CDLX Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $2.53
Market Cap (MRQ) $14M
P/E -0.1
EPS $-1.95
Revenue $233M
ROE -396.5%
Debt/Equity 0.0
52W Range $1–$7

CDLX Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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Stock splits 1
Ex-date Split Type
June 8, 2026 1-for-10 Reverse

About Cardlytics, Inc. - Common Stock Company overview from Wikipedia

05 · wikidata
sectorCommunication Services industryMedia employees275 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$233M
2016-12-31 → 2025-12-31
EPS$-1.95
2022-12-31 → 2025-12-31
Free Cash Flow$9M
2018-12-31 → 2025-12-31
Net margin-55.9%
2018-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend CDLX 5Y avg Peer Median Verdict
P/E -0.15Y avg ≈-3.5 ≈-3.5 · ·
P/S (TTM) 0.1 · 0.3 Undervalued
P/B (MRQ) -0.9 · · ·
EV / EBITDA 0.5 · · ·
Price / FCF (TTM) 29.8 · · ·
Price / Cash Flow (TTM) 25.9 · · ·
EV / Revenue -0.1 · · ·
EV / FCF -4.0 · · ·
Price / Tangible Book (MRQ) -0.4 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

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Avg Surprise 53.3%
Next Report Nov 03, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Aug 4, 2026 $-0.81 $-1.38 41.2%
March 31, 2026 $-1.10 $-2.18 49.4%
Dec. 31, 2025 $0.30 $-0.71 142.0%
Sept. 30, 2025 $-0.70 $-1.53 54.2%
June 30, 2025 $-1.30 $-1.66 21.6%
March 31, 2025 $-0.21 $-0.24 11.5%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

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Income Statement 15
Metric Trend 2025202420232022202120202019201820172016
Revenue $233M$278M$309M$299M$267M$187M$210M$151M$130M$113M
R&D Expense $40M$50M$51M$54M$38M$18M$12M$16M$12M$14M
SG&A Expense $47M$56M$59M$81M$66M$47M$37M$34M$20M$21M
Operating Expenses $335M$474M$445M$756M$390M$241M$228M$192M$147M$169M
Operating Income $-102M$-195M$-136M$-458M$-123M$-54M$-17M$-41M$-17M$-56M
Interest Income $3M$3M$4M$1M······
Other Non-op $6M$-1M$3M$-6M$-1M$2M$729.0K$-2M$1M$-2M
Pretax Income $-103M$-189M$-135M$-467M$-136M$-55M$-17M$-53M$-20M$-76M
Income Tax $0$0$0$-1M$-8M$0$0$0$0$0
Net Income $-103M$-189M$-135M$-465M$-129M$-55M$-17M$-53M$-20M$-76M
EPS (Basic) $-1.95$-3.91$-3.69$-13.92$-3.99$-2.04····
EPS (Diluted) $-1.95$-3.91$-3.69$-13.92······
Shares (Basic) 53,114,00048,361,00036,488,00033,419,00032,202,00027,213,000····
Shares (Diluted) 53,114,00048,361,00036,488,00033,419,000······
EBITDA $-77M$-170M$-109M$-420M$-93M$-46M$-13M$-38M··
Balance Sheet 27
Metric Trend 2025202420232022202120202019201820172016
Cash & Equivalents $49M$66M$92M$122M$233M$293M$104M$40M$21M$23M
Short-term Investments $0·········
Receivables $82M$103M$121M$116M$111M$81M$81M$58M$48M·
Prepaid Expense $3M$5M$6M$8M$8M$6M$6M$4M$2M·
Current Assets $137M$178M$224M$250M$359M$386M$196M$124M$75M·
PP&E (Net) $2M$3M$3M$6M$11M$14M$14M$10M$7M·
PP&E (Gross) $7M$12M$36M$35M$38M$35M$31M$23M$17M·
Accum. Depreciation $5M$10M$33M$30M$27M$21M$17M$13M$10M·
Goodwill $110M$159M$277M$353M$743M$0····
Intangibles $19M$11M$35M$53M$126M$447.0K$389.0K$370.0K$528.0K·
Other Non-current Assets $1M$2M$3M$3M$2M$2M$2M$1M$4M·
Total Assets $286M$393M$574M$691M$1.26B$423M$224M$154M$101M·
Accounts Payable $3M$4M$4M$4M$5M$1M$1M$2M$2M·
Accrued Liabilities $7M$7M$10M$21M$20M$6M$6M$4M$5M·
Short-term Debt $0$46M$0$0······
Current Liabilities $78M$149M$171M$249M$327M$81M$78M$52M$42M·
Capital Leases $5M$6M$6M$4M$7M$9M$0·$57.0K·
Other Non-current Liabilities ·$0$73.0K$0$5M$679.0K$0···
Total Liabilities $292M$323M$439M$480M$573M$265M$81M···
Long-term Debt $209M$214M$258M$226M$184M$174M$37.0K$47M$57M·
Total Debt $0$46M···$174M$37.0K$47M··
Common Stock $10.0K$10.0K$9.0K$9.0K$9.0K$8.0K$8.0K$1.0K$0·
Retained Earnings $-1.40B$-1.30B$-1.11B$-977M$-523M$-394M$-339M$-321M$-268M·
AOCI $-2M$4M$2M$6M$486.0K$-192.0K$1M$2M$1M·
Stockholders' Equity $-7M$70M$135M$212M$691M$157M$143M$52M$-209M$-217M
Liabilities + Equity $286M$393M$574M$691M$1.26B$423M$224M$154M$101M·
Shares Outstanding 5,451,00051,257,00039,728,000·33,534,00027,861,00022,466,00022,466,0003,439,000·
Cash Flow 16
Metric Trend 2025202420232022202120202019201820172016
D&A $25M$26M$26M$38M$30M$8M$5M$3M$3M$4M
Stock-based Comp $28M$40M$41M$45M$50M$32M$16M$27M$5M$3M
Deferred Tax $0$0$0$1M$8M$0$0$0$0$0
Amort. of Intangibles $6M$10M$14M$25M$20M·····
Other Non-cash $59M$114M$67M$328M$18M$8M$8M$4M··
Operating Cash Flow $9M$-9M$-185.0K$-54M$-39M$-8M$11M$-19M$-22M$-32M
CapEx $480.0K$2M$667.0K$1M$3M$5M$8M$6M$1M$2M
Investing Cash Flow $-15M$-19M$-10M$-16M$-507M$-10M$-11M$-7M$-2M$-3M
Debt Issued ······$0$47M$12M$47M
Net Debt Issued $-62M$-199M$-31.0K$-35.0K$0$-23.0K$-47M$-5M··
Stock Issued $0$49M$55.0K$379.0K$486M$10M$91M$72M$230.0K$279.0K
Stock Repurchased ·$0$0$40M$0$0····
Net Stock Activity $0$49M$55.0K$-40M$486M$10M$91M$72M··
Financing Cash Flow $-11M$1M$-20M$-40M$486M$206M$44M$65M$22M$31M
Net Change in Cash $-17M$-26M$-30M$-112M$-60M$189M$45M$39M$-2M$-5M
Free Cash Flow $9M$-10M$-852.0K$-55M$-42M$-13M$3M$-25M··
Profitability 7
Metric Trend 2025202420232022202120202019201820172016
Operating Margin -43.6%-70.2%-43.9%-153.3%-45.9%-28.8%-8.2%-27.2%··
Net Margin -44.4%-68.0%-43.6%-155.8%-48.1%-29.6%-8.2%-35.2%··
Pretax Margin -44.4%-68.0%-43.6%-156.3%-51.1%-29.6%-8.2%-35.2%··
EBITDA Margin -32.8%-61.0%-35.3%-140.8%-34.7%-24.7%-6.1%-25.0%··
ROA -30.5%-39.2%-21.3%-47.6%·-17.1%-9.1%-41.7%··
ROE -396.5%-271.0%-74.8%-117.5%·-36.0%-12.7%-102.8%··
ROIC 1564.5%-168.7%-100.6%-215.7%·-16.3%-12.1%-41.5%··
Liquidity & Solvency 4
Metric Trend 2025202420232022202120202019201820172016
Current Ratio 1.81.21.31.0·4.72.52.4··
Quick Ratio 1.71.11.21.0·4.62.41.9··
Debt / Equity 0.00.7···1.10.00.9··
LT Debt / Equity ·····1.10.00.9··
Efficiency 2
Metric Trend 2025202420232022202120202019201820172016
Asset Turnover 0.70.60.50.3·0.61.11.2··
Receivables Turnover 2.52.52.62.6·2.33.02.8··
Per Share 5
Metric Trend 2025202420232022202120202019201820172016
Book Value / Share $-0.12$1.37·····$2.31··
Revenue / Share $4.39$5.75········
Cash Flow / Share $0.17$-0.18········
Cash / Share $0.89$1.28·····$1.76··
EPS (TTM) $-1.95$-3.91$-3.69$-13.92$-4.98·····
Growth Rates 3
Metric Trend 2025202420232022202120202019201820172016
Revenue YoY -16.2%-10.0%3.6%11.8%42.9%·····
Revenue CAGR 3Y -7.9%1.4%18.3%·······
Revenue CAGR 5Y 4.5%·········
Valuation (TTM) 13
Metric Trend 2025202420232022202120202019201820172016
Revenue TTM $233M$278M$309M$299M$267M$187M$210M$151M$130M·
Net Income TTM $-103M$-189M$-135M$-465M$-129M$-55M$-17M$-53M$-20M·
Market Cap $63M$190M·····$243M··
Enterprise Value $14M$170M·····$250M··
P/E -0.6-0.9-2.5-0.4-13.3·····
P/S 0.30.7·····1.6··
P/B -9.62.7·····4.7··
P / Cash Flow 6.7-21.6·····-12.8··
P / FCF 7.1-18.3·····-9.8··
EV / EBITDA -0.2-1.0·····-6.7··
EV / FCF 1.6-16.4·····-10.1··
EV / Revenue 0.10.6·····1.7··
Earnings Yield -169.6%-105.4%-40.1%-240.8%-7.5%·····

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

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Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $233M $278M $309M $299M $267M
Operating Margin % -43.6% -70.2% -43.9% -153.3% -45.9%
Net Income $-103M $-189M $-135M $-465M $-129M
Diluted EPS $-1.95 $-3.91 $-3.69 $-13.92 ·

Institutional owners (13F) 8 filers · $5.5M total · As of June 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 8
Value held $5.5M
New positions 0
Exited positions 61
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
0 61 0 1 ·

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair. Change vs prior quarter not shown: filer coverage differs too much between these two quarters for a reliable comparison.

Institution Value Shares % of tracked 13F Type
VANGUARD GROUP INC $3,001,255 2,609,787 54.90% Shares
CAS Investment Partners, LLC $2,114,727 470,986 38.68% Shares
WOLVERINE TRADING, LLC $180,312 68,300 3.30% Call option
WOLVERINE TRADING, LLC $71,528 27,094 1.31% Shares
WOLVERINE TRADING, LLC $62,040 23,500 1.13% Put option
Point72 Asia (Singapore) Pte. Ltd. $35,955 14,797 0.66% Shares
Point72 (DIFC) Ltd $558 229 0.01% Shares
GPS Wealth Strategies Group, LLC $345 300 0.01% Shares

Activists & 5%+ owners 1 position

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
CAS Investment Partners, LLC, SOSIN MASTER, LP, CSWR PARTNERS, LP, SOSIN LLC, SOSIN CLIFFORD ×7 filings Aug. 20, 2025 9.80% Amendment · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 25 insiders · 8 officers · 18 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Amit Gupta Chief Executive Officer Oct. 1, 2026 M 138,906 0 12 $-468,468
Karim Saad Temsamani Chief Executive Officer June 1, 2024 M 385,530 0 0 $0
David Thomas Evans Chief Financial Officer May 18, 2026 P 317,930 2 0 $129,000
Alexis Desieno Chief Financial Officer Jan. 1, 2026 M 201,159 0 1 $-10,070
Andrew Christiansen Chief Financial Officer July 18, 2023 M 70,775 0 0 $0
Christopher Chi-Kit Cheng Chief Legal & Privacy Officer Aug. 3, 2026 A · 0 0 $0
Nicholas Hollmeyer Lynton Chief Legal & Privacy Officer July 1, 2026 M 19,353 0 3 $-56,652
Kirk Somers Chief Legal & Privacy Officer June 9, 2022 M 52,130 0 0 $0
Srishti A. Gupta Director May 20, 2026 A 17,148 0 0 $0
Liane Hornsey Director May 20, 2026 A 33,326 0 0 $0
Jonathan Edward Francis Director May 20, 2026 A 26,310 0 0 $0
Andre J Fernandez Director May 20, 2026 A 26,310 0 0 $0
Scott A Hill Director May 20, 2026 A 68,748 0 0 $0
John L. Klinck Jr. Director May 20, 2026 A 89,593 0 0 $0
Jessica Jensen Director May 23, 2024 M 38,606 0 0 $0
Aimee S Lapic Director May 23, 2024 M 42,911 0 0 $0
Chris Suh Director May 24, 2023 M 7,567 0 0 $0
David Leslie Adams Director May 24, 2023 M 40,514 0 0 $0
Tony Weisman Director May 24, 2023 M 16,542 0 0 $0
John V Balen Director May 24, 2023 M 68,263 0 0 $0
Lynne Marie Laube Director Nov. 8, 2022 S 313,547 0 0 $0
Scott D. Grimes Director Nov. 8, 2022 S 248,779 0 0 $0
Mark A Johnson Director May 21, 2022 M 37,635 0 0 $0
Bryce Youngren Director Aug. 17, 2020 S 10,363 0 0 $0
SOSIN CLIFFORD 10% owner Aug. 19, 2025 S 5,199,023 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 3 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
PRFZ · Invesco Exchange-Traded Fund Trust 0.00% 15,561 SH Sept. 30, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.00% 63,471 SH Aug. 19, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.00% 150,520 SH Aug. 19, 2026 Daily

CDLX Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 9 analysts SELL
Median target $5.00 +97.6%
0 0.0% Strong Buy
0 0.0% Buy
5 55.6% Hold
2 22.2% Sell
2 22.2% Strong Sell

12-Month Price Target

4 analysts · 2026-09-27

Mean target $6.00 +137.2%

← Below all targets Current price $2.53
Low$4.00 Mean$6.00 High$10.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
CDLX $63M -0.6 -16.2% -44.4% -396.5% ·
CREX $27M -4.4 12.5% -14.5% -32.5% 44.9%
SWAG · · · · · ·
SGRP $19M -0.8 -16.8% -18.1% -197.6% 15.9%
XHLD · -0.1 -9.4% · · ·
TULP $17M -0.8 · -23.2% -87.9% 16.4%
XHLD · -0.1 -9.4% · · ·
OMC $25.28B -299.1 10.1% -0.32% -0.67% ·

Latest News Recent headlines mentioning this company

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My Metrics Your personal watchlist — selected rows from Full Fundamentals

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Source: SEC 10-Q filed Aug 5, 2026