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Side-by-side financial comparison of Criteo S.A. (CRTO) and RH (RH). Click either name above to swap in a different company.
RH is the larger business by last-quarter revenue ($883.8M vs $482.7M, roughly 1.8× Criteo S.A.). Criteo S.A. runs the higher net margin — 4.4% vs 4.1%, a 0.3% gap on every dollar of revenue. On growth, RH posted the faster year-over-year revenue change (8.9% vs 2.4%). RH produced more free cash flow last quarter ($83.0M vs $-36.6M). Over the past eight quarters, RH's revenue compounded faster (9.4% 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.
RH is an upscale American home-furnishings company headquartered in Corte Madera, California. The company sells its merchandise through its retail stores, catalog, and online. As of August 2018, the company operated a total of 70 galleries, 18 full-line design galleries, and 3 baby-and-child galleries. The company also has 36 outlet stores in the United States and Canada.
CRTO vs RH — Head-to-Head
Income Statement — Q2 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $482.7M | $883.8M |
| Net Profit | $21.3M | $36.3M |
| Gross Margin | 53.6% | 44.1% |
| Operating Margin | 6.3% | 12.0% |
| Net Margin | 4.4% | 4.1% |
| Revenue YoY | 2.4% | 8.9% |
| Net Profit YoY | -21.3% | 9.3% |
| EPS (diluted) | $0.39 | $1.83 |
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.
| Q4 25 | — | $883.8M | ||
| Q3 25 | — | $899.2M | ||
| Q2 25 | $482.7M | $814.0M | ||
| Q1 25 | $451.4M | $812.4M | ||
| Q4 24 | $553.0M | $811.7M | ||
| Q3 24 | $458.9M | $829.7M | ||
| Q2 24 | $471.3M | $727.0M | ||
| Q1 24 | $450.1M | $738.3M |
| Q4 25 | — | $36.3M | ||
| Q3 25 | — | $51.7M | ||
| Q2 25 | $21.3M | $8.0M | ||
| Q1 25 | $37.9M | $13.9M | ||
| Q4 24 | $71.1M | $33.2M | ||
| Q3 24 | $6.2M | $29.0M | ||
| Q2 24 | $27.0M | $-3.6M | ||
| Q1 24 | $7.2M | $11.4M |
| Q4 25 | — | 44.1% | ||
| Q3 25 | — | 45.5% | ||
| Q2 25 | 53.6% | 43.7% | ||
| Q1 25 | 52.5% | 44.7% | ||
| Q4 24 | 54.4% | 44.5% | ||
| Q3 24 | 50.5% | 45.2% | ||
| Q2 24 | 49.4% | 43.5% | ||
| Q1 24 | 48.3% | 43.5% |
| Q4 25 | — | 12.0% | ||
| Q3 25 | — | 14.3% | ||
| Q2 25 | 6.3% | 6.9% | ||
| Q1 25 | 10.7% | 8.7% | ||
| Q4 24 | 17.1% | 12.5% | ||
| Q3 24 | 2.1% | 11.6% | ||
| Q2 24 | 7.8% | 7.5% | ||
| Q1 24 | 2.3% | 8.7% |
| Q4 25 | — | 4.1% | ||
| Q3 25 | — | 5.8% | ||
| Q2 25 | 4.4% | 1.0% | ||
| Q1 25 | 8.4% | 1.7% | ||
| Q4 24 | 12.9% | 4.1% | ||
| Q3 24 | 1.4% | 3.5% | ||
| Q2 24 | 5.7% | -0.5% | ||
| Q1 24 | 1.6% | 1.5% |
| Q4 25 | — | $1.83 | ||
| Q3 25 | — | $2.62 | ||
| Q2 25 | $0.39 | $0.40 | ||
| Q1 25 | $0.66 | $0.71 | ||
| Q4 24 | $1.21 | $1.66 | ||
| Q3 24 | $0.11 | $1.45 | ||
| Q2 24 | $0.46 | $-0.20 | ||
| Q1 24 | $0.12 | $0.91 |
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 | $43.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $3.3M |
| Total Assets | $2.1B | $4.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $43.1M | ||
| Q3 25 | — | $34.6M | ||
| Q2 25 | $223.6M | $46.1M | ||
| Q1 25 | $313.2M | $30.4M | ||
| Q4 24 | $316.9M | $87.0M | ||
| Q3 24 | $231.8M | $78.3M | ||
| Q2 24 | $233.2M | $101.8M | ||
| Q1 24 | $278.1M | $123.7M |
| Q4 25 | — | $3.3M | ||
| Q3 25 | — | $-40.9M | ||
| Q2 25 | $1.1B | $-110.8M | ||
| Q1 25 | $1.1B | $-163.6M | ||
| Q4 24 | $1.0B | $-183.0M | ||
| Q3 24 | $1.1B | $-234.7M | ||
| Q2 24 | $1.0B | $-289.9M | ||
| Q1 24 | $1.0B | $-297.4M |
| Q4 25 | — | $4.8B | ||
| Q3 25 | — | $4.7B | ||
| Q2 25 | $2.1B | $4.7B | ||
| Q1 25 | $2.1B | $4.6B | ||
| Q4 24 | $2.3B | $4.5B | ||
| Q3 24 | $2.2B | $4.4B | ||
| Q2 24 | $2.2B | $4.2B | ||
| Q1 24 | $2.2B | $4.1B |
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 | $131.9M |
| Free Cash FlowOCF − Capex | $-36.6M | $83.0M |
| FCF MarginFCF / Revenue | -7.6% | 9.4% |
| Capex IntensityCapex / Revenue | 7.3% | 5.5% |
| Cash ConversionOCF / Net Profit | -0.07× | 3.64× |
| TTM Free Cash FlowTrailing 4 quarters | — | $128.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $131.9M | ||
| Q3 25 | — | $137.7M | ||
| Q2 25 | $-1.4M | $86.6M | ||
| Q1 25 | $62.3M | $-18.8M | ||
| Q4 24 | $169.5M | $-31.4M | ||
| Q3 24 | $57.5M | $11.2M | ||
| Q2 24 | $17.2M | $56.1M | ||
| Q1 24 | $14.0M | $-114.0M |
| Q4 25 | — | $83.0M | ||
| Q3 25 | — | $80.7M | ||
| Q2 25 | $-36.6M | $34.1M | ||
| Q1 25 | $45.3M | $-69.7M | ||
| Q4 24 | — | $-96.0M | ||
| Q3 24 | — | $-37.9M | ||
| Q2 24 | $-4.0M | $-10.1M | ||
| Q1 24 | $173.0K | $-251.5M |
| Q4 25 | — | 9.4% | ||
| Q3 25 | — | 9.0% | ||
| Q2 25 | -7.6% | 4.2% | ||
| Q1 25 | 10.0% | -8.6% | ||
| Q4 24 | — | -11.8% | ||
| Q3 24 | — | -4.6% | ||
| Q2 24 | -0.9% | -1.4% | ||
| Q1 24 | 0.0% | -34.1% |
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | 6.3% | ||
| Q2 25 | 7.3% | 6.5% | ||
| Q1 25 | 3.8% | 6.3% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 5.9% | ||
| Q2 24 | 4.5% | 9.1% | ||
| Q1 24 | 3.1% | 18.6% |
| Q4 25 | — | 3.64× | ||
| Q3 25 | — | 2.66× | ||
| Q2 25 | -0.07× | 10.78× | ||
| Q1 25 | 1.64× | -1.35× | ||
| Q4 24 | 2.38× | -0.95× | ||
| Q3 24 | 9.21× | 0.39× | ||
| Q2 24 | 0.64× | — | ||
| Q1 24 | 1.93× | -10.01× |
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% |
RH
| RH Segment | $835.8M | 95% |
| Waterworks Segment | $48.0M | 5% |
| Gift Card And Merchandise Credit | $4.5M | 1% |
