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...

Comparison Snapshot

Key Financial Metrics

TTD

Metric

GRAB

$16.35B

Market Cap

$18.64B

91.38%

Potential Profit

46.79%

Buy

Analyst Rating

Buy

Why It's Moving

Grab Holdings Surges on Analyst Upgrades Highlighting Robust Growth and AI Push

Bank of America upgraded from Neutral to Buy with a $6.30 target, citing 17% CAGR in GMV through 2027 and a $5B+ net cash position that curbs downside risks.
HSBC shifted to Buy at $6.20, viewing recent sell-offs as a buying opportunity with intact growth drivers in core segments.
Acquisition of Infermove in AI and robotics underscores Grab's bold diversification, promising new revenue streams and tech synergies.

Sentiment:

🐃Bullish

Grab Holdings Surges on Analyst Upgrades Highlighting Robust Growth and AI Push

Bank of America upgraded from Neutral to Buy with a $6.30 target, citing 17% CAGR in GMV through 2027 and a $5B+ net cash position that curbs downside risks.
HSBC shifted to Buy at $6.20, viewing recent sell-offs as a buying opportunity with intact growth drivers in core segments.
Acquisition of Infermove in AI and robotics underscores Grab's bold diversification, promising new revenue streams and tech synergies.

Sentiment:

🐃Bullish

Investment Analysis

The Trade Desk

TTD

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.

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.