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Side-by-side financial comparison of Symbotic Inc. (SYM) 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 ($846.8M vs $630.0M, roughly 1.3× Symbotic Inc.). Trade Desk (The) runs the higher net margin — 22.1% vs 0.4%, a 21.7% gap on every dollar of revenue. On growth, Symbotic Inc. posted the faster year-over-year revenue change (29.4% vs 14.3%). Over the past eight quarters, Trade Desk (The)'s revenue compounded faster (31.3% CAGR vs 21.9%).
Symbotic Inc. is an American robotics warehouse automation company based in Wilmington, Massachusetts.
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.
SYM vs TTD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $630.0M | $846.8M |
| Net Profit | $2.6M | $186.9M |
| Gross Margin | 21.2% | 80.7% |
| Operating Margin | 1.0% | 30.3% |
| Net Margin | 0.4% | 22.1% |
| Revenue YoY | 29.4% | 14.3% |
| Net Profit YoY | 174.9% | 2.6% |
| EPS (diluted) | $0.02 | $0.39 |
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.
| Q4 25 | $630.0M | $846.8M | ||
| Q3 25 | $618.5M | $739.4M | ||
| Q2 25 | $592.1M | $694.0M | ||
| Q1 25 | $549.7M | $616.0M | ||
| Q4 24 | $486.7M | $741.0M | ||
| Q3 24 | $503.6M | $628.0M | ||
| Q2 24 | $491.9M | $584.5M | ||
| Q1 24 | $424.3M | $491.3M |
| Q4 25 | $2.6M | $186.9M | ||
| Q3 25 | $-3.6M | $115.5M | ||
| Q2 25 | $-5.9M | $90.1M | ||
| Q1 25 | $-3.9M | $50.7M | ||
| Q4 24 | $-3.5M | $182.2M | ||
| Q3 24 | $-2.5M | $94.2M | ||
| Q2 24 | $-2.5M | $85.0M | ||
| Q1 24 | $-6.6M | $31.7M |
| Q4 25 | 21.2% | 80.7% | ||
| Q3 25 | 20.6% | 78.1% | ||
| Q2 25 | 18.2% | 78.2% | ||
| Q1 25 | 19.6% | 76.8% | ||
| Q4 24 | 16.4% | 81.7% | ||
| Q3 24 | 12.7% | 80.5% | ||
| Q2 24 | 13.7% | 81.1% | ||
| Q1 24 | 10.4% | 78.9% |
| Q4 25 | 1.0% | 30.3% | ||
| Q3 25 | -3.5% | 21.8% | ||
| Q2 25 | -6.2% | 16.8% | ||
| Q1 25 | -5.8% | 8.8% | ||
| Q4 24 | -5.1% | 26.4% | ||
| Q3 24 | -4.3% | 17.3% | ||
| Q2 24 | -5.1% | 16.2% | ||
| Q1 24 | -12.0% | 5.8% |
| Q4 25 | 0.4% | 22.1% | ||
| Q3 25 | -0.6% | 15.6% | ||
| Q2 25 | -1.0% | 13.0% | ||
| Q1 25 | -0.7% | 8.2% | ||
| Q4 24 | -0.7% | 24.6% | ||
| Q3 24 | -0.5% | 15.0% | ||
| Q2 24 | -0.5% | 14.5% | ||
| Q1 24 | -1.6% | 6.4% |
| Q4 25 | $0.02 | $0.39 | ||
| Q3 25 | $-0.04 | $0.23 | ||
| Q2 25 | $-0.05 | $0.18 | ||
| Q1 25 | $-0.04 | $0.10 | ||
| Q4 24 | $-0.03 | $0.36 | ||
| Q3 24 | $-0.03 | $0.19 | ||
| Q2 24 | $-0.02 | $0.17 | ||
| Q1 24 | $-0.07 | $0.06 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.8B | $1.3B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $663.8M | $2.5B |
| Total Assets | $3.0B | $6.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.8B | $1.3B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $777.6M | $1.7B | ||
| Q1 25 | $954.9M | $1.7B | ||
| Q4 24 | $903.0M | $1.9B | ||
| Q3 24 | $727.3M | $1.7B | ||
| Q2 24 | $870.5M | $1.5B | ||
| Q1 24 | $901.4M | $1.4B |
| Q4 25 | $663.8M | $2.5B | ||
| Q3 25 | $221.3M | $2.6B | ||
| Q2 25 | $210.8M | $2.7B | ||
| Q1 25 | $205.4M | $2.7B | ||
| Q4 24 | $196.5M | $2.9B | ||
| Q3 24 | $197.2M | $2.6B | ||
| Q2 24 | $418.7M | $2.4B | ||
| Q1 24 | $417.1M | $2.2B |
| Q4 25 | $3.0B | $6.2B | ||
| Q3 25 | $2.4B | $5.9B | ||
| Q2 25 | $1.8B | $6.0B | ||
| Q1 25 | $2.0B | $5.7B | ||
| Q4 24 | $1.7B | $6.1B | ||
| Q3 24 | $1.6B | $5.5B | ||
| Q2 24 | $1.6B | $5.2B | ||
| Q1 24 | $1.6B | $4.7B |
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 | $191.5M | $311.6M |
| Free Cash FlowOCF − Capex | — | $285.3M |
| FCF MarginFCF / Revenue | — | 33.7% |
| Capex IntensityCapex / Revenue | — | 3.1% |
| Cash ConversionOCF / Net Profit | 73.61× | 1.67× |
| TTM Free Cash FlowTrailing 4 quarters | — | $795.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $191.5M | $311.6M | ||
| Q3 25 | $530.7M | $224.7M | ||
| Q2 25 | $-138.3M | $165.0M | ||
| Q1 25 | $269.6M | $291.4M | ||
| Q4 24 | $205.0M | $199.4M | ||
| Q3 24 | $-99.4M | $273.3M | ||
| Q2 24 | $50.4M | $81.3M | ||
| Q1 24 | $21.1M | $185.5M |
| Q4 25 | — | $285.3M | ||
| Q3 25 | — | $158.3M | ||
| Q2 25 | — | $119.8M | ||
| Q1 25 | — | $232.3M | ||
| Q4 24 | $197.7M | $179.2M | ||
| Q3 24 | $-120.1M | $224.6M | ||
| Q2 24 | $33.5M | $59.1M | ||
| Q1 24 | $18.6M | $178.2M |
| Q4 25 | — | 33.7% | ||
| Q3 25 | — | 21.4% | ||
| Q2 25 | — | 17.3% | ||
| Q1 25 | — | 37.7% | ||
| Q4 24 | 40.6% | 24.2% | ||
| Q3 24 | -23.9% | 35.8% | ||
| Q2 24 | 6.8% | 10.1% | ||
| Q1 24 | 4.4% | 36.3% |
| Q4 25 | — | 3.1% | ||
| Q3 25 | — | 9.0% | ||
| Q2 25 | — | 6.5% | ||
| Q1 25 | — | 9.6% | ||
| Q4 24 | 1.5% | 2.7% | ||
| Q3 24 | 4.1% | 7.8% | ||
| Q2 24 | 3.4% | 3.8% | ||
| Q1 24 | 0.6% | 1.5% |
| Q4 25 | 73.61× | 1.67× | ||
| Q3 25 | — | 1.94× | ||
| Q2 25 | — | 1.83× | ||
| Q1 25 | — | 5.75× | ||
| Q4 24 | — | 1.09× | ||
| Q3 24 | — | 2.90× | ||
| Q2 24 | — | 0.96× | ||
| Q1 24 | — | 5.86× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SYM
| Systems | $590.3M | 94% |
| Operation Services | $28.8M | 5% |
| Software Maintenance And Support | $10.9M | 2% |
| Revision Of Prior Period Change In Accounting Principle Adjustment | $2.9M | 0% |
| Related Party | $1.1M | 0% |
TTD
| Other | $427.2M | 50% |
| Non Us | $419.6M | 50% |
