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Added to YB: 2024-04-24

Pitch date: 2024-04-23

CDLX [bullish]

Cardlytics, Inc.

-91.52%

current return

Author Info

Indra Stock's is an analyst looking for quality with promising long term equilibrium. Sign up for the newsletter.

Company Info

Cardlytics, Inc. operates an advertising platform in the United States and the United Kingdom. The company offers Cardlytics platform, a proprietary native bank advertising channel that enables marketers to reach customers through digital channels, such as online, mobile applications, email, and various real-time notifications; and Bridg platform, a customer data platform which utilizes point-of-sale data from merchant data partners, including product-level purchase data to enable marketers to perform analytics and targeted loyalty marketing, as well as measure the impact of their marketing.

Market Cap

$129.4M

Pitch Price

$12.26

Price Target

N/A

Dividend

N/A

EV/EBITDA

-11.15

P/E

-0.68

EV/Sales

1.14

Sector

Media

Category

value

Show full summary:
$CDLX - Where we're at and hopefully going

CDLX: Q1 shows double-digit growth, new advertisers like SBUX/TGT/LULU. Chase outperforming with new UI. Multi-tier offers a big differentiator. 20% dilution to clear $200M debt, questionable signal. AmEx partnership could add $56M+ GP with no rev share. $50M+ '25 EBITDA pre-AmEx. Cheap with massive call option.

Read full article (6 min)