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Side-by-side financial comparison of Root, Inc. (ROOT) and Trade Desk (The) (TTD). Click either name above to swap in a different company.
Trade Desk (The) is the larger business by last-quarter revenue ($688.9M vs $397.0M, roughly 1.7× Root, Inc.). On growth, Root, Inc. posted the faster year-over-year revenue change (21.5% vs 11.9%). Over the past eight quarters, Root, Inc.'s revenue compounded faster (24.8% CAGR vs 8.6%).
Root Insurance Company is an online car insurance company operating in the United States.
The Trade Desk, Inc. is an American multinational technology company that specializes in real-time programmatic marketing automation technologies, products, and services, designed to personalize digital content delivery to users.
ROOT vs TTD — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $397.0M | $688.9M |
| Net Profit | — | $40.0M |
| Gross Margin | — | — |
| Operating Margin | 2.6% | 9.7% |
| Net Margin | — | 5.8% |
| Revenue YoY | 21.5% | 11.9% |
| Net Profit YoY | — | -21.6% |
| EPS (diluted) | $0.35 | $0.08 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $688.9M | ||
| Q4 25 | $397.0M | $846.8M | ||
| Q3 25 | $387.8M | $739.4M | ||
| Q2 25 | $382.9M | $694.0M | ||
| Q1 25 | $349.4M | $616.0M | ||
| Q4 24 | $326.7M | $741.0M | ||
| Q3 24 | $305.7M | $628.0M | ||
| Q2 24 | $289.2M | $584.5M |
| Q1 26 | — | $40.0M | ||
| Q4 25 | — | $186.9M | ||
| Q3 25 | $-5.4M | $115.5M | ||
| Q2 25 | $22.0M | $90.1M | ||
| Q1 25 | $18.4M | $50.7M | ||
| Q4 24 | — | $182.2M | ||
| Q3 24 | $22.8M | $94.2M | ||
| Q2 24 | $-7.8M | $85.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 80.7% | ||
| Q3 25 | — | 78.1% | ||
| Q2 25 | — | 78.2% | ||
| Q1 25 | — | 76.8% | ||
| Q4 24 | — | 81.7% | ||
| Q3 24 | — | 80.5% | ||
| Q2 24 | — | 81.1% |
| Q1 26 | — | 9.7% | ||
| Q4 25 | 2.6% | 30.3% | ||
| Q3 25 | 0.1% | 21.8% | ||
| Q2 25 | 7.1% | 16.8% | ||
| Q1 25 | 6.8% | 8.8% | ||
| Q4 24 | 10.7% | 26.4% | ||
| Q3 24 | 11.3% | 17.3% | ||
| Q2 24 | 1.3% | 16.2% |
| Q1 26 | — | 5.8% | ||
| Q4 25 | — | 22.1% | ||
| Q3 25 | -1.4% | 15.6% | ||
| Q2 25 | 5.7% | 13.0% | ||
| Q1 25 | 5.3% | 8.2% | ||
| Q4 24 | — | 24.6% | ||
| Q3 24 | 7.5% | 15.0% | ||
| Q2 24 | -2.7% | 14.5% |
| Q1 26 | — | $0.08 | ||
| Q4 25 | $0.35 | $0.39 | ||
| Q3 25 | $-0.35 | $0.23 | ||
| Q2 25 | $1.29 | $0.18 | ||
| Q1 25 | $1.07 | $0.10 | ||
| Q4 24 | $1.42 | $0.36 | ||
| Q3 24 | $1.35 | $0.19 | ||
| Q2 24 | $-0.52 | $0.17 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $669.3M | $878.4M |
| Total DebtLower is stronger | $200.3M | — |
| Stockholders' EquityBook value | $284.3M | $2.5B |
| Total Assets | $1.7B | $5.7B |
| Debt / EquityLower = less leverage | 0.70× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $878.4M | ||
| Q4 25 | $669.3M | $1.3B | ||
| Q3 25 | $653.3M | $1.4B | ||
| Q2 25 | $641.4M | $1.7B | ||
| Q1 25 | $609.4M | $1.7B | ||
| Q4 24 | $599.3M | $1.9B | ||
| Q3 24 | $674.8M | $1.7B | ||
| Q2 24 | $667.2M | $1.5B |
| Q1 26 | — | — | ||
| Q4 25 | $200.3M | — | ||
| Q3 25 | $200.4M | — | ||
| Q2 25 | $200.1M | — | ||
| Q1 25 | $200.0M | — | ||
| Q4 24 | $200.1M | — | ||
| Q3 24 | $300.9M | — | ||
| Q2 24 | $300.1M | — |
| Q1 26 | — | $2.5B | ||
| Q4 25 | $284.3M | $2.5B | ||
| Q3 25 | $265.0M | $2.6B | ||
| Q2 25 | $244.5M | $2.7B | ||
| Q1 25 | $228.7M | $2.7B | ||
| Q4 24 | $203.7M | $2.9B | ||
| Q3 24 | $181.9M | $2.6B | ||
| Q2 24 | $151.3M | $2.4B |
| Q1 26 | — | $5.7B | ||
| Q4 25 | $1.7B | $6.2B | ||
| Q3 25 | $1.6B | $5.9B | ||
| Q2 25 | $1.6B | $6.0B | ||
| Q1 25 | $1.6B | $5.7B | ||
| Q4 24 | $1.5B | $6.1B | ||
| Q3 24 | $1.6B | $5.5B | ||
| Q2 24 | $1.5B | $5.2B |
| Q1 26 | — | — | ||
| Q4 25 | 0.70× | — | ||
| Q3 25 | 0.76× | — | ||
| Q2 25 | 0.82× | — | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | 0.98× | — | ||
| Q3 24 | 1.65× | — | ||
| Q2 24 | 1.98× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $206.5M | $391.8M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | 0.0% | — |
| Cash ConversionOCF / Net Profit | — | 9.80× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $391.8M | ||
| Q4 25 | $206.5M | $311.6M | ||
| Q3 25 | $57.6M | $224.7M | ||
| Q2 25 | $52.0M | $165.0M | ||
| Q1 25 | $26.8M | $291.4M | ||
| Q4 24 | $195.7M | $199.4M | ||
| Q3 24 | $49.4M | $273.3M | ||
| Q2 24 | $62.6M | $81.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $285.3M | ||
| Q3 25 | — | $158.3M | ||
| Q2 25 | — | $119.8M | ||
| Q1 25 | — | $232.3M | ||
| Q4 24 | $195.3M | $179.2M | ||
| Q3 24 | — | $224.6M | ||
| Q2 24 | $62.4M | $59.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | 33.7% | ||
| Q3 25 | — | 21.4% | ||
| Q2 25 | — | 17.3% | ||
| Q1 25 | — | 37.7% | ||
| Q4 24 | 59.8% | 24.2% | ||
| Q3 24 | — | 35.8% | ||
| Q2 24 | 21.6% | 10.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 3.1% | ||
| Q3 25 | 0.0% | 9.0% | ||
| Q2 25 | 0.0% | 6.5% | ||
| Q1 25 | 0.0% | 9.6% | ||
| Q4 24 | 0.1% | 2.7% | ||
| Q3 24 | 0.0% | 7.8% | ||
| Q2 24 | 0.1% | 3.8% |
| Q1 26 | — | 9.80× | ||
| Q4 25 | — | 1.67× | ||
| Q3 25 | — | 1.94× | ||
| Q2 25 | 2.36× | 1.83× | ||
| Q1 25 | 1.46× | 5.75× | ||
| Q4 24 | — | 1.09× | ||
| Q3 24 | 2.17× | 2.90× | ||
| Q2 24 | — | 0.96× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
