Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
FY 2025 ·
Decision snapshot: TTD stock price vs NFE: inconclusive Relative valuation is incomplete for this pair. Review the available filing metrics before drawing a conclusion.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at NFE's multiple
Needs NFE P/E.
Implied fair value · at TTD's multiple
Needs EPS (TTM) is negative, TTD P/E.
Snapshot Sep 4, 4:00 PM ET
Metric by metric
Where each company leads, and how wide the gap is.
Growth edge
Pricing power
Operating leverage
Multiple discount
Not comparable
Lower leverage
Statements
Core statements aligned to each company's latest fiscal year.
SEC periods: TTD FY 2025 (ended Dec 31, 2025) · NFE FY 2025 (ended Dec 31, 2025).
Trendline
Five fiscal years of revenue, earnings, and margins before underwriting a re-rating.
Price framework
Market cap plus debt, less cash.
Capital structure 66% equity / 34% debt · EV / Revenue 3.13x · EV / EBITDA 13.42x
Capital structure 1% equity / 99% debt · EV / Revenue 10.04x
NFE carries the larger enterprise value at $15.10B against $9.06B; TTD trades on the lower EV / Revenue multiple (3.13x vs 10.04x).
Price framework
The same filing-backed model used on each company's valuation page, with company-specific inputs and calculated scenarios.
The Trade Desk, Inc. · implied price per share
Debt and bridge-cash inputs are required to translate enterprise value into equity value.
New Fortress Energy Inc. · implied price per share
Latest annual free cash flow must be positive to qualify the filing-backed baseline.
Balance sheet health
Financial health checks to separate durable balance sheets from potential value traps.
Financial strength on a 0–9 scale.
Bankruptcy-risk signal from balance sheet and earnings power.
Debt / equity
Total debt against shareholders' equity
1.43x
83.51x
Net debt / EBITDA
Leverage against operating earnings
3.34x
-12.76x
Cash and equivalents
Liquid reserves on the balance sheet
$1.30B
$226.45M
Total debt
Interest-bearing obligations outstanding
Comparable set
Where the pair sits against the wider comparable set.
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