CRTO
Criteo S.A.
CRTO's outlook is improving, though it still trails on the overall score.
NFLX
Netflix, Inc.
NFLX has the edge over CRTO overall, supported by stronger modeled upside and stronger fundamentals.
CRTO Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Stable | |
| Healthy | |
| Unavailable |
CRTO's cash flow is currently healthy, and its profitability is stable, but its revenue is under pressure. There isn't enough data to rate its balance sheet.
NFLX Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Strong |
NFLX's revenue, profitability, cash flow and balance sheet are all currently healthy.
CRTO PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 4.9x | $17.43 | — |
| Cheap | 8.6x | $11.90 | -32% |
| Current | 13x | $17.43 | — |
| Fair | 19x | $26.52 | +52% |
| Expensive | 33x | $45.77 | +163% |
Historical ranges are pointers, not guarantees.
CRTO's PE is in its fair range at 13x. If earnings grow as analysts expect, today's price would be 4.9x next year's earnings, in its cheap range.
NFLX PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 17x | $62.69 | — |
| Current | 18x | $62.69 | — |
| Cheap | 27x | $94.95 | +51% |
| Fair | 47x | $161 | +157% |
| Expensive | 81x | $281 | +348% |
Historical ranges are pointers, not guarantees.
NFLX has the edge over CRTO in the historical PE scenario, which offers more potential upside but is not a forecast.
CRTO Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect CRTO's earnings to grow and its profitability to improve, with its revenue holding steady.
NFLX Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for NFLX, with profitability improving.
CRTO Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.59 | +160% |
| Q3 2026 | $1.38 | -53% |
| Q2 2026 | $1.97 | -17% |
| Q1 2026 | $2.14 | -12% |
| Q4 2025 | $2.65 | +39% |
| Q3 2025 | $2.96 | +74% |
| Q2 2025 | $2.37 | +39% |
| Q1 2025 | $2.44 | +103% |
| Q4 2024 | $1.90 | +116% |
CRTO's earnings per share have fallen from their peak: $1.38 over the past year, against $2.96 in late 2025.
NFLX Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.58 | +3.5% |
| Q3 2026 | $3.46 | +45% |
| Q2 2026 | $3.18 | +35% |
| Q1 2026 | $3.10 | +46% |
| Q4 2025 | $2.53 | +28% |
| Q3 2025 | $2.39 | +35% |
| Q2 2025 | $2.35 | +47% |
| Q1 2025 | $2.12 | +47% |
| Q4 2024 | $1.98 | +65% |
NFLX has the edge over CRTO on earnings, with more consistent year-over-year improvement.
CRTO Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $416.5M | -11% |
| Q2 2026 | $428M | -11% |
| Q1 2026 | $424.6M | -5.9% |
| Q4 2025 | $541.1M | -2.2% |
| Q3 2025 | $469.7M | +2.3% |
| Q2 2025 | $482.7M | +2.4% |
| Q1 2025 | $451.4M | +0.3% |
| Q4 2024 | $553M | -2.3% |
CRTO's revenue has slid since its 2020 peak: $416M last quarter, down 11% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 5% | -6 points |
| Q2 2026 | 3.5% | -2.8 points |
| Q1 2026 | 2.5% | -8.2 points |
| Q4 2025 | 13% | -3.7 points |
| Q3 2025 | 11% | +8.9 points |
| Q2 2025 | 6.3% | -1.5 points |
| Q1 2025 | 11% | +8.4 points |
| Q4 2024 | 17% | +1.5 points |
CRTO's operating margin was 5% last quarter, down 6 points from the same quarter a year ago.
NFLX Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $12.9B | +12% |
| Q2 2026 | $12.6B | +13% |
| Q1 2026 | $12.2B | +16% |
| Q4 2025 | $12.1B | +18% |
| Q3 2025 | $11.5B | +17% |
| Q2 2025 | $11.1B | +16% |
| Q1 2025 | $10.5B | +13% |
| Q4 2024 | $10.2B | +16% |
NFLX has the edge over CRTO on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 35% | +6.4 points |
| Q2 2026 | 33% | -0.7 points |
| Q1 2026 | 32% | +0.5 points |
| Q4 2025 | 25% | +2.4 points |
| Q3 2025 | 28% | -1.4 points |
| Q2 2025 | 34% | +6.8 points |
| Q1 2025 | 32% | +3.7 points |
| Q4 2024 | 22% | +5.2 points |
NFLX has the edge over CRTO on profitability, with a higher operating margin.
CRTO Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $21.1M | -68% |
| Q2 2026 | -$37.9M | -$1.3M |
| Q1 2026 | $15.4M | -66% |
| Q3 2025 | $66.6M | +16% |
| Q2 2025 | -$36.6M | -313% |
| Q1 2025 | $45.3M | +223% |
| Q3 2024 | $57.5M | +193% |
| Q2 2024 | $17.2M | +1194% |
CRTO still generates free cash flow, though less than at its 2023 peak: $132M over the past year.
NFLX Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $2.9B | +8.4% |
| Q2 2026 | $1.5B | -33% |
| Q1 2026 | $5.1B | +91% |
| Q4 2025 | $1.9B | +36% |
| Q3 2025 | $2.7B | +21% |
| Q2 2025 | $2.3B | +87% |
| Q1 2025 | $2.7B | +25% |
| Q4 2024 | $1.4B | -13% |
NFLX has the edge over CRTO on cash flow, with more consistent year-over-year improvement.
CRTO Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.5% | -751K shares |
| 1 year | -10% | -5.6M shares |
| 3 years | -17% | -10.4M shares |
| 5 years | -22% | -14.4M shares |
| Available history | -24% | -15.8M shares |
CRTO has the edge over NFLX on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $4.1M |
| Q2 2026 | $30.4M |
| Q1 2026 | $31M |
| Q4 2025 | $36.6M |
| Q3 2025 | $10.9M |
| Q2 2025 | $48.3M |
| Q1 2025 | $56.2M |
| Q4 2024 | $67.1M |
CRTO spent $102M buying back its own shares over the past year, down 44% from the year before.
NFLX Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.6% | -66.2M shares |
| 1 year | -3.3% | -145M shares |
| 3 years | -6.8% | -305M shares |
| 5 years | -7.8% | -354M shares |
| Available history | -7.1% | -323M shares |
NFLX has 4.2B diluted shares, down 3.3% from a year ago, with $12.9B in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $4.8B |
| Q2 2026 | $4.7B |
| Q1 2026 | $1.3B |
| Q4 2025 | $2.1B |
| Q3 2025 | $1.9B |
| Q2 2025 | $1.7B |
| Q1 2025 | $3.5B |
| Q4 2024 | $963.7M |
NFLX spent $12.9B buying back its own shares over the past year, up 61% from the year before.
CRTO Net Leverage
NFLX Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.4x | Very low |
| Q2 2026 | 0.4x | Very low |
| Q1 2026 | 0.2x | Very low |
| Q4 2025 | 0.4x | Very low |
| Q3 2025 | 0.4x | Very low |
| Q2 2025 | 0.5x | Very low |
| Q1 2025 | 0.7x | Very low |
| Q4 2024 | 0.7x | Very low |
NFLX's net debt is less than a year of its operating earnings (EBITDA).
CRTO Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 50.3 | Neutral |
| Stochastic | 31.1 | Neutral |
CRTO's weekly RSI is 50 (neutral) and its Stochastic is 31 (neutral).
NFLX Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 33.2 | Neutral |
| Stochastic | 6.0 | Oversold |
NFLX's weekly RSI is 33 (neutral) and its Stochastic is 6 (oversold).
CRTO PE vs Communication Services Sector
| Metric | CRTO | Sector median | Relative |
|---|---|---|---|
| PE | 13x | 16x | 23% below |
| PE % | 39 | 26 | 13 pts above |
CRTO has the edge over NFLX on valuation relative to its sector.
NFLX PE vs Communication Services Sector
| Metric | NFLX | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 16x | 9.8% above |
| PE % | 4 | 26 | 22 pts below |
NFLX is trading at 18x earnings, in line with the Communication Services sector's median of 16x.
CRTO Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $15.6 | 12% above |
| 20 week MA | $17.8 | 1.9% below |
| 50 week MA | $18.3 | 4.5% below |
| 100 week MA | $23.5 | 26% below |
| 200 week MA | $28.7 | 39% below |
CRTO has the edge over NFLX on trend strength, trading above more of its moving averages.
NFLX Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $66.6 | 5.9% below |
| 20 week MA | $71.8 | 13% below |
| 50 week MA | $82.4 | 24% below |
| 100 week MA | $96.0 | 35% below |
| 200 week MA | $74.4 | 16% below |
NFLX is in a downtrend: it's below all five of its weekly moving averages, and 16% below its 200-week average.
CRTO Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $17.2 | $20.8 | +21% |
| 2021 | $20.8 | $37.1 | +78% |
| 2022 | $37.1 | $26.0 | -30% |
| 2023 | $26.0 | $25.3 | -2.5% |
| 2024 | $25.3 | $40.5 | +60% |
| 2025 | $40.5 | $20.0 | -51% |
| 2026 YTD | $20.0 | $17.4 | -13% |
CRTO has the edge over NFLX on returns for 2026, with the stronger performance.
NFLX Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $32.9 | $51.4 | +56% |
| 2021 | $51.4 | $61.4 | +19% |
| 2022 | $61.4 | $29.5 | -52% |
| 2023 | $29.5 | $48.7 | +65% |
| 2024 | $48.7 | $90.8 | +86% |
| 2025 | $90.8 | $94.5 | +4.1% |
| 2026 YTD | $94.5 | $62.7 | -34% |
NFLX is down 34% so far in 2026, after finishing higher in five of the previous six years.