Cardlytics Inc (CDLX)vsOmnicom Group Inc (OMC)
CDLX
Cardlytics Inc
$1.64
+2.50%
COMMUNICATION SERVICES · Cap: $10.69M
OMC
Omnicom Group Inc
$80.97
+4.11%
COMMUNICATION SERVICES · Cap: $21.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Omnicom Group Inc generates 12930% more annual revenue ($24.76B vs $190.00M). OMC leads profitability with a 2.9% profit margin vs -52.8%. OMC earns a higher WallStSmart Score of 73/100 (B).
CDLX
Avoid27
out of 100
Grade: F
OMC
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CDLX.
Margin of Safety
+26.5%
Fair Value
$94.35
Current Price
$80.97
$13.38 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Revenue surging 59.1% year-over-year
Reasonable price relative to book value
Earnings expanding 36.0% YoY
Areas to Watch
Smaller company, higher risk/reward
ROE of -356.0% — below average capital efficiency
Revenue declined 36.5%
Earnings declined 56.7%
ROE of 7.1% — below average capital efficiency
2.9% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CDLX
The strongest argument for CDLX centers on Debt/Equity.
Bull Case : OMC
The strongest argument for OMC centers on Revenue Growth, Price/Book, EPS Growth. Revenue growth of 59.1% demonstrates continued momentum. PEG of 1.22 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 : OMC
The primary concerns for OMC are Return on Equity, Profit Margin, Debt/Equity. A P/E of 78.6x leaves little room for execution misses. Thin 2.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
CDLX profiles as a turnaround stock while OMC is a hypergrowth play — different risk/reward profiles.
CDLX carries more volatility with a beta of 0.71 — expect wider price swings.
OMC is growing revenue faster at 59.1% — sustainability is the question.
OMC generates stronger free cash flow (913M), providing more financial flexibility.
Bottom Line
OMC scores higher overall (73/100 vs 27/100) and 59.1% revenue growth. Both earn "Strong 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.
Omnicom Group Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Omnicom Group Inc. is an American global media, marketing and corporate communications holding company, headquartered in New York City.
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