Criteo S.A.

LSE:0I4T Stock Report

Market Cap: US$2.3b

Criteo Valuation

Is 0I4T undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of 0I4T when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: 0I4T ($41.01) is trading below our estimate of fair value ($146.12)

Significantly Below Fair Value: 0I4T is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 0I4T?

Key metric: As 0I4T is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for 0I4T. This is calculated by dividing 0I4T's market cap by their current earnings.
What is 0I4T's PE Ratio?
PE Ratio22.5x
EarningsUS$101.49m
Market CapUS$2.28b

Price to Earnings Ratio vs Peers

How does 0I4T's PE Ratio compare to its peers?

The above table shows the PE ratio for 0I4T vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average28.1x
FOUR 4imprint Group
15.2x4.6%UK£1.4b
NEXN Nexxen International
48.3x39.0%UK£536.4m
WPP WPP
42.9x15.2%UK£8.7b
NFG Next 15 Group
6x-8.0%UK£366.5m
0I4T Criteo
22.5x16.2%US$2.3b

Price-To-Earnings vs Peers: 0I4T is good value based on its Price-To-Earnings Ratio (22.5x) compared to the peer average (28.1x).

Price to Earnings Ratio vs Industry

How does 0I4T's PE Ratio compare vs other companies in the GB Media Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
No more companies available in this PE range
0I4T 22.5xIndustry Avg. 12.7xNo. of Companies4PE01224364860+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: 0I4T is expensive based on its Price-To-Earnings Ratio (22.5x) compared to the European Media industry average (13.1x).

Price to Earnings Ratio vs Fair Ratio

What is 0I4T's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

0I4T PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio22.5x
Fair PE Ratio23.9x

Price-To-Earnings vs Fair Ratio: 0I4T is good value based on its Price-To-Earnings Ratio (22.5x) compared to the estimated Fair Price-To-Earnings Ratio (23.9x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 0I4T forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$41.01
US$52.23
+27.4%
17.5%US$66.00US$36.00n/a13
Dec ’25US$40.86
US$51.92
+27.1%
17.0%US$66.00US$36.00n/a13
Nov ’25US$33.48
US$52.08
+55.5%
17.2%US$66.00US$36.00n/a13
Oct ’25US$40.15
US$56.42
+40.5%
11.7%US$67.00US$42.00n/a12
Sep ’25US$46.65
US$55.83
+19.7%
11.5%US$67.00US$42.00n/a12
Aug ’25US$47.71
US$49.75
+4.3%
15.9%US$67.00US$39.00n/a12
Jul ’25US$37.89
US$43.54
+14.9%
9.7%US$55.00US$35.00n/a14
Jun ’25US$38.80
US$43.54
+12.2%
9.7%US$55.00US$35.00n/a14
May ’25US$35.97
US$38.25
+6.3%
16.3%US$55.00US$30.00n/a14
Apr ’25US$35.20
US$37.29
+5.9%
17.3%US$55.00US$30.00n/a14
Mar ’25US$32.49
US$36.71
+13.0%
13.8%US$47.00US$30.00n/a14
Feb ’25US$26.12
US$32.27
+23.5%
22.0%US$47.00US$22.00n/a15
Jan ’25US$25.50
US$32.57
+27.7%
22.2%US$47.00US$22.00US$39.5814
Dec ’24US$24.63
US$32.57
+32.2%
22.2%US$47.00US$22.00US$40.8614
Nov ’24US$27.83
US$40.60
+45.9%
12.9%US$54.00US$32.00US$33.4815
Oct ’24US$29.26
US$40.64
+38.9%
13.4%US$54.00US$32.00US$40.1514
Sep ’24US$29.43
US$41.50
+41.0%
19.0%US$66.00US$32.00US$46.6514
Aug ’24US$33.01
US$41.57
+25.9%
18.8%US$66.00US$32.00US$47.7114
Jul ’24US$33.38
US$41.57
+24.6%
18.8%US$66.00US$32.00US$37.8914
Jun ’24US$31.96
US$41.92
+31.2%
19.1%US$66.00US$32.00US$38.8013
May ’24US$29.32
US$42.08
+43.5%
18.7%US$66.00US$32.00US$35.9713
Apr ’24n/a
US$42.08
0%
18.7%US$66.00US$32.00US$35.2013
Mar ’24US$34.70
US$42.08
+21.3%
18.7%US$66.00US$32.00US$32.4913
Feb ’24US$30.21
US$37.58
+24.4%
26.3%US$66.00US$27.00US$26.1213
Jan ’24n/a
US$37.89
0%
26.1%US$66.00US$27.00US$25.5014

Analyst Forecast: Target price is more than 20% higher than the current share price, but analysts are not within a statistically confident range of agreement.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/04 05:52
End of Day Share Price 2025/01/03 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Criteo S.A. is covered by 34 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Rocco StraussArete Research Services LLP
Richard KramerArete Research Services LLP
Mark ZgutowiczBenchmark Company