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Employees: 3,649
Size Criteo (CRTO) is a United States Communication Services company (Advertising/Marketing Services) with a market value of $756M, the 2431st largest of 3,117 United States companies the cockpit tracks. Shares closed at $15.42 on 6 Nov 2026.
Performance Over six months the shares fell 6.5%, against -17.1% for the median peer and -1.1% for the United States market (cap-weighted) — 8th highest of 21 in its peer set.
Growth Revenue fell 7.5% over the last twelve months (peer median +6.5%); the operating margin is 8.2% (peer median 0.7%).
Valuation It trades at 4.1× forward earnings against a peer median of 18.2× (cheapest of 13).
Price implies For today's price to make sense, revenue must grow about -20% a year for seven years (Req g). Recent delivered growth is -1%, so the hurdle is -19 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 4.6 points above its cost of capital (6.4% WACC).
Short interest Short interest is 2.4% of the free float (15 Oct 2026).
Next results Next results expected around 10 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $1.81B | $1.94B | $1.93B | $1.95B | $2.02B |
| Revenue growth | — | +1% | -1% | -3% | — |
| Gross profit | $950M | $1.05B | $983M | $863M | $795M |
| EBITDA | $268M | $344M | $284M | $202M | $200M |
| Net income | $72.2M | $145M | $112M | $53.3M | $8.95M |
| Free cash flow | $135M | $208M | $180M | $108M | $171M |
| Capital expenditure | $153M | $103M | $78.1M | $116M | $84.8M |
| Total debt | $146M | $150M | $107M | $122M | $109M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | CRTO | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +0.8% | +0.3% | 10th highest of 21 |
| 6-month return | -6.5% | -17.1% | 8th highest of 21 |
| Distance from 52-week high | -39.0% | -37.3% | 8th lowest of 21 |
| Revenue growth (TTM) | -7.5% | +6.5% | 7th lowest of 21 |
| Operating margin | 8.2% | 0.7% | 7th highest of 19 |
| Forward P/E | 4.1× | 18.2× | cheapest of 13 |
| Growth the price implies (Req g, 7 yrs) | -19.8% | 7.8% | least demanding of 14 |
| Growth delivered (Del g) | -1.3% | +9.0% | 4th lowest of 14 |
| Hurdle (Req g minus delivered) | -18.5 pp | -2.3 pp | 2nd least demanding of 14 |
| ROIC minus cost of capital | +4.6 pp | -3.8 pp | 5th highest of 19 |
| EV / EBITDA | 2.4× | 9.8× | cheapest of 7 |
| Net debt / EBITDA | -0.6× | -0.8× | 4th most indebted of 8 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Criteo CRTO | United States | $756M | -6% | -7% | 8% | 4.1× | -19.8% | -1.3% |
| Hubei Century Network Technology 300494.SZ | China | $766M | -5% | -7% | -6% | n/a | n/a | n/a |
| Apg Sga APGN.SW | Switzerland | $745M | +13% | +5% | 10% | 18.7× | -2.7% | +4.5% |
| Lecron Industrial Development 300343.SZ | China | $738M | -29% | +46% | 1% | n/a | n/a | n/a |
| Guangdong Yowant Technology 002291.SZ | China | $786M | -15% | -22% | -15% | 40.6× | 36.3% | +9.0% |
| GMO internet,Inc 4784.T | Japan | $724M | -34% | +81% | 12% | 17.7× | -11.2% | +17.9% |
| QITIAN Technology 300061.SZ | China | $699M | -21% | -18% | -22% | n/a | 49.7% | -22.3% |
| Guangdong Insight Brand Marketing 300781.SZ | China | $683M | -19% | -29% | n/a | n/a | 31.8% | +14.4% |
| New Huadu Technology Co., Ltd.Class A 002264.SZ | China | $676M | -23% | +8% | 5% | 23.7× | 5.7% | -9.3% |
| Chengdu B-Ray Media 600880.SS | China | $672M | -20% | -33% | -35% | 104.9× | 57.3% | -2.9% |
| Inly Media 603598.SS | China | $865M | +4% | +9% | 0% | 79.8× | n/a | n/a |
| Shanxi Kexin Development 600234.SS | China | $649M | -32% | -23% | -11% | n/a | n/a | n/a |
| China Tourism And Culture Investment 600358.SS | China | $911M | -11% | +125% | n/a | n/a | n/a | n/a |
| oOh media OML.AX | Australia | $611M | +28% | +2% | 15% | 13.5× | 7.8% | +10.1% |
| VECTOR 6058.T | Japan | $605M | +64% | +9% | 16% | 15.4× | -3.9% | +11.3% |
| Septeni 4293.T | Japan | $585M | +7% | +8% | 17% | 15.5× | -2.7% | +11.1% |
| Beijing Yuanlong Yato Culture Dissemination 002878.SZ | China | $557M | -27% | -21% | -2% | 33.2× | -2.9% | +8.6% |
| INNOCEAN Worldwide 214320.KS | South Korea | $518M | -11% | +2% | 8% | 6.0× | n/a | n/a |
| Trump Media & Technology DJT | United States | $1.11B | -55% | +22% | -4,052% | n/a | n/a | n/a |
| QuinStreet QNST | United States | $1.18B | +58% | +18% | 3% | 12.3× | 9.8% | +17.5% |
| Sunwave Communications 002115.SZ | China | $1.21B | -35% | +102% | 1% | n/a | 26.1% | +6.5% |