Clarus vs Cardlytics

This page compares Clarus and Cardlytics, outlining how each company approaches its business model, financial performance, and market context. The content is neutral and accessible, designed to help readers understand contrasts and similarities without offering investment advice. Educational content, not financial advice.

This page compares Clarus and Cardlytics, outlining how each company approaches its business model, financial performance, and market context. The content is neutral and accessible, designed to help r...

Comparison Snapshot

Key Financial Metrics

CLAR

Metric

CDLX

$135.17M

Market Cap

$62.17M

24.38%

Potential Profit

160.56%

Buy

Analyst Rating

Hold

Investment Analysis

Clarus

CLAR

Pros

Clarus Corp reported a revenue beat in Q3 2025, indicating top-line growth despite challenging global consumer conditions.
The company maintains a 2.87% dividend yield, supporting income-focused investors.
Its P/B ratio of 0.58 suggests the stock may be undervalued relative to its assets and liabilities.

Considerations

Clarus’s earnings remain negative with a P/E ratio of -1.63, reflecting continued unprofitability.
The market cap has declined by over 21% in the past year, signaling valuation pressures or investor concerns.
The company faces operational headwinds, including tariff pressures impacting gross margins as shown by a drop from 37.8% to 35.1% adjusted gross margin.

Cardlytics

CDLX

Pros

Cardlytics operates in the growing digital advertising space with strong partnerships in retail banking.
The company has demonstrated consistent revenue growth driven by data analytics and targeted marketing solutions.
Cardlytics’s platform benefits from a scalable business model with recurring revenue streams from financial institutions.

Considerations

Cardlytics faces intense competition in ad tech, posing risks to market share and pricing power.
Its business is sensitive to economic cycles and changes in advertising budgets, which may cause revenue volatility.
Regulatory scrutiny concerning data privacy and use of consumer financial data may increase compliance costs and operational risks.

About The Companies

Clarus (CLAR)

Clarus Corp (CLAR) is a small-cap company with a market capitalisation of about $127.49 million. For investors, the key considerations are size, liquidity and potential volatility: smaller market caps can offer growth opportunities but often show larger price swings and thinner trading volumes than larger companies. Before investing, review the company’s most recent financial statements, regulatory filings and any strategy updates to understand revenue drivers, margins and cash flow. Pay attention to management commentary, balance-sheet strength and any industry-specific headwinds or tailwinds. This summary is educational and not personal advice — values can rise and fall and past performance is no guarantee of future results. Clarus may suit investors with a higher risk tolerance or those seeking diversification within a small-cap sleeve, but anyone unsure should consult a regulated financial adviser to assess suitability against their own objectives and circumstances.

Cardlytics (CDLX)

Cardlytics, Inc. operates a digital advertising platform that connects marketers with millions of bank customers. Through its partnerships with financial institutions in the United States and the United Kingdom, Cardlytics provides a channel for brands to deliver targeted advertising and reward offers directly within a bank's digital environment. When a customer makes a qualifying purchase, they receive cash back, which is funded by the fees Cardlytics collects from the marketers. This model aims to help businesses acquire new customers and increase loyalty with existing ones by using transaction data to inform campaigns. The company also operates the Bridg platform, a customer data platform that utilises point-of-sale data to offer deeper insights. For investors, Cardlytics represents a play on the convergence of financial technology, data analytics, and digital marketing, though its performance can be subject to changes in advertising spend and consumer behaviour.

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Comparison Snapshot