Sabre vs Trade Desk
Sabre and Trade Desk are similar in size: $2.77bn and $2.90bn of revenue in their latest fiscal years. Trade Desk grew faster (18.5% against 1.0%). Sabre kept more of each dollar of sales as profit: a net margin of 18.9% against 15.3%.
| Latest fiscal year | SabreSABR, 2025 | Trade DeskTTD, 2025 |
|---|---|---|
| Revenue | $2.77bn | $2.90bn |
| Revenue growth | 1.0% | 18.5% |
| Net income | $525m | $443m |
| Operating margin | 10.7% | — |
| Net margin | 18.9% | 15.3% |
| Return on equity | — | 16.3% |
| Free cash flow | −$192m | $796m |
| Cash | $792m | $658m |
| Total debt | $4.53bn | $0 |
| Debt to equity | — | — |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | — | $1.38bn |
| Employees | 4,650 | 3,843 |
| Market value | $680m | $6.05bn |
| Price vs our value range | — | Below our value range |
| Moat score | 32 (Weak) | 52 (Moderate) |
| Insider trades, 12 months | 2 buys, 0 sales | 4 buys, 3 sales |