Trade Desk Inc is a technology company that provides a self-service platform allowing advertisers to manage digital marketing campaigns across various ad formats and channels, including display, video, audio, and social media
Through its sophisticated data management capabilities and real-time bidding technology, Trade Desk enables businesses to efficiently target and engage their audience, optimizing advertising spend to achieve better results. The company focuses on empowering ad buyers with tools and insights to maximize their marketing effectiveness in an increasingly complex digital landscape.
Software is eating the world, and virtually no business is left untouched by it. This secular theme has materialized in superior earnings growth and stock price performance for most SaaS companies,
and over the last six months, the industry has returned 4.8%.
This was a good place to be as the S&P 500 fell by 1.1%.
Even during a down period for the markets, Compass has gone against the grain, climbing to $8.75. Its shares have yielded a 36.5% return over the last six months, beating the S&P 500 by 37.8%. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.
While the broader market has struggled with the S&P 500 down 1% since September 2024, Zillow has surged ahead as its stock price has climbed by 20.2% to $69.50 per share. This performance may have investors wondering how to approach the situation.
Some tickers were already undervalued headed into this week's plunge. Now they're long-term prospects that are just too good to pass up at their present prices.
FOX has had an impressive run over the past six months. While the S&P 500 has been flat, the stock has returned 35.6% and now trades at $52.77. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.
Over the past six months, Baxter’s stock price fell to $36.42. Shareholders have lost 7.3% of their capital, which is disappointing considering the S&P 500 has climbed by 1.5%. This might have investors contemplating their next move.
Since September 2024, Union Pacific has been in a holding pattern, posting a small loss of 1.9% while floating around $247.85. The stock also fell short of the S&P 500’s 3.8% gain during that period.
A quality compounder is a business that not only sports durable competitive advantages but also builds on its success by consistently reinvesting its profits at high returns.
