Criteo S.A. logo

Criteo S.A.

CRTO

NASDAQCommunication ServicesAdvertising Agencies

Previous close

$17.44

−$0.045 · -0.26%

Aug 21, 4:00 PM ET

CRTO company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Buy

Favorable setup — positive multi-factor alignment

Valuation

83

Deep Value

Momentum

69

Gaining

Sentiment

52

Mixed

Risk resilience

56

Elevated Risk

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Company profile

Company website

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. The Performance Media segment encompasses commerce activation, monetization, and services that enable advertisers to reach and convert consumers across channels. It also offers Commerce Max, a suite of retail media demand-side tools that allow brands, agencies, and retailers to plan and buy media across retailer and open internet inventory with closed-loop, product-level measurement, and return-on-ad-spend optimization; Commerce Growth, a solution for continuous customer acquisition and retention for performance marketers and agencies; and GO, an AI-driven solution that automates campaign creation and optimization. In addition, the company provides Commerce Yield, which offers monetization solutions that help retailers and marketplaces maximize the value of their digital assets through inventory and data management, packaging, and in-depth insights; Commerce Grid, a commerce-focused supply side platform for media owner data and inventory monetization; and Criteo Shopper Graph, which derives clients' proprietary commerce data, such as transaction activity on their digital properties. It serves retail, travel and marketplaces, and other commerce companies. Criteo S.A. was incorporated in 2005 and is headquartered in Paris, France.

Industry
Advertising Agencies
Sector
Communication Services
Headquarters
FR
CEO
Michael Komasinski
Listed since
Oct 30, 2013
Employees
3,649

Market position

Day range

Current $17.44

52-week range

Current $17.44

Open
$17.615
Previous close
$17.485
Volume
228.24K
0.54× average
Average volume
421.4K
Average daily volume
Market cap
876.26M USD
Beta
0.29
Market reference 1
50-day average
$19.6965
-11.46% below average
200-day average
$19.1831
-9.09% below average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
884.24M USD
EV / EBITDA
2.65×
Earnings yield
13.43%
Free cash flow yield
19.37%

Profitability & efficiency

Return on equity
12.58%
Return on assets
6.57%
Return on invested capital
10.62%

Financial health

Current ratio
1.27×

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends59%38%16%-5%Gross margin, FY2021: 34.69%Gross margin, FY2022: 39.42%Gross margin, FY2023: 44.27%Gross margin, FY2024: 50.84%Gross margin, FY2025: 53.96%Operating margin, FY2021: 6.74%Operating margin, FY2022: 1.20%Operating margin, FY2023: 3.96%Operating margin, FY2024: 7.83%Operating margin, FY2025: 10.42%Net margin, FY2021: 5.96%Net margin, FY2022: 0.44%Net margin, FY2023: 2.73%Net margin, FY2024: 5.77%Net margin, FY2025: 7.43%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 34.69%. Gross margin FY2022 39.42%. Gross margin FY2023 44.27%. Gross margin FY2024 50.84%. Gross margin FY2025 53.96%. Operating margin FY2021 6.74%. Operating margin FY2022 1.20%. Operating margin FY2023 3.96%. Operating margin FY2024 7.83%. Operating margin FY2025 10.42%. Net margin FY2021 5.96%. Net margin FY2022 0.44%. Net margin FY2023 2.73%. Net margin FY2024 5.77%. Net margin FY2025 7.43%.

Income trends

Revenue

1.94B USD+0.60%

Operating income

202.71M USD+33.89%

Net income

144.57M USD+29.57%
Income trends across reported periods2.48B USD1.58B USD682.54M USD−215.58M USDRevenue, FY2021: 2.25B USDRevenue, FY2022: 2.02B USDRevenue, FY2023: 1.95B USDRevenue, FY2024: 1.93B USDRevenue, FY2025: 1.94B USDOperating income, FY2021: 151.88M USDOperating income, FY2022: 24.28M USDOperating income, FY2023: 77.22M USDOperating income, FY2024: 151.4M USDOperating income, FY2025: 202.71M USDNet income, FY2021: 134.46M USDNet income, FY2022: 8.95M USDNet income, FY2023: 53.26M USDNet income, FY2024: 111.57M USDNet income, FY2025: 144.57M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 2.25B USD. Revenue FY2022 2.02B USD. Revenue FY2023 1.95B USD. Revenue FY2024 1.93B USD. Revenue FY2025 1.94B USD. Operating income FY2021 151.88M USD. Operating income FY2022 24.28M USD. Operating income FY2023 77.22M USD. Operating income FY2024 151.4M USD. Operating income FY2025 202.71M USD. Net income FY2021 134.46M USD. Net income FY2022 8.95M USD. Net income FY2023 53.26M USD. Net income FY2024 111.57M USD. Net income FY2025 144.57M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue1.94B USD1.93B USD1.95B USD2.02B USD2.25B USD
Cost of goods sold895.52M USD950.32M USD1.09B USD1.22B USD1.47B USD
Gross profit1.05B USD982.97M USD863.04M USD795.2M USD781.94M USD
Research and development283.3M USD279.34M USD242.29M USD187.6M USD151.82M USD
Selling, general, and administrative561.04M USD552.23M USD543.54M USD583.33M USD478.25M USD
Operating expenses846.62M USD831.57M USD785.83M USD770.92M USD630.07M USD
Interest income4.39M USD10.05M USD4.69M USD1.93M USD633.01K USD
Interest expense1.74M USD3.44M USD2.5M USD1.52M USD1.98M USD
Depreciation and amortization128.19M USD87.75M USD72.34M USD150.26M USD90.93M USD
Operating income202.71M USD151.4M USD77.22M USD24.28M USD151.88M USD
Net income144.57M USD111.57M USD53.26M USD8.95M USD134.46M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
91%
10 beats, 1 miss, 0 met estimates
Average EPS surprise
+26.92%
11 comparable reports
Latest EPS result
0.8
Estimate 0.71 · Beat by 12.99%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates1.841.390.940.48Q1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26MissQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 5, 2025: actual 1.75, estimate 1.37, surprise +27.74%, Beat. Q2 2025, reported May 2, 2025: actual 1.1, estimate 0.75, surprise +46.67%, Beat. Q3 2025, reported Jul 30, 2025: actual 0.92, estimate 0.7, surprise +31.43%, Beat. Q4 2025, reported Oct 29, 2025: actual 1.31, estimate 0.89, surprise +47.19%, Beat. Q1 2026, reported Feb 11, 2026: actual 1.3, estimate 1.36, surprise -4.41%, Miss. Q2 2026, reported May 6, 2026: actual 0.73, estimate 0.57, surprise +28.07%, Beat. Q3 2026, reported Aug 5, 2026: actual 0.8, estimate 0.708, surprise +12.99%, Beat. Q4 2026, reported Nov 4, 2026: actual —, estimate 0.636, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates577.91M457.7M337.49M217.29MQ1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26MissQ4 '26Estimate
Q1 2025, reported Feb 5, 2025: actual 553.04M USD, estimate 331.32M USD, surprise +66.92%, Beat. Q2 2025, reported May 2, 2025: actual 451.43M USD, estimate 278.11M USD, surprise +62.32%, Beat. Q3 2025, reported Jul 30, 2025: actual 482.67M USD, estimate 274.62M USD, surprise +75.76%, Beat. Q4 2025, reported Oct 29, 2025: actual 469.66M USD, estimate 328.9M USD, surprise +42.80%, Beat. Q1 2026, reported Feb 11, 2026: actual 330.04M USD, estimate 328.91M USD, surprise +0.34%, Beat. Q2 2026, reported May 6, 2026: actual 250.37M USD, estimate 248.21M USD, surprise +0.87%, Beat. Q3 2026, reported Aug 5, 2026: actual 255.49M USD, estimate 263.4M USD, surprise -3.00%, Miss. Q4 2026, reported Nov 4, 2026: actual —, estimate 242.16M USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$22.08

26.61% upside
Past 12 months12-month forecastHigh $25.00Average $22.08Low $18.00

Rating distribution

35 ratings
Strong buy00%
Buy2160%
Hold1337%
Sell13%
Strong sell00%

Recent analyst actions

12 institutions
WedbushmaintainOutperform
BernsteindowngradeOutperformMarket Perform

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