Criteo Sa (CRTO)vsTrade Desk Inc (TTD)
CRTO
Criteo Sa
$18.47
+2.54%
COMMUNICATION SERVICES · Cap: $887.32M
TTD
Trade Desk Inc
$19.10
-5.14%
COMMUNICATION SERVICES · Cap: $8.29B
Smart Verdict
WallStSmart Research — data-driven comparison
Trade Desk Inc generates 55% more annual revenue ($2.97B vs $1.92B). TTD leads profitability with a 14.6% profit margin vs 6.0%. TTD appears more attractively valued with a PEG of 0.84. TTD earns a higher WallStSmart Score of 56/100 (C).
CRTO
Buy56
out of 100
Grade: C
TTD
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+47.3%
Fair Value
$35.13
Current Price
$18.47
$16.66 discount
Intrinsic value data unavailable for TTD.
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
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Smaller company, higher risk/reward
6.0% margin — thin
Operating margin of 3.8%
Revenue declined 5.9%
Earnings declined 20.0%
Distress zone — elevated risk
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 : TTD
The strongest argument for TTD centers on Debt/Equity, PEG Ratio. Revenue growth of 11.8% demonstrates continued momentum. PEG of 0.84 suggests the stock is reasonably priced for its growth.
Bear Case : CRTO
The primary concerns for CRTO are Market Cap, Profit Margin, Operating Margin.
Bear Case : TTD
The primary concerns for TTD are EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
TTD carries more volatility with a beta of 1.02 — expect wider price swings.
TTD is growing revenue faster at 11.8% — sustainability is the question.
TTD generates stronger free cash flow (279M), providing more financial flexibility.
Monitor ADVERTISING AGENCIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CRTO scores higher overall (56/100 vs 56/100). Both earn "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 →Trade Desk Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Trade Desk, Inc. is a technology company in the United States and internationally. The company is headquartered in Ventura, California.
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