The firm shows a Beta (market volatility) of 4.19, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Cardlytics will likely underperform. At this point, Cardlytics has a negative expected return of -1.08%. Please make sure to confirm Cardlytics' jensen alpha, skewness, as well as the relationship between the Skewness and day median price , to decide if Cardlytics performance from the past will be repeated at some point in the near future.
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Over the last 90 days Cardlytics has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of weak performance in the last few months, the Stock's essential indicators remain fairly strong which may send shares a bit higher in January 2026. The current disturbance may also be a sign of long term up-swing for the company investors. ...more
If you would invest 282.00 in Cardlytics on September 26, 2025 and sell it today you would lose (160.00) from holding Cardlytics or give up 56.74% of portfolio value over 90 days. Cardlytics is currently does not generate positive expected returns and assumes 6.8512% risk (volatility on return distribution) over the 90 days horizon. In different words, 61% of stocks are less volatile than Cardlytics, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
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Given the investment horizon of 90 days Cardlytics is expected to under-perform the market. In addition to that, the company is 9.62 times more volatile than its market benchmark. It trades about -0.16 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.12 per unit of volatility.
Cardlytics Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Cardlytics' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Cardlytics, and traders can use it to determine the average amount a Cardlytics' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1572
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Based on monthly moving average Cardlytics is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Cardlytics by adding Cardlytics to a well-diversified portfolio.
Cardlytics Fundamentals Growth
Cardlytics Stock prices reflect investors' perceptions of the future prospects and financial health of Cardlytics, and Cardlytics fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Cardlytics Stock performance.
Evaluating Cardlytics' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Cardlytics has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Cardlytics has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Things to note about Cardlytics performance evaluation
Checking the ongoing alerts about Cardlytics for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Cardlytics help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Cardlytics generated a negative expected return over the last 90 days
Cardlytics has high likelihood to experience some financial distress in the next 2 years
Cardlytics currently holds 221.65 M in liabilities with Debt to Equity (D/E) ratio of 0.42, which is about average as compared to similar companies. Cardlytics has a current ratio of 0.88, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Cardlytics' use of debt, we should always consider it together with its cash and equity.
The entity reported the previous year's revenue of 278.3 M. Net Loss for the year was (189.3 M) with profit before overhead, payroll, taxes, and interest of 111.46 M.
Cardlytics currently holds about 157.04 M in cash with (8.82 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 4.77, which can makes it an attractive takeover target, given it will continue generating positive cash flow.
Evaluating Cardlytics' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Cardlytics' stock performance include:
Analyzing Cardlytics' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Cardlytics' stock is overvalued or undervalued compared to its peers.
Examining Cardlytics' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
Evaluating Cardlytics' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Cardlytics' management team can help you assess the Company's leadership.
Pay attention to analyst opinions and ratings of Cardlytics' stock. These opinions can provide insight into Cardlytics' potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Cardlytics' stock performance is not an exact science, and many factors can impact Cardlytics' stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Additional Tools for Cardlytics Stock Analysis
When running Cardlytics' price analysis, check to measure Cardlytics' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Cardlytics is operating at the current time. Most of Cardlytics' value examination focuses on studying past and present price action to predict the probability of Cardlytics' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Cardlytics' price. Additionally, you may evaluate how the addition of Cardlytics to your portfolios can decrease your overall portfolio volatility.