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Side-by-side financial comparison of Criteo S.A. (CRTO) and SCANSOURCE, INC. (SCSC). Click either name above to swap in a different company.
SCANSOURCE, INC. is the larger business by last-quarter revenue ($766.5M vs $482.7M, roughly 1.6× Criteo S.A.). Criteo S.A. runs the higher net margin — 4.4% vs 2.2%, a 2.3% gap on every dollar of revenue. On growth, SCANSOURCE, INC. posted the faster year-over-year revenue change (2.5% vs 2.4%). SCANSOURCE, INC. produced more free cash flow last quarter ($28.9M vs $-36.6M). Over the past eight quarters, Criteo S.A.'s revenue compounded faster (1.4% CAGR vs 0.9%).
Criteo S.A. is an advertising company that provides online display advertisements. The company was founded and is headquartered in Paris, France.
ScanSource, Inc. is a leading global specialty technology distributor offering a broad portfolio of solutions including point-of-sale systems, barcode scanning tools, cybersecurity products, cloud services and communication solutions. It primarily serves value-added resellers, managed service providers and enterprise clients across North America, Latin America and Europe, covering retail, healthcare, industrial and public sector core segments.
CRTO vs SCSC — Head-to-Head
Income Statement — Q2 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $482.7M | $766.5M |
| Net Profit | $21.3M | $16.5M |
| Gross Margin | 53.6% | 13.4% |
| Operating Margin | 6.3% | 2.3% |
| Net Margin | 4.4% | 2.2% |
| Revenue YoY | 2.4% | 2.5% |
| Net Profit YoY | -21.3% | -3.3% |
| EPS (diluted) | $0.39 | $0.75 |
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 | — | $766.5M | ||
| Q3 25 | — | $739.6M | ||
| Q2 25 | $482.7M | $812.9M | ||
| Q1 25 | $451.4M | $704.8M | ||
| Q4 24 | $553.0M | $747.5M | ||
| Q3 24 | $458.9M | $775.6M | ||
| Q2 24 | $471.3M | $746.1M | ||
| Q1 24 | $450.1M | $752.6M |
| Q4 25 | — | $16.5M | ||
| Q3 25 | — | $19.9M | ||
| Q2 25 | $21.3M | $20.1M | ||
| Q1 25 | $37.9M | $17.4M | ||
| Q4 24 | $71.1M | $17.1M | ||
| Q3 24 | $6.2M | $17.0M | ||
| Q2 24 | $27.0M | $16.1M | ||
| Q1 24 | $7.2M | $12.8M |
| Q4 25 | — | 13.4% | ||
| Q3 25 | — | 14.5% | ||
| Q2 25 | 53.6% | 12.9% | ||
| Q1 25 | 52.5% | 14.2% | ||
| Q4 24 | 54.4% | 13.6% | ||
| Q3 24 | 50.5% | 13.1% | ||
| Q2 24 | 49.4% | 13.0% | ||
| Q1 24 | 48.3% | 12.6% |
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 3.5% | ||
| Q2 25 | 6.3% | 3.3% | ||
| Q1 25 | 10.7% | 3.2% | ||
| Q4 24 | 17.1% | 2.5% | ||
| Q3 24 | 2.1% | 2.3% | ||
| Q2 24 | 7.8% | 2.9% | ||
| Q1 24 | 2.3% | 2.3% |
| Q4 25 | — | 2.2% | ||
| Q3 25 | — | 2.7% | ||
| Q2 25 | 4.4% | 2.5% | ||
| Q1 25 | 8.4% | 2.5% | ||
| Q4 24 | 12.9% | 2.3% | ||
| Q3 24 | 1.4% | 2.2% | ||
| Q2 24 | 5.7% | 2.2% | ||
| Q1 24 | 1.6% | 1.7% |
| Q4 25 | — | $0.75 | ||
| Q3 25 | — | $0.89 | ||
| Q2 25 | $0.39 | $0.87 | ||
| Q1 25 | $0.66 | $0.74 | ||
| Q4 24 | $1.21 | $0.70 | ||
| Q3 24 | $0.11 | $0.69 | ||
| Q2 24 | $0.46 | $0.66 | ||
| Q1 24 | $0.12 | $0.50 |
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 | $83.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $910.9M |
| Total Assets | $2.1B | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $83.5M | ||
| Q3 25 | — | $124.9M | ||
| Q2 25 | $223.6M | $126.2M | ||
| Q1 25 | $313.2M | $146.3M | ||
| Q4 24 | $316.9M | $110.5M | ||
| Q3 24 | $231.8M | $145.0M | ||
| Q2 24 | $233.2M | $185.5M | ||
| Q1 24 | $278.1M | $159.1M |
| Q4 25 | — | $910.9M | ||
| Q3 25 | — | $914.0M | ||
| Q2 25 | $1.1B | $906.4M | ||
| Q1 25 | $1.1B | $901.7M | ||
| Q4 24 | $1.0B | $900.7M | ||
| Q3 24 | $1.1B | $920.9M | ||
| Q2 24 | $1.0B | $924.3M | ||
| Q1 24 | $1.0B | $944.1M |
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | $2.1B | $1.8B | ||
| Q1 25 | $2.1B | $1.7B | ||
| Q4 24 | $2.3B | $1.7B | ||
| Q3 24 | $2.2B | $1.8B | ||
| Q2 24 | $2.2B | $1.8B | ||
| Q1 24 | $2.2B | $1.8B |
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 | $30.8M |
| Free Cash FlowOCF − Capex | $-36.6M | $28.9M |
| FCF MarginFCF / Revenue | -7.6% | 3.8% |
| Capex IntensityCapex / Revenue | 7.3% | 0.3% |
| Cash ConversionOCF / Net Profit | -0.07× | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $30.8M | ||
| Q3 25 | — | $23.2M | ||
| Q2 25 | $-1.4M | — | ||
| Q1 25 | $62.3M | $66.1M | ||
| Q4 24 | $169.5M | $-6.2M | ||
| Q3 24 | $57.5M | $44.8M | ||
| Q2 24 | $17.2M | — | ||
| Q1 24 | $14.0M | $160.2M |
| Q4 25 | — | $28.9M | ||
| Q3 25 | — | $20.8M | ||
| Q2 25 | $-36.6M | — | ||
| Q1 25 | $45.3M | $64.6M | ||
| Q4 24 | — | $-8.2M | ||
| Q3 24 | — | $42.5M | ||
| Q2 24 | $-4.0M | — | ||
| Q1 24 | $173.0K | $157.7M |
| Q4 25 | — | 3.8% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | -7.6% | — | ||
| Q1 25 | 10.0% | 9.2% | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | — | 5.5% | ||
| Q2 24 | -0.9% | — | ||
| Q1 24 | 0.0% | 21.0% |
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | 7.3% | 0.3% | ||
| Q1 25 | 3.8% | 0.2% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | 4.5% | 0.2% | ||
| Q1 24 | 3.1% | 0.3% |
| Q4 25 | — | 1.87× | ||
| Q3 25 | — | 1.17× | ||
| Q2 25 | -0.07× | — | ||
| Q1 25 | 1.64× | 3.79× | ||
| Q4 24 | 2.38× | -0.36× | ||
| Q3 24 | 9.21× | 2.64× | ||
| Q2 24 | 0.64× | — | ||
| Q1 24 | 1.93× | 12.51× |
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% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
