Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
CRTO 
Criteo Sa (CRTO)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: 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.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 29.49% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.93B USD | Price to earnings Ratio 18.74 | 1Y Target Price 55.75 |
Price to earnings Ratio 18.74 | 1Y Target Price 55.75 | ||
Volume (30-day avg) 384814 | Beta 0.98 | 52 Weeks Range 33.15 - 49.93 | Updated Date 04/2/2025 |
52 Weeks Range 33.15 - 49.93 | Updated Date 04/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.9 |
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 5.77% | Operating Margin (TTM) 19.65% |
Management Effectiveness
Return on Assets (TTM) 4.44% | Return on Equity (TTM) 10.46% |
Valuation
Trailing PE 18.74 | Forward PE 8.38 | Enterprise Value 1719279997 | Price to Sales(TTM) 1 |
Enterprise Value 1719279997 | Price to Sales(TTM) 1 | ||
Enterprise Value to Revenue 0.89 | Enterprise Value to EBITDA 6.99 | Shares Outstanding 54277400 | Shares Floating 49084676 |
Shares Outstanding 54277400 | Shares Floating 49084676 | ||
Percent Insiders 2.51 | Percent Institutions 98.93 |
Analyst Ratings
Rating 4.36 | Target Price 52.23 | Buy 1 | Strong Buy 9 |
Buy 1 | Strong Buy 9 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Criteo Sa
Company Overview
History and Background
Criteo Sa was founded in 2005. It initially focused on personalized retargeting advertising and has evolved into a technology company delivering outcome-focused marketing through a unified platform.
Core Business Areas
- Commerce Media Platform: Criteo's core offering, providing a comprehensive suite of solutions for retailers, brands, and publishers to connect with consumers and drive sales.
- Retail Media: Solutions that empower retailers to monetize their on-site and off-site media inventory through targeted advertising.
- Marketing Solutions: Tools and services that enable brands and agencies to optimize their marketing campaigns across various channels.
Leadership and Structure
Megan Clarken serves as Chief Executive Officer. The company operates with a structured leadership team overseeing various departments, including engineering, sales, marketing, and finance.
Top Products and Market Share
Key Offerings
- Commerce Media Platform: Criteo's flagship platform utilizes AI-powered technology to personalize advertising and drive sales for retailers and brands. Market share is approximately 10-15% in the personalized advertising space. Competitors include Google, Meta, Amazon Ads, and independent DSPs. Revenue is not publicly broken down product-wise.
- Retail Media: Enables retailers to monetize their site traffic and drive sales. Market share is growing, but still smaller than leading retail media platforms like Amazon. Key competitors are Amazon, Walmart Connect, and Target Circle 360.
Market Dynamics
Industry Overview
The digital advertising industry is characterized by constant innovation, increasing competition, and growing privacy concerns. The shift to e-commerce is further fueling the growth of commerce media.
Positioning
Criteo is positioned as a leading provider of commerce media solutions, differentiating itself with its focus on personalization and performance. Their advantage lies in their robust technology and extensive data.
Total Addressable Market (TAM)
The global digital advertising market is estimated to be in the hundreds of billions of dollars and growing. Criteo is positioned to capture a significant share of the commerce media segment, benefiting from the increasing shift towards online commerce.
Upturn SWOT Analysis
Strengths
- Strong AI-powered technology
- Extensive shopper data
- Established relationships with retailers and brands
- Focus on performance-based advertising
Weaknesses
- Dependence on third-party data
- Competition from larger tech companies
- Vulnerability to privacy changes
- Past reliance on retargeting
Opportunities
- Growth in e-commerce and retail media
- Expansion into new markets and channels
- Development of privacy-safe advertising solutions
- Increased adoption of first-party data strategies
Threats
- Increasing privacy regulations (e.g., GDPR, CCPA)
- Competition from dominant players (Google, Meta, Amazon)
- Changes in browser policies affecting third-party cookies
- Economic downturn impacting advertising budgets
Competitors and Market Share
Key Competitors
- GOOGL
- META
- AMZN
- TTD
Competitive Landscape
Criteou2019s main advantage lies in its commerce-focused technology and deep relationships with retailers. Its disadvantages are its smaller size relative to major competitors like Google and Meta, as well as its dependence on third-party data. Google, Meta, Amazon and TTD's vast resources give them an advantage, however, their reach is not focused solely on advertising technology like Criteo.
Major Acquisitions
IPONWEB
- Year: 2022
- Acquisition Price (USD millions): 380
- Strategic Rationale: To enhance Criteo's supply-side capabilities and enable a more integrated advertising ecosystem.
Growth Trajectory and Initiatives
Historical Growth: Criteo has transitioned from retargeting towards a broader commerce media platform, resulting in fluctuating revenue growth. The company's historical growth has been impacted by privacy changes and increased competition.
Future Projections: Analysts project modest revenue growth for Criteo, driven by the expansion of its retail media and commerce media solutions. Future growth will depend on Criteo's ability to navigate privacy changes and compete effectively with larger players.
Recent Initiatives: Recent initiatives include the expansion of its retail media network, the development of cookieless advertising solutions, and the acquisition of IPONWEB (announced in 2022) to bolster its supply-side platform.
Summary
Criteo is transitioning toward a broader commerce media platform, leveraging its AI and retail relationships. While its reliance on third-party data and competition with tech giants pose challenges, it is positioned for growth in e-commerce advertising. The IPONWEB acquisition strengthens its supply-side and focus on first-party data. Its growth prospects depend on navigating privacy concerns and innovating within the dynamic landscape.
Similar Companies
APPN
Appian Corp
APPN
Appian Corp
MGNI
Magnite Inc
MGNI
Magnite Inc
PERI
Perion Network
PERI
Perion Network
PUBM
Pubmatic Inc
PUBM
Pubmatic Inc
VCNX
Vaccinex Inc
VCNX
Vaccinex Inc
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
- Press Releases
Disclaimers:
This analysis is based on available information and represents a snapshot in time. Investment decisions should be made after conducting thorough due diligence.
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 3507 | Website https://www.criteo.com |
Full time employees 3507 | Website https://www.criteo.com | ||
Criteo S.A., a technology company, provides marketing and monetization services on the open Internet in North and South America, Europe, the Middle East, Africa, and the Asia-Pacific. 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, 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 to enhance the capabilities and effectiveness of prediction models. 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 packaging capabilities for media owners, agencies, performance advertisers, and third-party AdTech platforms. It serves companies in digital retail, travel, and classifieds sectors. Criteo S.A. was incorporated in 2005 and is headquartered in Paris, France.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.