Criteo Sa (CRTO)vsAlphabet Inc Class A (GOOGL)
CRTO
Criteo Sa
$18.47
+2.54%
COMMUNICATION SERVICES · Cap: $887.32M
GOOGL
Alphabet Inc Class A
$359.91
-0.36%
COMMUNICATION SERVICES · Cap: $4.12T
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class A generates 21927% more annual revenue ($422.50B vs $1.92B). GOOGL leads profitability with a 37.9% profit margin vs 6.0%. CRTO appears more attractively valued with a PEG of 0.89. GOOGL earns a higher WallStSmart Score of 76/100 (B+).
CRTO
Buy56
out of 100
Grade: C
GOOGL
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+47.3%
Fair Value
$35.13
Current Price
$18.47
$16.66 discount
Margin of Safety
+46.2%
Fair Value
$627.31
Current Price
$359.91
$267.40 discount
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
Mega-cap, among the largest globally
Every $100 of equity generates 33 in profit
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 36.1%
Earnings expanding 82.0% YoY
Generating 10.1B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
6.0% margin — thin
Operating margin of 3.8%
Revenue declined 5.9%
Moderate valuation
Trading at 9.1x book value
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 : GOOGL
The strongest argument for GOOGL centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 37.9% and operating margin at 36.1%. Revenue growth of 21.8% demonstrates continued momentum.
Bear Case : CRTO
The primary concerns for CRTO are Market Cap, Profit Margin, Operating Margin.
Bear Case : GOOGL
The primary concerns for GOOGL are P/E Ratio, Price/Book.
Key Dynamics to Monitor
CRTO profiles as a value stock while GOOGL is a growth play — different risk/reward profiles.
GOOGL carries more volatility with a beta of 1.24 — expect wider price swings.
GOOGL is growing revenue faster at 21.8% — sustainability is the question.
GOOGL generates stronger free cash flow (10.1B), providing more financial flexibility.
Bottom Line
GOOGL scores higher overall (76/100 vs 56/100), backed by strong 37.9% margins and 21.8% revenue growth. CRTO offers better value entry with a 47.3% margin of safety. 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.
Visit Website →Alphabet Inc Class A
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Alphabet Inc. is an American multinational conglomerate headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent company of Google and several former Google subsidiaries. The two co-founders of Google remained as controlling shareholders, board members, and employees at Alphabet. Alphabet is the world's fourth-largest technology company by revenue and one of the world's most valuable companies.
Visit Website →Compare with Other ADVERTISING AGENCIES Stocks
Want to dig deeper into these stocks?