WallStSmart

Emerald Expositions Events Inc (EEX)vsTrade Desk Inc (TTD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Trade Desk Inc generates 525% more annual revenue ($2.90B vs $463.40M). TTD leads profitability with a 15.3% profit margin vs -6.6%. TTD appears more attractively valued with a PEG of 0.86. TTD earns a higher WallStSmart Score of 72/100 (B).

EEX

Buy

61

out of 100

Grade: C+

Growth: 8.7Profit: 5.0Value: 6.7Quality: 5.0
Piotroski: 4/9Altman Z: 0.26

TTD

Strong Buy

72

out of 100

Grade: B

Growth: 7.3Profit: 8.0Value: 7.3Quality: 5.3
Piotroski: 2/9Altman Z: 1.95
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for EEX.

TTDSignificantly Overvalued (-60.9%)

Margin of Safety

-60.9%

Fair Value

$16.92

Current Price

$21.97

$5.05 premium

UndervaluedFair: $16.92Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EEX4 strengths · Avg: 8.5/10
Operating MarginProfitability
32.1%10/10

Strong operational efficiency at 32.1%

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
24.3%8/10

Revenue surging 24.3% year-over-year

EPS GrowthGrowth
48.8%8/10

Earnings expanding 48.8% YoY

TTD2 strengths · Avg: 9.0/10
Operating MarginProfitability
30.3%10/10

Strong operational efficiency at 30.3%

PEG RatioValuation
0.868/10

Growing faster than its price suggests

Areas to Watch

EEX4 concerns · Avg: 3.0/10
PEG RatioValuation
2.164/10

Expensive relative to growth rate

Market CapQuality
$884.94M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.393/10

Elevated debt levels

Return on EquityProfitability
-8.5%2/10

ROE of -8.5% — below average capital efficiency

TTD2 concerns · Avg: 3.5/10
Altman Z-ScoreHealth
1.954/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : EEX

The strongest argument for EEX centers on Operating Margin, Price/Book, Revenue Growth. Revenue growth of 24.3% demonstrates continued momentum.

Bull Case : TTD

The strongest argument for TTD centers on Operating Margin, PEG Ratio. Profitability is solid with margins at 15.3% and operating margin at 30.3%. Revenue growth of 14.3% demonstrates continued momentum.

Bear Case : EEX

The primary concerns for EEX are PEG Ratio, Market Cap, Debt/Equity.

Bear Case : TTD

The primary concerns for TTD are Altman Z-Score, Piotroski F-Score.

Key Dynamics to Monitor

EEX profiles as a growth stock while TTD is a mature play — different risk/reward profiles.

TTD carries more volatility with a beta of 1.19 — expect wider price swings.

EEX is growing revenue faster at 24.3% — sustainability is the question.

TTD generates stronger free cash flow (277M), providing more financial flexibility.

Bottom Line

TTD scores higher overall (72/100 vs 61/100), backed by strong 15.3% margins and 14.3% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Emerald Expositions Events Inc

COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA

Emerald Holding, Inc. operates business-to-business (B2B) trade shows in the United States. The company is headquartered in New York, New York.

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Trade Desk Inc

COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA

Trade Desk, Inc. is a technology company in the United States and internationally. The company is headquartered in Ventura, California.

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