Added to YB: 2025-08-20
Pitch date: 2025-08-18
CRTO [neutral]
Criteo S.A.
-13.98%
current return
Author Info
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Company Info
Criteo S.A., a technology company, provides marketing and monetization services and infrastructure on the open internet in North and South America, Europe, the Middle East, Africa, and the Asia-Pacific.
Market Cap
$1.2B
Pitch Price
$23.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.37
P/E
9.97
EV/Sales
0.60
Sector
Media
Category
value
Monday Delight: 18/08/25 - Criteo S.A.
CRTO (quick overview): Paris-based adtech firm (EV $1.2B, EV/EBIT 5.5x, ROCE 15.4%). Retail media segment growing 20% YoY with network effects as market leader, while performance marketing under pressure. Very cheap if network effects persist. Risk: excessive stock-based comp often >100% of net income.
Read full article (1 min)