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Criteo S.A. (0I4T.L)

USD22.57 -0.29 (-1.26%)
FR LSE Communication Services Advertising Agencies
Address 32 Rue Blanche 75009
Paris, CA, FR
CEO Michael Komasinski
Website criteo.com
IPO 2018-01-29
ISIN US2267181046

Explore sections of this company profile

Also trades on London Stock Exchange · 0I4T.L (USD) NASDAQ Global Select · CRTO (USD)
Description

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.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD22.57 -0.29 (-1.26%)
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Volume Profile
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Liquidity & share structure
Average Volume
342
Beta
0.30
Float Shares
43.85M
Free Float %
84.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+2.58% +2.32% -8.68% -10.73% -29.24% -21.89% -45.43% -49.53% -55.97% -34.63% -34.63%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (27 ratings, all time) Buy
Price Targets & DCF
Current price
22.57
DCF (Unlevered) 201.19 +791.4%
DCF (Levered) 219.38 +872.0%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Quality scores
Altman Z-Score
2.30
Grey zone
Piotroski F-Score
8 / 9
Strong
MOAT Score
5 / 10
Developing
Composite Rating
A+
Overall Score
5 / 5
High
DCF Score
5 / 5
High
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
3 / 5
Medium
P/E Score
4 / 5
High
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Advertising Agencies: +8.1%
    +1.1% Q1'26: -5.6% (vs Q1'25)
  • EPS growth Advertising Agencies: +38.8%
    +39.5% Q1'26: -77.3% (vs Q1'25)
  • FCF margin FCF growth · Advertising Agencies: +39.2%
    +8.0% Q1'26: +3.6% (vs Q1'25)
  • EBIT margin Advertising Agencies: +7.9%
    +10.4% Q1'26: +2.4% (vs Q1'25)
  • ROIC Advertising Agencies: +6.8%
    +13.9% Q1'26: +3.0% (vs Q1'25)
  • Share dilution Advertising Agencies: +0.0%
    -6.5% Q1'26: -10.9% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Advertising Agencies: -1.31×
    0.78× Q1'26: 0.93× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.27) × ERP
WACC = 78% × Ke + 22% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 201.19 Current price: 22.57
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
6 Rev. Ana.
1 EPS Ana.
Dec 2027
10 Rev. Ana.
1 EPS Ana.
Dec 2028
4 Rev. Ana.
1 EPS Ana.
Revenue
589.42M
est: 243.87M (+141.7%)
988.25M
est: 342.18M (+188.8%)
1.32B
est: 515.28M (+156.8%)
1.79B
est: 715.42M (+150.8%)
2.32B
est: 926.45M (+150.0%)
2.30B
est: 955.01M (+140.6%)
2.26B
est: 940.66M (+140.4%)
2.09B
est: 800.41M (+160.7%)
2.25B
est: 919.03M (+144.9%)
2.02B
est: 922.42M (+118.8%)
1.95B
est: 1.01B (+93.7%)
1.93B
est: 1.12B (+73.0%)
1.95B
est: 1.17B (+66.3%)
1.16B
1.15B – 1.17B
-1.3% YoY
1.22B
1.15B – 1.30B
+4.9% YoY
1.33B
1.29B – 1.38B
+9.4% YoY
EBITDA
20.30M
est: 25.31M (-19.8%)
85.25M
est: 16.42M (+419.3%)
119.01M
est: 168.78M (-29.5%)
179.12M
est: 151.66M (+18.1%)
226.31M
est: 229.83M (-1.5%)
236.77M
est: 223.01M (+6.2%)
215.55M
est: 238.05M (-9.5%)
182.16M
est: 181.23M (+0.5%)
242.81M
est: 182.17M (+33.3%)
132.65M
est: 186.94M (-29.0%)
176.95M
est: 187.11M (-5.4%)
256.97M
est: 280.34M (-8.3%)
326.09M
est: 294.56M (+10.7%)
290.85M
288.24M – 294.03M
-1.3% YoY
305.20M
289.60M – 325.98M
+4.9% YoY
333.93M
323.69M – 347.40M
+9.4% YoY
EBIT
17.30M
est: 13.17M (+31.3%)
54.03M
est: 19.93M (+171.2%)
74.44M
est: 82.98M (-10.3%)
124.01M
est: 103.70M (+19.6%)
132.32M
est: 156.57M (-15.5%)
133.39M
est: 142.07M (-6.1%)
122.08M
est: 144.94M (-15.8%)
93.33M
est: 115.24M (-19.0%)
151.88M
est: 115.84M (+31.1%)
43.60M
est: 118.87M (-63.3%)
77.09M
est: 118.98M (-35.2%)
156.04M
est: 185.41M (-15.8%)
203.39M
est: 194.81M (+4.4%)
192.36M
190.63M – 194.46M
-1.3% YoY
201.85M
191.53M – 215.59M
+4.9% YoY
220.85M
214.08M – 229.76M
+9.4% YoY
Net Income
1.40M
est: 11.31M (-87.6%)
45.56M
est: 1.96M (+2,219.0%)
59.55M
est: 71.26M (-16.4%)
82.03M
est: 80.91M (+1.4%)
91.97M
est: 106.45M (-13.6%)
88.55M
est: 94.01M (-5.8%)
90.73M
est: 87.34M (+3.9%)
72.15M
est: 74.05M (-2.6%)
134.25M
est: 74.44M (+80.3%)
8.96M
est: 76.39M (-88.3%)
53.26M
est: 76.46M (-30.3%)
111.37M
est: 232.03M (-52.0%)
145.05M
est: 257.01M (-43.6%)
234.96M
225.59M – 247.28M
-8.6% YoY
262.20M
251.75M – 275.95M
+11.6% YoY
335.73M
322.35M – 353.34M
+28.0% YoY
SGA
156.10M
est: 62.50M (+149.8%)
247.51M
est: 208.51M (+18.7%)
301.97M
est: 370.37M (-18.5%)
385.18M
est: 407.45M (-5.5%)
481.23M
est: 500.11M (-3.8%)
465.53M
est: 495.56M (-6.1%)
465.25M
est: 474.05M (-1.9%)
446.68M
est: 385.43M (+15.9%)
478.25M
est: 387.43M (+23.4%)
497.12M
est: 397.58M (+25.0%)
524.04M
est: 397.94M (+31.7%)
520.02M
est: 287.36M (+81.0%)
565.06M
est: 301.94M (+87.1%)
298.14M
295.46M – 301.40M
-1.3% YoY
312.85M
296.85M – 334.14M
+4.9% YoY
342.30M
331.80M – 356.11M
+9.4% YoY
EPS
0.03
est: 0.19 (-85.1%)
0.72
est: 0.84 (-14.1%)
0.96
est: 1.05 (-8.7%)
1.30
est: 1.88 (-30.9%)
1.41
est: 2.37 (-40.5%)
1.33
est: 2.35 (-43.4%)
1.41
est: 2.43 (-41.9%)
1.19
est: 1.92 (-38.2%)
2.21
est: 2.97 (-25.7%)
0.15
est: 2.52 (-94.0%)
0.95
est: 2.78 (-65.8%)
2.03
est: 4.21 (-51.8%)
2.74
est: 4.69 (-41.6%)
4.29
4.12 – 4.51
-8.6% YoY
4.79
4.59 – 5.04
+11.6% YoY
6.13
5.88 – 6.45
+28.0% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-07 Benchmark Buy Buy Maintain
2026-04-29 Wells Fargo Overweight Overweight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-08 A+ 5/5 5/5 4/5 4/5 3/5 4/5 5/5
2026-05-07 A+ 4/5 5/5 4/5 4/5 2/5 4/5 5/5
2026-05-06 A+ 4/5 5/5 4/5 4/5 2/5 4/5 5/5
2026-05-05 A+ 4/5 5/5 4/5 4/5 2/5 4/5 5/5
2026-05-01 A+ 4/5 5/5 4/5 4/5 2/5 4/5 5/5
2026-04-30 A+ 4/5 5/5 4/5 4/5 2/5 4/5 5/5
2026-04-29 A+ 4/5 5/5 4/5 4/5 2/5 4/5 5/5
2026-04-28 A+ 4/5 5/5 4/5 4/5 2/5 4/5 5/5
2026-04-27 A+ 4/5 5/5 4/5 4/5 2/5 4/5 5/5
2026-04-24 A 4/5 5/5 3/5 4/5 2/5 4/5 5/5
2026-04-23 A 4/5 5/5 3/5 4/5 2/5 4/5 4/5
2026-04-22 A 4/5 5/5 3/5 4/5 2/5 4/5 4/5
2026-04-21 A 4/5 5/5 3/5 4/5 2/5 4/5 4/5
2026-04-20 A 4/5 5/5 3/5 4/5 2/5 4/5 4/5
2026-04-17 A 4/5 5/5 3/5 4/5 2/5 4/5 4/5
2026-04-16 A 4/5 5/5 3/5 4/5 2/5 4/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
177.63M
OE per share TTM
3.33
Owner's Yield
21.44%
Maintenance CapEx ratio
461.48%
Maint CapEx / Avg PPE
12.8%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock

This company is not held by any ETF in our universe.

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.63
Neutral
Ratio by volume
1.95
Bullish
Buys
5
Sells
8
Shares acquired
82.2K
Shares disposed
42.2K
Cash buys
Cash sales
8.00
Net activity
+39,995
Insider buys vs sells (history) From To
Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
55.7K
Shares Outstanding
52.03M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Michael Komasinski Chief Executive Officer & Director 1M male
Sarah J. S. Glickman Chief Financial Officer & Principal Accounting Officer 1M female
Ryan Damon Chief Legal & Transformation Officer 1M male
Katie Kulik Executive Managing Director of Client Solutions female
Manuela Montagnana Chief People Officer female
Melanie Dambre Investor Relations Director female
Nola Solomon Senior Vice President of Go-to-Market female
Rachel Scheel First Senior Vice President of Global Diversity, Equity & Inclusion female
Sherry Smith President of Retail Media female
Diarmuid Gill Chief Technology Officer male
Todd Parsons Chief Product Officer & President of Performance Media male
Joe Stevens Chief Information Security Officer male
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits