Hand of the Market Screener
Quality checklist

4 of 4 checks passed · quarter ending 2026-06-30

  • ROIC at least 10%—no value
  • Operating margin up over 3 years+11.1 pppassed
  • Free cash flow at least 80% of net income212.1%passed
  • Share count up at most 5% in 3 years-5.9%passed
  • Net debt at most 3× EBITDA—no value
  • Revenue grew over 3 years20.0%passed
Insider buying, last 90 days

No discretionary insider buying in the last 90 days.

Tracked funds, latest reports
Conviction funds
$0 +0.0 pp of the company
0 buying · 0 selling · 1 holding
Active managers
−$27.68M −0.3 pp of the company
1 buying · 2 selling · 3 holding
Mutual funds & ETFs
−$1.32M −0.0 pp of the company
0 buying · 1 selling · 2 holding

Each factor with its sector median and, where it's reported per quarter, its last 12 quarters.

Size & liquidity
TTDSector12 quartersMarket cap$6.19B$9.71BEnterprise value—$13.46BAvg daily $ volume$426.44M$182.65MDaily turnover6.9%1.5%
Growth
TTDSector12 quartersRevenue CAGR 3y20.0%8.2%28.1% → 20.0%Revenue CAGR 5y23.6%10.2%Revenue growth YoY3.0%14.1%24.9% → 3.0%Revenue acceleration−8.8 pp+0.6 pp+1.8 pp → −8.8 ppFCF growth YoY14.2%17.2%24.4% → 14.2%FCF conversion212.1%137.7%400.1% → 212.1%Forward growth (HoM est.)11.5%11.4%
Valuation
TTDSector12 quartersP/E (trailing)15.2×35.1×P/E (forward, HoM est.)13.6×31.5×P/E vs. sector0.5×1.0×PEG (HoM est.)1.192.92EV/EBITDA—19.7×EV/Sales—4.9×FCF yield—3.6%Dividend yield0.0%0.0%Shareholder yield15.8%2.1%
Quality
TTDSector12 quartersQuality checks passed44ROIC—11.8%Gross profitability39.9%31.6%32.9% → 39.9%Gross margin76.9%57.6%81.2% → 76.9%Gross margin Δ 3y−4.6 pp+1.2 pp+0.3 pp → −4.6 ppOperating margin19.6%12.8%8.5% → 19.6%Operating margin Δ 3y+11.1 pp+3.6 pp−7.1 pp → +11.1 ppDebt/equity—0.5×Net debt/EBITDA—0.7×Interest coverage277.9×10.1×282.1× → 277.9×Share count Δ 3y-5.9%-2.3%2.0% → -5.9%Stock compensation / revenue15.1%4.2%27.2% → 15.1%Accruals ratio-11.5%-5.6%-12.5% → -11.5%
Earnings & estimates
TTDSector12 quartersDays to next report1413
Ownership & positioning
TTDSector12 quartersInsider buys (90d)00Insiders buying (90d)00Insider net value (90d)$0-$68.35KInstitutional ownership80.2%93.5%Institutional Δ QoQ+1.0 pp+1.3 ppConviction funds net buying+0.0 pp+0.0 ppActive managers net buying−0.3 pp+0.1 ppActive funds net buying−0.0 pp+0.0 ppDays to cover2.604.04Short % of shares out17.9%5.5%Short interest Δ−0.9 pp+0.1 pp

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Source: SEC EDGAR: Forms 4 (insider trades), 10-Q and 10-K (financials). Insider trades as filed (amendments applied); financial metrics computed by Hand of the Market from the companies' quarterly and annual reports. Each trade links to its filing.

Not investment advice. These signals are starting points for research, not recommendations. Data may contain errors or lag the filings.