CRTO
Strong BuyUnloved QualityAI neutralCriteo S.A. · Communication Services · France · $811M cap · $4.2M/day traded
$15.35 -2.4% · close 12 Oct · scored 14 Oct
StockRank down 1.6 since 13 Oct.
Unloved Quality: Strong and cheap; the market has not turned yet.
Report expected 28 Oct: the next-year EPS estimate has fallen 14.2% over the last 13 weeks.
As of 14 Oct 2026, MoatMap's StockRank for Criteo S.A. (CRTO) is 88/100, ranked against 24,000+ stocks in 35 markets (Quality 67, Value 81, Momentum 39, each scored against its sector).
Does StockRank work? Each month we publish how every decile did, whichever way it went. See the record →
Criteo represents an interesting arbitrage on a potential buyout, with a 50%+ premium offer already on the table and strong forward-EPS revisions. However, as an adtech firm navigating a shift to U.S. domicile, the integration and management distractions during a potential takeover create binary outcomes that diverge from our core long-term compounder philosophy.
ABOUT CRITEO S.A.
Read
Criteo S.A. is a global technology company delivering commerce media solutions that empower brands and retailers to engage consumers with personalized advertising experiences. The company's competitive moat is founded on its vast dataset of commerce insights, advanced AI-driven prediction algorithms, and an expansive network of publisher and advertiser partnerships. Criteo is a leading innovator in the commerce media space, adapting its solutions to navigate evolving privacy regulations and digital advertising landscapes.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.0B | 1.9B | 1.9B | 1.9B | -1.2% | 1.9B | 1.7B | 1.8B | -4.1% |
| EPS | 0.15 | 0.95 | 2.04 | 2.73 | 163.0% | 1.96 | 3.48 | 3.88 | 19.2% |
| Shares | 57.3M | 55.8M | 54.3M | 51.2M | -10.7% | 49.0M | — | — | — |
| Debt | 108.5M | 118.4M | 103.4M | 138.4M | 8.4% | 148.2M | — | — | — |
| Equity | 1.0B | 1.1B | 1.0B | 1.1B | 3.1% | — | — | — | — |
| Op CF | 256.0M | 224.2M | 258.2M | 311.2M | 6.7% | 318.8M | — | — | — |
| Inv CF | -166.1M | -108.7M | -97.9M | -101.1M | — | — | — | — | — |
| Fin CF | -113.0M | -147.3M | -270.5M | -151.5M | — | — | — | — | — |
Made a new 52-week low 5 trading days ago, 39% below its 52-week high. The fall has not stopped yet.
Swung more than 71% of stocks we rank over the past year (56% a year).
How this is worked out
StockRank judges the business. The price check reads only the chart: it is the price side of the Momentum score, in words.
The rules: Still falling is a new 52-week low in the last two weeks, at least 25% below the high. Finding a floor is no new low since. Turning up is 20 or more trading days without a new low, at least 10% off it, and back above a rising 50-day average. In an uptrend is above the 200-day average and within 15% of the high.
In 2,112 US drawdowns since 2001, buying while the price was still falling was followed by a further 20% drop 42% of the time. Waiting for a turn like this one cut that to 33%, at about 7% higher prices and with no better returns. Part of that cut is simply not buying: 13% of falls never turned, and waiting kept those out. Among turns that were bought, 38% still fell another 20%, and 33% of turns were followed by a new low within six months. The benefit was largest in crashes such as 2008 and 2020.
What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Communication Services, ranked by industry match, size, and score similarity. Cross-listings of CRTO are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| CRTO | Criteo S.A.(you) | $811M | 88 | Strong Buy |
| HAVAS.AS | Havas N.V. | $1.9B | 90 | Strong Buy |
| LOCAL.PA | Solocal Group S.A. | $166M | 96 | Strong Buy |
| ALUNI.PA | Unify Group SA | $104M | 91 | Strong Buy |
| DEC.PA | JCDecaux SE | $6.1B | 83 | Strong Buy |
| DKUPL.PA | ADLPartner SA | $104M | 94 | Strong Buy |
| HCO.PA | High Co. SA | $77M | 88 | Strong Buy |
| PUB.PA | Publicis Groupe S.A. | $24.5B | 76 | Buy |
| ALBLD.PA | Bilendi SA | $50M | 31 | Sell |
| NRG.PA | NRJ Group SA | $529M | 76 | Buy |
Peer medians: ROE 2.4% · P/E 13.0x · Gross margin 43.9%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.