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) | $403 billion FY2025 | 15.1% | 32.0% | 32.8% |
| Meta Platforms (META) | $201 billion FY2025 | 22.2% | 41.4% | 30.1% |
| Snap Inc. (SNAP) | $5.9 billion FY2025 | 10.6% | -9.0% | -7.8% |
| AppLovin (APP) | $5.5 billion FY2025 | 70.0% | 75.8% | 60.8% |
| Zoom Communications Inc. (ZM) | $4.9 billion FY2026 | 4.4% | 23.1% | 39.0% |
| Pinterest Inc. (PINS) | $4.2 billion FY2025 | 15.8% | 7.6% | 9.9% |
| NIQ Global Intelligence plc (NIQ) | $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) | $2.7 billion FY2025 | -1.9% | -3.7% | -8.4% |
| FactSet (FDS) | $2.3 billion FY2025 | 5.4% | 32.2% | 25.7% |
| Teads Holding Co. (TEAD) | $1.3 billion FY2025 | 46.1% | -30.7% | -39.8% |
| Tempus AI Inc. (TEM) | $1.3 billion FY2025 | 83.4% | -19.9% | -19.3% |
| Bumble Inc. (BMBL) | $966 million FY2025 | -9.9% | -83.4% | -71.8% |
| DigitalOcean Holdings Inc. (DOCN) | $901 million FY2025 | 15.5% | 17.4% | 28.8% |
| Magnite Inc. (MGNI) | $714 million FY2025 | 6.9% | 13.7% | 20.3% |
| EverQuote Inc. (EVER) | $693 million FY2025 | 38.5% | 8.4% | 14.3% |
| Nebius Group (NBIS) | $530 million FY2025 | 479.0% | -115.5% | 15.6% |
| ZipRecruiter Inc. (ZIP) | $449 million FY2025 | -5.3% | -4.3% | -7.3% |
| Viant Technology Inc. (DSP) | $344 million FY2025 | 19.0% | 3.5% | 2.4% |
| Health Catalyst Inc (HCAT) | $311 million FY2025 | 1.5% | -51.7% | -57.2% |
| PubMatic Inc. (PUBM) | $283 million FY2025 | -2.9% | -6.1% | -4.9% |
| System1 Inc. (SST) | $266 million FY2025 | -22.6% | -23.3% | -24.6% |
| Nextdoor Holdings Inc. (NXDR) | $258 million FY2025 | 4.2% | -27.9% | -21.0% |
| Cardlytics Inc. (CDLX) | $233 million FY2025 | -16.2% | -43.6% | -44.6% |
| Blend Labs Inc. (BLND) | $124 million FY2025 | 6.8% | -17.6% | -5.5% |
| CEVA Inc. (CEVA) | $110 million FY2025 | 2.5% | -10.4% | -9.7% |
| RUM Group Inc. (RUM) | $101 million FY2025 | 5.4% | -125.9% | -81.3% |
| PodcastOne Inc. (PODC) | $62 million FY2026 | 18.3% | -4.3% | -4.3% |
| MicroCloud Hologram Inc. (HOLO) | $57 million FY2025 | 38.6% | 0.6% | -12.4% |
| AiRWA Inc. (YYAI) | $26 million FY2026 | 101.3% | -23.7% | -68.0% |
| Intelligent Protection Management Corp. (IPM) | $24 million FY2025 | 2049.9% | -20.0% | -8.3% |
| Eva Live Inc. (GOAI) | $17 million FY2025 | 82.6% | 48.2% | -47.7% |
| Professional Diversity Network Inc. (IPDN) | $7 million FY2025 | -2.7% | -98.6% | -98.5% |
| Cloudastructure Inc. (CSAI) | $5 million FY2025 | 271.4% | -160.8% | -167.0% |
| Trump Media & Technology Group Corp. (DJT) | $4 million FY2025 | 1.8% | -15560.8% | -19343.4% |
| TaoWeave Inc. (TWAV) | $2 million FY2025 | 2.5% | -121.5% | -260.8% |
| Real Messenger Corporation (RMSG) | $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.
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%).