Nice vs Trade Desk
Nice and Trade Desk are similar in size: $2.95bn and $2.90bn of revenue in their latest fiscal years. Trade Desk grew faster (18.5% against 7.7%). Nice kept more of each dollar of sales as profit: a net margin of 20.8% against 15.3%.
| Latest fiscal year | NiceNICE, 2025 | Trade DeskTTD, 2025 |
|---|---|---|
| Revenue | $2.95bn | $2.90bn |
| Revenue growth | 7.7% | 18.5% |
| Net income | $612m | $443m |
| Operating margin | 21.9% | — |
| Net margin | 20.8% | 15.3% |
| Return on equity | 16.4% | 16.3% |
| Free cash flow | $698m | $796m |
| Cash | $379m | $658m |
| Total debt | $0 | $0 |
| Debt to equity | 0.0% | — |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $489m | $1.38bn |
| Employees | — | 3,843 |
| Market value | $6.43bn | $6.05bn |
| Price vs our value range | Below our value range | Below our value range |
| Moat score | 53 (Moderate) | 52 (Moderate) |
| Insider trades, 12 months | 0 buys, 1 sales | 4 buys, 3 sales |