Criteo Sa (CRTO)

Communication Services · Advertising Agencies
$15.73 +2.88% on the day Market cap $786M 52-week range $14.28 to $25.29 Prices as of Oct 11, 2026

What the price implies

A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.

Free cash flow growth the price needs
-18% a year for 10 years

At a market value of $786M, Criteo Sa's free cash flow of $208M (fiscal 2025) would need to grow about -18% a year for the stock to be worth today's price. That is slower than the company has grown its free cash flow over the last 3 years.

Assumes a 9% discount rate and 3% growth after year 10, on free cash flow (operating cash flow minus capital spending) from Criteo Sa's SEC filings. Change any assumption, or model revenue and margins instead, in the Modeling tab, or try your own numbers in the reverse DCF calculator.

Implied by the price-18.4% a year
Free cash flow, last 3 years2.8% a year
Revenue, same period0.9% a year
Price to free cash flow3.8x

Fundamental grade

B

Five factors scored 1 to 9 from CRTO's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.

Valuation9
Profitability5
Growth6
Financial health4
Cash efficiency7

Results from SEC filings

Fiscal years, from Criteo Sa's 10-K filings. Ten years of the full income statement, balance sheet and cash flow.

Fiscal year20212022202320242025
Revenue$2.3B$2.0B$1.9B$1.9B$1.9B
Net income$134M$9M$53M$112M$145M
Free cash flow—$192M$108M$180M$208M
EPS (diluted)$2.09$0.14$0.88$1.90$2.64
Operating margin6.7%1.2%4.0%7.8%10.4%

Where the revenue comes from

Revenue by segments, fiscal 2025. Every breakdown, year by year.

Performance Media$1.7B86%
Retail Media$264M14%

Superinvestors who own CRTO

From each investor's latest 13F filing (what a 13F shows). 1 of the investors we track hold it.

InvestorLast quarterValue% of portfolioQuarter
Hersh Cohen
ClearBridge Investments
Added $5M0.00%Q2 2026

Insider buying

Open-market purchases by Criteo Sa's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you. Every purchase since records began.

DateInsiderSharesPriceValue
Mar 13, 2026 Der Kooi Frederik Van
5,000$17.81$89,050
Nov 10, 2025 Der Kooi Frederik Van
5,000$21.52$107,600
Nov 3, 2025 Der Kooi Frederik Van
2,299$22.61$51,980
Nov 3, 2025 Ernst 02494 Teunissen
4,403$22.71$99,992

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In the full deep dive

DCF fair value per share
Yearly return (IRR) at today's price
Growth implied by revenue and margins
15+ years of statements and quarters

Questions

What growth does Criteo Sa's stock price imply?

At a market value of $786M, Criteo Sa would need its free cash flow to grow about -18% a year for 10 years (discounted at 9%, 3% growth after that) to be worth today's price. Over the last 3 years its free cash flow grew 3% a year.

Are Criteo Sa insiders buying the stock?

4 open-market insider purchases of CRTO in the last 12 months, from SEC Form 4 filings.

Which superinvestors own Criteo Sa?

1 of the superinvestors Investingly tracks hold CRTO in their latest 13F, including Hersh Cohen.

Prices and ratios as of Oct 11, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.