COMP <GO>
CRTO vs IBTA // GROSS PROFIT MARGIN
Criteo S.A. (NASDAQ) VS. Ibotta Inc. (Class A) (NYSE) • 15-METRIC TALLY: CRTO 5
— IBTA 4
▲ GROSS PROFIT MARGIN LEADER: IBTA
LAST: $14.89 (+2.97%) • MKT CAP: $729.6M
gross-margins
54.00%
LAST: $49.40 (+2.00%) • MKT CAP: $1.14B
gross-margins
79.20%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CRTO VS. IBTA)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CRTO | IBTA | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | 54.00% | 79.20% | -25.20 | IBTA | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 19.80% | -0.70% | +20.50 | CRTO | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | 6.55% | — | TIE | /fcf-yield <GO> |
| Operating Margin | 10.40% | -0.20% | +10.60 | CRTO | /operating-margins <GO> |
| Net Profit Margin | 7.70% | 1.00% | +6.70 | CRTO | /net-margins <GO> |
| Revenue Growth (YoY) | 0.60% | -6.80% | +7.40 | CRTO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.14 | 3.62 | -1.48 | IBTA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 6/9 | +1.00 | CRTO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 41.4 | 66.4 | -24.94 | IBTA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 4.6x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $729.6M | $1.14B | -$415.0M | IBTA | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CRTO REV | IBTA REV | CRTO GROSS % | IBTA GROSS % | CRTO FCF | IBTA FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.94B | $342.4M | 54.0% | 79.2% | $311.2M | $75.0M |
| FY 2024 | $1.93B | $367.3M | 50.8% | 86.4% | $258.2M | $115.0M |
| FY 2023 | $1.95B | $320.0M | — | — | $224.2M | $22.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CRTO // BETA —
IBTA // BETA —