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Side-by-side financial comparison of Criteo S.A. (CRTO) and Gaming & Leisure Properties, Inc. (GLPI). Click either name above to swap in a different company.
Criteo S.A. is the larger business by last-quarter revenue ($482.7M vs $420.0M, roughly 1.1× Gaming & Leisure Properties, Inc.). Gaming & Leisure Properties, Inc. runs the higher net margin — 57.0% vs 4.4%, a 52.6% gap on every dollar of revenue. On growth, Gaming & Leisure Properties, Inc. posted the faster year-over-year revenue change (6.3% vs 2.4%). Over the past eight quarters, Gaming & Leisure Properties, Inc.'s revenue compounded faster (5.0% CAGR vs 1.4%).
Criteo S.A. is an advertising company that provides online display advertisements. The company was founded and is headquartered in Paris, France.
Gaming and Leisure Properties, Inc. is a real estate investment trust (REIT) specializing in casino properties, based in Wyomissing, Pennsylvania. It was formed in November 2013 as a corporate spin-off from Penn National Gaming. The company owns 62 casino properties, all of which are leased to other companies.
CRTO vs GLPI — Head-to-Head
Income Statement — Q2 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $482.7M | $420.0M |
| Net Profit | $21.3M | $239.4M |
| Gross Margin | 53.6% | — |
| Operating Margin | 6.3% | 79.4% |
| Net Margin | 4.4% | 57.0% |
| Revenue YoY | 2.4% | 6.3% |
| Net Profit YoY | -21.3% | 40.5% |
| EPS (diluted) | $0.39 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $420.0M | ||
| Q4 25 | — | $407.0M | ||
| Q3 25 | — | $397.6M | ||
| Q2 25 | $482.7M | $394.9M | ||
| Q1 25 | $451.4M | $395.2M | ||
| Q4 24 | $553.0M | $389.6M | ||
| Q3 24 | $458.9M | $385.3M | ||
| Q2 24 | $471.3M | $380.6M |
| Q1 26 | — | $239.4M | ||
| Q4 25 | — | $275.4M | ||
| Q3 25 | — | $241.2M | ||
| Q2 25 | $21.3M | $151.4M | ||
| Q1 25 | $37.9M | $165.2M | ||
| Q4 24 | $71.1M | $223.6M | ||
| Q3 24 | $6.2M | $184.7M | ||
| Q2 24 | $27.0M | $208.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 53.6% | — | ||
| Q1 25 | 52.5% | — | ||
| Q4 24 | 54.4% | — | ||
| Q3 24 | 50.5% | — | ||
| Q2 24 | 49.4% | — |
| Q1 26 | — | 79.4% | ||
| Q4 25 | — | 89.3% | ||
| Q3 25 | — | 84.8% | ||
| Q2 25 | 6.3% | 61.3% | ||
| Q1 25 | 10.7% | 65.5% | ||
| Q4 24 | 17.1% | 79.1% | ||
| Q3 24 | 2.1% | 70.4% | ||
| Q2 24 | 7.8% | 77.1% |
| Q1 26 | — | 57.0% | ||
| Q4 25 | — | 67.6% | ||
| Q3 25 | — | 60.7% | ||
| Q2 25 | 4.4% | 38.4% | ||
| Q1 25 | 8.4% | 41.8% | ||
| Q4 24 | 12.9% | 57.4% | ||
| Q3 24 | 1.4% | 47.9% | ||
| Q2 24 | 5.7% | 54.7% |
| Q1 26 | — | — | ||
| Q4 25 | — | $0.96 | ||
| Q3 25 | — | $0.85 | ||
| Q2 25 | $0.39 | $0.54 | ||
| Q1 25 | $0.66 | $0.60 | ||
| Q4 24 | $1.21 | $0.79 | ||
| Q3 24 | $0.11 | $0.67 | ||
| Q2 24 | $0.46 | $0.77 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $223.6M | $274.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $5.0B |
| Total Assets | $2.1B | $13.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $274.5M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $223.6M | — | ||
| Q1 25 | $313.2M | — | ||
| Q4 24 | $316.9M | $560.8M | ||
| Q3 24 | $231.8M | $560.8M | ||
| Q2 24 | $233.2M | $560.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $7.2B | ||
| Q3 25 | — | $7.2B | ||
| Q2 25 | — | $6.9B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $7.7B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $6.6B |
| Q1 26 | — | $5.0B | ||
| Q4 25 | — | $4.6B | ||
| Q3 25 | — | $4.6B | ||
| Q2 25 | $1.1B | $4.6B | ||
| Q1 25 | $1.1B | $4.2B | ||
| Q4 24 | $1.0B | $4.3B | ||
| Q3 24 | $1.1B | $4.3B | ||
| Q2 24 | $1.0B | $4.1B |
| Q1 26 | — | $13.8B | ||
| Q4 25 | — | $12.9B | ||
| Q3 25 | — | $12.8B | ||
| Q2 25 | $2.1B | $12.5B | ||
| Q1 25 | $2.1B | $12.1B | ||
| Q4 24 | $2.3B | $13.1B | ||
| Q3 24 | $2.2B | $12.7B | ||
| Q2 24 | $2.2B | $11.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.56× | ||
| Q3 25 | — | 1.57× | ||
| Q2 25 | — | 1.51× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | — | 1.81× | ||
| Q3 24 | — | 1.74× | ||
| Q2 24 | — | 1.60× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-1.4M | — |
| Free Cash FlowOCF − Capex | $-36.6M | — |
| FCF MarginFCF / Revenue | -7.6% | — |
| Capex IntensityCapex / Revenue | 7.3% | — |
| Cash ConversionOCF / Net Profit | -0.07× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $240.3M | ||
| Q2 25 | $-1.4M | $293.4M | ||
| Q1 25 | $62.3M | $252.5M | ||
| Q4 24 | $169.5M | $1.1B | ||
| Q3 24 | $57.5M | $270.4M | ||
| Q2 24 | $17.2M | $252.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $183.0M | ||
| Q2 25 | $-36.6M | $272.3M | ||
| Q1 25 | $45.3M | $239.6M | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $261.5M | ||
| Q2 24 | $-4.0M | $245.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 46.0% | ||
| Q2 25 | -7.6% | 69.0% | ||
| Q1 25 | 10.0% | 60.6% | ||
| Q4 24 | — | 275.3% | ||
| Q3 24 | — | 67.9% | ||
| Q2 24 | -0.9% | 64.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 14.4% | ||
| Q2 25 | 7.3% | 5.3% | ||
| Q1 25 | 3.8% | 3.3% | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | 4.5% | 1.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.10× | ||
| Q3 25 | — | 1.00× | ||
| Q2 25 | -0.07× | 1.94× | ||
| Q1 25 | 1.64× | 1.53× | ||
| Q4 24 | 2.38× | 4.80× | ||
| Q3 24 | 9.21× | 1.46× | ||
| Q2 24 | 0.64× | 1.21× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CRTO
| Commerce Growth | $393.9M | 82% |
| Retail Media | $60.9M | 13% |
| Other | $27.9M | 6% |
GLPI
Segment breakdown not available.
