CDLX vs. SWIM
CDLX (Cardlytics, Inc.) and SWIM (Latham Group, Inc.) are both stocks. CDLX operates in Internet Content & Information (Communication Services), while SWIM operates in Building Products & Equipment (Industrials). Over the past 5 years, CDLX returned -63.40%/yr vs -28.86%/yr for SWIM. At a 0.34 correlation, their price movements are largely independent.
Performance
CDLX vs. SWIM - Performance Comparison
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Returns By Period
In the year-to-date period, CDLX achieves a -43.48% return, which is significantly lower than SWIM's -16.85% return.
CDLX
- 1D
- -0.23%
- 1M
- -26.15%
- YTD
- -43.48%
- 6M
- -47.15%
- 1Y
- -61.76%
- 3Y*
- -51.54%
- 5Y*
- -63.40%
- 10Y*
- —
SWIM
- 1D
- -0.75%
- 1M
- -8.97%
- YTD
- -16.85%
- 6M
- -27.47%
- 1Y
- -13.44%
- 3Y*
- 12.28%
- 5Y*
- -28.86%
- 10Y*
- —
CDLX vs. SWIM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CDLX Cardlytics, Inc. | -43.48% | -69.00% | -59.72% | 59.34% | -91.25% | -49.10% |
SWIM Latham Group, Inc. | -16.85% | -8.76% | 164.64% | -18.32% | -87.14% | -8.15% |
Correlation
The correlation between CDLX and SWIM is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Apr 26, 2021 | 0.34 |
Fundamentals
CDLX:
$35.68M
SWIM:
$617.20M
CDLX:
-$1.77
SWIM:
$0.07
CDLX:
0.17
SWIM:
1.13
CDLX:
$205.69M
SWIM:
$551.81M
CDLX:
$79.92M
SWIM:
$157.42M
CDLX:
-$74.62M
SWIM:
$72.40M
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Return for Risk
CDLX vs. SWIM — Risk / Return Rank
CDLX
SWIM
CDLX vs. SWIM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cardlytics, Inc. (CDLX) and Latham Group, Inc. (SWIM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CDLX | SWIM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | +0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 0.99 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | -0.77 | -0.32 | -0.45 |
| Martin ratioReturn relative to average drawdown | -1.07 | -0.67 | -0.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CDLX | SWIM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.40 | -0.29 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.48 | -0.37 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.27 | -0.35 | +0.09 |
Drawdowns
CDLX vs. SWIM - Drawdown Comparison
The maximum CDLX drawdown since its inception was -99.62%, which is greater than SWIM's maximum drawdown of -93.55%. Use the drawdown chart below to compare losses from any high point for CDLX and SWIM.
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Drawdown Indicators
| CDLX | SWIM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.62% | -93.55% | -6.07% |
Max Drawdown (1Y)Largest decline over 1 year | -80.90% | -42.30% | -38.60% |
Max Drawdown (3Y)Largest decline over 3 years | -97.06% | -53.73% | -43.33% |
Max Drawdown (5Y)Largest decline over 5 years | -99.55% | -93.40% | -6.15% |
Current DrawdownCurrent decline from peak | -99.59% | -83.85% | -15.74% |
Average DrawdownAverage peak-to-trough decline | -61.10% | -74.47% | +13.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 57.83% | 19.99% | +37.84% |
Volatility
CDLX vs. SWIM - Volatility Comparison
Cardlytics, Inc. (CDLX) has a higher volatility of 31.37% compared to Latham Group, Inc. (SWIM) at 13.95%. This indicates that CDLX's price experiences larger fluctuations and is considered to be riskier than SWIM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CDLX | SWIM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 31.37% | 13.95% | +17.42% |
Volatility (6M)Calculated over the trailing 6-month period | 67.60% | 34.48% | +33.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 153.57% | 47.88% | +105.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 131.75% | 78.48% | +53.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 114.74% | 78.05% | +36.69% |
Dividends
CDLX vs. SWIM - Dividend Comparison
Neither CDLX nor SWIM has paid dividends to shareholders.
Financials
CDLX vs. SWIM - Financials Comparison
This section allows you to compare key financial metrics between Cardlytics, Inc. and Latham Group, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
CDLX vs. SWIM - Profitability Comparison
CDLX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Cardlytics, Inc. reported a gross profit of 0.00 and revenue of 34.32M. Therefore, the gross margin over that period was 0.0%.
SWIM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Latham Group, Inc. reported a gross profit of 37.16M and revenue of 117.32M. Therefore, the gross margin over that period was 31.7%.
CDLX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Cardlytics, Inc. reported an operating income of -13.80M and revenue of 34.32M, resulting in an operating margin of -40.2%.
SWIM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Latham Group, Inc. reported an operating income of -6.60M and revenue of 117.32M, resulting in an operating margin of -5.6%.
CDLX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Cardlytics, Inc. reported a net income of -4.48M and revenue of 34.32M, resulting in a net margin of -13.1%.
SWIM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Latham Group, Inc. reported a net income of -8.53M and revenue of 117.32M, resulting in a net margin of -7.3%.
Frequently Asked Questions
CDLX and SWIM have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CDLX has higher volatility (31.37%) compared to SWIM (13.95%). In terms of maximum drawdown, CDLX dropped -99.62% vs SWIM's -93.55%.
SWIM currently has the higher Sharpe Ratio (-0.29 vs -0.40), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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