The Trade Desk vs Grab
This page compares The Trade Desk and Grab Holdings inc. side by side, examining their business models, financial performance, and market context in clear, accessible language. It presents balanced information to help readers understand key differences and similarities, without guidance or recommendations. Educational content, not financial advice.
This page compares The Trade Desk and Grab Holdings inc. side by side, examining their business models, financial performance, and market context in clear, accessible language. It presents balanced in...
Why It's Moving
Grab's bullish roadshow spotlights fintech surge, prompting fresh valuation rethink amid Wall Street buy buzz.
- Fintech loan book hits $708M (+78% YoY) with $2.9B annualized disbursals and NPLs under 2%, showcasing scalable growth via Grab's ecosystem.
- Management outlines realistic path to fintech profitability in 2026, bolstered by GXBank Malaysia's 4M deposit accounts at near-zero customer acquisition cost.
- Wall Street's average brokerage rating of 1.50 (near Strong Buy) from 17 firms contrasts mixed earnings outlook, signaling optimism on execution.
Grab's bullish roadshow spotlights fintech surge, prompting fresh valuation rethink amid Wall Street buy buzz.
- Fintech loan book hits $708M (+78% YoY) with $2.9B annualized disbursals and NPLs under 2%, showcasing scalable growth via Grab's ecosystem.
- Management outlines realistic path to fintech profitability in 2026, bolstered by GXBank Malaysia's 4M deposit accounts at near-zero customer acquisition cost.
- Wall Street's average brokerage rating of 1.50 (near Strong Buy) from 17 firms contrasts mixed earnings outlook, signaling optimism on execution.
Which Baskets Do They Appear In?
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Explore BasketAI-Powered Digital Advertising Ecosystem
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Explore BasketWhich Baskets Do They Appear In?
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President Trump has announced a deal for an American company to acquire TikTok's U.S. business, aiming to resolve national security issues. This creates an investment opportunity in the new U.S.-based social media giant and the ecosystem of digital advertising and cloud computing companies that will support it.
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Published: September 8, 2025
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Explore BasketWarner's New Chapter
Warner Bros. Discovery is splitting into two separate companies, creating a focused streaming powerhouse free from its cable business. This collection features companies positioned to ride the wave of intensified competition and growth across the streaming landscape.
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Explore BasketInvestment Analysis
Pros
- The Trade Desk’s 2024 revenue grew 25.63% year-over-year to $2.44 billion, demonstrating strong top-line growth.
- Q3 2025 earnings exceeded expectations with EPS of $0.45, beating estimates by 125%, signaling solid profitability.
- The company’s platform supports diverse ad formats across multiple devices, giving it a competitive edge in digital advertising technology.
Considerations
- The stock currently trades with a high forward P/E ratio of around 24.75, indicating potentially expensive valuation.
- Recent trading scores suggest higher than normal risk levels and volatility compared to its historical average.
- Despite recent earnings beat, the stock price has been down, reflecting possible investor caution or profit-taking.
Grab
GRAB
Pros
- Grab’s stock score is currently above its historical median, implying relatively lower investment risk compared to its history.
- The company operates in the fast-growing Southeast Asian ride-hailing and digital services market with significant growth potential.
- Grab’s diversified business model includes transport, delivery, and financial services, which can reduce dependency on any single revenue stream.
Considerations
- Grab’s current valuation reflects market skepticism, with mixed analyst sentiment suggesting execution and profitability concerns.
- Competitive pressures in the regional ride-hailing and delivery sectors may limit margin expansion and growth pace.
- Regulatory and macroeconomic uncertainties in the Southeast Asia region could adversely impact Grab’s operational environment.
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