The entire ad tech market got walloped on Wednesday and investors may be feeling a little dazed. Well shake it off and have confidence in the fact that programmatic advertising is doing just fine (and there are some incredible bargains to be had). Let’s put things in perspective and compare numbers between featherweight Perion (PERI) versus heavyweight Trade Desk (TTD).
Perion’s twelve-month-trailing revenue is $328M; Trade Desk $836M
Perion’s year-over-year quarterly revenue growth is +51%; Trade Desk +48%
Perion’s trailing Price-to-Earnings ratio (P/E) is 63.22; Trade Desk 140.59
Perion’s market cap is $778M; Trade Desk $33B
Trade Desk’s market cap is 42X larger than Perion
(PERI is still…ahem, a screaming buy)
“Get your sail out in the wind.” — Back Where It All Begins, The Allman Brothers Band