---
title: "The Trade Desk: Competitors"
description: "The Trade Desk compared with companies that share its SEC industry classification: revenue, growth and margins from SEC filings, and how peers are chosen."
canonical: https://www.getswoopr.com/stocks/companies/the-trade-desk/competitors/
source: "Swoopr Investment: https://www.getswoopr.com"
---

# The Trade Desk: Competitors & Industry Structure

## Direct Answer

SEC EDGAR classifies The Trade Desk under SIC code 7370 (Services-Computer Programming, Data Processing, Etc.). Among Swoopr's S&P 500 Equal Weight companies, 36 others share that classification; by latest reported revenue, The Trade Desk ranks 8 of 37. A filing classification is a starting point: a company's real competitors depend on its segments, which its 10-K describes.

## How Does The Trade Desk Compare With Its Peers?

| Company | Revenue (latest FY) | Revenue growth | Operating margin | Net margin |
| --- | --- | --- | --- | --- |
| [Alphabet (GOOGL)](https://www.getswoopr.com/stocks/companies/alphabet/) | $403 billion FY2025 | 15.1% | 32.0% | 32.8% |
| [Meta Platforms (META)](https://www.getswoopr.com/stocks/companies/meta-platforms/) | $201 billion FY2025 | 22.2% | 41.4% | 30.1% |
| [Snap Inc. (SNAP)](https://www.getswoopr.com/stocks/companies/snap-inc/) | $5.9 billion FY2025 | 10.6% | -9.0% | -7.8% |
| [AppLovin (APP)](https://www.getswoopr.com/stocks/companies/applovin/) | $5.5 billion FY2025 | 70.0% | 75.8% | 60.8% |
| [Zoom Communications Inc. (ZM)](https://www.getswoopr.com/stocks/companies/zoom-communications-inc/) | $4.9 billion FY2026 | 4.4% | 23.1% | 39.0% |
| [Pinterest Inc. (PINS)](https://www.getswoopr.com/stocks/companies/pinterest-inc/) | $4.2 billion FY2025 | 15.8% | 7.6% | 9.9% |
| [NIQ Global Intelligence plc (NIQ)](https://www.getswoopr.com/stocks/companies/niq-global-intelligence-plc/) | $4.2 billion FY2025 | 5.7% | 2.0% | -8.4% |
| **The Trade Desk (TTD)** | $2.9 billion FY2025 | 18.5% | 20.3% | 15.3% |
| [Rackspace Technology Inc. (RXT)](https://www.getswoopr.com/stocks/companies/rackspace-technology-inc/) | $2.7 billion FY2025 | -1.9% | -3.7% | -8.4% |
| [FactSet (FDS)](https://www.getswoopr.com/stocks/companies/factset/) | $2.3 billion FY2025 | 5.4% | 32.2% | 25.7% |
| [Teads Holding Co. (TEAD)](https://www.getswoopr.com/stocks/companies/teads-holding-co/) | $1.3 billion FY2025 | 46.1% | -30.7% | -39.8% |
| [Tempus AI Inc. (TEM)](https://www.getswoopr.com/stocks/companies/tempus-ai-inc/) | $1.3 billion FY2025 | 83.4% | -19.9% | -19.3% |
| [Bumble Inc. (BMBL)](https://www.getswoopr.com/stocks/companies/bumble-inc/) | $966 million FY2025 | -9.9% | -83.4% | -71.8% |
| [DigitalOcean Holdings Inc. (DOCN)](https://www.getswoopr.com/stocks/companies/digitalocean-holdings-inc/) | $901 million FY2025 | 15.5% | 17.4% | 28.8% |
| [Magnite Inc. (MGNI)](https://www.getswoopr.com/stocks/companies/magnite-inc/) | $714 million FY2025 | 6.9% | 13.7% | 20.3% |
| [EverQuote Inc. (EVER)](https://www.getswoopr.com/stocks/companies/everquote-inc/) | $693 million FY2025 | 38.5% | 8.4% | 14.3% |
| [Nebius Group (NBIS)](https://www.getswoopr.com/stocks/companies/nebius-group/) | $530 million FY2025 | 479.0% | -115.5% | 15.6% |
| [ZipRecruiter Inc. (ZIP)](https://www.getswoopr.com/stocks/companies/ziprecruiter-inc/) | $449 million FY2025 | -5.3% | -4.3% | -7.3% |
| [Viant Technology Inc. (DSP)](https://www.getswoopr.com/stocks/companies/viant-technology-inc/) | $344 million FY2025 | 19.0% | 3.5% | 2.4% |
| [Health Catalyst Inc (HCAT)](https://www.getswoopr.com/stocks/companies/health-catalyst-inc/) | $311 million FY2025 | 1.5% | -51.7% | -57.2% |
| [PubMatic Inc. (PUBM)](https://www.getswoopr.com/stocks/companies/pubmatic-inc/) | $283 million FY2025 | -2.9% | -6.1% | -4.9% |
| [System1 Inc. (SST)](https://www.getswoopr.com/stocks/companies/system1-inc/) | $266 million FY2025 | -22.6% | -23.3% | -24.6% |
| [Nextdoor Holdings Inc. (NXDR)](https://www.getswoopr.com/stocks/companies/nextdoor-holdings-inc/) | $258 million FY2025 | 4.2% | -27.9% | -21.0% |
| [Cardlytics Inc. (CDLX)](https://www.getswoopr.com/stocks/companies/cardlytics-inc/) | $233 million FY2025 | -16.2% | -43.6% | -44.6% |
| [Blend Labs Inc. (BLND)](https://www.getswoopr.com/stocks/companies/blend-labs-inc/) | $124 million FY2025 | 6.8% | -17.6% | -5.5% |
| [CEVA Inc. (CEVA)](https://www.getswoopr.com/stocks/companies/ceva-inc/) | $110 million FY2025 | 2.5% | -10.4% | -9.7% |
| [RUM Group Inc. (RUM)](https://www.getswoopr.com/stocks/companies/rum-group-inc/) | $101 million FY2025 | 5.4% | -125.9% | -81.3% |
| [PodcastOne Inc. (PODC)](https://www.getswoopr.com/stocks/companies/podcastone-inc/) | $62 million FY2026 | 18.3% | -4.3% | -4.3% |
| [MicroCloud Hologram Inc. (HOLO)](https://www.getswoopr.com/stocks/companies/microcloud-hologram-inc/) | $57 million FY2025 | 38.6% | 0.6% | -12.4% |
| [AiRWA Inc. (YYAI)](https://www.getswoopr.com/stocks/companies/airwa-inc/) | $26 million FY2026 | 101.3% | -23.7% | -68.0% |
| [Intelligent Protection Management Corp. (IPM)](https://www.getswoopr.com/stocks/companies/intelligent-protection-management-corp/) | $24 million FY2025 | 2049.9% | -20.0% | -8.3% |
| [Eva Live Inc. (GOAI)](https://www.getswoopr.com/stocks/companies/eva-live-inc/) | $17 million FY2025 | 82.6% | 48.2% | -47.7% |
| [Professional Diversity Network Inc. (IPDN)](https://www.getswoopr.com/stocks/companies/professional-diversity-network-inc/) | $7 million FY2025 | -2.7% | -98.6% | -98.5% |
| [Cloudastructure Inc. (CSAI)](https://www.getswoopr.com/stocks/companies/cloudastructure-inc/) | $5 million FY2025 | 271.4% | -160.8% | -167.0% |
| [Trump Media & Technology Group Corp. (DJT)](https://www.getswoopr.com/stocks/companies/trump-media-and-technology-group-corp/) | $4 million FY2025 | 1.8% | -15560.8% | -19343.4% |
| [TaoWeave Inc. (TWAV)](https://www.getswoopr.com/stocks/companies/taoweave-inc/) | $2 million FY2025 | 2.5% | -121.5% | -260.8% |
| [Real Messenger Corporation (RMSG)](https://www.getswoopr.com/stocks/companies/real-messenger-corporation/) | $29,472 FY2026 | n/a | -14023.1% | -13885.8% |

Revenue growth compares each company's latest fiscal year with the one before. Fiscal years do not always end on the same date, so treat close comparisons with care.

![Bar chart of operating margin for The Trade Desk and 7 peers: Alphabet (GOOGL) 32.0%, Meta Platforms (META) 41.4%, Snap Inc. (SNAP) -9.0%, AppLovin (APP) 75.8%, Zoom Communications Inc. (ZM) 23.1%, Pinterest Inc. (PINS) 7.6%, NIQ Global Intelligence plc (NIQ) 2.0%, The Trade Desk (TTD) 20.3%.](https://www.getswoopr.com/images/charts/the-trade-desk-competitors-peer-margins.webp)
*Operating margin of The Trade Desk against companies sharing its SEC industry classification, from the table above. Select the chart to open it full size.*

## How Does The Trade Desk Rank Among All SEC Filers in Its Industry Code?

37 companies with annual reports in Swoopr's SEC dataset share SIC code 7370 (Services-Computer Programming, Data Processing, Etc.), a wider group than the S&P 500 Equal Weight companies above. Ranks run from 1 (highest) and use each company's latest fiscal year, in U.S. dollars.

| Measure | The Trade Desk | Median of filers | Rank |
| --- | --- | --- | --- |
| Revenue | $2.9 billion | $344 million | 8 of 37 |
| Revenue growth | 18.5% | 8.7% | 13 of 36 |
| Operating margin | 20.3% | -9.0% | 7 of 37 |
| Net margin | 15.3% | -8.4% | 9 of 37 |

A SIC code reflects the filer's main business as the SEC records it, so the group mixes companies of very different size; the median is a better guide than the average, and a rank near the top by revenue says nothing about quality.

## Where These Numbers Come From

Every figure on this page is a value The Trade Desk reported in its own SEC filings, read from the SEC's XBRL data (accession 0001671933-26-000014 for fiscal year 2025). Ratios are computed from those reported values. Figures were retrieved on October 7, 2026; a later amendment or a new annual report can change them, and the filing itself always takes precedence over this summary.

Each fiscal year is labeled by the calendar year in which it ended, so a company that names the same period differently in its own filings (many retailers whose year ends in January) may use another label. A year is left out of the table when the SEC data set holds no value for it. A figure shown as "Not reported" means the company did not file a value under the standard tag Swoopr reads, not that the amount was zero. This page is educational and describes reported history only; it is not a forecast or a recommendation.

## Frequently Asked Questions

### Who are The Trade Desk's competitors?

Companies sharing The Trade Desk's SEC classification (SIC code 7370 (Services-Computer Programming, Data Processing, Etc.)) include Alphabet (GOOGL), Meta Platforms (META), Snap Inc. (SNAP), AppLovin (APP), Zoom Communications Inc. (ZM). Its 10-K names the competitors it considers most relevant.

### How does The Trade Desk compare with its peers on margins?

The Trade Desk's fiscal 2025 operating margin was 20.3%, against a peer median of -9.7%.

### How are these peers chosen?

By the SEC Standard Industrial Classification code each company files under, within Swoopr's S&P 500 Equal Weight company set, falling back to the two-digit major group when fewer than two companies share the exact code. Classification codes are broad, so read the peer list as a screen, not a verdict.

### How does The Trade Desk rank among all companies in its SEC industry?

Among 37 SEC filers under SIC code 7370, The Trade Desk ranks 8 by latest revenue, and 7 of 37 by operating margin (20.3% against a median of -9.0%).

## References

- [SEC EDGAR: Trade Desk, Inc. Form 10-K filed February 27, 2026](https://www.sec.gov/Archives/edgar/data/1671933/000167193326000014/ttd-20251231.htm)
- [SEC EDGAR: Trade Desk, Inc. annual and quarterly filings](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1671933&type=10-K)
- [SEC: EDGAR application programming interfaces (XBRL frames and submissions data)](https://www.sec.gov/search-filings/edgar-application-programming-interfaces)

## Related Pages

- [The Trade Desk company dossier](https://www.getswoopr.com/stocks/companies/the-trade-desk/)
- [The Trade Desk financial metrics](https://www.getswoopr.com/stocks/companies/the-trade-desk/metrics/)
- [The Trade Desk financial risk indicators](https://www.getswoopr.com/stocks/companies/the-trade-desk/risks/)
- [The Trade Desk peer comparison](https://www.getswoopr.com/stocks/companies/the-trade-desk/competitors/)
- [The Trade Desk business model and revenue mix](https://www.getswoopr.com/stocks/companies/the-trade-desk/business-model/)
- [Fundamental analysis guides](https://www.getswoopr.com/learn/fundamental-analysis/)

**[Swoopr Editorial Team](https://www.getswoopr.com/authors/swoopr-editorial-team/)**

Swoopr's editorial team produces independent investment education content reviewed for accuracy and clarity. We do not provide personalized financial advice. See our [editorial policy](https://www.getswoopr.com/legal/editorial-policy/) and [corrections policy](https://www.getswoopr.com/legal/corrections-policy/).