Gusto vs The Trade Desk

Alarm.com / Eng MgQg36
Jun 5 6 Comments

Pretty similar offers from both companies. Both are offering options rather than RSUs.

Both going through huge growth right now. But, I feel like The Trade Desk might be better for professional growth.

Thoughts?

comments

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TOP 6 Comments
  • The Trade Desk / Eng adwhispere
    I hope you took The Trade Desk offer and I will meet you some day (or, already have?). But, you had good choices either way... Gusto is a good company that I have a lot of respect for.

    That said I disagree with @xFGv12 about upside... Public or private is ultimately irrelevant to value of options. All that matters for that is growth potential. The HRMS industry is ~$8B/yr and is highly saturated with mostly the same kind of companies (is Gusto truly a fundamental game changer compered ADP or Workday?). Even if Gusto is wildly successful and overcomes the many heavyweight incumbents, they have a relatively low ceiling on their growth potential, unless you believe the category itself will dramatically scale, or Gusto will pivot to another business with a larger TAM.

    Global advertising on the other hand is a $750B industry ($1T in <10yrs) and is ~3% tapped for The Trade Desk's way of doing business (i.e. "programmatic"). Growth potential is orders of magnitude higher for The Trade Desk. There is a very rational case for the entire industry to be transacted this way eventually. We're still in the top of first inning...

    If you chose Gusto and it doesn't turn out to be everything you hoped, come on back. We'll leave the light on for you :)
    Sep 5 0
  • Uber CFxU64
    Gusto is less of a risk
    Jun 5 3
    • Alarm.com / Eng MgQg36
      OP
      In terms of Equity?
      Jun 5
    • Gusto xFGv12
      Yes. Trade Desk is already public so less upside
      Jun 5
    • Alarm.com / Eng MgQg36
      OP
      How's the professional growth at Gusto? Do you think its similar to Trade Desk?
      Jun 6
  • Box Voldy
    Can u share the Offers?
    Jun 10 0