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Side-by-side financial comparison of Trade Desk (The) (TTD) and WOLVERINE WORLD WIDE INC (WWW). Click either name above to swap in a different company.
Trade Desk (The) is the larger business by last-quarter revenue ($846.8M vs $517.5M, roughly 1.6× WOLVERINE WORLD WIDE INC). Trade Desk (The) runs the higher net margin — 22.1% vs 6.1%, a 15.9% gap on every dollar of revenue. On growth, WOLVERINE WORLD WIDE INC posted the faster year-over-year revenue change (25.5% vs 14.3%). Trade Desk (The) produced more free cash flow last quarter ($285.3M vs $145.6M). Over the past eight quarters, Trade Desk (The)'s revenue compounded faster (31.3% CAGR vs 14.5%).
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.
Wolverine World Wide is a global designer, manufacturer and marketer of branded footwear, apparel and accessories. It owns popular brands including Merrell, Sperry, Saucony and Hush Puppies, serving outdoor, casual, workwear and athletic segments via e-commerce, retail stores and global wholesale networks.
TTD vs WWW — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $846.8M | $517.5M |
| Net Profit | $186.9M | $31.8M |
| Gross Margin | 80.7% | 47.3% |
| Operating Margin | 30.3% | 9.7% |
| Net Margin | 22.1% | 6.1% |
| Revenue YoY | 14.3% | 25.5% |
| Net Profit YoY | 2.6% | 162.8% |
| EPS (diluted) | $0.39 | $0.37 |
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 | — | $517.5M | ||
| Q4 25 | $846.8M | — | ||
| Q3 25 | $739.4M | $470.3M | ||
| Q2 25 | $694.0M | $474.2M | ||
| Q1 25 | $616.0M | $412.3M | ||
| Q4 24 | $741.0M | $494.7M | ||
| Q3 24 | $628.0M | $440.2M | ||
| Q2 24 | $584.5M | $425.2M |
| Q1 26 | — | $31.8M | ||
| Q4 25 | $186.9M | — | ||
| Q3 25 | $115.5M | $25.1M | ||
| Q2 25 | $90.1M | $26.8M | ||
| Q1 25 | $50.7M | $12.1M | ||
| Q4 24 | $182.2M | $23.1M | ||
| Q3 24 | $94.2M | $23.2M | ||
| Q2 24 | $85.0M | $13.8M |
| Q1 26 | — | 47.3% | ||
| Q4 25 | 80.7% | — | ||
| Q3 25 | 78.1% | 47.5% | ||
| Q2 25 | 78.2% | 47.2% | ||
| Q1 25 | 76.8% | 47.2% | ||
| Q4 24 | 81.7% | 43.4% | ||
| Q3 24 | 80.5% | 45.1% | ||
| Q2 24 | 81.1% | 43.1% |
| Q1 26 | — | 9.7% | ||
| Q4 25 | 30.3% | — | ||
| Q3 25 | 21.8% | 8.4% | ||
| Q2 25 | 16.8% | 8.6% | ||
| Q1 25 | 8.8% | 4.8% | ||
| Q4 24 | 26.4% | 7.4% | ||
| Q3 24 | 17.3% | 7.9% | ||
| Q2 24 | 16.2% | 6.8% |
| Q1 26 | — | 6.1% | ||
| Q4 25 | 22.1% | — | ||
| Q3 25 | 15.6% | 5.3% | ||
| Q2 25 | 13.0% | 5.7% | ||
| Q1 25 | 8.2% | 2.9% | ||
| Q4 24 | 24.6% | 4.7% | ||
| Q3 24 | 15.0% | 5.3% | ||
| Q2 24 | 14.5% | 3.2% |
| Q1 26 | — | $0.37 | ||
| Q4 25 | $0.39 | — | ||
| Q3 25 | $0.23 | $0.30 | ||
| Q2 25 | $0.18 | $0.32 | ||
| Q1 25 | $0.10 | $0.15 | ||
| Q4 24 | $0.36 | $0.29 | ||
| Q3 24 | $0.19 | $0.28 | ||
| Q2 24 | $0.17 | $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 | $1.3B | — |
| Total DebtLower is stronger | — | $621.7M |
| Stockholders' EquityBook value | $2.5B | $408.0M |
| Total Assets | $6.2B | $1.7B |
| Debt / EquityLower = less leverage | — | 1.52× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $1.9B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.5B | — |
| Q1 26 | — | $621.7M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $676.4M | ||
| Q2 25 | — | $708.5M | ||
| Q1 25 | — | $710.8M | ||
| Q4 24 | — | $648.0M | ||
| Q3 24 | — | $702.8M | ||
| Q2 24 | — | $814.7M |
| Q1 26 | — | $408.0M | ||
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.6B | $376.7M | ||
| Q2 25 | $2.7B | $344.0M | ||
| Q1 25 | $2.7B | $310.6M | ||
| Q4 24 | $2.9B | $312.9M | ||
| Q3 24 | $2.6B | $295.2M | ||
| Q2 24 | $2.4B | $262.1M |
| Q1 26 | — | $1.7B | ||
| Q4 25 | $6.2B | — | ||
| Q3 25 | $5.9B | $1.7B | ||
| Q2 25 | $6.0B | $1.8B | ||
| Q1 25 | $5.7B | $1.7B | ||
| Q4 24 | $6.1B | $1.7B | ||
| Q3 24 | $5.5B | $1.8B | ||
| Q2 24 | $5.2B | $1.8B |
| Q1 26 | — | 1.52× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 1.80× | ||
| Q2 25 | — | 2.06× | ||
| Q1 25 | — | 2.29× | ||
| Q4 24 | — | 2.07× | ||
| Q3 24 | — | 2.38× | ||
| Q2 24 | — | 3.11× |
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 | $146.2M |
| Free Cash FlowOCF − Capex | $285.3M | $145.6M |
| FCF MarginFCF / Revenue | 33.7% | 28.1% |
| Capex IntensityCapex / Revenue | 3.1% | 0.1% |
| Cash ConversionOCF / Net Profit | 1.67× | 4.60× |
| TTM Free Cash FlowTrailing 4 quarters | $795.7M | $125.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $146.2M | ||
| Q4 25 | $311.6M | — | ||
| Q3 25 | $224.7M | $33.0M | ||
| Q2 25 | $165.0M | $44.6M | ||
| Q1 25 | $291.4M | $-83.8M | ||
| Q4 24 | $199.4M | $82.4M | ||
| Q3 24 | $273.3M | $108.2M | ||
| Q2 24 | $81.3M | $26.7M |
| Q1 26 | — | $145.6M | ||
| Q4 25 | $285.3M | — | ||
| Q3 25 | $158.3M | $30.1M | ||
| Q2 25 | $119.8M | $41.2M | ||
| Q1 25 | $232.3M | $-91.4M | ||
| Q4 24 | $179.2M | $74.4M | ||
| Q3 24 | $224.6M | $104.1M | ||
| Q2 24 | $59.1M | $23.7M |
| Q1 26 | — | 28.1% | ||
| Q4 25 | 33.7% | — | ||
| Q3 25 | 21.4% | 6.4% | ||
| Q2 25 | 17.3% | 8.7% | ||
| Q1 25 | 37.7% | -22.2% | ||
| Q4 24 | 24.2% | 15.0% | ||
| Q3 24 | 35.8% | 23.6% | ||
| Q2 24 | 10.1% | 5.6% |
| Q1 26 | — | 0.1% | ||
| Q4 25 | 3.1% | — | ||
| Q3 25 | 9.0% | 0.6% | ||
| Q2 25 | 6.5% | 0.7% | ||
| Q1 25 | 9.6% | 1.8% | ||
| Q4 24 | 2.7% | 1.6% | ||
| Q3 24 | 7.8% | 0.9% | ||
| Q2 24 | 3.8% | 0.7% |
| Q1 26 | — | 4.60× | ||
| Q4 25 | 1.67× | — | ||
| Q3 25 | 1.94× | 1.31× | ||
| Q2 25 | 1.83× | 1.66× | ||
| Q1 25 | 5.75× | -6.93× | ||
| Q4 24 | 1.09× | 3.57× | ||
| Q3 24 | 2.90× | 4.66× | ||
| Q2 24 | 0.96× | 1.93× |
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% |
WWW
| Sales Channel Through Intermediary | $230.2M | 44% |
| Sales Channel Directly To Consumer | $142.6M | 28% |
| Work Group | $134.0M | 26% |
| Other | $10.7M | 2% |
