Cardlytics, Inc. (CDLX) vs Dolphin Digital Media Inc. (DLPN)

Cardlytics, Inc. and Dolphin Digital Media Inc. are both Advertising Agencies companies. Cardlytics, Inc. is the larger, with a market value of $20.3M against $14.2M — 1.4× the size. Dolphin Digital Media Inc. grew revenue faster over the last twelve months: 12.6% against −25.7%. Dolphin Digital Media Inc. has the higher net margin (−6.32% vs −52.8%) and the higher return on invested capital (−6.95% vs −42.2%). Across the 17 metrics below, Dolphin Digital Media Inc. leads on 12 and Cardlytics, Inc. on 5.

Valuation

Metric CDLX DLPN Advertising Agencies median
P/E n/m n/m 19.90
P/S 0.10 0.24 0.65
P/B n/m 2.25 1.58
Price to free cash flow n/m n/m 8.32
EV/EBITDA n/m 26.82 11.81
EV/Sales 1.17 0.36 1.11
Earnings yield (560.00%) (26.61%) (6.44%)
Free cash flow yield (58.26%) (28.82%) 0.00%

Profitability

Metric CDLX DLPN Advertising Agencies median
Gross margin 48.88% 94.81% 44.25%
Operating margin (49.92%) (2.39%) 0.00%
Net margin (52.78%) (6.32%) (6.98%)
Free cash flow margin (5.74%) (7.00%) 0.00%
Return on equity (469.67%) (51.61%) 0.00%
Return on assets (33.66%) (6.42%) 0.00%
Return on invested capital (42.23%) (6.95%) 0.00%

Growth

Metric CDLX DLPN Advertising Agencies median
Revenue growth (TTM) (25.65%) 12.55% 6.06%
EPS growth (last fiscal year) 50.13% 77.87% —
Revenue growth, 5-year CAGR 4.53% 9.68% 4.30%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CDLX DLPN Advertising Agencies median
Debt to equity (11.52) 2.37 0.04
Current ratio 1.62 0.77 1.45
Net debt to EBITDA (11.41) 2.37 0.01

Dividend

Metric CDLX DLPN Advertising Agencies median
Dividend yield — — 5.24%
Payout ratio 0.00 0.00 0.00

Size

Metric CDLX DLPN Advertising Agencies median
Market cap 20.32m 14.18m 43.42m

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