Cardlytics, Inc. (CDLX) vs Stran & Company, Inc. (SWAG)

Cardlytics, Inc. and Stran & Company, Inc. are both Advertising Agencies companies. Stran & Company, Inc. is the larger, with a market value of $28.8M against $20.3M — 1.4× the size. Stran & Company, Inc. grew revenue faster over the last twelve months: 10.3% against −25.7%. Stran & Company, Inc. has the higher net margin (0.05% vs −52.8%) and the higher return on invested capital (−3.70% vs −42.2%). Across the 17 metrics below, Stran & Company, Inc. leads on 13 and Cardlytics, Inc. on 4.

Valuation

Metric CDLX SWAG Advertising Agencies median
P/E n/m n/m 19.90
P/S 0.10 0.24 0.65
P/B n/m 0.93 1.58
Price to free cash flow n/m n/m 8.32
EV/EBITDA n/m 189.14 11.81
EV/Sales 1.17 0.13 1.11
Earnings yield (560.00%) 0.00% (6.44%)
Free cash flow yield (58.26%) (21.57%) 0.00%

Profitability

Metric CDLX SWAG Advertising Agencies median
Gross margin 48.88% 29.74% 44.25%
Operating margin (49.92%) (0.91%) 0.00%
Net margin (52.78%) 0.05% (6.98%)
Free cash flow margin (5.74%) (3.59%) 0.00%
Return on equity (469.67%) 0.18% 0.00%
Return on assets (33.66%) 0.09% 0.00%
Return on invested capital (42.23%) (3.70%) 0.00%

Growth

Metric CDLX SWAG Advertising Agencies median
Revenue growth (TTM) (25.65%) 10.26% 6.06%
EPS growth (last fiscal year) 50.13% 81.82% —
Revenue growth, 5-year CAGR 4.53% 25.21% 4.30%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CDLX SWAG Advertising Agencies median
Debt to equity (11.52) 0.01 0.04
Current ratio 1.62 1.96 1.45
Net debt to EBITDA (11.41) 13.44 0.01

Dividend

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

Size

Metric CDLX SWAG Advertising Agencies median
Market cap 20.32m 28.75m 43.42m

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