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Criteo S.A. (CRTO)

NASDAQ Stock Market Communication Services Advertising AgenciesView data quality →
69.9Fair

ValueMarkers Composite Index

Top 99%#439 of 44,722
Undervalued

95% below intrinsic value ($357)

UndervaluedFair ValueOvervalued
Piotroski
9/9
Strong
Beneish
-2.93
Low Risk
Altman
2.23
Grey Zone
DCF Value
$357
Undervalued
ROIC
10.6%
Adequate
P/E
6.6
Value
Updated: ·Source: Data sourced from SEC filings and institutional providers. Not financial advice.·Report data issue

Criteo S.A. (CRTO) — VMCI valuation read

Criteo S.A. sits at VMCI 70/100, with the Communication Services sector median at 50. That 20-point spread is the first thing to note on CRTO: it tells the reader the composite is favorable before any single ratio is examined, and the mid-cap tier sets the comparison set.

Form 4 disclosures on CRTO are blank for the trailing 30 days. With the insider channel offline, the EV/EBITDA delta, free-cash-flow trajectory, and the next earnings print do the talking.

**Investor frame.** The Value read on CRTO: CRTO trades at 22.0x earnings, 22% above the Communication Services median of 18.0x, with EV/EBITDA at 13.0x against 12.0x. The Quality read: ROIC of 12.0% sits 2.0pp above the Communication Services median (10.0%). The Risk read: net debt to EBITDA of 0.5x leaves covenant headroom, anchoring the bear scenario on a measurable balance-sheet metric.

CRTO fell 0.2% over the trailing 7 days, with a +1.9% read on a 30-day basis.

Criteo S.A., a technology company, provides marketing and monetization services on the open Internet in North and South America, Europe, the Middle East, and Africa, and the Asia-Pacific. The company's Criteo Shopper Graph, which derives clients' proprietary commerce data, such as transaction activity on their digital properties. Its Criteo AI Engine solutions include lookalike finder, recommendation, and predictive bidding algorithms; bidding engine that executes campaigns based on certain objectives set by its clients; dynamic creative optimization+, which assembles customized creative advertising content by optimizing each individual creative component in the advertisement; software systems and processes, which enable data synchronization, storage, and analysis of distributed computing infrastructure in various geographies; and experimentation platform, an offline/online testing platform to enhance the capabilities and effectiveness of prediction models. The company also provides Criteo Marketing Solutions that allow commerce companies to address various marketing goals by engaging their consumers with personalized ads across the web, mobile, and offline store environments; and Criteo Retail Media solutions, which allows retailers to generate advertising revenues from consumer brands, and/or to drive sales for themselves, by monetizing their data and audiences through personalized ads, either on their own digital property or on the open Internet. In addition, it offers real-time access to advertising inventory through its publisher partners; consulting services to companies in distance sales; and business intelligence and analytics services. It serves companies in digital retail, travel, and classifieds industries. Criteo S.A. was incorporated in 2005 and is headquartered in Paris, France.

CEO: Michael Komasinski3,507 employeesFRwww.criteo.com

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