CRTO
Criteo S.A.
CRTO offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
VZ
Verizon Communications Inc.
VZ has the edge over CRTO overall, supported by lower modeled downside 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.
VZ Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Under pressure |
VZ's profitability and cash flow are currently healthy, and its revenue is stable, but its balance sheet is under pressure.
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.
VZ PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 8.3x | $32.43 | -30% |
| Forward | 9x | $46.55 | — |
| Fair | 11x | $43.63 | -6.3% |
| Current | 12x | $46.55 | — |
| Expensive | 14x | $56.75 | +22% |
Historical ranges are pointers, not guarantees.
VZ 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.
VZ Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect VZ's earnings to grow and its profitability to improve, with its revenue holding steady.
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 has the edge over VZ on earnings, with more consistent year-over-year improvement.
VZ Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $5.19 | +32% |
| Q3 2026 | $3.93 | -16% |
| Q2 2026 | $3.85 | -10% |
| Q1 2026 | $4.11 | -2.1% |
| Q4 2025 | $4.06 | -1.9% |
| Q3 2025 | $4.68 | +103% |
| Q2 2025 | $4.29 | +61% |
| Q1 2025 | $4.20 | +57% |
| Q4 2024 | $4.14 | +51% |
VZ's earnings per share have fallen from their peak: $3.93 over the past year, against $5.34 in late 2021.
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.
VZ Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $34.3B | +1.5% |
| Q2 2026 | $34.3B | -0.7% |
| Q1 2026 | $34.4B | +2.9% |
| Q4 2025 | $36.4B | +2% |
| Q3 2025 | $33.8B | +1.5% |
| Q2 2025 | $34.5B | +5.2% |
| Q1 2025 | $33.5B | +1.5% |
| Q4 2024 | $35.7B | +1.6% |
VZ has the edge over CRTO on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 25% | +1.3 points |
| Q2 2026 | 21% | -2.7 points |
| Q1 2026 | 24% | +0.1 points |
| Q4 2025 | 14% | -7.1 points |
| Q3 2025 | 24% | +6.2 points |
| Q2 2025 | 24% | -0.2 points |
| Q1 2025 | 24% | +1 points |
| Q4 2024 | 21% | +19 points |
VZ 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.
VZ Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $11.5B | +2.2% |
| Q2 2026 | $10.4B | +16% |
| Q1 2026 | $8B | +2.6% |
| Q4 2025 | $9.1B | -13% |
| Q3 2025 | $11.3B | +14% |
| Q2 2025 | $9B | -5.4% |
| Q1 2025 | $7.8B | +9.9% |
| Q4 2024 | $10.4B | +20% |
VZ 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 VZ 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.
VZ Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -10M shares |
| 1 year | -1.7% | -72M shares |
| 3 years | -1.3% | -55M shares |
| 5 years | +0.4% | +17M shares |
| Available history | +0.5% | +21M shares |
VZ has 4.2B diluted shares, down 1.7% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $500M |
| Q2 2026 | $1B |
| Q1 2026 | $2.5B |
CRTO Net Leverage
VZ Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.3x | Elevated |
| Q2 2026 | 3.4x | Elevated |
| Q1 2026 | 3.4x | Elevated |
| Q4 2025 | 2.9x | Moderate |
| Q3 2025 | 2.8x | Moderate |
| Q2 2025 | 3.0x | Moderate |
| Q1 2025 | 3.0x | Elevated |
| Q4 2024 | 3.0x | Elevated |
VZ's net debt is about 3.3 years of its operating earnings (EBITDA), up from 2.8 years a year ago.
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).
VZ Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 50.9 | Neutral |
| Stochastic | 44.6 | Neutral |
VZ's weekly RSI is 51 (neutral) and its Stochastic is 45 (neutral).
CRTO PE vs Communication Services Sector
| Metric | CRTO | Sector median | Relative |
|---|---|---|---|
| PE | 13x | 16x | 23% below |
| PE % | 39 | 26 | 13 pts above |
CRTO is trading at 13x earnings, a 23% discount to the Communication Services sector's median of 16x.
VZ PE vs Communication Services Sector
| Metric | VZ | Sector median | Relative |
|---|---|---|---|
| PE | 12x | 16x | 28% below |
| PE % | 58 | 26 | 32 pts above |
VZ has the edge over CRTO on valuation relative to its sector.
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 bounced recently, but its long-term trend is still down: it's above its 8-week average, but 39% below its 200-week average.
VZ Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $45.1 | 3.1% above |
| 20 week MA | $46.3 | 0.5% above |
| 50 week MA | $46.1 | 1.1% above |
| 100 week MA | $44.2 | 5.4% above |
| 200 week MA | $41.4 | 12% above |
VZ has the edge over CRTO on trend strength, trading above more of its moving averages.
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 finished lower in three of the last six years. It's down 13% so far in 2026.
VZ Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $61.5 | $58.8 | -4.4% |
| 2021 | $58.8 | $52.7 | -10% |
| 2022 | $52.7 | $38.4 | -27% |
| 2023 | $38.4 | $37.7 | -1.8% |
| 2024 | $37.7 | $39.9 | +5.9% |
| 2025 | $39.9 | $40.5 | +1.4% |
| 2026 YTD | $40.5 | $46.6 | +15% |
VZ has the edge over CRTO on returns for 2026, with the stronger performance.