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Side-by-side financial comparison of Criteo S.A. (CRTO) and INNOSPEC INC. (IOSP). Click either name above to swap in a different company.

Criteo S.A. is the larger business by last-quarter revenue ($482.7M vs $455.6M, roughly 1.1× INNOSPEC INC.). INNOSPEC INC. runs the higher net margin — 10.4% vs 4.4%, a 6.0% gap on every dollar of revenue. On growth, Criteo S.A. posted the faster year-over-year revenue change (2.4% vs -2.4%). INNOSPEC INC. produced more free cash flow last quarter ($46.8M vs $-36.6M). Over the past eight quarters, Criteo S.A.'s revenue compounded faster (1.4% CAGR vs -4.6%).

Criteo S.A. is an advertising company that provides online display advertisements. The company was founded and is headquartered in Paris, France.

Innospec Inc., formerly known as Octel Corporation and Associated Octel Company, Ltd., is an American specialty chemical company. It comprises three business units:The Performance Chemicals business trades in the personal care, home care, agrochemical, mining and industrial markets. The Fuel Specialties business specializes in manufacturing and supplying fuel additives. The Oilfield Services business supplies drilling, completion and production chemicals.

CRTO vs IOSP — Head-to-Head

Bigger by revenue
CRTO
CRTO
1.1× larger
CRTO
$482.7M
$455.6M
IOSP
Growing faster (revenue YoY)
CRTO
CRTO
+4.8% gap
CRTO
2.4%
-2.4%
IOSP
Higher net margin
IOSP
IOSP
6.0% more per $
IOSP
10.4%
4.4%
CRTO
More free cash flow
IOSP
IOSP
$83.4M more FCF
IOSP
$46.8M
$-36.6M
CRTO
Faster 2-yr revenue CAGR
CRTO
CRTO
Annualised
CRTO
1.4%
-4.6%
IOSP

Income Statement — Q2 FY2025 vs Q4 FY2025

Metric
CRTO
CRTO
IOSP
IOSP
Revenue
$482.7M
$455.6M
Net Profit
$21.3M
$47.4M
Gross Margin
53.6%
28.0%
Operating Margin
6.3%
10.3%
Net Margin
4.4%
10.4%
Revenue YoY
2.4%
-2.4%
Net Profit YoY
-21.3%
167.3%
EPS (diluted)
$0.39
$1.90

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.

Revenue
CRTO
CRTO
IOSP
IOSP
Q4 25
$455.6M
Q3 25
$441.9M
Q2 25
$482.7M
$439.7M
Q1 25
$451.4M
$440.8M
Q4 24
$553.0M
$466.8M
Q3 24
$458.9M
$443.4M
Q2 24
$471.3M
$435.0M
Q1 24
$450.1M
$500.2M
Net Profit
CRTO
CRTO
IOSP
IOSP
Q4 25
$47.4M
Q3 25
$12.9M
Q2 25
$21.3M
$23.5M
Q1 25
$37.9M
$32.8M
Q4 24
$71.1M
$-70.4M
Q3 24
$6.2M
$33.4M
Q2 24
$27.0M
$31.2M
Q1 24
$7.2M
$41.4M
Gross Margin
CRTO
CRTO
IOSP
IOSP
Q4 25
28.0%
Q3 25
26.4%
Q2 25
53.6%
28.0%
Q1 25
52.5%
28.4%
Q4 24
54.4%
29.2%
Q3 24
50.5%
28.0%
Q2 24
49.4%
29.2%
Q1 24
48.3%
31.1%
Operating Margin
CRTO
CRTO
IOSP
IOSP
Q4 25
10.3%
Q3 25
1.3%
Q2 25
6.3%
7.8%
Q1 25
10.7%
9.6%
Q4 24
17.1%
8.8%
Q3 24
2.1%
10.3%
Q2 24
7.8%
9.4%
Q1 24
2.3%
10.1%
Net Margin
CRTO
CRTO
IOSP
IOSP
Q4 25
10.4%
Q3 25
2.9%
Q2 25
4.4%
5.3%
Q1 25
8.4%
7.4%
Q4 24
12.9%
-15.1%
Q3 24
1.4%
7.5%
Q2 24
5.7%
7.2%
Q1 24
1.6%
8.3%
EPS (diluted)
CRTO
CRTO
IOSP
IOSP
Q4 25
$1.90
Q3 25
$0.52
Q2 25
$0.39
$0.94
Q1 25
$0.66
$1.31
Q4 24
$1.21
$-2.80
Q3 24
$0.11
$1.33
Q2 24
$0.46
$1.24
Q1 24
$0.12
$1.65

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
CRTO
CRTO
IOSP
IOSP
Cash + ST InvestmentsLiquidity on hand
$223.6M
$292.5M
Total DebtLower is stronger
Stockholders' EquityBook value
$1.1B
$1.3B
Total Assets
$2.1B
$1.8B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
CRTO
CRTO
IOSP
IOSP
Q4 25
$292.5M
Q3 25
$270.8M
Q2 25
$223.6M
$266.6M
Q1 25
$313.2M
$299.8M
Q4 24
$316.9M
$289.2M
Q3 24
$231.8M
$303.8M
Q2 24
$233.2M
$240.2M
Q1 24
$278.1M
$270.1M
Stockholders' Equity
CRTO
CRTO
IOSP
IOSP
Q4 25
$1.3B
Q3 25
$1.3B
Q2 25
$1.1B
$1.3B
Q1 25
$1.1B
$1.3B
Q4 24
$1.0B
$1.2B
Q3 24
$1.1B
$1.2B
Q2 24
$1.0B
$1.2B
Q1 24
$1.0B
$1.2B
Total Assets
CRTO
CRTO
IOSP
IOSP
Q4 25
$1.8B
Q3 25
$1.8B
Q2 25
$2.1B
$1.8B
Q1 25
$2.1B
$1.8B
Q4 24
$2.3B
$1.7B
Q3 24
$2.2B
$1.8B
Q2 24
$2.2B
$1.7B
Q1 24
$2.2B
$1.7B

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
CRTO
CRTO
IOSP
IOSP
Operating Cash FlowLast quarter
$-1.4M
$61.4M
Free Cash FlowOCF − Capex
$-36.6M
$46.8M
FCF MarginFCF / Revenue
-7.6%
10.3%
Capex IntensityCapex / Revenue
7.3%
3.2%
Cash ConversionOCF / Net Profit
-0.07×
1.30×
TTM Free Cash FlowTrailing 4 quarters
$88.0M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
CRTO
CRTO
IOSP
IOSP
Q4 25
$61.4M
Q3 25
$39.3M
Q2 25
$-1.4M
$9.3M
Q1 25
$62.3M
$28.3M
Q4 24
$169.5M
$25.7M
Q3 24
$57.5M
$73.5M
Q2 24
$17.2M
$4.7M
Q1 24
$14.0M
$80.6M
Free Cash Flow
CRTO
CRTO
IOSP
IOSP
Q4 25
$46.8M
Q3 25
$25.0M
Q2 25
$-36.6M
$-3.7M
Q1 25
$45.3M
$19.9M
Q4 24
$13.6M
Q3 24
$65.8M
Q2 24
$-4.0M
$-6.2M
Q1 24
$173.0K
$69.9M
FCF Margin
CRTO
CRTO
IOSP
IOSP
Q4 25
10.3%
Q3 25
5.7%
Q2 25
-7.6%
-0.8%
Q1 25
10.0%
4.5%
Q4 24
2.9%
Q3 24
14.8%
Q2 24
-0.9%
-1.4%
Q1 24
0.0%
14.0%
Capex Intensity
CRTO
CRTO
IOSP
IOSP
Q4 25
3.2%
Q3 25
3.2%
Q2 25
7.3%
3.0%
Q1 25
3.8%
1.9%
Q4 24
2.6%
Q3 24
1.7%
Q2 24
4.5%
2.5%
Q1 24
3.1%
2.1%
Cash Conversion
CRTO
CRTO
IOSP
IOSP
Q4 25
1.30×
Q3 25
3.05×
Q2 25
-0.07×
0.40×
Q1 25
1.64×
0.86×
Q4 24
2.38×
Q3 24
9.21×
2.20×
Q2 24
0.64×
0.15×
Q1 24
1.93×
1.95×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

CRTO
CRTO

Commerce Growth$393.9M82%
Retail Media$60.9M13%
Other$27.9M6%

IOSP
IOSP

Refinery And Performance$147.0M32%
Personal Care$99.7M22%
Oilfield Services$93.1M20%
Other Fuel Specialties$47.1M10%
Other Performance Chemicals$40.0M9%
Home Care$28.7M6%

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