Criteo S.A.
CRTO · Services-Advertising Agencies · 50.2M shares · -2%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $28M (gross $125M, SBC $97M)
Reference price $18.50 · est. market cap ~$930M — last insider sale, 2026-06-01 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
A86gen composite 84pct→86
Notable findings
- Buying back stockNet buyback — share count -2%/yr over 4y
- Strong balance sheetStrong balance sheet — $389M cash & investments
- AccumulatingInstitutional holders rose 4→5 QoQ (2025-12-31→2026-03-31)
- Notable holderHeld by 4 notable fund(s): GOLDMAN SACHS GROUP INC, CITADEL ADVISORS LLC, FMR LLC +1 more (as of 2026-03-31)
- New fund positionNotable fund(s) opened this quarter: FMR LLC
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
54.0%
Operating margin
10.4%
Net margin
7.4%
Return on equity
12.6%
Return on assets
6.6%
ROIC
13.9%
Revenue growth (QoQ)
-5.9%
Net-income growth
29.6%
Current ratio
1.3×
Tangible book value
$462M
Cash & investments
$389M
Stock comp / revenue
3.0%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| Megan Clarken | Chief Executive Officer | $440K FY2025 |
| Michael Komasinski | CEO | $12M FY2025 |
| Damon Ryan | Chief Legal Officer | — |
| Gleason Brian | CRO & President, Retail Media | — |
| Glickman Sarah JS | Chief Financial Officer | — |
| Edmond Mesrobian | Director | $299K FY2025 |
| Ernst Teunissen | Director | $313K FY2025 |
| Frederik van der Kooi | Director | $458K FY2025 |
| Hubert de Pesquidoux | Director | $38K FY2025 |
| Marie Lalleman | Director | $348K FY2025 |
| Nathalie Balla | Director | $302K FY2025 |
| Rachel Picard | Director | $404K FY2025 |
| Stefanie Jay | Director | $146K FY2025 |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-01 | Damon Ryan | Sell | 1.1K | $18.50 |
| 2026-06-01 | Glickman Sarah JS | Sell | 982 | $18.50 |
| 2026-05-26 | Damon Ryan | Sell | 1.1K | $17.06 |
| 2026-05-26 | Damon Ryan | Sell | 996 | $17.06 |
| 2026-05-26 | Glickman Sarah JS | Sell | 1.3K | $17.06 |
| 2026-05-26 | Glickman Sarah JS | Sell | 1.2K | $17.06 |
| 2026-03-13 | van der Kooi Frederik | Buy | 5.0K | $17.81 |
| 2026-03-13 | Komasinski Michael | Grant | 142K | — |
| 2026-03-13 | Damon Ryan | Grant | 63K | — |
| 2026-03-13 | Glickman Sarah JS | Grant | 84K | — |
| 2026-03-03 | Damon Ryan | Sell | 1.5K | $18.48 |
| 2026-03-03 | Glickman Sarah JS | Sell | 1.9K | $18.48 |
| 2026-03-02 | Glickman Sarah JS | Sell | 18K | $17.99 |
| 2026-03-02 | Damon Ryan | Sell | 13K | $17.99 |
| 2026-02-26 | Komasinski Michael | Grant | 43K | — |
| 2026-02-26 | Damon Ryan | Grant | 13K | — |
| 2026-02-26 | Damon Ryan | Grant | 4.2K | — |
| 2026-02-26 | Glickman Sarah JS | Grant | 17K | — |
| 2026-02-26 | Glickman Sarah JS | Grant | 4.9K | — |
| 2026-02-24 | Damon Ryan | Sell | 1.0K | $16.71 |
| 2026-02-24 | Glickman Sarah JS | Sell | 1.5K | $16.71 |
| 2026-02-23 | Damon Ryan | Sell | 1.7K | $16.81 |
| 2026-02-23 | Glickman Sarah JS | Sell | 2.8K | $16.81 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-29 | 2026-06-29 | 0001576427-26-000067 ↗ |
| DEF 14A | 2026-05-08 | 2025-12-31 | 0001576427-26-000058 ↗ |
| 8-K | 2026-05-06 | 2026-05-06 | 0001576427-26-000043 ↗ |
| 10-Q | 2026-05-06 | 2026-03-31 | 0001576427-26-000048 ↗ |
| 10-K/A | 2026-04-28 | 2025-12-31 | 0001576427-26-000033 ↗ |
| 8-K | 2026-04-28 | 2026-04-28 | 0001576427-26-000037 ↗ |
| 8-K | 2026-02-27 | 2026-02-27 | 0001576427-26-000020 ↗ |
| 10-K | 2026-02-26 | 2025-12-31 | 0001576427-26-000014 ↗ |
| 8-K | 2026-02-13 | 2026-02-13 | 0001576427-26-000007 ↗ |
| 8-K | 2026-02-11 | 2026-02-11 | 0001576427-26-000004 ↗ |
| 8-K | 2026-01-07 | 2026-01-07 | 0001193125-26-005427 ↗ |
| 8-K | 2025-12-08 | 2025-12-04 | 0001576427-25-000120 ↗ |