Forrester vs Cardlytics

This page compares Forrester Research Inc and Cardlytics Inc, examining business models, financial performance, and market context. It presents neutral, accessible information to help readers understand how the organisations operate and the context in which they compete. Educational content, not financial advice.

This page compares Forrester Research Inc and Cardlytics Inc, examining business models, financial performance, and market context. It presents neutral, accessible information to help readers understa...

Comparison Snapshot

Key Financial Metrics

FORR

Metric

CDLX

$150.50M

Market Cap

$62.17M

12.04%

Potential Profit

160.56%

Hold

Analyst Rating

Hold

Investment Analysis

Forrester

FORR

Pros

Forrester maintains a strong reputation as a leading research and advisory firm, supporting client retention in technology and customer experience sectors.
Adjusted operating margin is forecast to remain positive in 2025, indicating underlying profitability despite GAAP losses.
The company continues to shape industry trends through influential annual predictions, enhancing its thought leadership position.

Considerations

Revenue has declined for three consecutive years, with 2025 guidance forecasting further contraction in total sales.
GAAP operating margin is deeply negative in 2025 due to significant goodwill impairment and restructuring charges.
Analyst sentiment is predominantly negative, with multiple sell ratings and downward revisions to earnings forecasts.

Cardlytics

CDLX

Pros

Cardlytics has demonstrated recent revenue growth, driven by expansion in its digital advertising and rewards platform.
The company benefits from partnerships with major banks, providing access to a large consumer base for targeted advertising.
Cardlytics has improved its cost structure and operational efficiency, contributing to better margins in recent quarters.

Considerations

Cardlytics remains exposed to fluctuations in digital advertising spend, which can be cyclical and sensitive to economic conditions.
The company has faced challenges in achieving consistent profitability, with periods of net losses and margin pressure.
Competition in the digital advertising and rewards space is intensifying, threatening Cardlytics' market share and pricing power.

About The Companies

Forrester (FORR)

Forrester Research, Inc. is a US-based market research and advisory firm that provides subscription research, advisory services, consulting and events to help businesses with technology, marketing and customer experience decisions. Investors should note its revenue mix is weighted towards recurring subscriptions and long-term client relationships, which can support predictability but still depend on corporate spending cycles. With a market capitalisation of roughly $175m, Forrester is a small-cap company — this can mean greater price volatility and lower trading liquidity than larger peers. Key things to watch include subscription retention rates, contract length and mix, margin trends and cash generation, as well as competition from larger research firms and in‑house analytics teams. Values can rise and fall and past performance is not a guarantee of future returns. This summary is for general educational purposes only and is not personalised investment advice; consider your objectives and seek professional guidance before investing.

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.

Which Baskets Do They Appear In?

Sage Brands

These companies have built reputations as the gold standard in their industries. Selected by our analysts for their trusted expertise and authority, these stocks represent businesses with powerful brand equity that translates into lasting competitive advantages.

Published: June 17, 2025

Explore Basket

Garage Innovators

Meet the companies that are inventing tomorrow, today. These stocks represent businesses with exceptional in-house research and development, carefully selected by professional analysts for their ability to create breakthrough products and technologies from within.

Published: June 17, 2025

Explore Basket

Storytellers' Stocks

Invest in the companies crafting and delivering the stories we love. These carefully selected stocks represent the full spectrum of content creation, from traditional publishers to cutting-edge digital platforms, chosen by our expert analysts for their storytelling impact and future potential.

Published: June 17, 2025

Explore Basket

Which Baskets Do They Appear In?

Sage Brands

These companies have built reputations as the gold standard in their industries. Selected by our analysts for their trusted expertise and authority, these stocks represent businesses with powerful brand equity that translates into lasting competitive advantages.

Published: June 17, 2025

Explore Basket

Garage Innovators

Meet the companies that are inventing tomorrow, today. These stocks represent businesses with exceptional in-house research and development, carefully selected by professional analysts for their ability to create breakthrough products and technologies from within.

Published: June 17, 2025

Explore Basket

Storytellers' Stocks

Invest in the companies crafting and delivering the stories we love. These carefully selected stocks represent the full spectrum of content creation, from traditional publishers to cutting-edge digital platforms, chosen by our expert analysts for their storytelling impact and future potential.

Published: June 17, 2025

Explore Basket

Discover More Comparisons

Forrester vs Duluth Trading

Forrester vs Duluth Trading: Stock comparison

Forrester vs Kandi Technologies

Forrester vs Clarus

Forrester vs Cardlytics

Comparison Snapshot