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Side-by-side financial comparison of Trade Desk (The) (TTD) and WEIBO Corp (WB). Click either name above to swap in a different company.
WEIBO Corp is the larger business by last-quarter revenue ($1.3B vs $846.8M, roughly 1.5× Trade Desk (The)). WEIBO Corp runs the higher net margin — 35.7% vs 22.1%, a 13.6% gap on every dollar of revenue. Over the past eight quarters, Trade Desk (The)'s revenue compounded faster (31.3% CAGR vs 22.6%).
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.
Weibo Corporation is a Chinese social network company known for the microblogging website Sina Weibo. It is based in Beijing, China.
TTD vs WB — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $846.8M | $1.3B |
| Net Profit | $186.9M | $458.3M |
| Gross Margin | 80.7% | — |
| Operating Margin | 30.3% | 29.1% |
| Net Margin | 22.1% | 35.7% |
| Revenue YoY | 14.3% | — |
| Net Profit YoY | 2.6% | — |
| EPS (diluted) | $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 | $846.8M | — | ||
| Q3 25 | $739.4M | $1.3B | ||
| Q2 25 | $694.0M | $841.7M | ||
| Q1 25 | $616.0M | $396.9M | ||
| Q4 24 | $741.0M | — | ||
| Q3 24 | $628.0M | $1.3B | ||
| Q2 24 | $584.5M | $833.4M | ||
| Q1 24 | $491.3M | $395.5M |
| Q4 25 | $186.9M | — | ||
| Q3 25 | $115.5M | $458.3M | ||
| Q2 25 | $90.1M | $234.8M | ||
| Q1 25 | $50.7M | $108.1M | ||
| Q4 24 | $182.2M | — | ||
| Q3 24 | $94.2M | $297.4M | ||
| Q2 24 | $85.0M | $164.6M | ||
| Q1 24 | $31.7M | $51.1M |
| 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 24 | 78.9% | — |
| Q4 25 | 30.3% | — | ||
| Q3 25 | 21.8% | 29.1% | ||
| Q2 25 | 16.8% | 30.4% | ||
| Q1 25 | 8.8% | 27.8% | ||
| Q4 24 | 26.4% | — | ||
| Q3 24 | 17.3% | 29.0% | ||
| Q2 24 | 16.2% | 28.2% | ||
| Q1 24 | 5.8% | 25.2% |
| Q4 25 | 22.1% | — | ||
| Q3 25 | 15.6% | 35.7% | ||
| Q2 25 | 13.0% | 27.9% | ||
| Q1 25 | 8.2% | 27.2% | ||
| Q4 24 | 24.6% | — | ||
| Q3 24 | 15.0% | 22.9% | ||
| Q2 24 | 14.5% | 19.8% | ||
| Q1 24 | 6.4% | 12.9% |
| Q4 25 | $0.39 | — | ||
| Q3 25 | $0.23 | — | ||
| Q2 25 | $0.18 | — | ||
| Q1 25 | $0.10 | — | ||
| Q4 24 | $0.36 | — | ||
| Q3 24 | $0.19 | — | ||
| Q2 24 | $0.17 | — | ||
| Q1 24 | $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 | $1.3B | $1.1B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.5B | $3.9B |
| Total Assets | $6.2B | $6.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.4B | $1.1B | ||
| Q2 25 | $1.7B | $1.2B | ||
| Q1 25 | $1.7B | $1.2B | ||
| Q4 24 | $1.9B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.5B | $1.9B | ||
| Q1 24 | $1.4B | $2.1B |
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.6B | $3.9B | ||
| Q2 25 | $2.7B | $3.6B | ||
| Q1 25 | $2.7B | $3.5B | ||
| Q4 24 | $2.9B | — | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.4B | $3.4B | ||
| Q1 24 | $2.2B | $3.3B |
| Q4 25 | $6.2B | — | ||
| Q3 25 | $5.9B | $6.9B | ||
| Q2 25 | $6.0B | $6.5B | ||
| Q1 25 | $5.7B | $6.7B | ||
| Q4 24 | $6.1B | — | ||
| Q3 24 | $5.5B | — | ||
| Q2 24 | $5.2B | $7.1B | ||
| Q1 24 | $4.7B | $7.3B |
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 | — |
| Free Cash FlowOCF − Capex | $285.3M | — |
| FCF MarginFCF / Revenue | 33.7% | — |
| Capex IntensityCapex / Revenue | 3.1% | — |
| Cash ConversionOCF / Net Profit | 1.67× | — |
| TTM Free Cash FlowTrailing 4 quarters | $795.7M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $311.6M | — | ||
| Q3 25 | $224.7M | — | ||
| Q2 25 | $165.0M | — | ||
| Q1 25 | $291.4M | — | ||
| Q4 24 | $199.4M | — | ||
| Q3 24 | $273.3M | — | ||
| Q2 24 | $81.3M | — | ||
| Q1 24 | $185.5M | — |
| Q4 25 | $285.3M | — | ||
| Q3 25 | $158.3M | — | ||
| Q2 25 | $119.8M | — | ||
| Q1 25 | $232.3M | — | ||
| Q4 24 | $179.2M | — | ||
| Q3 24 | $224.6M | — | ||
| Q2 24 | $59.1M | — | ||
| Q1 24 | $178.2M | — |
| Q4 25 | 33.7% | — | ||
| Q3 25 | 21.4% | — | ||
| Q2 25 | 17.3% | — | ||
| Q1 25 | 37.7% | — | ||
| Q4 24 | 24.2% | — | ||
| Q3 24 | 35.8% | — | ||
| Q2 24 | 10.1% | — | ||
| Q1 24 | 36.3% | — |
| Q4 25 | 3.1% | — | ||
| Q3 25 | 9.0% | — | ||
| Q2 25 | 6.5% | — | ||
| Q1 25 | 9.6% | — | ||
| Q4 24 | 2.7% | — | ||
| Q3 24 | 7.8% | — | ||
| Q2 24 | 3.8% | — | ||
| Q1 24 | 1.5% | — |
| Q4 25 | 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
TTD
| Other | $427.2M | 50% |
| Non Us | $419.6M | 50% |
WB
| Income from operations | $373.2M | 29% |
| Shares used in computing diluted net income per share attributable to Weibos shareholders | $268.1M | 21% |
| Shares used in computing basic net income per share attributable to Weibos shareholders | $238.6M | 19% |
| Value-added services | $186.1M | 14% |
| Less: Income tax expenses | $113.2M | 9% |
| Investment related income, net | $45.0M | 4% |
| Product development | $16.7M | 1% |
| General and administrative | $10.6M | 1% |
| Sales and marketing | $7.1M | 1% |
| Accretion to redeemable non-controlling interests | $3.0M | 0% |
