Price-to-earnings (P/E), given its inherent simplicity, is the most commonly used metric in the value-investing world. It is preferred by many investors while handpicking stocks trading at a bargain. However, even this straightforward, broadly used valuation metric has a few downsides.While P/E enjoys great popularity among value investors, a less-used and more complicated metric called EV-to-EBITDA is sometimes viewed as a better alternative. EV-to-EBITDA gives the true picture of a company’s valuation and ...

One stock that might be an intriguing choice for investors right now is Criteo S.A. (CRTO) . This is because this security in the Internet - Software and Services space is seeing solid earnings estimate revision activity, and is in great company from a Zacks Industry Rank perspective.This is important because, often times, a rising tide will lift all boats in an industry, as there can be broad trends taking place in a segment that are boosting securities across the board. This is arguably taking place in th ...

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors rely on traditional forms of analysis on key valuation metrics to fi ...

For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Criteo S.A. (CRTO) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Computer and Technology sector should help us answer this question.Criteo S.A. is a member of the Computer and Technology sector. This group includes 620 individual stocks and currently holds a Zacks Sector Rank ...

Criteo S.A. (CRTO) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, CRTO's 50-day simple moving average broke out above its 200-day moving average; this is known as a "golden cross."A golden cross is a technical chart pattern that can signify a potential bullish breakout. It's formed from a crossover involving a security's short-term moving average breaking above a longer-term moving average, with the most common moving averages being the 50 ...

Business: Criteo SA is a France-based company specializing in digital performance marketing. Its solution consists of the Criteo Engine, the company's data assets, access to inventory, as well as its advertiser and publisher platforms. The Criteo Engine consists of various machine-learning algorithms, including prediction, recommendation, bidding and creative algorithms. The Criteo Engine delivers advertisements through multiple marketing channels and formats, including display advertising banners, native a ...

Criteo (CRTO) is a Zacks Rank #1 (Strong Buy) that has a B for Value and A for Growth.  This software company specializes in performance display advertising.  When the economy is bad, marketing budgets are the first thing to get cut but the stock market is close to all time highs and recession worries are likely overdone.  Let’s explore more about this company in this Bull of The Day article.DescriptionCriteo SA is a global technology company that specializes in performance display advertising. The Company ...

NEW YORK, Feb. 23, 2024 /PRNewswire/ -- Criteo S.A. (NASDAQ: CRTO) ("Criteo" or the "Company"), the commerce media company, today issued the following statement in response to the recent letter made public by Petrus Advisers: Criteo's Board and management team maintain a regular dialogue with our shareholders and value constructive input toward the shared goal of enhancing shareholder value. While we do not comment on discussions with specific shareholders, it is important to note that members of Criteo's m ...

Business Performance and Client Engagement - Criteo drove approximately $29 billion in commerce outcomes for clients, including product sales and advertising revenues[22] - The company served around 18,000 clients as of December 31, 2023, with a client retention rate of approximately 90% over the last three years[23] - Criteo activated over $4 billion in media spend and delivered 1.9 trillion targeted ads in 2023[24] - The company has exposure to $1 trillion in online sales transactions on clients' digital properties in 2023, representing about 35% of global retail ecommerce sales excluding China[50] - Criteo's total client count reached approximately 18,000 as of December 31, 2023, with 49% of client relationships held directly and 51% through advertising agencies[92] - The largest client represented 2.1% of revenue in 2023, while the top 10 clients accounted for 12.3% of total revenue, compared to 1.9% and 9.8% in 2022, respectively[92] - In 2023, 77.7% of Criteo Marketing Solutions' revenue was derived from retail commerce businesses, highlighting dependency on specific industries[186] Market Opportunities and Growth Projections - Criteo's serviceable available market for Retail Media is estimated to reach $42 billion by 2025, while the broader Commerce Media opportunity is expected to reach $110 billion[31] - The Total Addressable Market for Commerce Media, including Amazon and China, is projected to reach $290 billion by 2025[31] Technology and Innovation - Criteo's AI technology enhances ad performance by analyzing shopping data to predict consumer preferences and intent[26] - The company has transformed into a multi-solution Commerce Media platform since 2018, focusing on actionable commerce data and predictive AI technology[32][25] - Criteo's Commerce Yield suite provides retailers with monetization solutions, enhancing their ability to manage and monetize digital assets[45] - The company processed data on close to $3 billion in online sales daily through 82 million buyer journeys, indicating significant consumer engagement[56] - The company performed about 1,250 online A/B tests and over 100,000 offline experiments in 2023 to enhance its prediction models[73] - Criteo's revenue growth is dependent on the optimal functioning of its AI Engine, which processes increasing amounts of complex data and advertising impressions[150] - The company’s ability to predict user engagement through its AI Engine is critical for maintaining revenue, as a significant portion is still generated through cost-per-click pricing models[148] Data and Privacy Management - The company emphasizes the importance of first-party data, which is increasingly valuable in the absence of third-party identifiers[28] - The Identity Graph contains billions of identifiers, covering approximately 700 million unique Daily Active Users globally, allowing for real-time commerce data collection[56] - Criteo's investment in first-party data partnerships with major CDP partners like Adobe and Klaviyo has significantly increased the scale of customer records received[1] - The company has established four new data partnerships to enhance its Commerce Grid supply-side platform, ensuring compliance with upcoming changes related to third-party cookies[1] - The company has a commitment to data protection and user privacy, which is essential in the current regulatory environment[120] - Regulatory frameworks like GDPR impose strict consent requirements, with potential fines of up to €20 million or 4% of total worldwide turnover for non-compliance[171] Competition and Market Challenges - The company faces significant competition in the commerce media market, including established players like Amazon, Meta Platforms, Google, and Microsoft, as well as emerging competitors in the Marketing Technology space[119] - Criteo's largest 10 clients accounted for 12.3% of total revenue in 2023, indicating substantial client concentration risks[181] - The company faces risks from potential errors and fraudulent activities that could impair the performance of its AI Engine, leading to significant costs and lost revenue opportunities[152] - The company is undergoing a significant transformation to diversify services and adapt to changes in the advertising technology industry, which may involve short-term costs and operational challenges[145] - Criteo's revenue growth is subject to uncertainties in the digital advertising market, with historical growth rates not necessarily indicative of future performance[182] Operational and Financial Management - The company has a sustainable profitability margin and manages its expense base in a disciplined manner, aiming for operating leverage through scaling[79] - Research and development expenses totaled $242.3 million in 2023, up from $187.6 million in 2022 and $151.8 million in 2021, with 1,021 employees engaged in R&D[94] - The company operates a network of approximately 39,000 servers as of the end of 2023, designed to meet the computational needs of its algorithms in real time[72] - The company is actively pursuing M&A opportunities to enhance its Commerce Media Platform strategy, focusing on technologies that complement its capabilities[84] - The company faces intense competition for employee talent, particularly in AI and data science, which could hinder its ability to achieve business objectives[200] - The company’s future success depends on attracting and retaining highly skilled employees, particularly in technology and product expertise[200] Global Presence and Regulatory Environment - The company operates in 109 countries with a direct presence in 29 offices across 17 countries, showcasing its global reach[78] - As of December 31, 2023, Criteo operates in 109 countries with 29 offices in 17 countries, exposing it to various operational and regulatory risks[166] - Criteo anticipates significant costs related to compliance with evolving privacy laws, including the California Privacy Rights Act (CPRA) effective January 1, 2023[174] - The CNIL reduced the financial sanction against Criteo from €60.0 million ($65.0 million) to €40.0 million ($44.0 million) in June 2023, reflecting ongoing regulatory challenges[173] Employee Development and Diversity - The company delivered approximately 30,000 training hours to employees in 2023, indicating a strong commitment to employee development[126] - As of December 31, 2023, 41% of the company's employees are women, reflecting its commitment to diversity, equity, and inclusion[127] Cybersecurity and Operational Risks - The company may experience significant costs in protecting against and remediating cyber-attacks, which could adversely affect its business and results of operations[207] - The company relies on the continued performance of its software and hardware infrastructures, and any sustained system failures could disrupt operations and lead to client loss[214] - The company must adapt to a flexible remote working environment, which may present operational and cybersecurity challenges[202] - The company faces challenges in integrating acquired businesses, which may adversely affect growth and operational objectives[178] - The company may face difficulties and additional expenses in arranging new facilities if its arrangements with data centers or cloud providers are terminated[215] - The company’s intellectual property rights are crucial assets, and various external events pose threats to these rights[219]

Shares of Criteo (CRTO 17.92%) rose as much as 25.4% on Thursday morning before falling back to a still-impressive 17.7% gain as of 2:30 p.m. ET. The Paris-based digital advertising expert reported strong fourth-quarter results on Wednesday evening,Criteo's Q4 by the numbersCriteo's revenue (after deducting traffic acquisition costs, or ex-TAC) rose 12% year over year to $316 million, while unadjusted earnings more than quadrupled from $0.25 to $1.02 per diluted share. Adjusted bottom-line profits jumped 81 ...