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CRTO 
Criteo Sa (CRTO)
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Upturn Advisory Summary
01/07/2026: CRTO (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
13 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $35.92
1 Year Target Price $35.92
| 8 | Strong Buy |
| 1 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 25.22% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 01/07/2026 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.06B USD | Price to earnings Ratio 7.09 | 1Y Target Price 35.92 |
Price to earnings Ratio 7.09 | 1Y Target Price 35.92 | ||
Volume (30-day avg) 13 | Beta 0.5 | 52 Weeks Range 19.00 - 47.27 | Updated Date 01/7/2026 |
52 Weeks Range 19.00 - 47.27 | Updated Date 01/7/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 2.96 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 8.59% | Operating Margin (TTM) 10.99% |
Management Effectiveness
Return on Assets (TTM) 7.23% | Return on Equity (TTM) 15.51% |
Valuation
Trailing PE 7.09 | Forward PE 4.57 | Enterprise Value 848457303 | Price to Sales(TTM) 0.54 |
Enterprise Value 848457303 | Price to Sales(TTM) 0.54 | ||
Enterprise Value to Revenue 0.43 | Enterprise Value to EBITDA 2.44 | Shares Outstanding 50354158 | Shares Floating 46741425 |
Shares Outstanding 50354158 | Shares Floating 46741425 | ||
Percent Insiders 2.28 | Percent Institutions 90.51 |
Upturn AI SWOT
Criteo Sa
Company Overview
History and Background
Criteo S.A. was founded in 2005 by Jean-Baptiste Rudelle, Jonathan Bellis, and Romain Niccoli in Paris, France. Initially focused on personalized advertising solutions, Criteo quickly established itself as a leader in retargeting. Key milestones include its IPO on the Nasdaq in 2013, significant international expansion, and a strategic shift towards a more comprehensive commerce media platform.
Core Business Areas
- Commerce Media Platform: Criteo operates a comprehensive commerce media platform that connects retailers, brands, and publishers to drive commerce outcomes. This includes advertising solutions, data analytics, and commerce growth services.
- Advertising Solutions: Criteo's core offering involves programmatic advertising, particularly retargeting, personalized ads, and customer acquisition solutions across various digital channels.
- Commerce Growth Services: This encompasses a suite of services designed to help Criteo's clients grow their sales, including insights, measurement, and content tools.
Leadership and Structure
Criteo is led by a management team comprising a CEO, CFO, and other executive officers responsible for different business functions. The company has a global organizational structure with offices in numerous countries to serve its international client base. As of late 2023/early 2024, the CEO is Megan Clarken. The company is structured around its product lines and geographic regions.
Top Products and Market Share
Key Offerings
- Description: Criteo's flagship product, which uses machine learning to display personalized ads to users who have previously interacted with a client's website or app. This aims to re-engage potential customers and drive conversions. Competitors include Google Ads (Display & Video 360), Meta Ads, and AdRoll.
- Market Share Data: Difficult to ascertain precise market share for this specific product, but Criteo is a significant player in the retargeting and ad tech space.
- Number of Users/Clients: Tens of thousands of clients globally.
- Product Name: Criteo's Retargeting Solutions
- Revenue Contribution: Historically a significant contributor to Criteo's revenue, though the company is diversifying.
- Description: A proprietary data set and technology that maps consumer behavior across the open internet, enabling personalized ad targeting and measurement. This forms the backbone of many of Criteo's advertising solutions. Competitors in data management platforms and identity solutions include LiveRamp and numerous other data providers.
- Market Share Data: N/A, proprietary technology.
- Number of Users/Clients: N/A, internal technology driving client solutions.
- Product Name: Criteo Shopper Graph
- Revenue Contribution: Integral to the revenue generated by Criteo's advertising and commerce media offerings.
- Description: Criteo's newer offerings focused on enabling brands and retailers to leverage their own data and audiences for advertising and commerce growth. This includes on-site and off-site advertising capabilities. Competitors include platforms like Amazon Advertising, Walmart Connect, and other retail media networks.
- Market Share Data: Emerging and rapidly growing segment; Criteo is a key player in this evolving space.
- Number of Users/Clients: Growing rapidly, particularly among large retailers and brands.
- Product Name: Commerce Growth Solutions (e.g., Retail Media Platform)
- Revenue Contribution: Increasingly important for Criteo's future revenue growth.
Market Dynamics
Industry Overview
The digital advertising and commerce media industry is highly dynamic, characterized by rapid technological advancements, evolving privacy regulations (e.g., cookie deprecation), and increasing competition. The shift towards data-driven personalization and measurable commerce outcomes is a dominant trend. The rise of retail media networks is also reshaping the landscape.
Positioning
Criteo is positioned as a leading commerce media platform, leveraging its extensive data and AI capabilities to connect commerce participants. Its competitive advantages lie in its sophisticated AI-powered technology, its vast Shopper Graph data, and its established relationships with retailers and brands. The company is actively pivoting from a pure retargeting player to a broader commerce media solutions provider.
Total Addressable Market (TAM)
The global digital advertising market is estimated to be in the hundreds of billions of dollars, with the commerce media segment experiencing rapid growth and expected to reach tens of billions in the coming years. Criteo is well-positioned to capture a significant portion of this TAM through its comprehensive platform and focus on commerce outcomes.
Upturn SWOT Analysis
Strengths
- Proprietary AI and machine learning capabilities.
- Extensive and unique Shopper Graph data asset.
- Strong global client base of retailers and brands.
- Established expertise in retargeting and personalized advertising.
- Strategic pivot towards a comprehensive commerce media platform.
Weaknesses
- Historical reliance on retargeting, requiring continued diversification.
- Perception challenges due to past privacy concerns and cookie reliance.
- Intense competition from tech giants (Google, Meta) and emerging players.
- Navigating the complexities of evolving privacy regulations.
Opportunities
- Growth of the retail media market.
- Leveraging AI for enhanced personalization and effectiveness.
- Expanding into new advertising formats and channels.
- Data collaboration and privacy-preserving solutions.
- Acquisitions to bolster technology and market reach.
Threats
- Stricter privacy regulations and data restrictions (e.g., third-party cookie deprecation).
- Increased competition and consolidation within the ad tech industry.
- Economic downturns impacting advertising spend.
- Technological disruptions and the emergence of new advertising paradigms.
- Dependence on large platforms (e.g., Google Chrome) for ad delivery.
Competitors and Market Share
Key Competitors
- Google (GOOGL)
- Meta Platforms (META)
- Adobe Inc. (ADBE)
- The Trade Desk (TTD)
- Magnite (MGNI)
Competitive Landscape
Criteo faces stiff competition from tech giants like Google and Meta, which have vast reach and integrated advertising ecosystems. However, Criteo differentiates itself through its focus on commerce outcomes and its proprietary Shopper Graph. Its advantages lie in its agility and specialized solutions for retailers and brands, while its disadvantages include a smaller scale compared to the giants and the ongoing challenge of adapting to privacy changes.
Major Acquisitions
Demand-Side Platform (DSP) by StackAdapt
- Year: 2019
- Acquisition Price (USD millions):
- Strategic Rationale: To enhance Criteo's ability to buy media programmatically across various channels and improve its targeting capabilities.
StackAdapt's DSP
- Year: 2019
- Acquisition Price (USD millions):
- Strategic Rationale: Strengthen its programmatic advertising capabilities and expand its reach.
Roxot
- Year: 2019
- Acquisition Price (USD millions):
- Strategic Rationale: To bolster its mobile advertising and app install capabilities.
Data Publicis
- Year: 2021
- Acquisition Price (USD millions):
- Strategic Rationale: To enhance its data analytics and customer journey insights, particularly within the retail sector.
Growth Trajectory and Initiatives
Historical Growth: Criteo experienced significant growth in its early years, driven by the boom in digital advertising and its expertise in retargeting. More recently, the company has focused on diversifying its revenue streams and adapting to market changes, which may have led to more moderate or varied growth patterns.
Future Projections: Analyst projections for Criteo's future growth are typically based on its strategic initiatives, market trends in commerce media, and its ability to adapt to privacy changes. Projections often focus on revenue growth for its new commerce media offerings and the stability of its core advertising business.
Recent Initiatives: Recent initiatives include the expansion of its commerce media platform, investments in AI and data privacy solutions, strategic partnerships, and potentially acquisitions to enhance its capabilities in areas like retail media and customer data platforms.
Summary
Criteo S.A. is a well-established player in the digital advertising landscape, transitioning into a comprehensive commerce media platform. Its strengths lie in its AI technology and unique data assets, enabling strong retargeting and personalized advertising solutions. However, it faces significant competition and the ongoing challenge of adapting to evolving privacy regulations. Criteo needs to continue its strategic pivot towards broader commerce media services and maintain its innovation edge to thrive in the dynamic ad tech market.
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Sources and Disclaimers
Data Sources:
- Company investor relations reports (e.g., 10-K, 10-Q filings).
- Financial news outlets and industry analysis reports.
- Market research firms specializing in digital advertising and martech.
Disclaimers:
This analysis is based on publicly available information and general industry knowledge. Financial data, market share figures, and future projections are subject to change and should be independently verified. This is not financial advice. Investors should conduct their own due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Criteo Sa
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2013-10-30 | CEO & Director Mr. Michael Komasinski | ||
Sector Communication Services | Industry Advertising Agencies | Full time employees 3650 | Website https://www.criteo.com |
Full time employees 3650 | Website https://www.criteo.com | ||
Criteo S.A., a technology company, provides marketing and monetization services and infrastructure on the open internet 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 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 models; 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. In addition, it provides Retail Media, which assists retailers in generating high-margin advertising revenues from brands and agencies looking to address multiple marketing goals with strong return on ad spend, and to drive sales for themselves, by monetizing their audiences through personalized ads, either on their own digital store or on media owner properties on the open Internet; and Performance Media, which encompasses commerce activation, monetization, and services. Further, the company offers real-time advertising technology and trading infrastructure delivering advanced media buying, selling, and packaged capabilities for media owners, agencies, performance advertisers, and third-party AdTech platforms. It serves retail, travel, and classifieds industries. The company has a strategic alliance with Mirakl SAS to serve the segment of retail media, third-party sellers, and mid-to-long-tail advertisers. Criteo S.A. was incorporated in 2005 and is headquartered in Paris, France.
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