Stock Analysis on Net

Trade Desk Inc. (NASDAQ:TTD)

$24.99

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

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

Microsoft Excel
Dec 31, 2025 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
Accounts payable
Accrued expenses and other current liabilities
Operating lease liabilities, current
Current liabilities
Operating lease liabilities, non-current
Other liabilities, non-current
Non-current liabilities
Total liabilities
Preferred stock, par value $0.000001; zero shares issued and outstanding
Common stock, par value $0.000001
Additional paid-in capital
Accumulated other comprehensive income
Retained earnings (accumulated deficit)
Stockholders’ equity
Total liabilities and stockholders’ equity

Based on: 10-K (reporting date: 2025-12-31), 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).


The composition of liabilities and stockholders’ equity for the analyzed entity exhibits several notable trends over the observed period. Current liabilities consistently represent a significant portion of the total, generally ranging between 45% and 53%. Non-current liabilities, while smaller in proportion, demonstrate an increasing trend towards the end of the period. Stockholders’ equity initially contributes a substantial portion, but its relative weight declines over time, while retained earnings experience a significant decrease in later periods.

Current Liabilities
Current liabilities, encompassing accounts payable, accrued expenses, and operating lease liabilities, generally fluctuated between approximately 47% and 51% of total liabilities and stockholders’ equity from March 2021 through December 2023. A noticeable increase to 53.08% is observed in September 2025. Accounts payable consistently represents the largest component of current liabilities, typically around 42% to 48% of the total. Accrued expenses and other current liabilities remain relatively stable, generally between 2% and 3.5%. Operating lease liabilities, current, show a slight decreasing trend, falling from 1.45% in March 2021 to 1.24% in December 2025.
Non-Current Liabilities
Non-current liabilities, consisting of operating lease liabilities and other long-term obligations, initially represent around 9% to 10% of the total. These liabilities demonstrate a gradual decline until December 2022, reaching a low of 4.76%. Subsequently, they begin to increase, culminating in 6.55% in December 2025. The increase is primarily driven by a rise in other non-current liabilities, which more than doubles from 0.63% in December 2022 to 0.70% in December 2025.
Stockholders’ Equity
Stockholders’ equity begins the period at approximately 41% to 43% of the total, but steadily decreases over time. This decline is largely attributable to a substantial reduction in retained earnings. Additional paid-in capital remains relatively stable, fluctuating between 22% and 40% before stabilizing around 48% in the later periods. Retained earnings experience a significant decrease, falling from 19.10% in March 2021 to -9.60% in December 2025, indicating accumulated deficits. The components of common stock and preferred stock remain consistently at zero throughout the analyzed period.

Overall, the entity demonstrates a shift in its capital structure, with a decreasing reliance on stockholders’ equity and a corresponding increase in liabilities, particularly towards the end of the observed timeframe. The substantial decline in retained earnings warrants further investigation, as it suggests potential challenges in profitability or significant distributions to shareholders. The increasing proportion of non-current liabilities may indicate a greater reliance on long-term financing.