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Criteo S.A.

NASDAQ•CRTO
CEO: Ms. Megan Clarken
Sector: Communication Services
Industry: Advertising Agencies
Listing Date: 2013-10-30
Criteo S.A., a technology company, provides marketing and monetization services on the open Internet in North and South America, Europe, the Middle East, Africa, and the Asia-Pacific. The company's Criteo Shopper Graph, which derives clients' proprietary commerce data, such as transaction activity on their digital properties. It also offers Criteo AI Engine solutions, including lookalike finder, recommendation, and predictive bidding algorithms; recommendation algorithms, dynamic creative optimization+, sponsored product placement algorithms, and other product placement algorithms. The company's technology comprises data synchronization, storage, and analysis of distributed computing infrastructure in various geographies, as well as fast data collection and retrieval using multi-layered caching infrastructure; and experimentation platform, an offline/online testing platform to enhance the capabilities and effectiveness of prediction models. In addition, it provides Criteo Marketing Solutions that allow commerce companies to address various marketing goals by engaging their consumers with personalized ads across the web, mobile, and offline store environments; and Criteo Retail Media solutions, which allows retailers to generate advertising revenues from consumer brands, and/or to drive sales for themselves, by monetizing their data and audiences through personalized ads, either on their own digital property or on the open Internet. Further, the company offers real-time advertising technology and trading infrastructure, delivering advanced media buying, selling, and packaging capabilities for media owners, agencies, performance advertisers, and third-party AdTech platforms. It serves companies in digital retail, travel, and classifieds sectors. Criteo S.A. was incorporated in 2005 and is headquartered in Paris, France.
Contact Information
32, rue Blanche, Paris, 75009, France
33-1-75-85-09-39
www.criteo.com
Market Cap
$996.44M
P/E (TTM)
7.0
19.6
Dividend Yield
--
52W High
$35.10
52W Low
$16.15
52W Range
18%
Rank23Top 9.4%
5.8
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 5.8 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q4 2025 Data

Revenue

$541.14M+0.00%
4-Quarter Trend

EPS

$0.91+0.00%
4-Quarter Trend

FCF

$133.26M+0.00%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Net Income Jumps 30% Net income attributable to shareholders reached $144.6M, marking a 30% increase over prior year results.
Contribution ex-TAC Rises 5% Contribution ex-TAC grew 5% to $1.17B, driven by Retail Media strength and lower traffic costs.
Operating Cash Flow Improves Cash flow provided by operating activities was $311.2M, up from $258.2M in the prior period.
Retail Media Revenue Gains Retail Media revenue increased 2% to $263.9M, while Performance Media revenue remained flat overall.

Risk Factors

Largest Client Curtails Services Largest customer reducing scope starting November 2025; accounted for 5% of total 2025 revenue.
Intense Competition Pressures Sales Highly competitive digital advertising market requires continuous innovation; failure risks obsolescence and margin pressure.
Data Privacy Laws Restrict Access Evolving global privacy regulations restrict data collection ability, potentially impairing ad optimization and revenue generation.
Macro Uncertainty Affects Spending Geopolitical volatility and inflation may cause clients to reduce or delay advertising spending, increasing credit risk.

Outlook

Pursuing Domicile Conversion Intends to complete cross-border conversion from France to Luxembourg in Q3 2026, subject to shareholder approval.
Investing in Commerce Intelligence Prioritizing sustainable growth via investment in fast-growing ecommerce space and broadening Commerce Intelligence Platform capabilities.
Expanding Cross-Channel Capabilities Focus on cross-channel expansion, prioritizing social and CTV to diversify addressable market and unlock new spend.
Retaining Earnings for Growth Intends to retain all available funds for growth; no current plans to pay cash dividends on securities.

Peer Comparison

Revenue (TTM)

STGW stock ticker logoSTGW
$2.91B
+2.4%
FUBO stock ticker logoFUBO
$2.72B
+67.7%
DLX stock ticker logoDLX
$2.13B
+0.5%

Gross Margin (Latest Quarter)

ZD stock ticker logoZD
71.7%
+0.4pp
EEX stock ticker logoEEX
55.0%
-2.3pp
CRTO stock ticker logoCRTO
55.0%
+4.1pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
STGW$1.85B63.04.4%38.1%
ZD$1.80B39.32.6%24.3%
FUBO$1.43B2.441.8%16.4%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
6.2%
Steady Growth
4Q Net Income CAGR
7.9%
Profitability Improving
Cash Flow Stability
75%
Volatile Cash Flow

Deep Research

Next earnings:Apr 30, 2026
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EPS:-
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Revenue:-
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
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Income Statement
LTM
No Data