Market Cap
US$1.1b
Last Updated
2019/12/07 00:26 UTC
Data Sources
Company Financials +
Executive Summary
Criteo S.A., a technology company, provides an advertising platform for the open Internet in France and internationally.
Rewards
Risk Analysis
No risks detected for CRTO from our risk checks.
Snowflake Analysis
Flawless balance sheet and undervalued.
Similar Companies
Share Price & News
How has Criteo's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: CRTO has not had significant price volatility in the past 3 months.
Market Performance
7 Day Return
-2.2%
CRTO
-0.5%
US Media
-0.3%
US Market
1 Year Return
-24.2%
CRTO
19.3%
US Media
18.6%
US Market
Return vs Industry: CRTO underperformed the US Media industry which returned 19.3% over the past year.
Return vs Market: CRTO underperformed the US Market which returned 18.6% over the past year.
Shareholder returns
| CRTO | Industry | Market | |
|---|---|---|---|
| 7 Day | -2.2% | -0.5% | -0.3% |
| 30 Day | -4.4% | 0.5% | 2.2% |
| 90 Day | -7.7% | 1.2% | 5.6% |
| 1 Year | -24.2%-24.2% | 20.9%19.3% | 21.1%18.6% |
| 3 Year | -57.7%-57.7% | 23.6%18.4% | 45.6%36.2% |
| 5 Year | -54.1%-54.1% | 41.5%30.4% | 71.1%52.2% |
Price Volatility Vs. Market
How volatile is Criteo's share price compared to the market and industry in the last 5 years?
Simply Wall St News
4 days ago | Simply Wall St
Why We Like Criteo S.A.’s (NASDAQ:CRTO) 13% Return On Capital Employed2 weeks ago | Simply Wall St
Should You Be Concerned About Criteo S.A.'s (NASDAQ:CRTO) ROE?1 month ago | Simply Wall St
Criteo (NASDAQ:CRTO) Seems To Use Debt Rather SparinglyValuation
Is Criteo undervalued compared to its fair value and its price relative to the market?
49.6%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: CRTO ($17.46) is trading below our estimate of fair value ($34.64)
Significantly Below Fair Value: CRTO is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: CRTO is good value based on its PE Ratio (13.1x) compared to the Media industry average (14.6x).
PE vs Market: CRTO is good value based on its PE Ratio (13.1x) compared to the US market (18.5x).
Price to Earnings Growth Ratio
PEG Ratio: CRTO is poor value based on its PEG Ratio (2.4x)
Price to Book Ratio
PB vs Industry: CRTO is good value based on its PB Ratio (1.1x) compared to the US Media industry average (1.4x).
Next Steps
Future Growth
How is Criteo forecast to perform in the next 1 to 3 years based on estimates from 17 analysts?
5.4%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: CRTO's forecast earnings growth (5.4% per year) is above the savings rate (1.7%).
Earnings vs Market: CRTO's earnings (5.4% per year) are forecast to grow slower than the US market (14.2% per year).
High Growth Earnings: CRTO's earnings are forecast to grow, but not significantly.
Revenue vs Market: CRTO's revenue (0.3% per year) is forecast to grow slower than the US market (7.4% per year).
High Growth Revenue: CRTO's revenue (0.3% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: CRTO's Return on Equity is forecast to be low in 3 years time (11.3%).
Next Steps
Past Performance
How has Criteo performed over the past 5 years?
15.4%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: CRTO has high quality earnings.
Growing Profit Margin: CRTO's current net profit margins (3.8%) are lower than last year (4.5%).
Past Earnings Growth Analysis
Earnings Trend: CRTO's earnings have grown by 15.4% per year over the past 5 years.
Accelerating Growth: CRTO's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: CRTO had negative earnings growth (-16.4%) over the past year, making it difficult to compare to the Media industry average (-32.7%).
Return on Equity
High ROE: CRTO's Return on Equity (9.5%) is considered low.
Return on Assets
Return on Capital Employed
Next Steps
Financial Health
How is Criteo's financial position?
Financial Position Analysis
Short Term Liabilities: CRTO's short term assets ($859.3M) exceed its short term liabilities ($528.4M).
Long Term Liabilities: CRTO's short term assets ($859.3M) exceed its long term liabilities ($159.1M).
Debt to Equity History and Analysis
Debt Level: CRTO's debt to equity ratio (0.4%) is considered satisfactory.
Reducing Debt: CRTO's debt to equity ratio has reduced from 3.6% to 0.4% over the past 5 years.
Debt Coverage: CRTO's debt is well covered by operating cash flow (6617.2%).
Interest Coverage: CRTO's interest payments on its debt are well covered by EBIT (1259.8x coverage).
Balance Sheet
Inventory Level: CRTO has a high level of physical assets or inventory.
Debt Coverage by Assets: CRTO's debt is covered by short term assets (assets are 228.3x debt).
Next Steps
Dividend
What is Criteo's current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Current dividend yield vs market & industry
Notable Dividend: Unable to evaluate CRTO's dividend yield against the bottom 25% of dividend payers, as the company has not reported any payouts.
High Dividend: Unable to evaluate CRTO's dividend yield against the top 25% of dividend payers, as the company has not reported any payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if CRTO's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if CRTO's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of CRTO's dividend in 3 years as they are not forecast to pay a notable one for the US market.
Next Steps
Management
What is the CEO of Criteo's salary, the management and board of directors tenure and is there insider trading?
0.9yrs
Average management tenure
CEO
Megan Clarken 0
0.08yrs
Tenure
Ms. Megan Clarken is CEO at Criteo S.A. since November 25, 2019. She served as Chief Commercial Officer for Nielsen Global Media at ACNielsen Corporation since January 2019. She served as the Chief Commerc ...
Management Age and Tenure
0.9yrs
Average Tenure
50yo
Average Age
Experienced Management: CRTO's management team is not considered experienced ( 0.9 years average tenure), which suggests a new team.
Board Age and Tenure
2.8yrs
Average Tenure
55.5yo
Average Age
Experienced Board: CRTO's board of directors are not considered experienced ( 2.8 years average tenure), which suggests a new board.
Insider Trading
Insider Buying: CRTO insiders have only sold shares in the past 3 months.
Recent Insider Transactions
| Entity | Individual |
| Role | Chairman of the Board Co-Founder & Chairman |
| Shares | 611 |
| Max Price | US$20.24 |
| Entity | Individual |
| Role | Chairman of the Board Co-Founder & Chairman |
| Shares | 14 |
| Max Price | US$18.86 |
| Entity | Individual |
| Shares | 26,237 |
| Max Price | US$19.52 |
| Entity | Individual |
| Role | Chairman of the Board Co-Founder & Chairman |
| Shares | 663 |
| Max Price | US$18.29 |
| Entity | Individual |
| Role | Chairman of the Board Co-Founder & Chairman |
| Shares | 217 |
| Max Price | US$17.17 |
| Entity | Individual |
| Shares | 1,567 |
| Max Price | US$17.05 |
| Entity | Individual |
| Shares | 10,000 |
| Max Price | US$27.20 |
| Entity | Individual |
| Shares | 820 |
| Max Price | US$27.41 |
| Entity | Individual |
| Shares | 553 |
| Max Price | US$24.33 |
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Management Team
JB Rudelle (50yo)
Co-Founder & Chairman
- Tenure: 0yrs
- Compensation: US$6.62m
Benoit Fouilland (54yo)
Chief Financial Officer
- Tenure: 7.8yrs
- Compensation: US$3.10m
David Philippson
Managing Director of Mobile Attribution
- Tenure: 0yrs
Megan Clarken
Chief Executive Officer
- Tenure: 0.08yrs
Thomas Jeanjean
General Manager of Platform
- Tenure: 0.9yrs
Edouard Lassalle
VP & Head of Investor Relations
- Tenure: 0yrs
Ryan Damon (46yo)
Executive VP
- Tenure: 1.3yrs
Denis Collin
Executive Vice President of People & Chief of Staff
- Tenure: 0.9yrs
Diarmuid Gill
Chief Technology Officer
- Tenure: 0.9yrs
Isabelle Leung-Tack
Vice-President of Global Communications
- Tenure: 0.9yrs
Board Members
Steve Sadove (67yo)
Member of Advisory Board
- Tenure: 0yrs
Jim Warner (66yo)
Lead Independent Director
- Tenure: 6yrs
- Compensation: US$319.11k
Greg Coleman (65yo)
Member of Advisory Board
- Tenure: 0yrs
JB Rudelle (50yo)
Co-Founder & Chairman
- Tenure: 0yrs
- Compensation: US$6.62m
John Costello (72yo)
Member of Advisory Board
- Tenure: 0yrs
Edmond Mesrobian (58yo)
Independent Director
- Tenure: 2.8yrs
- Compensation: US$279.11k
Hubert de Pesquidoux (53yo)
Independent Director
- Tenure: 7.2yrs
- Compensation: US$293.36k
Paul-François Fournier (51yo)
Member of Advisory Board
- Tenure: 0yrs
Nathalie Balla (51yo)
Independent Director
- Tenure: 2.5yrs
- Compensation: US$283.36k
Rachel Picard (52yo)
Independent Director
- Tenure: 2.5yrs
- Compensation: US$411.52k
Company Information
Criteo S.A.'s company bio, employee growth, exchange listings and data sources
Key Information
- Name: Criteo S.A.
- Ticker: CRTO
- Exchange: NasdaqGS
- Founded: 2005
- Industry: Advertising
- Sector: Media
- Market Cap: US$1.119b
- Shares outstanding: 64.08m
- Website: https://www.criteo.com
Number of Employees
Location
- Criteo S.A.
- 32, rue Blanche
- Paris
- Ile-de-France
- 75009
- France
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| CRTO | NasdaqGS (Nasdaq Global Select) | Yes | ADS EACH REPR 1 ORD SPONS EUR0.025 | US | USD | Oct 2013 |
| CI5A | DB (Deutsche Boerse AG) | Yes | ADS EACH REPR 1 ORD SPONS EUR0.025 | DE | EUR | Oct 2013 |
| 0I4T | LSE (London Stock Exchange) | Yes | ADS EACH REPR 1 ORD SPONS EUR0.025 | GB | USD | Oct 2013 |
Biography
Criteo S.A., a technology company, provides an advertising platform for the open Internet in France and internationally. The company’s Criteo Shopper Graph, which collects clients' proprietary commerce dat ...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2019/12/07 00:26 |
| End of Day Share Price | 2019/12/06 00:00 |
| Earnings | 2019/09/30 |
| Annual Earnings | 2018/12/31 |
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.