The Trade Desk Vs. AppLovin: Why One Is A Much Better Stock

metamorworks Investment Thesis Here I compare and contrast The Trade Desk (NASDAQ:TTD) with AppLovin (NASDAQ:APP). I make the case that The Trade Desk is overvalued for what it offers investors, with its stock priced at more than 30x forward free cash flows. Yes, The Trade Desk is very stable and has a very strong balance sheet, with probably more than $1.5 billion of cash on no debt when it comes to reporting its Q4 results in a few weeks. While AppLovin carries a fair amount of debt, at approximately $2 b ...