Added to YB: 2024-04-24
Pitch date: 2024-04-23
CDLX [bullish]
Cardlytics, Inc.
-91.52%
current return
Author Info
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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
$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)