of TTD’s 25.1%.
- APP leads on profitability over both periods – LTM margin of 46.5% and 3-year average of 25.6%.
That is one way to look at stocks. Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risk while giving upside exposure
Valuation & Performance Overview
| TTD | APP | Preferred | |
|---|---|---|---|
| Valuation | |||
| P/EBIT Ratio | 87.4 | 52.1 | APP |
| Revenue Growth | |||
| Last Quarter | 25.4% | 40.3% | APP |
| Last 12 Months | 25.1% | 41.6% | APP |
| Last 3 Year Average | 25.8% | 23.2% | TTD |
| Margins | |||
| Last 12 Months | 17.6% | 46.5% | APP |
| Last 3 Year Average | 12.1% | 25.6% | APP |
| Momentum | |||
| Last 3 Year Return | 57.0% | 860.6% | TTD |
Historical Market Performance
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| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | Avg | Best | |
|---|---|---|---|---|---|---|---|---|---|
| Returns | |||||||||
| TTD Return | 208% | 14% | -51% | 61% | 63% | -31% | 190% | ||
| APP Return | – | – | -89% | 278% | 713% | 12% | 256% | <=== | |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 7% | 94% | ||
| Monthly Win Rates [3] | |||||||||
| TTD Win Rate | 83% | 50% | 25% | 67% | 67% | 33% | 54% | ||
| APP Win Rate | – | 75% | 8% | 83% | 83% | 50% | 50% | ||
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 50% | 61% | <=== | |
| Max Drawdowns [4] | |||||||||
| TTD Max Drawdown | -44% | -39% | -56% | -6% | -11% | -61% | -36% | ||
| APP Max Drawdown | – | – | -90% | -8% | -4% | -32% | -22% | ||
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | -12% | <=== | |
[1] Cumulative total returns since the beginning of 2020
[2] 2025 data is for the year till date (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year