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Side-by-side financial comparison of Trade Desk (The) (TTD) and UPBOUND GROUP, INC. (UPBD). Click either name above to swap in a different company.
UPBOUND GROUP, INC. is the larger business by last-quarter revenue ($1.2B vs $846.8M, roughly 1.4× Trade Desk (The)). Trade Desk (The) runs the higher net margin — 22.1% vs 1.7%, a 20.4% gap on every dollar of revenue. On growth, Trade Desk (The) posted the faster year-over-year revenue change (14.3% vs 10.9%). Trade Desk (The) produced more free cash flow last quarter ($285.3M vs $24.0M). Over the past eight quarters, Trade Desk (The)'s revenue compounded faster (31.3% CAGR vs 4.5%).
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.
Upbound Group, Inc. is a leading US provider of flexible lease-to-own solutions for consumer goods. It offers furniture, consumer electronics, home appliances, and accessories, catering to customers seeking accessible payment alternatives to traditional retail financing.
TTD vs UPBD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $846.8M | $1.2B |
| Net Profit | $186.9M | $19.7M |
| Gross Margin | 80.7% | 49.0% |
| Operating Margin | 30.3% | 4.8% |
| Net Margin | 22.1% | 1.7% |
| Revenue YoY | 14.3% | 10.9% |
| Net Profit YoY | 2.6% | -36.3% |
| EPS (diluted) | $0.39 | $0.35 |
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 | $846.8M | $1.2B | ||
| Q3 25 | $739.4M | $1.2B | ||
| Q2 25 | $694.0M | $1.2B | ||
| Q1 25 | $616.0M | $1.2B | ||
| Q4 24 | $741.0M | $1.1B | ||
| Q3 24 | $628.0M | $1.1B | ||
| Q2 24 | $584.5M | $1.1B | ||
| Q1 24 | $491.3M | $1.1B |
| Q4 25 | $186.9M | $19.7M | ||
| Q3 25 | $115.5M | $13.2M | ||
| Q2 25 | $90.1M | $15.5M | ||
| Q1 25 | $50.7M | $24.8M | ||
| Q4 24 | $182.2M | $31.0M | ||
| Q3 24 | $94.2M | $30.9M | ||
| Q2 24 | $85.0M | $33.9M | ||
| Q1 24 | $31.7M | $27.7M |
| Q4 25 | 80.7% | 49.0% | ||
| Q3 25 | 78.1% | 48.3% | ||
| Q2 25 | 78.2% | 49.4% | ||
| Q1 25 | 76.8% | 46.8% | ||
| Q4 24 | 81.7% | 47.1% | ||
| Q3 24 | 80.5% | 47.8% | ||
| Q2 24 | 81.1% | 49.4% | ||
| Q1 24 | 78.9% | 48.3% |
| Q4 25 | 30.3% | 4.8% | ||
| Q3 25 | 21.8% | 4.5% | ||
| Q2 25 | 16.8% | 4.4% | ||
| Q1 25 | 8.8% | 5.3% | ||
| Q4 24 | 26.4% | 7.3% | ||
| Q3 24 | 17.3% | 6.6% | ||
| Q2 24 | 16.2% | 7.5% | ||
| Q1 24 | 5.8% | 5.6% |
| Q4 25 | 22.1% | 1.7% | ||
| Q3 25 | 15.6% | 1.1% | ||
| Q2 25 | 13.0% | 1.3% | ||
| Q1 25 | 8.2% | 2.1% | ||
| Q4 24 | 24.6% | 2.9% | ||
| Q3 24 | 15.0% | 2.9% | ||
| Q2 24 | 14.5% | 3.2% | ||
| Q1 24 | 6.4% | 2.5% |
| Q4 25 | $0.39 | $0.35 | ||
| Q3 25 | $0.23 | $0.22 | ||
| Q2 25 | $0.18 | $0.26 | ||
| Q1 25 | $0.10 | $0.42 | ||
| Q4 24 | $0.36 | $0.55 | ||
| Q3 24 | $0.19 | $0.55 | ||
| Q2 24 | $0.17 | $0.61 | ||
| Q1 24 | $0.06 | $0.50 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.3B | $120.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.5B | $695.7M |
| Total Assets | $6.2B | $3.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.3B | $120.5M | ||
| Q3 25 | $1.4B | $107.0M | ||
| Q2 25 | $1.7B | $106.8M | ||
| Q1 25 | $1.7B | $107.3M | ||
| Q4 24 | $1.9B | $60.9M | ||
| Q3 24 | $1.7B | $85.1M | ||
| Q2 24 | $1.5B | $82.5M | ||
| Q1 24 | $1.4B | $84.8M |
| Q4 25 | $2.5B | $695.7M | ||
| Q3 25 | $2.6B | $687.3M | ||
| Q2 25 | $2.7B | $685.5M | ||
| Q1 25 | $2.7B | $679.2M | ||
| Q4 24 | $2.9B | $629.0M | ||
| Q3 24 | $2.6B | $611.8M | ||
| Q2 24 | $2.4B | $596.3M | ||
| Q1 24 | $2.2B | $578.3M |
| Q4 25 | $6.2B | $3.3B | ||
| Q3 25 | $5.9B | $3.2B | ||
| Q2 25 | $6.0B | $3.1B | ||
| Q1 25 | $5.7B | $3.0B | ||
| Q4 24 | $6.1B | $2.6B | ||
| Q3 24 | $5.5B | $2.6B | ||
| Q2 24 | $5.2B | $2.6B | ||
| Q1 24 | $4.7B | $2.6B |
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 | $311.6M | $41.6M |
| Free Cash FlowOCF − Capex | $285.3M | $24.0M |
| FCF MarginFCF / Revenue | 33.7% | 2.0% |
| Capex IntensityCapex / Revenue | 3.1% | 1.5% |
| Cash ConversionOCF / Net Profit | 1.67× | 2.11× |
| TTM Free Cash FlowTrailing 4 quarters | $795.7M | $238.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $311.6M | $41.6M | ||
| Q3 25 | $224.7M | $118.4M | ||
| Q2 25 | $165.0M | $7.8M | ||
| Q1 25 | $291.4M | $137.7M | ||
| Q4 24 | $199.4M | $-61.9M | ||
| Q3 24 | $273.3M | $106.2M | ||
| Q2 24 | $81.3M | $15.0M | ||
| Q1 24 | $185.5M | $45.4M |
| Q4 25 | $285.3M | $24.0M | ||
| Q3 25 | $158.3M | $97.9M | ||
| Q2 25 | $119.8M | $-10.4M | ||
| Q1 25 | $232.3M | $127.2M | ||
| Q4 24 | $179.2M | $-74.0M | ||
| Q3 24 | $224.6M | $88.3M | ||
| Q2 24 | $59.1M | $613.0K | ||
| Q1 24 | $178.2M | $33.6M |
| Q4 25 | 33.7% | 2.0% | ||
| Q3 25 | 21.4% | 8.4% | ||
| Q2 25 | 17.3% | -0.9% | ||
| Q1 25 | 37.7% | 10.8% | ||
| Q4 24 | 24.2% | -6.9% | ||
| Q3 24 | 35.8% | 8.3% | ||
| Q2 24 | 10.1% | 0.1% | ||
| Q1 24 | 36.3% | 3.1% |
| Q4 25 | 3.1% | 1.5% | ||
| Q3 25 | 9.0% | 1.8% | ||
| Q2 25 | 6.5% | 1.6% | ||
| Q1 25 | 9.6% | 0.9% | ||
| Q4 24 | 2.7% | 1.1% | ||
| Q3 24 | 7.8% | 1.7% | ||
| Q2 24 | 3.8% | 1.3% | ||
| Q1 24 | 1.5% | 1.1% |
| Q4 25 | 1.67× | 2.11× | ||
| Q3 25 | 1.94× | 8.96× | ||
| Q2 25 | 1.83× | 0.50× | ||
| Q1 25 | 5.75× | 5.56× | ||
| Q4 24 | 1.09× | -2.00× | ||
| Q3 24 | 2.90× | 3.44× | ||
| Q2 24 | 0.96× | 0.44× | ||
| Q1 24 | 5.86× | 1.64× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
TTD
| Other | $427.2M | 50% |
| Non Us | $419.6M | 50% |
UPBD
Segment breakdown not available.
