Cardlytics Inc (CDLX)vsTrade Desk Inc (TTD)
CDLX
Cardlytics Inc
$0.60
-1.92%
COMMUNICATION SERVICES · Cap: $36.41M
TTD
Trade Desk Inc
$19.95
-5.14%
COMMUNICATION SERVICES · Cap: $9.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Trade Desk Inc generates 1306% more annual revenue ($2.97B vs $211.16M). TTD leads profitability with a 14.6% profit margin vs -44.8%. TTD earns a higher WallStSmart Score of 56/100 (C).
CDLX
Avoid27
out of 100
Grade: F
TTD
Buy56
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
Growing faster than its price suggests
Areas to Watch
Smaller company, higher risk/reward
ROE of -356.0% — below average capital efficiency
Revenue declined 44.6%
Earnings declined 56.7%
Earnings declined 20.0%
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, PEG Ratio. Revenue growth of 11.8% demonstrates continued momentum. PEG of 0.92 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 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 1.02 — expect wider price swings.
TTD is growing revenue faster at 11.8% — sustainability is the question.
TTD generates stronger free cash flow (279M), providing more financial flexibility.
Bottom Line
TTD scores higher overall (56/100 vs 27/100) and 11.8% revenue growth. 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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