Criteo S.A. American Depositary Shares (CRTO)

FairStock Score: 61/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

On October 13, 2026, Criteo closed at $15.07, a market value of $738.4 million. It connects retailers, brands, agencies, and media owners through Retail Media and Performance Media. In fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $428.0 million, net income $11.2 million, and diluted EPS $0.22. A year earlier, in fiscal Q2 2025, the quarter ended 2025-06-30, revenue was $482.7 million, net income $21.3 million, and diluted EPS $0.39. That is a serious decline, and it follows fiscal Q1 2026, when revenue was $424.6 million, net income $7.8 million, and diluted EPS $0.15. For full fiscal 2025, the company reported revenue of $1.9 billion, net income of $144.6 million, and diluted EPS of $2.64, up from $1.90 in fiscal 2024 and $0.88 in fiscal 2023, but the latest quarter suggests the trend has reversed. The balance sheet is conservative: debt-to-equity is 0.13, and trailing free cash flow is $177.3 million, a 24.0% FCF yield on the market cap. FairStock calculations from the 2026-10-13 close show P/E 7.69, P/B 0.65, ROE 9.32%, ROCE 5.23%, Graham Number $32.00, and a 52.91% margin of safety. FairStock calls it an asset play because it trades at 0.65 times book value. Yet Altman Z-Score is 1.30, and Piotroski is 7/9. Advertising is competitive; cheap book value is only useful if earnings stop eroding.

In plain English: Criteo helps retailers, brands, and media owners show ads online, especially through retail media and performance media. The business still earns money and carries little debt, but sales and profits fell in the latest reported quarter, and margins are thin. At $15.07, the price looks low compared with its accounting value and cash flow, but the shrinking profits are a clear warning.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · fiscal Q1 2025 10-Q (period ended 2025-03-31) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer