Criteo Sa (CRTO)vsAlphabet Inc Class C (GOOG)
CRTO
Criteo Sa
$19.00
+4.34%
COMMUNICATION SERVICES · Cap: $1.07B
GOOG
Alphabet Inc Class C
$343.54
-0.12%
COMMUNICATION SERVICES · Cap: $4.59T
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class C generates 23145% more annual revenue ($445.87B vs $1.92B). GOOG leads profitability with a 54.8% profit margin vs 6.0%. CRTO appears more attractively valued with a PEG of 0.89. GOOG earns a higher WallStSmart Score of 77/100 (B+).
CRTO
Buy56
out of 100
Grade: C
GOOG
Strong Buy77
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+46.8%
Fair Value
$34.76
Current Price
$19.00
$15.76 discount
Margin of Safety
+25.3%
Fair Value
$473.05
Current Price
$343.54
$129.51 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Conservative balance sheet, low leverage
Growing faster than its price suggests
Mega-cap, among the largest globally
Every $100 of equity generates 38 in profit
Keeps 55 of every $100 in revenue as profit
Strong operational efficiency at 34.0%
Earnings expanding 294.0% YoY
Safe zone — low bankruptcy risk
Areas to Watch
Smaller company, higher risk/reward
6.0% margin — thin
Operating margin of 3.8%
Revenue declined 5.9%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CRTO
The strongest argument for CRTO centers on P/E Ratio, Price/Book, Debt/Equity. PEG of 0.89 suggests the stock is reasonably priced for its growth.
Bull Case : GOOG
The strongest argument for GOOG centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 54.8% and operating margin at 34.0%. Revenue growth of 24.2% demonstrates continued momentum.
Bear Case : CRTO
The primary concerns for CRTO are Market Cap, Profit Margin, Operating Margin.
Bear Case : GOOG
The primary concerns for GOOG are Free Cash Flow.
Key Dynamics to Monitor
CRTO profiles as a value stock while GOOG is a growth play — different risk/reward profiles.
GOOG carries more volatility with a beta of 1.24 — expect wider price swings.
GOOG is growing revenue faster at 24.2% — sustainability is the question.
CRTO generates stronger free cash flow (-23M), providing more financial flexibility.
Bottom Line
GOOG scores higher overall (77/100 vs 56/100), backed by strong 54.8% margins and 24.2% revenue growth. CRTO offers better value entry with a 46.8% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Criteo Sa
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Criteo SA, a technology company, provides open Internet monetization and marketing services in North and South America, Europe, the Middle East, Africa, and Asia-Pacific. The company is headquartered in Paris, France.
Visit Website →Alphabet Inc Class C
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Alphabet Inc. is an American multinational conglomerate headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent company of Google and several former Google subsidiaries. The two co-founders of Google remained as controlling shareholders, board members, and employees at Alphabet. Alphabet is the world's fourth-largest technology company by revenue and one of the world's most valuable companies.
Visit Website →Compare with Other ADVERTISING AGENCIES Stocks
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