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Criteo S.A. vs Specificity: CRTO and SPTY compared
Criteo S.A. is the larger company: $416M of revenue in its latest quarter (Q3 2026) against $322K for Specificity (Q2 2026). Specificity is growing faster (+21% against -11% a year earlier). Criteo S.A. is more profitable, with an operating margin of 5.0% against -19.4%.
Where the money goes: CRTO and SPTY
Criteo S.A. (CRTO) · Q3 2026
Criteo S.A., Q3 2026: revenue $416M (-11% year over year), operating margin 5.0%, net earnings $5.6M, operating cash flow $56.9M. The chart follows the revenue to costs, profit and cash.
Specificity (SPTY) · Q2 2026
Specificity, Q2 2026: revenue $322K (+21% year over year), operating margin -19.4%, net loss $121K, operating cash flow −$4K. The chart follows the revenue to costs, profit and cash.
| Criteo S.A. (CRTO) | Specificity (SPTY) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q2 2026 |
| Revenue | $416M | $322K |
| Revenue growth, Y/Y | -11% | +21% |
| Gross margin | 49.9% | — |
| Operating margin | 5.0% | -19.4% |
| Net earnings | $5.6M | −$121K |
| Net margin | 1.3% | -37.7% |
| Operating cash flow | $56.9M | −$4K |
| Free cash flow | $21.1M | — |
| Market value | $768M | — |
| P/E | 10.5× | — |
| Analysts’ mean target | $19.75 | — |
Where the revenue comes from
Criteo S.A.
- Performance Media: $365M (88%)
- Retail Media: $51.9M (12%)
Questions
Which is bigger, Criteo S.A. or Specificity?
Criteo S.A. is the larger company: $416M of revenue in its latest quarter (Q3 2026) against $322K for Specificity (Q2 2026).
Is Criteo S.A. or Specificity growing faster?
Specificity is growing faster (+21% against -11% a year earlier).
Which is more profitable, Criteo S.A. or Specificity?
Criteo S.A. is more profitable, with an operating margin of 5.0% against -19.4%.
More: Criteo S.A. earnings · how Criteo S.A. makes money · Specificity earnings · how Specificity makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 4, 2026; 10-Q filed Aug 19, 2026). Fiscal quarters can end on different dates. Not investment advice.