WallStSmart

Criteo Sa (CRTO)vsTrade Desk Inc (TTD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Trade Desk Inc generates 49% more annual revenue ($2.90B vs $1.94B). TTD leads profitability with a 15.3% profit margin vs 7.4%. TTD appears more attractively valued with a PEG of 0.86. TTD earns a higher WallStSmart Score of 72/100 (B).

CRTO

Buy

59

out of 100

Grade: C

Growth: 2.0Profit: 5.5Value: 8.0Quality: 7.5
Piotroski: 6/9Altman Z: 2.42

TTD

Strong Buy

72

out of 100

Grade: B

Growth: 7.3Profit: 8.0Value: 7.3Quality: 5.3
Piotroski: 2/9Altman Z: 1.95
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CRTOFair Value (-3.1%)

Margin of Safety

-3.1%

Fair Value

$17.95

Current Price

$17.72

$0.23 premium

UndervaluedFair: $17.95Overvalued
TTDSignificantly Overvalued (-60.9%)

Margin of Safety

-60.9%

Fair Value

$16.92

Current Price

$21.97

$5.05 premium

UndervaluedFair: $16.92Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CRTO4 strengths · Avg: 9.3/10
P/E RatioValuation
6.4x10/10

Attractively priced relative to earnings

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.139/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.898/10

Growing faster than its price suggests

TTD2 strengths · Avg: 9.0/10
Operating MarginProfitability
30.3%10/10

Strong operational efficiency at 30.3%

PEG RatioValuation
0.868/10

Growing faster than its price suggests

Areas to Watch

CRTO4 concerns · Avg: 2.5/10
Market CapQuality
$869.58M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
7.4%3/10

7.4% margin — thin

Revenue GrowthGrowth
-2.2%2/10

Revenue declined 2.2%

EPS GrowthGrowth
-26.7%2/10

Earnings declined 26.7%

TTD2 concerns · Avg: 3.5/10
Altman Z-ScoreHealth
1.954/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull 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 Operating Margin, PEG Ratio. Profitability is solid with margins at 15.3% and operating margin at 30.3%. Revenue growth of 14.3% demonstrates continued momentum.

Bear Case : CRTO

The primary concerns for CRTO are Market Cap, Profit Margin, Revenue Growth.

Bear Case : TTD

The primary concerns for TTD are Altman Z-Score, Piotroski F-Score.

Key Dynamics to Monitor

CRTO profiles as a value stock while TTD is a mature play — different risk/reward profiles.

TTD carries more volatility with a beta of 1.19 — expect wider price swings.

TTD is growing revenue faster at 14.3% — sustainability is the question.

TTD generates stronger free cash flow (277M), providing more financial flexibility.

Bottom Line

TTD scores higher overall (72/100 vs 59/100), backed by strong 15.3% margins and 14.3% revenue growth. 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.

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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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