CDLX
Cardlytics, Inc.
CDLX trails on the overall score without a compensating advantage in the available component scores.
GOOGL
Alphabet Inc.
GOOGL has the edge over CDLX overall, supported by lower modeled downside and stronger fundamentals.
CDLX Fundamentals
| Metric | Status |
|---|---|
| Weak | |
| Under pressure | |
| Under pressure | |
| Unavailable |
CDLX's revenue, profitability and cash flow are currently under pressure. There isn't enough data to rate its balance sheet.
GOOGL Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Under pressure | |
| Healthy |
GOOGL's revenue, profitability and balance sheet are currently healthy, but its cash flow is under pressure.
CDLX PE Valuation
CDLX has no meaningful PE right now: it lost money over the past year.
GOOGL PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 16x | $299 | — |
| Cheap | 20x | $378 | +27% |
| Forward | 22x | $299 | — |
| Fair | 26x | $497 | +66% |
| Expensive | 31x | $586 | +96% |
Historical ranges are pointers, not guarantees.
GOOGL's PE is in its cheap range at 16x, but its recent earnings include one-off gains. On analysts' estimates for next year's earnings, today's price would be 22x.
CDLX Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Decline | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect CDLX's losses to shrink, with revenue declining. However, they disagree widely on these estimates.
GOOGL Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Strong growth | |
| Strong growth | |
| Weakening | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for GOOGL, but weaker profitability.
CDLX Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$6.42 | +$15.18 |
| Q2 2026 | -$18.50 | +$18.50 |
| Q1 2026 | -$17.72 | +$18.38 |
| Q4 2025 | -$19.50 | +$19.60 |
| Q3 2025 | -$21.60 | +$40.45 |
| Q2 2025 | -$37.00 | +$2.35 |
| Q1 2025 | -$36.10 | +$9.05 |
| Q4 2024 | -$39.10 | -$3.55 |
CDLX is still losing money, but far less than before: $6.42 per share over the past year, against $145.30 at its worst in early 2023.
GOOGL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $13.89 | -28% |
| Q3 2026 | $19.16 | +89% |
| Q2 2026 | $19.91 | +112% |
| Q1 2026 | $13.11 | +46% |
| Q4 2025 | $10.81 | +34% |
| Q3 2025 | $10.13 | +34% |
| Q2 2025 | $9.38 | +35% |
| Q1 2025 | $8.96 | +37% |
| Q4 2024 | $8.04 | +39% |
GOOGL has the edge over CDLX on earnings quality, reporting a profit while its opponent remains loss making.
CDLX Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $32.9M | -37% |
| Q2 2026 | $36.9M | -42% |
| Q1 2026 | $34.3M | -45% |
| Q4 2025 | $56.1M | -24% |
| Q3 2025 | $52M | -22% |
| Q2 2025 | $63.2M | -9.2% |
| Q1 2025 | $61.9M | -8.4% |
| Q4 2024 | $74M | -17% |
CDLX's revenue has slid since its 2021 peak: $33M last quarter, down 37% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -16% | +116 points |
| Q2 2026 | -15% | +5.5 points |
| Q1 2026 | -24% | -1.4 points |
| Q4 2025 | -11% | +0.4 points |
| Q3 2025 | -132% | +89 points |
| Q2 2025 | -20% | +2.5 points |
| Q1 2025 | -23% | +11 points |
| Q4 2024 | -11% | +104 points |
CDLX's operating margin was −16% last quarter, up 116 points from the same quarter a year ago.
GOOGL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $127.6B | +25% |
| Q2 2026 | $119.8B | +24% |
| Q1 2026 | $109.9B | +22% |
| Q4 2025 | $113.8B | +18% |
| Q3 2025 | $102.3B | +16% |
| Q2 2025 | $96.4B | +14% |
| Q1 2025 | $90.2B | +12% |
| Q4 2024 | $96.5B | +12% |
GOOGL has the edge over CDLX on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 32% | +1.3 points |
| Q2 2026 | 34% | +1.6 points |
| Q1 2026 | 36% | +2.2 points |
| Q4 2025 | 32% | -0.5 points |
| Q3 2025 | 31% | -1.8 points |
| Q2 2025 | 32% | +0.1 points |
| Q1 2025 | 34% | +2.3 points |
| Q4 2024 | 32% | +4.6 points |
GOOGL has the edge over CDLX on profitability, with a higher operating margin.
CDLX Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$5.9M | -439% |
| Q2 2026 | -$8.6M | -1052% |
| Q1 2026 | -$5.7M | +$1.2M |
| Q4 2025 | $13M | +355% |
| Q3 2025 | $1.7M | +99% |
| Q2 2025 | $903K | -78% |
| Q1 2025 | -$6.8M | +$11.4M |
| Q4 2024 | $2.9M | +7.4% |
CDLX's free cash flow was −$7M over the past year, against −$1M the year before.
GOOGL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$9.1B | -137% |
| Q2 2026 | -$5.9B | -210% |
| Q1 2026 | $10.1B | -47% |
| Q4 2025 | $24.6B | -1.2% |
| Q3 2025 | $24.5B | +39% |
| Q2 2025 | $5.3B | -61% |
| Q1 2025 | $19B | +13% |
| Q4 2024 | $24.8B | +215% |
GOOGL has the edge over CDLX on cash generation, producing positive trailing cash flow while its opponent burns cash.
CDLX Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +2.5% | +143K shares |
| 1 year | +10% | +553K shares |
| 3 years | +55% | +2.1M shares |
| 5 years | +116% | +3.2M shares |
| Available history | +149% | +3.5M shares |
CDLX has 6M diluted shares, up 10% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2025 | — |
| Q4 2024 | $309,000 |
| Q3 2024 | $119,000 |
| Q4 2023 | — |
| Q3 2023 | — |
| Q4 2022 | — |
| Q3 2022 | — |
GOOGL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.5% | +59M shares |
| 1 year | +1.4% | +165M shares |
| 3 years | -1.2% | -148M shares |
| 5 years | -6.8% | -907M shares |
| Available history | -10% | -1.4B shares |
GOOGL has the edge over CDLX on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | $5.5B |
| Q3 2025 | $11.5B |
| Q2 2025 | $13.6B |
| Q1 2025 | $15.1B |
| Q4 2024 | $15.6B |
GOOGL spent $5.5B buying back its own shares over the past year, down 90% from the year before.
CDLX Net Leverage
CDLX's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
GOOGL Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.4x | Very low |
| Q2 2026 | 0.3x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.1x | Very low |
| Q3 2025 | 0.0x | Very low |
| Q2 2025 | 0.1x | Very low |
| Q1 2025 | -0.1x | Net Cash |
| Q4 2024 | -0.1x | Net Cash |
GOOGL's net debt is less than a year of its operating earnings (EBITDA).
CDLX Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 28.0 | Oversold |
| Stochastic | 5.9 | Oversold |
CDLX's weekly RSI is 28 (oversold) and its Stochastic is 6 (oversold).
GOOGL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.2 | Neutral |
| Stochastic | 11.7 | Oversold |
GOOGL's weekly RSI is 40 (neutral) and its Stochastic is 12 (oversold).
CDLX PE vs Communication Services Sector
CDLX has no meaningful PE right now: it lost money over the past year.
GOOGL PE vs Communication Services Sector
| Metric | GOOGL | Sector median | Relative |
|---|---|---|---|
| PE | 16x | 16x | 6% below |
| PE % | 1 | 26 | 25 pts below |
GOOGL is trading at 16x earnings, in line with the Communication Services sector's median of 16x, though its recent earnings include one-off gains.
CDLX Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $2.11 | 32% below |
| 20 week MA | $3.25 | 56% below |
| 50 week MA | $6.64 | 78% below |
| 100 week MA | $13.8 | 90% below |
| 200 week MA | $46.7 | 97% below |
CDLX is in a downtrend: it's below all five of its weekly moving averages, and 97% below its 200-week average.
GOOGL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $320.4 | 6.8% below |
| 20 week MA | $336.1 | 11% below |
| 50 week MA | $334.5 | 11% below |
| 100 week MA | $267.8 | 12% above |
| 200 week MA | $204.7 | 46% above |
GOOGL has the edge over CDLX on trend strength, trading above more of its moving averages.
CDLX Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $649.6 | $1,430.2 | +120% |
| 2021 | $1,430.2 | $662.5 | -54% |
| 2022 | $662.5 | $48.2 | -93% |
| 2023 | $48.2 | $92.1 | +91% |
| 2024 | $92.1 | $37.3 | -60% |
| 2025 | $37.3 | $11.9 | -68% |
| 2026 YTD | $11.9 | $1.43 | -88% |
CDLX's yearly returns have swung widely, from +120% in 2020 to −93% in 2022. It's down 88% so far in 2026.
GOOGL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $67.7 | $86.7 | +28% |
| 2021 | $86.7 | $146.9 | +69% |
| 2022 | $146.9 | $89.2 | -39% |
| 2023 | $89.2 | $139.7 | +57% |
| 2024 | $139.7 | $192.8 | +38% |
| 2025 | $192.8 | $313.5 | +63% |
| 2026 YTD | $313.5 | $298.7 | -4.7% |
GOOGL has the edge over CDLX on returns for 2026, with the stronger performance.