Criteo Resultados de beneficios anteriores
Pasado controles de criterios 2/6
Criteo ha aumentado sus beneficios a una tasa media anual de 12.9%, mientras que los beneficios de la industria de Media han experimentado un crecimiento de 5.4% anual. Los ingresos han ido disminuyendo a una tasa media de 3.3% al año. La rentabilidad financiera de Criteo es de 10.1%, y sus márgenes netos son de 6%.
Información clave
12.91%
Tasa de crecimiento de los beneficios
16.95%
Tasa de crecimiento del BPA
| Crecimiento de la industria Media | 13.17% |
| Tasa de crecimiento de los ingresos | -3.26% |
| Rentabilidad financiera | 10.09% |
| Margen neto | 5.97% |
| Última actualización de beneficios | 31 Mar 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Seeking Alpha • May 18
Criteo: Weaker Spending Is Cutting Into The Bottom Line (Rating Downgrade)
Summary Criteo shares have slid ~20% this week as clients' media spending has weakened. The company cut its full-year guidance, now expecting contribution ex-TAC (which is the company's revenue less traffic acquisition costs) to decline instead of slight growth. Recent integrations into ChatGPT and a new self-service product aimed at bringing in smaller advertisers have not yet spurred new growth. I'm downgrading CRTO to a neutral rating despite its cheap ~1x adjusted EBITDA multiple. Read the full article on Seeking Alpha
Actualización de narrativa • May 11
CRTO: AI Commerce Partnerships And Buybacks May Support Future Rerating
Criteo's analyst fair value estimate has been reduced from $43.00 to $35.00 as analysts trim price targets and factor in slightly higher discount rates, softer profit margin assumptions, and a lower future P/E following a series of target cuts and a downgrade to Equal Weight. Analyst Commentary Recent Street research on Criteo has been dominated by lower price targets and a downgrade to Equal Weight at a major brokerage, which helps explain why fair value estimates have been marked down.
Actualización de narrativa • May 06
Criteo is a profitable, cash-generative commerce data platform trading at or below its liquidation value, with Retail Media re-acceleration
At $19/share after today's earnings, Criteo trades at 1.9x forward EBITDA and 4.1x normalized FCF — multiples that imply permanent structural collapse rather than a transition trough. Asymmetric upside with a $200M buyback authorization that could retire 21% of the float at current prices.Actualización de narrativa • Apr 22
CRTO: Future Share Repurchases And AI Commerce Data Partnerships May Support Repricing
Criteo's analyst price target has been reduced by $1.00 as analysts update their views in light of recent Street research that includes several lowered targets from major firms. Analyst Commentary Recent Street research shows a cluster of lower price targets for Criteo, including changes from firms such as JPMorgan and several other brokerages.
Actualización de narrativa • Apr 08
CRTO: GenAI Commerce Partnerships And Buybacks Will Support Multiple Re Rating
Analysts have trimmed their average Criteo price targets by a mid single digit dollar amount, with cuts ranging from $1 to $12, as they factor in sector wide concerns around smaller ad platforms and compare the company with peers tied more directly to GenAI and GPU related themes. Analyst Commentary Recent Street research points to a more cautious stance on Criteo, with several price target trims clustered around concerns about smaller ad platforms and investor focus on GenAI and GPU related themes.Nueva narrativa • Mar 27
Criteo is a profitable, cash-generative commerce data platform trading at or below its liquidation value, with Retail Media re-acceleration
Investment Thesis The stock trades near or below the bear-case DCF intrinsic value (~$33), meaning you are paying for a business in secular decline and getting the Retail Media growth optionality largely for free Retail Media’s underlying CexT grew 16% in 2025 ex-scope changes; as the $75M headwind anniversaries in late 2026, reported growth should re-accelerate and likely re-rate the multiple Management has retired ~$871M in shares since 2018 and continues buying at ~$28/share, compounding per-share value even if aggregate FCF is flat The Luxembourg redomiciliation removes the primary structural barrier to acquisition; at $35–42/share a takeout is both fair to shareholders and strategically rational for a PE buyer or holding company The commerce data asset — 5B SKUs, $1T+ in observed transactions, 90% client retention — is 20 years in the making and cannot be replicated quickly by any credible acquirer or competitor Risk Considerations A single large retailer reducing scope cost $75M in annual revenue; the top-10 clients represent ~20% of revenue, making the thesis vulnerable to one or two more relationship deteriorations Performance Media (~$915M of CexT) faces structural headwinds from walled garden dominance and potential client in-housing; if it declines faster than Retail Media grows, total CexT could shrink rather than stabilize 2026 capex steps up to ~$175M (from $101M in 2025) for data center renewal, compressing near-term FCF to ~$130–150M and limiting the buyback pace precisely when the stock may be cheapest Criteo’s independence is its value proposition to retailers — any acquisition by a strategic player that competes with retailers (Amazon, Walmart, Google) would trigger customer attrition and destroy the core asset it was purchased for Agentic commerce (MCP, conversational shopping) is the growth narrative but is pre-revenue and depends on AI assistant providers adopting Criteo’s APIs rather than building their own commerce data layersActualización de narrativa • Mar 25
CRTO: GenAI Commerce And Buybacks Will Offset Lower Multiple Concerns
Criteo's updated analyst price target has moved lower from $35.75 to about $29.95 as analysts factor in softer profit margin assumptions, a slightly higher discount rate, and a reduced future P/E multiple following a series of Street target cuts across major firms. Analyst Commentary Street research on Criteo has clustered around lower price targets, with several firms trimming their numbers by single digit dollar amounts and a few cutting targets by double digits.
Actualización de narrativa • Mar 09
CRTO: Future Returns Will Hinge On AI Commerce And Margin Execution
Our updated analyst price target for Criteo moves to $18 from $25, reflecting a series of recent target cuts across the Street as analysts factor in softer profit margin assumptions, a slightly higher discount rate, and lower future P/E expectations, even as they model less steep revenue contraction than before. Analyst Commentary Recent Street research on Criteo has leaned cautious, with a series of price target reductions across multiple firms.Actualización de narrativa • Feb 23
CRTO: Future Share Repurchases And Commerce Data May Support Repricing
Analysts have reduced their price target on Criteo from $51.00 to $43.00. The change reflects updated views that factor in slightly softer revenue and margin assumptions, a modestly higher discount rate, and a series of Street target cuts across multiple firms.Actualización de narrativa • Feb 09
CRTO: GenAI Commerce Efforts And Buybacks Will Support Upside Through 2026
Analysts have trimmed their price target on Criteo to about US$34 from US$36, reflecting a cautious view on smaller ad platforms as investors focus more on companies tied to GenAI or GPU enabled returns on capital. Analyst Commentary Recent research points to a more cautious stance on Criteo, with the price target adjusted to US$34.Actualización de narrativa • Jan 23
CRTO: Retail Media Progress And Buybacks Will Support Upside Beyond 2026
Our updated fair value estimate for Criteo nudges down slightly from US$35.92 to US$35.75 per share. This reflects a blend of cautious analyst price target revisions around retail media growth, slower client ramp ups into Q4, and differing views on how smaller ad platforms will be valued relative to larger GenAI and GPU focused peers.Actualización de narrativa • Jan 08
CRTO: Retail Media Execution And Buybacks Will Support Upside Through 2026
Narrative Update on Criteo Analysts recently nudged their price targets on Criteo higher, with one moving to US$29 from US$27 and another to US$42 from US$41. They cited solid Q3 results, strength in retail media, and performance ahead of expectations for net revenue and EBITDA, despite softer Q4 guidance tied to slower client ramp timing.Actualización de narrativa • Dec 13
CRTO: Retail Media Momentum Will Drive Share Upside Through 2026
Analysts modestly raised their price targets on Criteo, with recent moves to about $29 and $42 per share, citing solid Q3 results, continued retail media growth, and supportive read throughs from broader ad tech M&A, despite near term softness in Q4 guidance. Analyst Commentary Street research following the Q3 print reflects a generally constructive stance on Criteo, with moderate target price increases and a focus on the durability of its retail media growth, tempered by near term execution risks.Actualización de narrativa • Nov 28
CRTO: Ongoing Retail Media Momentum Will Drive Share Upside Into 2026
Analysts have raised their price targets on Criteo shares, with some increasing estimates by $1 to $2. They cite solid third quarter results and ongoing momentum in retail media, although the outlook for the fourth quarter is lighter.Actualización de narrativa • Nov 14
CRTO: Retail Media Expansion Will Drive Upside Despite Near-Term Headwinds
Analysts have modestly raised their price targets for Criteo, with increases ranging from $2 to $1 per share. They cite the company's solid third-quarter performance and continued progress in retail media, despite a lighter Q4 outlook.Actualización de narrativa • Oct 31
CRTO: Share Repurchases And Retail Media Partnerships Will Drive Outperformance Ahead
Analysts have adjusted their average price target for Criteo downward from $38.17 to $35.92. This change is attributed to solid recent results; however, it is offset by lighter guidance and slower-than-expected client growth, which is impacting near-term retail media performance.Artículo de análisis • May 28
Earnings Working Against Criteo S.A.'s (NASDAQ:CRTO) Share Price Following 27% Dive
Unfortunately for some shareholders, the Criteo S.A. ( NASDAQ:CRTO ) share price has dived 27% in the last thirty days...Artículo de análisis • May 04
Does Criteo (NASDAQ:CRTO) Deserve A Spot On Your Watchlist?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Artículo de análisis • Apr 15
Is Criteo (NASDAQ:CRTO) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Mar 13
Criteo: Steady Growth With Retail Media Potential
Summary Criteo is poised for a 15% return with a price target of $40.6, driven by growth in its Retail Media and AI-based solutions. Despite recent volatility and macro-driven challenges, I maintain a buy rating on CRTO due to improved fundamentals and strategic share repurchases. FY 2024 saw a slight revenue decline but improved net margins and operating cash flow, with significant cash allocated for share repurchases. Key growth catalysts include the adoption of Commerce Go and Retail Media expansion, while competition from Amazon poses a manageable risk. Read the full article on Seeking AlphaArtículo de análisis • Mar 05
Criteo S.A.'s (NASDAQ:CRTO) Subdued P/E Might Signal An Opportunity
There wouldn't be many who think Criteo S.A.'s ( NASDAQ:CRTO ) price-to-earnings (or "P/E") ratio of 18.2x is worth a...Artículo de análisis • Feb 15
We Like The Quality Of Criteo's (NASDAQ:CRTO) Earnings
Criteo S.A. ( NASDAQ:CRTO ) announced a healthy earnings result recently, and the market rewarded it with a strong...Artículo de análisis • Jan 10
Criteo (NASDAQ:CRTO) Has A Rock Solid Balance Sheet
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Dec 18
Criteo S.A.: Still Worth Investing In
Summary Criteo S.A. offers a promising entry into digital advertising growth, despite challenges, with strategic partnerships and expanding retail media presence. The stock is undervalued with a forward P/E ratio of 28.34 and EV/EBITDA of 6.18, suggesting potential upside. I rate CRTO as a soft buy, recommending close monitoring of Q4 and FY24 reports for revenue growth and financial improvements. I am an investment analyst who provides insights on income and investment opportunities. Read the full article on Seeking AlphaArtículo de análisis • Nov 15
Is Now An Opportune Moment To Examine Criteo S.A. (NASDAQ:CRTO)?
Criteo S.A. ( NASDAQ:CRTO ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...Artículo de análisis • Oct 28
Getting In Cheap On Criteo S.A. (NASDAQ:CRTO) Is Unlikely
With a median price-to-sales (or "P/S") ratio of close to 0.9x in the Media industry in the United States, you could be...Artículo de análisis • Oct 10
These 4 Measures Indicate That Criteo (NASDAQ:CRTO) Is Using Debt Safely
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Nueva narrativa • Sep 09
Decisive Partnerships And AI Propel Growth Amid Challenges
Enhanced advertising capabilities due to Google's revised cookie policy and partnerships with companies like Microsoft could improve Criteo's revenue and market position.Seeking Alpha • Aug 21
Criteo: Riding Retail Media Advertising Tailwinds
Summary Shares have nearly doubled this year following solid performance in the underlying business. I anticipate its retail media segment to grow above 15% until 2026, supported by multiple client wins and strategic partnerships. Overall growth is expected to approach 10% through 2026, with adjusted EBITDA margins increasing from 32% this year to 35% by 2026. Shares are close to fully valued at 15.2 times FCF, especially considering the high stock-based compensation. Read the full article on Seeking AlphaArtículo de análisis • Aug 11
Is It Too Late To Consider Buying Criteo S.A. (NASDAQ:CRTO)?
Criteo S.A. ( NASDAQ:CRTO ), might not be a large cap stock, but it saw a significant share price rise of 35% in the...Artículo de análisis • Jul 24
Subdued Growth No Barrier To Criteo S.A. (NASDAQ:CRTO) With Shares Advancing 26%
The Criteo S.A. ( NASDAQ:CRTO ) share price has done very well over the last month, posting an excellent gain of 26...Artículo de análisis • Jun 19
We Discuss Why Criteo S.A.'s (NASDAQ:CRTO) CEO Compensation May Be Closely Reviewed
Key Insights Criteo's Annual General Meeting to take place on 25th of June Total pay for CEO Megan Clarken includes...Seeking Alpha • May 17
Criteo: Good Momentum, But Still Undervalued
Summary Criteo is transitioning into a fast-growing adtech software provider, with strong share price momentum and potential for a material re-rating of valuation multiples. CRTO's historical reliance on cookies for ad targeting led to declining revenue in recent years, but it is successfully pivoting into alternative solutions. Demonstrated strong top-line growth and stable profitability deserve a significantly higher valuation than the current level. Read the full article on Seeking AlphaArtículo de análisis • May 08
We Think Criteo (NASDAQ:CRTO) Can Manage Its Debt With Ease
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Desglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero Criteo. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Mar 26 | 1,918 | 114 | 569 | 290 |
| 31 Dec 25 | 1,945 | 145 | 560 | 281 |
| 30 Sep 25 | 1,957 | 168 | 546 | 260 |
| 30 Jun 25 | 1,946 | 137 | 546 | 286 |
| 31 Mar 25 | 1,935 | 142 | 537 | 266 |
| 31 Dec 24 | 1,933 | 112 | 545 | 272 |
| 30 Sep 24 | 1,947 | 101 | 534 | 257 |
| 30 Jun 24 | 1,957 | 102 | 528 | 234 |
| 31 Mar 24 | 1,954 | 72 | 519 | 242 |
| 31 Dec 23 | 1,949 | 53 | 524 | 239 |
| 30 Sep 23 | 1,948 | 8 | 532 | 263 |
| 30 Jun 23 | 1,925 | 7 | 533 | 243 |
| 31 Mar 23 | 1,951 | -23 | 602 | 217 |
| 31 Dec 22 | 2,017 | 9 | 583 | 188 |
| 30 Sep 22 | 2,106 | 67 | 608 | 168 |
| 30 Jun 22 | 2,168 | 84 | 585 | 160 |
| 31 Mar 22 | 2,224 | 133 | 498 | 156 |
| 31 Dec 21 | 2,254 | 134 | 478 | 152 |
| 30 Sep 21 | 2,262 | 106 | 454 | 119 |
| 30 Jun 21 | 2,224 | 88 | 447 | 114 |
| 31 Mar 21 | 2,110 | 79 | 438 | 108 |
| 31 Dec 20 | 2,073 | 72 | 447 | 133 |
| 30 Sep 20 | 2,064 | 68 | 456 | 115 |
| 30 Jun 20 | 2,116 | 82 | 472 | 127 |
| 31 Mar 20 | 2,207 | 87 | 499 | 141 |
| 31 Dec 19 | 2,262 | 91 | 521 | 153 |
| 30 Sep 19 | 2,279 | 87 | 521 | 157 |
| 30 Jun 19 | 2,285 | 85 | 525 | 158 |
| 31 Mar 19 | 2,294 | 88 | 523 | 161 |
| 31 Dec 18 | 2,300 | 89 | 525 | 160 |
| 30 Sep 18 | 2,304 | 104 | 520 | 167 |
| 30 Jun 18 | 2,339 | 106 | 525 | 169 |
| 31 Mar 18 | 2,344 | 99 | 526 | 165 |
| 31 Dec 17 | 2,297 | 91 | 518 | 159 |
| 30 Sep 17 | 2,189 | 78 | 502 | 151 |
| 30 Jun 17 | 2,049 | 71 | 473 | 137 |
| 31 Mar 17 | 1,915 | 78 | 442 | 124 |
| 31 Dec 16 | 1,799 | 82 | 409 | 112 |
| 30 Sep 16 | 1,629 | 81 | 377 | 107 |
| 30 Jun 16 | 1,538 | 72 | 355 | 99 |
| 31 Mar 16 | 1,430 | 64 | 337 | 89 |
| 31 Dec 15 | 1,323 | 60 | 318 | 79 |
| 30 Sep 15 | 1,343 | 48 | 331 | 77 |
| 30 Jun 15 | 1,228 | 56 | 307 | 68 |
Ingresos de calidad: CRTO tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio(6%) de CRTO son inferiores a los del año pasado (7.4%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: Los beneficios de CRTO han crecido un 12.9% al año en los últimos 5 años.
Acelerando crecimiento: CRTO ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.
Beneficios vs. Industria: CRTO tuvo un crecimiento negativo de los beneficios (-19.5%) durante el año pasado, lo que dificulta la comparación con la media de la industria Media (5%).
Rentabilidad financiera
Alta ROE: La rentabilidad financiera de CRTO (10.1%) se considera baja.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/20 12:58 |
| Precio de las acciones al final del día | 2026/05/20 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Criteo S.A. está cubierta por 30 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Rocco Strauss | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |
| Mark Zgutowicz | Benchmark Company |