CRTO · Criteo S.A.
10 customers — 19.5% of revenue (2025)
“our largest 10 clients representing 19.5% of our revenue in the aggregate in 2025”
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Contribution ex-TAC non-GAAP | $505.84M | Six Months Ended June 30, 2026 | — |
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| FREE CASH FLOW non-GAAP | -$21.52M | Six Months Ended June 30, 2026 | — |
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| Adjusted EBITDA non-GAAP | 65M | Q1 2026 | — |
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| Adjusted EBITDA margin non-GAAP | 26% | Q1 2026 | — |
| FCF / Adjusted EBITDA non-GAAP | 25% | Q1 2026 | — |
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| Adjusted diluted EPS non-GAAP | $4.62 | FY 2025 | — |
| Days Sales Outstanding | 57 | Q4 2025 | — |
| Free Cash Flow (FCF) non-GAAP | $211M | FY 2025 | — |
| Media spend | $4.3B | FY 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Advertising Agencies — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CRTO
this stock
Criteo S.A.
|
$930.95M | -7.8% | +27.7% | — | 2.2% |
|
APP
AppLovin Corp
|
$106.42B | -53.2% | +70.0% | 24.4 | 3.6% |
|
OMC
Omnicom Group Inc.
|
$24.37B | +8.4% | +10.1% | — | 9.5% |
|
QMMM
QMMM Holdings Ltd
|
$6.83B | — | -3.9% | — | 7.3% |
|
TTD
Trade Desk, Inc.
|
$6.34B | -62.8% | +18.5% | 16.1 | 16.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CRTO | +3.4% | -15.5% | +14.1% | -12.9% | -7.8% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | +3.0% | -19.9% | +0.3% | -16.8% | -21.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.