CRTO vs TTD

For growth investors, The Trade Desk, Inc.

(TTD) is the stronger pick with 18. 5% revenue growth year-over-year, versus 0. 6% for Criteo S. A. (CRTO). Criteo S. A. (CRTO) offers the better valuation at 6. 0x trailing P/E (3. 6x forward), making it the more compelling value choice. Analysts rate Criteo S. A. (CRTO) a "Buy" — based on 33 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Criteo S.

A. (CRTO) is the cheapest at 6. 0x versus The Trade Desk, Inc. at 26. 4x. On forward P/E, Criteo S. A. is actually cheaper at 3. 6x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Criteo S. A. wins at 0. 55x versus The Trade Desk, Inc. 's 1. 64x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Criteo S.

A. (CRTO) delivered a total return of -57. 9%, compared to -60. 8% for The Trade Desk, Inc. (TTD). Over 10 years, the gap is even starker: TTD returned +696. 8% versus CRTO's -62. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Criteo S.

A. (CRTO) is the lower-risk stock at 0. 76β versus The Trade Desk, Inc. 's 1. 06β — meaning TTD is approximately 40% more volatile than CRTO relative to the S&P 500. On balance sheet safety, Criteo S. A. (CRTO) carries a lower debt/equity ratio of 13% versus 18% for The Trade Desk, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), The Trade Desk, Inc.

(TTD) is pulling ahead at 18. 5% versus 0. 6% for Criteo S. A. (CRTO). On earnings-per-share growth, the picture is similar: Criteo S. A. grew EPS 39. 5% year-over-year, compared to 16. 7% for The Trade Desk, Inc.. Over a 3-year CAGR, TTD leads at 22. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

The Trade Desk, Inc.

(TTD) is the more profitable company, earning 15. 3% net margin versus 7. 4% for Criteo S. A. — meaning it keeps 15. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TTD leads at 20. 3% versus 10. 4% for CRTO. At the gross margin level — before operating expenses — TTD leads at 78. 6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Criteo S. A. (CRTO) is the more undervalued stock at a PEG of 0. 55x versus The Trade Desk, Inc. 's 1. 64x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Criteo S. A. (CRTO) trades at 3. 6x forward P/E versus 21. 7x for The Trade Desk, Inc. — 18. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CRTO: 97. 0% to $31. 25.

None of the stocks in this comparison currently pay a material dividend.

All are effectively zero-yield and should be held for capital appreciation rather than income.

For long-horizon retirement investors, The Trade Desk, Inc.

(TTD) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 06), +696. 8% 10Y return). Both have compounded well over 10 years (TTD: +696. 8%, CRTO: -62. 5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (CRTO (Communication Services) and TTD (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: CRTO is a small-cap deep-value stock; TTD is a mid-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.