Criteo S.A. (CRTO) vs The Trade Desk (TTD)

Criteo S.A. and The Trade Desk are both Advertising Agencies companies. The Trade Desk is the larger, with a market value of $5.9B against $924.5M — 6.4× the size. Criteo S.A. trades at the lower P/E: 8.1× against 14.8×. The Trade Desk grew revenue faster over the last twelve months: 11.6% against −4.24%. The Trade Desk has the higher net margin (13.6% vs 5.60%) and the higher return on invested capital (33.7% vs 10.5%). Across the 22 metrics below, The Trade Desk leads on 12 and Criteo S.A. on 10.

Valuation

Metric CRTO TTD Advertising Agencies median
P/E 8.06 14.82 19.90
P/S 0.43 1.97 0.65
P/B 0.69 2.29 1.58
Price to free cash flow 4.49 6.83 8.32
EV/EBITDA 1.99 6.54 11.81
EV/Sales 0.29 1.56 1.11
Earnings yield 12.41% 6.75% (6.44%)
Free cash flow yield 22.27% 14.64% 0.00%

Profitability

Metric CRTO TTD Advertising Agencies median
Gross margin 53.60% 76.87% 44.25%
Operating margin 8.03% 19.61% 0.00%
Net margin 5.60% 13.61% (6.98%)
Free cash flow margin 9.66% 28.90% 0.00%
Return on equity 9.11% 15.44% 0.00%
Return on assets 5.06% 6.94% 0.00%
Return on invested capital 10.46% 33.65% 0.00%

Growth

Metric CRTO TTD Advertising Agencies median
Revenue growth (TTM) (4.24%) 11.61% 6.06%
EPS growth (last fiscal year) 38.95% 15.38% —
Revenue growth, 5-year CAGR (1.26%) 28.21% 4.30%
Net income growth, 5-year CAGR 15.07% 12.84% 0.00%

Health

Metric CRTO TTD Advertising Agencies median
Debt to equity 0.01 0.00 0.04
Current ratio 1.29 1.72 1.45
Net debt to EBITDA (1.07) (1.85) 0.01

Dividend

Metric CRTO TTD Advertising Agencies median
Dividend yield — — 5.24%
Payout ratio 0.00 0.00 0.00

Size

Metric CRTO TTD Advertising Agencies median
Market cap 924.54m 5.93b 43.42m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack