Stock Analysis on Net

Common-Size Balance Sheet: Liabilities and Stockholders’ Equity 
Quarterly Data

Trade Desk Inc., common-size consolidated balance sheet: liabilities and stockholders’ equity (quarterly data)

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Sep 30, 2025 Jun 30, 2025 Mar 31, 2025 Dec 31, 2024 Sep 30, 2024 Jun 30, 2024 Mar 31, 2024 Dec 31, 2023 Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Sep 30, 2021 Jun 30, 2021 Mar 31, 2021 Dec 31, 2020 Sep 30, 2020 Jun 30, 2020 Mar 31, 2020
Accounts payable 46.48 45.72 42.05 43.05 43.77 45.28 44.92 47.40 43.53 43.55 41.93 42.72 42.09 41.86 40.95 46.28 43.66 43.76 43.89 48.97 43.01 35.49 37.54
Accrued expenses and other current liabilities 2.70 2.56 3.69 2.91 2.59 2.33 2.82 2.82 2.69 2.38 2.50 2.41 2.11 2.16 2.71 2.84 2.59 2.39 3.21 3.21 2.70 2.33 2.74
Operating lease liabilities, current 1.23 1.22 1.27 1.06 1.14 1.19 1.23 1.14 1.28 1.26 1.33 1.20 1.30 1.31 1.38 1.29 1.53 1.42 1.45 1.38 1.62 1.70 1.27
Current liabilities 50.41% 49.50% 47.01% 47.01% 47.50% 48.81% 48.96% 51.36% 47.50% 47.18% 45.76% 46.32% 45.50% 45.34% 45.03% 50.41% 47.78% 47.57% 48.54% 53.55% 47.33% 39.52% 41.56%
Operating lease liabilities, non-current 5.10 4.55 4.60 4.05 4.18 3.93 3.87 3.69 4.21 4.56 5.02 4.76 5.50 5.97 6.69 6.67 8.30 9.06 9.45 9.24 9.61 11.12 11.58
Debt, net 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3.37 7.68 8.09
Other liabilities, non-current 0.71 0.70 0.77 0.68 0.62 0.65 0.72 0.68 0.61 0.61 0.69 0.63 0.22 0.23 0.24 0.23 0.34 0.32 0.35 0.41 0.76 0.67 0.63
Non-current liabilities 5.81% 5.25% 5.38% 4.73% 4.80% 4.58% 4.59% 4.37% 4.82% 5.17% 5.71% 5.39% 5.72% 6.20% 6.93% 6.90% 8.63% 9.38% 9.79% 9.65% 13.73% 19.47% 20.30%
Total liabilities 56.22% 54.75% 52.38% 51.75% 52.31% 53.38% 53.55% 55.73% 52.32% 52.35% 51.48% 51.71% 51.22% 51.54% 51.96% 57.31% 56.41% 56.95% 58.34% 63.21% 61.06% 58.99% 61.86%
Preferred stock, par value $0.000001; zero shares issued and outstanding 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Common stock, par value $0.000001 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Additional paid-in capital 49.92 47.97 47.54 42.46 43.54 42.97 44.24 40.24 40.60 39.12 38.97 33.10 33.64 32.71 30.63 25.58 23.38 23.55 22.57 19.57 23.85 25.79 23.64
Accumulated other comprehensive income 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.01 0.01 0.01
Retained earnings (accumulated deficit) -6.14 -2.73 0.08 5.80 4.15 3.65 2.21 4.03 7.09 8.53 9.55 15.19 15.15 15.75 17.41 17.11 20.21 19.50 19.10 17.23 15.08 15.21 14.49
Stockholders’ equity 43.78% 45.25% 47.62% 48.25% 47.69% 46.62% 46.45% 44.27% 47.68% 47.65% 48.52% 48.29% 48.78% 48.46% 48.04% 42.69% 43.59% 43.05% 41.66% 36.79% 38.94% 41.01% 38.14%
Total liabilities and stockholders’ equity 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00%

Based on: 10-Q (reporting date: 2025-09-30), 10-Q (reporting date: 2025-06-30), 10-Q (reporting date: 2025-03-31), 10-K (reporting date: 2024-12-31), 10-Q (reporting date: 2024-09-30), 10-Q (reporting date: 2024-06-30), 10-Q (reporting date: 2024-03-31), 10-K (reporting date: 2023-12-31), 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-09-30), 10-Q (reporting date: 2021-06-30), 10-Q (reporting date: 2021-03-31), 10-K (reporting date: 2020-12-31), 10-Q (reporting date: 2020-09-30), 10-Q (reporting date: 2020-06-30), 10-Q (reporting date: 2020-03-31).


Accounts Payable
The proportion of accounts payable relative to total liabilities and stockholders’ equity demonstrated fluctuations over the observed timeframe. Starting at 37.54% in early 2020, it rose to a peak of approximately 48.97% by the end of 2020. Subsequently, it declined gradually, fluctuating around the low to mid-40% range, ending near 46.48% in the latest quarter. The early spikes may indicate increased short-term obligations or supplier financing, while the later stabilization suggests a more consistent management of payables.
Accrued Expenses and Other Current Liabilities
This component remained relatively stable, mostly between 2.1% and 3.2% of total liabilities and equity across all periods. Minor oscillations did not suggest any major shifts in accrued liabilities management. There is a slight upward trend in the last few quarters, ending at around 2.7%, which might point to incremental increases in accrued expenses.
Operating Lease Liabilities, Current
Current operating lease liabilities varied mostly within a narrow band between 1.0% and 1.7%. The highest observed value was 1.7% in mid-2020, followed by a gradual reduction, leveling off slightly above 1.2% in recent periods, suggesting relatively consistent leasing commitments over time with modest declines.
Current Liabilities
Current liabilities accounted for roughly 40% to 53.5% of total liabilities and stockholders’ equity, peaking at 53.55% in late 2020. After this peak, a reduction was observed, with levels generally residing around the mid to high 40% range. The fluctuations suggest variations in short-term obligations over quarters, with late 2023 showing an increase to over 50% again.
Operating Lease Liabilities, Non-Current
Non-current lease liabilities showed a clear decreasing trend from 11.58% in early 2020 down to around 3.69%-5.1% in the recent periods. This steady decline indicates substantial repayment or reclassification of long-term leasing obligations occurring during the timeframe.
Debt, Net
Net debt was reported only at the beginning of the dataset (early 2020) with values around 8%. No subsequent data was provided, indicating either full repayment or removal of this item from the balance sheet structure over time.
Other Liabilities, Non-Current
This category remained minimal and stable, generally below 1%, showing only slight variability without significant trends, indicative of stable non-core liabilities or obligations.
Non-Current Liabilities
Non-current liabilities decreased markedly from above 20% at the start (March 2020) down to approximately 4.5%-5.8% in later years. This reduction aligns with the decline seen in non-current lease liabilities and likely represents a broader trend of reducing long-term obligations.
Total Liabilities
Total liabilities ranged from about 58.99% to 63.21% in 2020, then declined to just above 50% in later years, with some minor increases during late 2023 and 2024 quarters. This downward movement reflects the reduced long-term liabilities and consistent but moderately variable short-term liabilities.
Additional Paid-in Capital
Additional paid-in capital increased steadily from about 23.64% in early 2020 to nearly 50% by the end of the dataset. This consistent growth suggests ongoing equity infusion or retained earnings being recorded within equity, contributing significantly to the financing structure.
Retained Earnings (Accumulated Deficit)
Retained earnings exhibited a notable pattern: increasing from 14.49% in early 2020 to a peak near 20.21% during late 2021, followed by a sharp decline through late 2023, turning negative and reaching approximately -6.14% towards the end. This decline may reflect sustained operational losses or significant distributions, negatively impacting accumulated earnings.
Stockholders’ Equity
Equity as a proportion of total liabilities and stockholders’ equity initially rose from 38.14% to over 43% by mid-2021, then fluctuated around 44-48% through 2023. However, a decline below 44% in the final reported quarters corresponds with the drop in retained earnings, indicating a weakening overall equity base.
Total Liabilities and Stockholders’ Equity
The sum remained constant at 100%, as expected given the percentage basis of all figures.