analyticsMarketing Tech
Data as of Q1 2026
Summary Verdict
SPT: 2—TTD: 3wins
Rule of 40
25.7SPT
43.7TTD
check_circleTTD leads
Revenue Growth
12.9%SPT
12.0%TTD
check_circleSPT leads
Gross Margin
77%SPT
77%TTD
check_circleSPT leads
FCF Margin
12.8%SPT
31.7%TTD
check_circleTTD leads
Operating Margin
-8.4%SPT
14.6%TTD
check_circleTTD leads
NRR
—SPT
—TTD
Metric
Rule of 40Efficiency score
SPT
25.7
TTD
43.7check_circle
Revenue GrowthYoY
SPT
12.9%check_circle
TTD
12.0%
Gross Margin% of revenue
SPT
77%check_circle
TTD
77%
FCF MarginFree cash flow
SPT
12.8%
TTD
31.7%check_circle
Operating MarginGAAP
SPT
-8.4%
TTD
14.6%check_circle
NRRNet retention
SPT
N/A
TTD
N/A
EV / RevenueValuation multiple
SPT
0.9xcheck_circle
TTD
3.2x
Market CapUSD
SPT
$449.6M
TTD
$10.1Bcheck_circle
ARR GrowthYoY
SPT
N/A
TTD
N/A
CAC PaybackMonths to recover
SPT
N/A
TTD
N/A
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insights
Analysis
As of Q1 2026, Sprout Social, Inc. trades at 0.9x EV/Revenue versus The Trade Desk, Inc. at 3.2x. On the Rule of 40, Sprout Social, Inc. scores 25.7 compared to The Trade Desk, Inc.'s 43.7, placing The Trade Desk, Inc. ahead in operating efficiency. Gross margins stand at Sprout Social, Inc. 77% vs The Trade Desk, Inc. 77%.
Sector Context
Both companies operate in the Marketing Tech sector. The median columns above show where each company stands relative to their peers.