Why We Think Digital Turbine Is A Better Buy Than Trade Desk

  • We were fairly early latching onto the potential of both Trade Desk and Digital Turbine, and share price returns have been stellar on both.
  • We believe the companies are comparable in many respects, and when pressed, we actually think Digital Turbine has more potential.
  • But depending on the valuation metric, the shares of Digital Turbine are MUCH cheaper than those of Trade Desk, which we think is overvalued.
  • Digital Turbine is reasonably priced, but given the market turbulence, we would not go all-in here and preserve cash instead until there is more clarity on the impact of Omicron.
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