Cardlytics Inc (CDLX)vsTrade Desk Inc (TTD)
CDLX
Cardlytics Inc
$4.15
+0.48%
COMMUNICATION SERVICES · Cap: $24.44M
TTD
Trade Desk Inc
$14.34
+2.65%
COMMUNICATION SERVICES · Cap: $6.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Trade Desk Inc generates 1474% more annual revenue ($2.99B vs $190.00M). TTD leads profitability with a 13.6% profit margin vs -52.8%. TTD earns a higher WallStSmart Score of 55/100 (C-).
CDLX
Avoid25
out of 100
Grade: F
TTD
Buy55
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Smaller company, higher risk/reward
ROE of -356.0% — below average capital efficiency
Revenue declined 36.5%
Earnings declined 56.7%
3.0% revenue growth
Earnings declined 23.6%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CDLX
The strongest argument for CDLX centers on Debt/Equity.
Bull Case : TTD
The strongest argument for TTD centers on Debt/Equity, P/E Ratio, Price/Book. PEG of 1.06 suggests the stock is reasonably priced for its growth.
Bear Case : CDLX
The primary concerns for CDLX are Market Cap, Return on Equity, Revenue Growth.
Bear Case : TTD
The primary concerns for TTD are Revenue Growth, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
CDLX profiles as a turnaround stock while TTD is a value play — different risk/reward profiles.
TTD carries more volatility with a beta of 1.00 — expect wider price swings.
TTD is growing revenue faster at 3.0% — sustainability is the question.
TTD generates stronger free cash flow (140M), providing more financial flexibility.
Bottom Line
TTD scores higher overall (55/100 vs 25/100). Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Cardlytics Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Cardlytics, Inc. operates an advertising platform within financial institutions' digital channels including online, mobile, email, and various real-time notifications in the United States and the United Kingdom. The company is headquartered in Atlanta, Georgia.
Trade Desk Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Trade Desk, Inc. is a technology company in the United States and internationally. The company is headquartered in Ventura, California.
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