Obermatt

Criteo

NSQ:CRTO · US2267181046
MediaMedium

360

76
EV / EBIT94
Price / Owner Earnings52
Owner Earnings Yield89
Dividend Yield1
Price/Sales49
EV / Gross Profit91
Price/Book86
Return on Capital77
Cash Return on Capital69
Return on Equity63
EBIT Margin59
Gross Profitability77
Cash Conversion56
Accruals43
Owner Earnings Margin65
Sales growth23
Profit Growth73
Long-Term EPS Growth20
Owner Earnings Growth43
Reinvestment78
Price momentum18
Debt load79
Refinancing35
Debt Payback100
Liquidity92
Analyst ratings62
Opinion Changes33
Price Target Upside67
Market mood34
Value Creation12/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Criteo clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryFrance
IndustryMedia
SizeMedium
TypePublic Company
ExchangeNASDAQGS
Founded2005
Employees3,536
Websitecriteo.com
ISINUS2267181046
Last UpdateApr 2, 2026
Themes
Digital Asset ManagementMachine LearningCustomer AnalyticsDigital MediaAd NetworkAd ExchangeAd TargetingBrand MarketingArtificial IntelligencePredictive AnalyticsMarketing AutomationAdvertisingE-CommerceInternetMarketing

Description

Criteo S.A. (Criteo) operates as a global commerce ecosystem for brands, agencies, retailers, and media owners to drive measurable business outcomes. The company’s technology enables discovery, engagement, and conversion across the shopper journey.…

Analysis

Bargain bin

Criteo S.A. falls in the bargain bin: the price is low relative to peers, but the business metrics give reason to pause.

The price is attractive. You pay 7.7× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone.

The trajectory is tepid and the balance sheet is sturdy. The company scores 12/20 on our value-creation score: creating some value.

Nothing is flagged here: no red or amber gates, no divergence between profits and cash. That is itself information: the numbers are straightforward. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
63
2023202420252026

All-time high

88

Mar 2026

All-time low

25

Jun 2025

Average rank

56

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
49
31
54
44
Price/Earnings
87
78
74
91
Price/Book
86
52
66
67
Dividend Yield
1
1
1
1
Value (overall)
47
37
26
43

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →