Added to YB: 2025-08-19
Pitch date: 2025-08-18
CRTO [neutral]
Criteo S.A.
-10.38%
current return
Author Info
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Company Info
Criteo S.A., a technology company, provides platform to connects the commerce ecosystem for brands, agencies, retailers, and media owners to drive measurable business outcomes in North and South America, Europe, the Middle East, Africa, and the Asia-Pacific.
Market Cap
$873.1M
Pitch Price
$23.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.31
P/E
8.89
EV/Sales
0.41
Sector
Media
Category
value
Monday Delight: 18/08/25 - Criteo S.A.
CRTO (quick overview): Paris-based adtech firm (EV $1.2B, EV/EBIT 5.5x, ROCE 15.4%). Retail media segment growing 20% YoY with network effects as market leader, while performance marketing under pressure. Very cheap if network effects persist. Risk: excessive stock-based comp often >100% of net income.
Read full article (1 min)