Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.
The Trade DeskPTC

The Trade Desk vs PTC

This page compares The Trade Desk and PTC Inc. across business models, financial performance, and market context, offering a neutral overview of how each company operates and competes within its secto...

Investment Analysis

Pros

  • The Trade Desk has demonstrated strong revenue growth, with a 25% year-on-year increase in 2024, driven by rising demand for its cloud-based advertising platform.
  • The company maintains a leading position in programmatic advertising, benefiting from its advanced data-driven technology and broad channel reach.
  • Recent earnings exceeded analyst expectations, with Q3 2025 EPS up 125% versus forecasts, highlighting robust operational execution.

Considerations

  • The stock trades at a high valuation, with a trailing P/E ratio above 55, which may limit upside and increase sensitivity to earnings misses.
  • The business is exposed to regulatory scrutiny around digital advertising and data privacy, which could impact future growth and compliance costs.
  • Revenue growth, while strong, has shown signs of deceleration compared to prior years, raising concerns about sustainability in a competitive market.
PTC

PTC

PTC

Pros

  • PTC benefits from a diversified product portfolio in industrial software, including CAD, IoT, and augmented reality solutions, supporting steady demand.
  • The company has a strong recurring revenue base from subscription services, which enhances revenue predictability and customer retention.
  • PTC maintains a solid balance sheet with healthy cash flow generation, supporting strategic investments and potential acquisitions.

Considerations

  • PTC's growth is closely tied to manufacturing and industrial cycles, making it vulnerable to economic downturns and sector-specific headwinds.
  • The stock faces competitive pressures from larger software firms and open-source alternatives, which could constrain pricing power and market share.
  • Recent acquisitions have increased leverage, and integration risks remain a concern for future profitability and operational efficiency.

Related Market Insights

TikTok's American Reboot: A Digital Advertising Gamble

Explore the investment implications of TikTok's US acquisition. Understand risks in the digital advertising market & opportunities for investors. Invest with Nemo.

Author avatar

Aimee Silverwood | Financial Analyst

September 20, 2025

Read Insight

EU Antitrust Action Levels the Ad-Tech Playing Field

EU's €2.95bn Google fine reshapes ad-tech. Discover investment opportunities in independent platforms like The Trade Desk. Explore the Ad-Tech Antitrust Neme on Nemo.

Author avatar

Aimee Silverwood | Financial Analyst

September 8, 2025

Read Insight

Warner's Split: The Streaming Revolution's Next Act

Warner Bros. Discovery's split ignites streaming's next phase. Discover companies poised to profit from intensified competition & increased spending in digital entertainment. Invest with Nemo.

Author avatar

Aimee Silverwood | Financial Analyst

July 26, 2025

Read Insight

Truth and Consequences: Media Stocks Poised for a Paradigm Shift

Explore media stocks poised for growth as audience trust shifts. Invest in alternative platforms & content creators with Nemo's "Truth and Consequences" Neme.

Author avatar

Aimee Silverwood | Financial Analyst

July 25, 2025

Read Insight

Retail's Summer Sales Showdown: The Prime Day Effect Spreads

Explore the Prime Day effect on retail. Amazon's extended sales trigger an industry-wide battle, creating investment opportunities across the e-commerce ecosystem.

Author avatar

Aimee Silverwood | Financial Analyst

July 25, 2025

Read Insight

Apple's EU Defeat Creates Unexpected Winners

The EU's Digital Markets Act forces Apple to open its App Store. Discover how app developers & payment processors like Spotify, PayPal, & Adyen are poised for growth. Invest in this Neme.

Author avatar

Aimee Silverwood | Financial Analyst

July 25, 2025

Read Insight

The Underdogs Taking on Tech Titans: Why Small Can Beat Big

Discover Nemo's David vs Goliath Neme. Invest in innovative challenger companies disrupting tech titans with superior tech & business models. Start with fractional shares.

Author avatar

Aimee Silverwood | Financial Analyst

July 25, 2025

Read Insight

When You're the Product: The Data Monetisation Revolution

Explore the Data Monetisation Revolution. Learn how companies like Meta & Alphabet profit from user data via digital advertising. Invest in this theme with Nemo's fractional shares.

Author avatar

Aimee Silverwood | Financial Analyst

July 25, 2025

Read Insight

The Attention Economy: Why These Digital Giants Are Minting Money

Discover how digital giants like Meta, Alphabet, & Netflix monetize your screen time. Explore the Attention Economy Neme on Nemo for smart thematic investing.

Author avatar

Aimee Silverwood | Financial Analyst

July 25, 2025

Read Insight

The AI Advertising Revolution: Why Smart Money Is Backing Digital Ad-Tech

Explore the AI Advertising Revolution. Invest in leading digital ad-tech companies & infrastructure powering programmatic advertising. Discover opportunities with Nemo.

Author avatar

Aimee Silverwood | Financial Analyst

July 20, 2025

Read Insight

The Underdogs' Moment: Why Big Tech's Regulatory Reckoning Could Mint Millionaires

Discover how global Big Tech regulation is creating massive opportunities for underdog companies like TripAdvisor & Expedia. Invest in the Neme poised to profit from this market shift.

Author avatar

Aimee Silverwood | Financial Analyst

July 11, 2025

Read Insight

The Ad Industry's Tech Takeover: Why WPP's CEO Choice Signals a Seismic Shift

WPP's CEO choice signals advertising's AI & data pivot. Discover how to invest in the tech infrastructure powering next-gen digital campaigns with Nemo's Neme.

Author avatar

Aimee Silverwood | Financial Analyst

July 11, 2025

Read Insight

Meta's French Probe: Why Ad Tech Stocks Could Be the Real Winners

French probe into Meta's ad practices could redirect billions in digital ad spend. Discover how ad tech stocks like Alphabet, Trade Desk, & Magnite are positioned to win. Invest in the Digital Ad Shakeup Neme.

Author avatar

Aimee Silverwood | Financial Analyst

July 11, 2025

Read Insight

Which Baskets Do They Appear In?

TikTok Acquisition Risks: Digital Ad Market Saturation

TikTok Acquisition Risks: Digital Ad Market Saturation

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.

Published: September 20, 2025

Explore Basket
EU Ad-Tech Antitrust | Google Fine Creates Opportunities

EU Ad-Tech Antitrust | Google Fine Creates Opportunities

The European Union has issued a major antitrust fine against Google, ordering it to end self-preferencing practices in its ad-tech business. This regulatory action could create significant opportunities for competing ad-tech firms to capture market share as the digital advertising landscape becomes more equitable.

Published: September 8, 2025

Explore Basket
AI-Powered Digital Advertising Ecosystem

AI-Powered Digital Advertising Ecosystem

This carefully selected group of stocks captures companies revolutionizing digital advertising with artificial intelligence. Our professional analysts have identified businesses across ad-tech and cloud infrastructure that are uniquely positioned to benefit as AI transforms how digital ads are created, targeted, and delivered.

Published: July 20, 2025

Explore Basket
Streaming's Advertising-Powered Live Content Revolution

Streaming's Advertising-Powered Live Content Revolution

Netflix has proven that combining advertising, subscriptions, and live sports creates powerful growth. This carefully selected group of stocks represents companies positioned to benefit from this new streaming business model, from content providers to the ad tech making it all possible.

Published: July 18, 2025

Explore Basket
Leveling the Digital Playing Field

Leveling the Digital Playing Field

This carefully selected group of stocks represents companies positioned to benefit as regulators worldwide challenge big tech's market dominance. Chosen by expert analysts, these companies in digital advertising, online travel, and local search could see significant growth as the competitive landscape becomes more balanced.

Published: July 11, 2025

Explore Basket
Advertising's AI Revolution

Advertising's AI Revolution

This carefully selected group of stocks represents companies at the forefront of advertising's technological transformation. Our professional analysts have identified businesses providing the essential AI, data, and cloud technologies that are becoming the backbone of modern advertising campaigns.

Published: July 11, 2025

Explore Basket
Digital Ad Shakeup

Digital Ad Shakeup

This carefully selected group of stocks represents companies that could benefit from France's investigation into Meta's advertising practices. Our professional analysts have identified these businesses as potential winners if advertisers begin shifting budgets toward more transparent platforms and diverse ad channels.

Published: July 11, 2025

Explore Basket
Truth and Consequences

Truth and Consequences

This carefully selected group of stocks represents companies positioned to benefit from shifting audience behaviors following Paramount's $16 million settlement with Donald Trump. These stocks, chosen by professional analysts, capture the potential growth in alternative media platforms as consumer trust in traditional news sources evolves.

Published: July 3, 2025

Explore Basket
Retail's Summer Sales Showdown

Retail's Summer Sales Showdown

Amazon has doubled Prime Day to four days, triggering an all-out battle among retailers. This carefully curated collection includes companies across the entire e-commerce ecosystem that stand to benefit from this intensified period of summer spending.

Published: July 3, 2025

Explore Basket
Warner's New Chapter

Warner'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.

Published: July 1, 2025

Explore Basket
EU's Digital Markets Act Boosts App Economy

EU's Digital Markets Act Boosts App Economy

This collection features companies positioned to benefit from Apple's EU policy changes. App developers can now bypass App Store fees through alternative payment systems, potentially boosting their revenue, while payment processors gain access to new transaction streams.

Published: June 30, 2025

Explore Basket
Customer Is The Product

Customer Is The Product

Welcome to a carefully curated collection of companies that have mastered the modern paradox: offering "free" services while generating massive revenue from user data. These stocks, selected by our expert analysts, represent the gatekeepers of digital advertising who've turned your information into their business.

Published: June 17, 2025

Explore Basket
Attention Merchants

Attention Merchants

These companies have mastered the art of capturing and monetizing our most precious resource: attention. Carefully selected by our analysts, this collection of stocks represents businesses that transform user engagement into powerful revenue streams in our increasingly digital world.

Published: June 17, 2025

Explore Basket
David Vs. Goliath

David Vs. Goliath

This carefully curated selection features ambitious companies challenging industry giants with innovative strategies. Our experts have identified these potential disruptors that leverage cutting-edge technology and smarter business models to take on established market leaders.

Published: June 17, 2025

Explore Basket

Buy TTD or PTC in Nemo

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Comparisons

The Trade DeskLeidos

The Trade Desk vs Leidos

The Trade Desk vs Leidos: stock comparison

The Trade DeskGrab

The Trade Desk vs Grab

The Trade Desk vs Grab

CyberArkPTC

CyberArk vs PTC

CyberArk vs PTC: A stock comparison

Frequently asked questions