Criteo S.A. CRTO

16.28 (0.28) (1.69%) as of 25 Sep
Market cap
$924.5M
P/E
8.1×
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 0.35
Total sells 1.83
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — 3 — — — 1 — — — — — —
Sell — 3 1 — 2 2 — 2 2 — 8 2
Insider Ownership 0.00%

Capital & Financial Ratios

Market Cap 924.54
Revenue 1,863.45
Net Income 106.78
Free Cash Flow 180.02
Net Debt (270.64)
Current Ratio 1.29
Debt/Equity 0.01
P/E ratio 8.06
P/S ratio 0.43
P/B ratio 0.69
Past 5Y EPS Growth 6.16%
This Y EPS Growth (24.12%)
Next Y EPS Growth 17.38%
Next 5Y EPS Growth (0.63%)
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2020 Powerpack
2019 Powerpack
2018 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 417 317 365 280
Receivables 847 856 653 530
Inventory — — — —
Other 48 51 53 63
1,312 1,224 1,072 873
2023 2024 2025 Q'26
Payables 839 803 566 457
ST’ Debt 3 3 11 10
Other 219 161 192 154
1,140 1,047 845 678
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 3.93% (1.26%) (1.21%)
Cash Flow 8.54% 10.92% 6.73%
Earnings 9.28% 15.07% 152.79%
Book Value 9.49% 0.57% 3.13%

Revenue

Mar Jun Sep Dec Year
’26 425 428 — — —
’25 451 483 470 541 1,945
’24 450 471 459 553 1,933
’23 445 469 469 566 1,949
’22 511 495 447 564 2,017
’21 541 551 509 653 2,254
’20 503 438 470 661 2,073
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 48 20 — — —
’25 62 (1) 90 161 311
’24 14 17 58 169 258
’23 42 1 20 161 224
’22 75 14 42 125 256
’21 77 26 51 66 221
’20 57 33 51 44 185
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 16 (38) — — —
’25 45 (36) 67 134 211
’24 1 (4) 39 146 182
’23 9 (44) 4 142 110
’22 69 (1) 21 111 200
’21 64 13 35 56 168
’20 45 15 38 22 120
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.15 0.22 — — —
’25 0.66 0.39 0.70 0.90 2.64
’24 0.14 0.46 0.11 1.23 1.90
’23 (0.20) (0.05) 0.12 1.02 0.88
’22 0.32 (0.55) 0.10 0.25 0.14
’21 0.35 0.23 0.37 1.15 2.09
’20 0.25 0.09 0.09 0.73 1.16
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

2.2
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
24.23 22.00 19.13 15.90 5.89 17.64 20.56 22.10 23.87 19.00

Analyst estimates 2026–2028

Powerpack
Low Price
47.81 56.00 36.66 30.85 22.48 46.65 39.40 36.76 49.93 47.27
High Price
2,503 2,764 2,744 2,755 2,594 2,781 3,716 3,563 3,507 3,649
Employees
1 1 1 1 1 1 1 1 1 1
Revenue/Emp
1,799 2,297 2,300 2,262 2,073 2,254 2,017 1,949 1,933 1,945
Revenue
35.85% 35.68% 36.27% 36.66% 33.20% 34.69% 39.42% 44.27% 50.84% 53.96%
Gross Margin
120 128 142 135 107 154 42 75 154 204
EBT
6.70% 5.59% 6.17% 5.99% 5.16% 6.82% 2.09% 3.83% 7.99% 10.47%
EBT Margin
87 97 96 96 75 138 11 55 115 149
Net Income
63 104 112 97 107 91 150 72 88 129
Depreciation
28.41 35.26 34.61 35.17 34.05 37.13 33.61 34.71 35.27 36.74
Revenue/Sh
1.30 1.40 1.33 1.41 1.18 2.21 0.15 0.95 2.04 2.73
Earnings/Sh
2.42 3.77 3.92 3.47 3.04 3.64 4.27 3.99 4.71 5.88
Cash Flow/Sh
(1.22) (1.67) (1.89) (1.52) (1.08) (0.87) (0.93) (2.04) (1.40) (1.90)
Capex/Sh
1.20 2.10 2.04 1.94 1.97 2.77 3.34 1.96 3.31 3.98
Free CF/Sh
9.63 13.78 14.56 16.14 18.94 19.74 18.02 19.79 19.72 22.40
Book Value/Sh
63 65 66 64 61 61 60 56 55 53
Shares
32.46 18.91 16.96 12.20 17.38 17.51 159.10 25.93 19.25 7.55
PE Ratio
1.47 0.74 0.66 0.49 0.60 1.05 0.77 0.71 1.12 0.56
PS Ratio
4.35 1.89 1.56 1.07 1.08 1.97 1.44 1.24 2.01 0.92
PB Ratio
1.37 0.56 0.50 0.31 0.37 0.80 0.57 0.50 0.96 0.38
EV/Sales
32.43 9.41 8.50 5.61 6.37 10.69 5.77 8.82 10.22 3.49
EV/FCF
153 245 261 223 185 221 256 224 258 311
Op' Cash Flow
(77) (109) (125) (98) (65) (53) (56) (114) (77) (101)
Capex
76 137 135 125 120 168 200 110 182 211
FCF
223 371 329 390 464 592 181 172 178 227
Working Cap'
86 4 4 4 3 1 0 3 4 11
Total Debt
(185) (410) (361) (414) (485) (565) (398) (414) (313) (354)
Net Debt
610 898 968 1,038 1,153 1,198 1,081 1,111 1,081 1,186
Sh' Equity
8.02% 6.65% 5.67% 5.36% 3.93% 7.01% 0.41% 2.25% 4.79% 6.47%
ROA
17.79% 17.68% 15.15% 14.15% 10.18% 14.98% 2.22% 6.92% 12.32% 15.24%
ROIC
15.11% 12.10% 9.50% 9.05% 6.54% 11.44% 0.79% 4.86% 10.18% 12.76%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Criteo S.A. (CRTO) key facts

  • Criteo S.A. (CRTO) is an Advertising Agencies company in the Communication Services sector, traded in the US as an ADR.
  • Criteo S.A.’s revenue for fiscal 2025 (year ended December 2025) was $1.9 billion, up 0.60% from fiscal 2024.
  • Net income was $149.4 million, or $2.73 per share (basic), a net margin of 7.43%.
  • As of September 25, 2026, CRTO traded at $16.28, a market capitalization of $924.5 million.
  • At that price the stock trades at 8.1× trailing-twelve-month earnings and 0.4× sales.
  • Return on equity was 12.8% and debt-to-equity 0.01.

Source: company filings (standardised) and stockrow calculations.

Criteo S.A. (CRTO) Latest News

News by impact score

Fine-tune

16 Sep

3

Criteo S.A. forms reseller partnership with Tyroo to expand regional reach. Partnership aids regional expansion with moderate effects on operations and positioning.

5 Aug

4

Criteo SA Q2 2026 earnings highlight AI-driven growth offsetting enterprise segment weakness, underscoring the company's pivot to artificial intelligence to sustain performance. AI growth initiatives point to major strategic repositioning likely to reshape revenue trajectory and investor outlook.

4 transcript

Criteo S.A. reported Q2 results with revenue of $444 million, up 7% year-over-year, and retail media revenue growing 29%. The company highlighted expansion in commerce media and AI-driven solutions while noting a $50 million share repurchase authorization. Q2 earnings and growth metrics directly shape near-term stock valuation and guidance expectations.

4

Criteo S.A. released its second quarter 2026 financial results. Quarterly earnings directly drive stock valuation and investor outlook shifts for Criteo.

29 Jul

3

Criteo S.A. completes Luxembourg redomiciliation and approves plan to shift domicile to the United States. US domicile shift may alter tax treatment and regulatory oversight without changing core ad-tech operations.

3

Criteo completes redomiciliation from France to Luxembourg. Board approves next step toward U.S. domicile. Redomiciliation to Luxembourg with planned U.S. move may affect tax obligations and regulatory compliance.

10 Jul

3

Criteo shares surged this week on strong operational metrics and positive market response. Weekly stock surge signals improved sentiment that may lift near-term valuation without altering long-term trajectory.

6 Jul

5

Vista Equity and Quinti Capital offered to acquire French adtech firm Criteo S.A. Acquisition offer signals potential full ownership change and strategic overhaul at Criteo.

5

Criteo received a buyout offer from Vista Equity Partners at a 50%+ premium, driving its stock to the strongest single-day gain in nearly five years. The Trade Desk shares edged modestly higher in response. A 50%+ premium buyout offer from Vista would transfer ownership of Criteo and end its independent public-market trajectory.

4

Criteo S.A. has attracted takeover bids from equity and investment firms. Takeover bids signal potential acquisition that could substantially alter ownership structure and strategic direction.

3

Criteo strengthens competitive position via AI-driven retail advertising solutions and targeted governance adjustments. AI retail ads and governance changes may moderately boost product positioning without fundamentally shifting company trajectory.

5 Jul

3

Albertsons expands deployment of Criteo AI Search. Albertsons pursues changes to its governance rules. Albertsons expansion of Criteo AI Search delivers moderate positive effects on Criteo revenue and market position.

23 Jun

4

Albertsons Media Collective integrates sponsored product discovery into AI-powered conversational search using Criteo technology. New AI retail media feature expands Criteo ad platform adoption and competitive positioning.

9 Jun

3

Criteo S.A. is positioned as a Leader in the SPARK Matrix for Retail Media Network and Monetization Platform (RMNMP) 2026 by QKS Group. Leadership recognition in retail media platform evaluation strengthens Criteo's competitive visibility and client acquisition potential.

3

Criteo S.A. (CRTO) is named a leader in the QKS Group SPARK Matrix™ for Retail Media Network and Monetization Platform, Q2 2026. Leadership placement in retail media evaluation improves visibility and competitive standing in core business area.

7 May

4 transcript

Criteo (CRTO) released its Q1 2026 earnings call transcript detailing financial results, guidance, and executive commentary. Q1 2026 earnings transcript discloses financial performance, forward guidance, and strategic insights directly influencing Criteo's market trajectory.

6 May

4

Criteo S.A. (CRTO) released Q1 earnings call highlights detailing financial results, revenue growth, profitability metrics, and forward guidance. Q1 earnings highlights disclose key financials and outlook that significantly shape CRTO's market performance and investor expectations.

4

OpenAI launches self-serve ad platform for ChatGPT, now available to U.S. businesses. OpenAI's ChatGPT ad platform entry threatens Criteo's position in digital advertising by diverting spend to AI-driven self-serve ads.

4

Criteo S.A. (CRTO) reported first quarter 2026 results. Quarterly earnings reports directly shape financial performance expectations and investor sentiment for Criteo.

30 Apr

3

New analysis reveals 64.9% of ad fraud originates from repeat actors. Ad fraud dominated by repeat actors underscores persistent industry risks affecting Criteo's ad tech operations and market trust.

21 Apr

4

Criteo S.A. (CRTO) pledges commitment to geographic expansion to drive growth amid competitive ad tech landscape. Geographic expansion signals major strategic push enhancing market reach and revenue potential.

17 Apr

4

Criteo and DoorDash expand their retail commerce media partnership. Partnership expansion with DoorDash boosts Criteo's retail media reach and revenue potential significantly.

31 Mar

4

Criteo expands its GO platform with full self-service access to its AI-powered performance platform, enabling easier adoption for users. Full self-service access to the AI-powered platform represents a major strategic enhancement that could significantly increase user adoption, scalability, and competitive positioning.

27 Mar

4

Criteo's investor narrative shifts downward as analysts cut price targets amid subdued GenAI expectations. Lower analyst targets and GenAI expectations drive significant negative shift in CRTO's market narrative and investor sentiment.

21 Mar

3

OpenAI will introduce ads to all ChatGPT free and Go users in the US. OpenAI's ChatGPT ads expansion heightens competition in ad tech, moderately affecting Criteo's positioning and market sentiment.

8 Mar

4

Criteo pitched its AI Commerce Platform at the Morgan Stanley Conference, detailing a ChatGPT pilot and Commerce Go initiative. AI Commerce Platform pitch with ChatGPT pilot represents major strategic innovation boosting competitive positioning and market sentiment.

2 Mar

4

Criteo S.A. joins OpenAI's advertising pilot program within ChatGPT to test and deploy ad technologies. Criteo's entry into OpenAI's ChatGPT ad pilot marks a major strategic expansion into AI-powered advertising platforms.

27 Feb

4

Criteo S.A. (CRTO) shareholders approved the redomiciliation of the company from France to Luxembourg. Redomiciliation to Luxembourg offers tax advantages, regulatory flexibility, and enhanced investor appeal, marking a significant strategic shift.

25 Feb

3

ADvendio launched an integration with Criteo to enable scalable retail media solutions, allowing advertisers to manage and optimize campaigns across Criteo's retail media network more efficiently. Integration bolsters Criteo's retail media offerings, enhancing competitive positioning and potential revenue in a high-growth sector without fundamentally transforming operations.

13 Feb

4

Leading independent proxy advisory firms have recommended that shareholders of Criteo S.A. vote in favor of the company's redomiciliation from France to Luxembourg. This move is seen as a strategic decision aimed at enhancing the company's operational flexibility and aligning with its growth objectives. Redomiciliation is a significant strategic move that could enhance operational flexibility and investor sentiment.

stockrow.com/CRTO · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com