Industrials · Advertising Agencies
Price
$17.66
Market Cap
$887.3M
Employees
3,645
Beta
0.30
Avg Volume
303,369
CEO
Michael Komasinski
Business 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.
Business History
Price Overview
Last updated: Jun 27, 2026 10:09am (just now)$17.66
+0.18 (+1.03%)
Day Range
$17.43 – $18.11
52-Week Range
$15.58 – $26.53
50-Day MA
$17.82
200-Day MA
$19.40
Volume
231,437.00
Analyst Price Targets
Low
$18.00
Consensus
$28.14
High
$43.00
(25 analysts)
Share Structure
Outstanding
50,244,531.00
Float
44,646,784.00
Free Float
88.9%
High free float
— 88.9% of shares trade freely, ~11.1% held by insiders/institutions
Very liquid — most shares trade freely. Low insider ownership can mean less management alignment, but makes large position sizing straightforward.
Price History (1 Year)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
| Period | Revenue | Net Income | Net Margin | YoY/QoQ |
|---|
Key Metrics
API Direct from provider
CALC Derived from statements
P/E Ratio (Price per dollar of earnings)
APIStock Price / EPS (Diluted)
7.77
Stock Price: $17.66
EPS (Diluted): 2.73
EPS (Diluted): 2.73
P/B Ratio (Price vs net asset value)
APIStock Price / Book Value Per Share
0.94
Stock Price: $17.66
Total Equity: $1.15B
Shares: 53,107,946
Total Equity: $1.15B
Shares: 53,107,946
EV/EBITDA (Total value vs operating profit)
APIEnterprise Value / EBITDA
2.33
Market Cap: $887.32M
Total Debt: $11.36M
Cash: $342.04M
EBITDA: $333.45M
Total Debt: $11.36M
Cash: $342.04M
EBITDA: $333.45M
Enterprise Value (Takeover price (cap + debt - cash))
APIMarket Cap + Total Debt - Cash
$884.2M
Market Cap: $887.32M
Total Debt: $11.36M
Cash: $342.04M
Total Debt: $11.36M
Cash: $342.04M
Gross Margin (Revenue left after direct costs)
APIGross Profit / Revenue
54.0%
Gross Profit: $1.05B
Revenue: $1.94B
Revenue: $1.94B
Operating Margin (Revenue left after all operations)
APIOperating Income / Revenue
10.4%
Operating Income: $202.71M
Revenue: $1.94B
Revenue: $1.94B
Net Margin (Revenue left as actual profit)
APINet Income / Revenue
7.4%
Net Income: $144.57M
Revenue: $1.94B
Revenue: $1.94B
ROE (Profit from shareholder equity)
APINet Income / Total Equity
10.2%
Net Income: $144.57M
Total Equity: $1.15B
Total Equity: $1.15B
ROIC (Profit from all invested capital)
APINOPAT / Invested Capital
8.6%
Operating Income: $202.71M
Tax Rate: 26.6%
Equity: $1.15B
Total Debt: $11.36M
Cash: $342.04M
Tax Rate: 26.6%
Equity: $1.15B
Total Debt: $11.36M
Cash: $342.04M
Current Ratio (Can it pay short-term bills)
APICurrent Assets / Current Liabilities
1.27
Current Assets: $1.07B
Current Liabilities: $844.65M
Current Liabilities: $844.65M
Debt/Equity (Leverage — debt vs equity)
CALCTotal Debt / Total Equity
0.01
Short-Term Debt: $11.36M
Long-Term Debt: $0.00
Total Debt: $11.36M
Total Equity: $1.15B
Long-Term Debt: $0.00
Total Debt: $11.36M
Total Equity: $1.15B
Rev/Share (Top-line per share)
CALCRevenue / Shares Outstanding
$36.62
Revenue: $1.94B
Shares: 53,107,946
Shares: 53,107,946
Book Value/Share (Net assets per share)
CALC(Total Assets - Total Liabilities) / Shares
$21.64
Total Equity: $1.15B
Shares: 53,107,946
Shares: 53,107,946
FCF/Share (Real cash generated per share)
CALC(Operating Cash Flow + CapEx) / Shares
$3.93
Operating CF: $311.24M
CapEx: -$102.74M
Shares: 53,107,946
CapEx: -$102.74M
Shares: 53,107,946
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
APILast Annual Dividend / Stock Price
0.0%
Last Dividend: N/A
Stock Price: $17.66
Stock Price: $17.66
Payout Ratio (Earnings paid out as dividends)
Dividends Paid / Net Income
—
Dividends Paid: N/A
Net Income: $144.57M
Net Income: $144.57M
Dividends paid not available in cash flow statement
Industry Benchmarks
Compares CRTO against LLM-researched typical ranges for its
industry. One research call per industry, cached indefinitely — every stock in the same industry
reuses the same baseline.
Deep Analysis
Pre-flight intelligence scans the company first, then routes to the right analytical methods.
0
Company Classification
— What type of company is this?
1
Industry Landscape
— Where is the industry headed?
2
Company Momentum
— Where is this company trending?
3
Forward Projection
— 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a
DCF Valuation
— Present value of future cash flows
4b
Earnings Power Value
— Floor value — worth with zero growth
4c
Anchored PE
— Industry PE adjusted for growth differential
4d
Reverse DCF
— What growth is the market pricing in?
4e
Revenue-Based DCF
— For growth/narrative companies (skip if mature earner)
4f
Anchored P/S
— Price-to-Sales peer comparison (skip if mature earner)
4g
Scenario Analysis
— Bull / Base / Bear (skip if mature earner)
4h
Dividend Discount Model
— For dividend/income stocks only
4i
Book Value Analysis
— For deep value / turnaround stocks only
4j
Insider Activity
— Are insiders buying or selling?
4f
Cash Flow Quality
— How trustworthy is the FCF?
4g
Debt Maturity Risk
— Can it handle its debt?
4h
Macro Environment
— Rates, market valuation, volatility
4i
Sector Intelligence
— How does this company compare within its sector?
4j
Revenue Confidence
— How reliable is the growth projection?
4k
Sensitivity Analysis
— How fragile is the fair value estimate?
4l
Sector Demand Cycle
— Is the sector in a boom, steady state, or contraction?
5
AI Investigation
— Adaptive research engine (Claude)
5b
Thesis Evaluation
— What does the market believe? (narrative/platform stocks only)
6
Valuation Synthesis
— Weighted verdict from all methods (requires Layer 4)
Income Statement (Annual)
Last updated: Jun 22, 2026 5:45am (5d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $2.3B | $2.0B | $1.9B | $1.9B | $1.9B |
| Cost of Revenue | $1.5B | $1.2B | $1.1B | $950.3M | $895.5M |
| Gross Profit | $781.9M | $795.2M | $863.0M | $983.0M | $1.0B |
| Operating Expenses | $630.1M | $770.9M | $785.8M | $831.6M | $846.6M |
| Operating Income | $151.9M | $24.3M | $77.2M | $151.4M | $202.7M |
| Net Income | $134.5M | $9.0M | $53.3M | $111.6M | $144.6M |
| EBITDA | $247.0M | $199.0M | $154.6M | $245.8M | $333.5M |
| EPS | $2.21 | $0.15 | $0.95 | $2.04 | $2.73 |
| EPS (Diluted) | — | — | — | — | — |
Balance Sheet (Annual)
Last updated: Jun 22, 2026 5:45am (5d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Cash & Equivalents | $515.5M | $373.2M | $336.3M | $290.7M | $342.0M |
| Total Current Assets | $1.3B | $1.3B | $1.4B | $1.2B | $1.1B |
| Total Assets | $2.0B | $2.3B | $2.4B | $2.3B | $2.2B |
| Current Liabilities | $672.5M | $1.1B | $1.2B | $1.0B | $844.7M |
| Long-Term Debt | $360,000 | $74,000 | $0 | $297,000 | $0 |
| Total Liabilities | $785.3M | $1.3B | $1.3B | $1.2B | $1.0B |
| Total Equity | $1.2B | $1.0B | $1.1B | $1.0B | $1.1B |
| Retained Earnings | $601.6M | $577.7M | $555.5M | $571.7M | $630.8M |
Cash Flow (Annual)
Last updated: Jun 22, 2026 5:45am (5d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | $220.9M | $256.0M | $224.2M | $257.7M | $311.2M |
| Capital Expenditure | -$55.0M | -$84.8M | -$92.5M | -$78.0M | -$102.7M |
| Free Cash Flow | $165.9M | $171.2M | $131.7M | $180.0M | $208.5M |
| Acquisitions (net) | -$10.4M | -$138.0M | -$6.8M | $-527,000 | $0 |
| Debt Repayment | — | — | — | — | — |
| Dividends Paid | — | — | — | — | — |
| Stock Buybacks | -$100.0M | -$135.7M | -$125.5M | -$224.2M | -$152.1M |
| Net Change in Cash | $27.5M | -$67.3M | -$36.9M | -$120.4M | $51.4M |
Analyst Estimates (Annual)
Last updated: Jun 27, 2026 8:45am (1h ago)| Metric | 2025 | 2026 | 2027 | 2028 |
|---|---|---|---|---|
| Revenue |
$1.2B $1.1B – $1.2B
|
$1.1B $1.1B – $1.2B
|
$1.2B $1.2B – $1.2B
|
$1.3B $1.3B – $1.3B
|
| EBITDA |
$283.1M $276.2M – $292.0M
|
$276.0M $271.1M – $278.4M
|
$290.2M $287.8M – $292.6M
|
$316.7M $310.5M – $323.0M
|
| Net Income |
$249.1M $245.9M – $252.3M
|
$226.6M $211.2M – $242.0M
|
$260.2M $230.4M – $289.9M
|
$318.3M $255.8M – $380.9M
|
| EPS | — | — | — | — |
Growth Trends (YoY %)
Last updated: Jun 22, 2026 5:45am (5d ago)| Metric | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue Growth | -10.5% | -3.3% | -0.8% | +0.6% |
| Gross Profit Growth | +1.7% | +8.5% | +13.9% | +6.8% |
| Operating Income Growth | -84.0% | +218.1% | +96.1% | +33.9% |
| Net Income Growth | -93.3% | +494.9% | +109.5% | +29.6% |
| EBITDA Growth | -19.4% | -22.3% | +59.0% | +35.6% |
Insider Trading (Recent)
Last updated: Jun 27, 2026 8:45am (1h ago)
Type codes
PPurchase
SSale
AAward / grant
MOption exercise
FIn-kind (tax)
CConversion
GGift
DReturn to issuer
All SEC Form 4 codes
Open market
- P Purchase
- Open-market or private purchase of shares.
- S Sale
- Open-market or private sale of shares.
Compensation (Rule 16b-3)
- A Award / grant
- Grant or award of securities (RSUs, options, etc.) under Rule 16b-3.
- D Return to issuer
- Securities disposed back to the company under Rule 16b-3.
- F In-kind (tax)
- Shares withheld or delivered to pay the option-exercise price or tax — not an open-market sale.
- I Discretionary
- Discretionary transaction under an employee plan — Rule 16b-3(f).
- M Option exercise
- Exercise or conversion of a derivative (option/RSU) into shares — exempt.
Derivatives
- C Conversion
- Conversion of a derivative security into the underlying shares.
- E Short expiration
- Expiration of a short derivative position.
- H Long expiration
- Expiration or cancellation of a long derivative position with value received.
- O OTM exercise
- Exercise of an out-of-the-money derivative.
- X ITM exercise
- Exercise of an in-the-money or at-the-money derivative.
Other exempt
- G Gift
- Bona fide gift of securities.
- L Small acquisition
- Small acquisition under Rule 16a-6.
- W Inheritance
- Acquisition or disposition by will or the laws of descent.
- Z Voting trust
- Deposit into or withdrawal from a voting trust.
Other
- J Other
- Other acquisition or disposition (explained in a Form 4 footnote).
- K Equity swap
- Transaction in an equity swap or similar instrument.
- U Tender / buyout
- Disposition via tender of shares in a change-of-control transaction.
Compensation-plan codes (A, D, F, M) are routine and rarely directional. Open-market P (buy) and S (sale) carry the most signal.
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-06-01 | Glickman Sarah JS | S-Sale | 982.00 | $18.50 | $18,167 |
| 2026-06-01 | Damon Ryan | S-Sale | 1,079.00 | $18.50 | $19,962 |
| 2026-05-26 | Glickman Sarah JS | S-Sale | 1,313.00 | $17.06 | $22,400 |
| 2026-05-26 | Glickman Sarah JS | S-Sale | 1,152.00 | $17.06 | $19,653 |
| 2026-05-26 | Damon Ryan | S-Sale | 1,136.00 | $17.06 | $19,380 |
| 2026-05-26 | Damon Ryan | S-Sale | 996.00 | $17.06 | $16,992 |
| 2026-03-13 | van der Kooi Frederik | P-Purchase | 5,000.00 | $17.81 | $89,050 |
| 2026-03-13 | Damon Ryan | A-Award | 63,259.00 | $0.00 | $0 |
| 2026-03-13 | Glickman Sarah JS | A-Award | 83,502.00 | $0.00 | $0 |
| 2026-03-13 | Komasinski Michael | A-Award | 141,700.00 | $0.00 | $0 |
| 2026-03-02 | Glickman Sarah JS | S-Sale | 18,304.00 | $17.99 | $329,289 |
| 2026-03-03 | Glickman Sarah JS | S-Sale | 1,943.00 | $18.48 | $35,907 |
| 2026-03-02 | Damon Ryan | S-Sale | 13,385.00 | $17.99 | $240,796 |
| 2026-03-03 | Damon Ryan | S-Sale | 1,509.00 | $18.48 | $27,886 |
| 2026-02-26 | Glickman Sarah JS | A-Award | 4,915.00 | $0.00 | $0 |
| 2026-02-26 | Glickman Sarah JS | A-Award | 17,284.00 | $0.00 | $0 |
| 2026-02-26 | Damon Ryan | A-Award | 4,165.00 | $0.00 | $0 |
| 2026-02-26 | Damon Ryan | A-Award | 13,093.00 | $0.00 | $0 |
| 2026-02-26 | Komasinski Michael | A-Award | 42,771.00 | $0.00 | $0 |
| 2026-02-23 | Glickman Sarah JS | S-Sale | 2,796.00 | $16.81 | $47,001 |
Narrative Economics
The story the market is telling about this stock — the intangible X-factor
(founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond
what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for CRTO — it's generated by the pipeline (
market-narrative step).
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Data via Financial Modeling Prep · Cached for performance · fmp
v1.1.352 · d1100787 · 2026-06-26 11:39:30