VOL. XCIV, NO. 247

* MOAT STOCKS COMPARISON *

NO ADVICE

Friday, December 26, 2025

Stock Comparison

TransUnion vs The Trade Desk, Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

TransUnion

TRU · New York Stock Exchange

Market cap (USD)$16.8B
SectorFinancials
CountryUS
Data as of2025-12-23
Moat score
61/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

The Trade Desk, Inc.

TTD · NASDAQ

Market cap (USD)$18.5B
SectorCommunication Services
CountryUS
Data as of2025-12-26
Moat score
62/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Side-by-side metrics

TransUnion
The Trade Desk, Inc.
Ticker / Exchange
TRU - New York Stock Exchange
TTD - NASDAQ
Market cap (USD)
$16.8B
$18.5B
Sector
Financials
Communication Services
HQ country
US
US
Primary segment
U.S. Markets - Financial Services
Advertising Technology Platform (DSP)
Market structure
Oligopoly
Competitive
Market share
n/a
6%-10% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
61 / 100
62 / 100
Moat domains
Network, Demand, Legal, Supply
Network, Demand
Last update
2025-12-23
2025-12-26

Moat coverage

Shared moat types

Standards RegistryData Network Effects

TransUnion strengths

Data Workflow LockinCompliance AdvantageScope EconomiesBrand TrustHabit DefaultDe Facto Standard

The Trade Desk, Inc. strengths

Interoperability HubSwitching Costs General

Segment mix

TransUnion segments

Full profile >

U.S. Markets - Financial Services

Oligopoly

34.2%

U.S. Markets - Emerging Verticals

Competitive

29%

U.S. Markets - Consumer Interactive

Competitive

14%

International

Oligopoly

22.8%

The Trade Desk, Inc. segments

Full profile >

Advertising Technology Platform (DSP)

Competitive

100%

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.