Educational research only—not investment advice or a recommendation. Scores and estimates may use delayed, incomplete, restated, or corrected market and filing data. Independently verify information before making an investment decision.

Criteo S.A.

CRTONASDAQ
Wall Street Score · overall investment55/100
$14.82USD+$0.36 (+2.49%)
Company website www.criteo.com
Headquarters32 Rue Blanche, Paris, IF, 75009, FR
Financial statement currencyUSD · no FX conversion applied
Communication Services · Advertising Agencies
Price updated todayFinancials updated Oct 1, 2026

CRTO · Price history

Price at last available close

$14.83

−$0.62 (-4.04%) 1M

2026-10-29

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Company & revenue

About Criteo S.A.

Primary reporting period: 2025-12-31 · Research updated Oct 12, 2026. A research update is not a new financial filing.

Who they are

Criteo S.A., a technology company, provides platform to connects the commerce ecosystem for brands, agencies, retailers, and media owners to drive measurable business outcomes in North and South America, Europe, the Middle East, Africa, and the Asia-Pacific. It operates in two segments, Retail Media and Performance Media. The Retail Media segment connects brands to shoppers at the digital point of sale through personalized ads that appear on retailer websites and across the open internet.

How they make money

Criteo operates a commerce media platform that connects advertisers with publishers. The company generates revenue primarily by charging advertisers for performance-based advertising campaigns, where fees are often tied to measurable outcomes such as clicks or conversions, while also facilitating retail media monetization for retailers.

Products & services

Criteo provides a suite of advertising technology tools including Commerce Max for retail media demand-side management, Commerce Growth for customer acquisition and retention, and AI-driven solutions leveraging the Criteo Shopper Graph for product-level measurement and ad-spend optimization.

Brands & revenue mix

No separate brand or brand-level revenue disclosure was confirmed in the reviewed sources. This does not mean the company has no brands.

Product / operating segments

No reconciled product or operating-segment revenue breakdown is available for the current research period. Company-wide revenue remains separate from segment disclosure.

Geographic revenue

AmericasUSD 836.67M43.0%

Period ended 2025-12-31Source

EMEAUSD 728.05M37.4%

Period ended 2025-12-31Source

Asia PacificUSD 380.18M19.6%

Period ended 2025-12-31Source

Calculated from reported segment revenue. Check the source period and revenue basis before comparing shares. Categories can overlap and may not add to 100%.

Customer types

Customer concentration

The company disclosed that during 2025, a large US retailer, which is a customer primarily in the Performance Media segment, experienced financial difficulty.

Suppliers, materials & equipment

  • Cloud Infrastructure Providers — The company relies on third-party cloud computing services to host its platform and process large volumes of real-time commerce data.Source

Strengths

  • Proprietary commerce data and AI-driven shopper intent analysisSource

Risks

  • Dependence on third-party data and evolving privacy regulationsSource
  • Financial instability of key customersSource

Wall Street Score

Overall investment score · Quality, value, risk and opportunity

55

Fair

PoorElite

View category scores →

Company Quality

How good is the actual business—regardless of today’s stock price?

68

Fair

Financial Strength

56

Business Quality / Moat

85

Management

99

Growth Quality

16

Risk / Durability

82

Weak Company · Expensive Stock

Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.

Opportunity

Opportunity Score · How does the current price compare with estimated value?

45

Avoid

Based on current valuation, company quality, recent trends, and available market signals.

View score details →

Model Outlook

12-month model · What does the model think happens next?

53/100

Building Historical Record

Model Score 53/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.

Probability unavailable — the model has not produced a calibrated probability yet.

Click for full breakdown →

WSS View

The quick read

The overall Wall Street Score is mixed across its combined quality, valuation and risk inputs. Review the category scores to identify what is helping or hurting the result.

At today’s price, the WSS valuation framework currently reads as less attractive based on the available valuation and market data.

The model outlook is currently moderate.

What we like
  • •Recent buyback activity is present
What to watch
  • •Valuation is a weaker part of the current profile
  • •Revenue fundamentals are weak

Company-specific research

Questions worth answering for CRTO

Research inputs 100% complete

These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.

  • •What is driving CRTO's revenue decline, and does the latest company filing suggest the weakness is temporary or structural?
  • •Is CRTO's positive free cash flow repeatable, or is the current level being helped by temporary working-capital or spending changes?
  • •How is CRTO likely to use its cash advantage: reinvestment, acquisitions, debt reduction, dividends or buybacks?
Business analysis: 17 days ago · Fresh

Essential Investment Snapshot

Wall Street Score

55

0–100 · Fair

Opportunity Score

45

0–100 · Weak

Market Cap

$726.1M

P/E Ratio

7.5

EPS

$2.02

52-Week High

$25.29

52-Week Low

$15.15

Beta

0.27

Intrinsic Value

$17.17

Analyst Target

$22.25

Shares Outstanding

53.1M

Total Revenue

$1.86B

Total Debt

$148.2M

Dividend

No current dividend

View dividend history

Liquidation Value / Share

$21.92

Estimated net asset value per share

Momentum & Volatility Signals

Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.

0–100 market signals
Momentum
35/ 100
+13 pts / 5d

Weakening momentum

5D -0.3% · 20D -2.7% · RSI 40 · Price vs 20D avg -1.0%
Volatility
34/ 100
+3 pts / 5d

Low movement

20D realized vol 39.3% · 60D 37.8% · Acceleration 1.04x
Momentum = Where is it going?

A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.

Volatility = How violently is it moving?

A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.

Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.

Notices for CRTO

Detected from reported data — verify before acting.

Historical repurchase activity

Reported cash flows or share-count measures indicate past repurchase activity. This does not verify an active buyback authorization or future purchases.

Community Sentiment

0 active · 0 total calls
0% Bullish (0) 0% Bearish (0)

No personal call yet on CRTO.

Potential upside factors

  • +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
  • +Proprietary commerce data and AI-driven shopper intent analysis.
  • +Positive free cash flow may provide capacity to invest in growth.

Potential downside factors

  • −Key risks may include competition, margin pressure, debt levels, valuation risk, and changes in demand within the Advertising Agencies industry.
  • −Dependence on third-party data and evolving privacy regulations.
  • −Financial instability of key customers.

These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.

Create a free account to make a call.

Scores

Click any score for full breakdown
Wall Street Score
Fair55/ 100
Weak (0–50)Fair (51–71)Strong (72+)

Fair

55

Tap for breakdown →

Fair

55

Debt Cost1.2%
Debt Reduction YoY-39.9%
Debt / Equity0.13x

Tap for breakdown →

Poor

36

Revenue YoY-4.2%
Revenue CAGR-0.1%
Net Margin5.6%

Tap for breakdown →

Fair

55

Asset Growth YoY-2.9%
Liquidation/Share$21.92
Net Assets/MCap2.44x

Tap for breakdown →

Elite

100

Earnings Yield13.7%
Buyback Yield20.9%
Debt Cost1.2%

Tap for breakdown →

Elite

99

ROIC14.5%
ROE9.3%
ROA5.2%

Tap for breakdown →

Strong

85

EPS Growth47.4%
FCF/Share Growth16.4%
Rev/Share Growth5.1%

Tap for breakdown →

Fair

50

Intrinsic Value$17.17
Value Reference$10.30
MOS17.9%

Tap for breakdown →

Fair

62

Revenue36
Moat85
Valuation50

Tap for breakdown →

Poor

29

MOS %17.9%
Value Reference$10.30
Deep Discount Reference$6.87

Tap for breakdown →

Poor

35

Interest Coverage116.2x
ROIC14.5%
FCF Yield27.3%

Tap for breakdown →

Weak

44

Financial35
Valuation50
Debt55

Tap for breakdown →

Fair

66

Survival Years0.6 yrs
Current Ratio1.27x
FCF Margin10.7%

Tap for breakdown →

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Score Changes

6 historical score records available

Previous Score

51

Sep 17, 2026

Change

+4.3

points

Current Score

55

Oct 1, 2026

Category Changes

Revenue+1.5
Debt0
Assets0
Capital0
Management0
Moat0
Valuation+19.5
Buffett+2.3

CRTO increased 4.3 points because Valuation improved by 19.5 points, Buffett improved by 2.3 points.

Positive Contributors

  • + Valuation improved by 19.5 points
  • + Buffett improved by 2.3 points

Projected Score

Projected Score

51

Projected Change

-4.4 points

Preliminary comparable-period financial changes suggest decline of approximately 4.4 points. This is a projected estimate, not the official WallStreetScore.

Price vs. Value

Undervalued

Current Price

$14.82

Model Intrinsic Value

$17.17

Difference

−$2.35

-13.7% vs IV

Margin of Safety

13.7%

UndervaluedFair ValueOvervalued
Value Reference: $10.30
Deep Discount Reference: $6.87

Financial Charts

Revenue

201420152016201720182019202020212022202320242025$0$600M$1.2B$1.8B$2.4B

Additional Metrics

Operating Cash Flow

201520172019202120232025$0$80M$160M$240M$320M

Total Debt

201520172019202120232025$0$45M$90M$135M$180M

Total Assets

201520172019202120232025$0$650M$1.3B$1.9B$2.6B

Net Margin %

No data
Monetary values in USD. Share counts in raw units.

Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.

Line ItemTTM2025202420232022202120202019201820172016
Revenue$1.86B$1.94B$1.93B$1.95B····························
Cost of Revenue$864.6M$895.5M$950.3M$1.09B····························
Gross Profit$998.8M$1.05B$983.0M$863.0M····························
Research & Development$284.6M$283.3M$279.3M$242.3M····························
SG&A Expenses$512.7M$561.0M$552.2M$543.5M····························
Operating Expenses$849.3M$846.6M$831.6M$785.8M····························
EBITDA$250.4M$333.5M$245.8M$154.6M····························
Operating Income$149.5M$202.7M$151.4M$77.2M····························
Interest Expense$2.7M$1.7M$3.4M$2.5M····························
Income Before Tax$152.0M$203.5M$154.5M$74.7M····························
Income Tax Expense$45.3M$54.2M$39.8M$20.1M····························
Net Income$104.4M$144.6M$111.6M$53.3M····························
Basic EPS$2.02$2.73$2.04$0.95····························
Basic Shares49.66M52.23M54.82M56.17M····························
Diluted Shares50.55M53.11M58.61M60.23M····························
Upgrade to Premium for up to 10 annual periods, where available.
Upgrade to Premium

Earnings Summary

Estimated earnings date:Nov 4, 2026
Estimated EPS: $0.55Estimated revenue: $239.4M
Jun 30, 2026Q2FY2026

Revenue

$428.0M

Estimate unavailable.

Revenue Beat/Miss

Not available (no estimate stored)

EPS

$0.22

Estimate unavailable.

EPS Beat/Miss

Not available (no estimate stored)

Debt Change

+13.2%

Cash Change

+22.6%

Margin Change

-1.8 pp

Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.

Financial Changes Since Prior Period

What Improved

  • Cash position grew

What Weakened

  • Margins contracted
  • Debt increased

Potential Score Impact

Positive indicators included cash levels. Pressure indicators included revenue growth, EPS growth, debt levels, net income margin. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.

Stored Earnings Analysis

Revenue declined 11.3%. EPS declined 43.6%. Cash increased 22.6%. Total debt increased 13.2%. Net income margin declined by 1.8 percentage points.

Earnings-Call Transcript

Earnings-call transcript analysis is not currently available.

These results may influence future scores when the next evaluation is completed.

Upgrade to Premium to unlock all earnings history.View plans
Earnings data: 121 days ago · Stale

Insider Activity

Guru / Smart Money

Guru Score

Smart Money

Number of Gurus

Total Guru Value

Avg Portfolio Weight

Largest Holder

Largest Holder %

New Positions

Increased Positions

Reduced Positions

Exited Positions

Net Guru Sentiment

Short Interest

Government disclosed trading activity is available on the Smart Money directory. Filings may be delayed and may not represent complete current holdings.

Dividend History

Dividend data is not available yet. Missing data does not mean this company pays no dividend.

Conservative Projected Values

3 Years

$———.——

Premium

5 Years

$———.——

Premium

10 Years

$———.——

Premium

Conservative Projection Rate

——%

Premium

Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.

Conservative Projected Values

Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.

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Historical Outperformance Record

Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.

Start 7-Day Free Trial

Historical Trends

6 historical records
Jul 23, 26Aug 12, 26Sep 3, 26Sep 5, 26Sep 17, 26Oct 1, 260255075100

Historical Score Chart

3 of 6 records shown
3 historical score records are shown. Start your seven-day free trial to unlock 3 more records and the complete score history.Start Free Trial

Wall Street Score

Sep 5, 26Sep 17, 26Oct 1, 260255075100

Debt Score

Sep 5, 26Sep 17, 26Oct 1, 260255075100

Revenue Score

Sep 5, 26Sep 17, 26Oct 1, 260255075100

Asset Score

Sep 5, 26Sep 17, 26Oct 1, 260255075100

Capital Score

Sep 5, 26Sep 17, 26Oct 1, 260255075100

Management Score

Sep 5, 26Sep 17, 26Oct 1, 260255075100

Moat Score

Sep 5, 26Sep 17, 26Oct 1, 260255075100

Valuation Score

Sep 5, 26Sep 17, 26Oct 1, 260255075100

Buffett Score

Sep 5, 26Sep 17, 26Oct 1, 260255075100

Intrinsic Value

Sep 5, 26Sep 17, 26Oct 1, 26$15.00$16.00$17.00$18.00$19.00

Value Reference

Sep 5, 26Sep 17, 26Oct 1, 26$8.00$9.00$10.00$11.00$12.00

Margin of Safety %

Sep 5, 26Sep 17, 26Oct 1, 26-0.0%0.0%0.0%0.1%0.1%

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News

Rumor Mill · CRTO

Corporate developments & opportunities

Explore market →

No reviewed developments match this filter.

Evidence credibility is not a forecast of stock performance. Rumor Mill is separate from the WSS score.

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