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**Company Overview**
**Name:** Cardlytics, Inc.
**Ticker Symbol:** CARD
**Exchange:** Nasdaq Global Select Market
**Industry:** Financial Technology
**Card Checklist**
Cardlytics provides a digital marketing platform that enables banks and credit unions to deliver targeted offers to their customers based on their purchase data. The platform integrates with the card networks and financial institutions' systems to capture transaction data, which is then analyzed to create personalized offers.
**Earnings and Growth**
**Recent Earnings:**
* Q4 2022: Revenue of $122.5 million, up 24% YoY
* Net income of $20.2 million, up 15% YoY
**Growth Metrics:**
* Revenue has grown at a CAGR of 26% over the past 5 years
* Net income has grown at a CAGR of 22% over the past 5 years
* Customer count has grown by over 50% in the past year
**Key Financial Ratios:**
* Gross margin: 80%
* Operating margin: 25%
* Net profit margin: 16%
**Valuation**
* Market capitalization: $2.4 billion
* Price-to-earnings ratio (P/E): 25
* Price-to-sales ratio (P/S): 5
**Strengths**
* Strong partnerships with major banks and credit unions
* Proprietary technology that enables personalized marketing
* Growing customer base and revenue
* High margins and profitability
**Weaknesses**
* Dependence on a few large customers
* Competition from other digital marketing platforms
* Regulatory risks associated with financial data
**Outlook**
Cardlytics is well-positioned to continue its growth in the digital marketing industry. The company's strong partnerships, proprietary technology, and growing customer base provide a solid foundation for future success. However, the company faces competition and regulatory risks that could impact its growth.
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