CDLX vs. SWIM

Last updated Apr 1, 2026

Compare and contrast key facts about Cardlytics, Inc. (CDLX) and Latham Group, Inc. (SWIM).

Performance

CDLX vs. SWIM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cardlytics, Inc. (CDLX) and Latham Group, Inc. (SWIM). The values are adjusted to include any dividend payments, if applicable.

CDLX vs. SWIM - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
CDLX Cardlytics, Inc.	-8.70%	-69.00%	-59.72%	59.34%	-91.25%	-49.10%
SWIM Latham Group, Inc.	-15.43%	-8.76%	164.64%	-18.32%	-87.14%	-8.15%

Fundamentals

Market Cap CDLX : $55.77M SWIM : $626.74M
EPS CDLX : -$1.95 SWIM : $0.09
PS Ratio CDLX : 0.24 SWIM : 1.17
Total Revenue (TTM) CDLX : $233.27M SWIM : $545.91M
Gross Profit (TTM) CDLX : $103.88M SWIM : $182.09M
EBITDA (TTM) CDLX : -$74.51M SWIM : $73.50M

Returns By Period

In the year-to-date period, CDLX achieves a -8.70% return, which is significantly higher than SWIM's -15.43% return.

CDLX

• 1D: 16.74%
• 1M: 21.51%
• YTD: -8.70%
• 6M: -56.79%
• 1Y: -42.31%
• 3Y*: -32.37%
• 5Y*: -61.19%
• 10Y*: —

SWIM

• 1D: 3.87%
• 1M: -19.97%
• YTD: -15.43%
• 6M: -29.43%
• 1Y: -16.49%
• 3Y*: 23.37%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

CDLX vs. SWIM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CDLX

CDLX Risk / Return Rank: 33
CDLX Sharpe Ratio Rank: 29
CDLX Sortino Ratio Rank: 45
CDLX Omega Ratio Rank: 43
CDLX Calmar Ratio Rank: 23
CDLX Martin Ratio Rank: 26

SWIM

SWIM Risk / Return Rank: 27
SWIM Sharpe Ratio Rank: 28
SWIM Sortino Ratio Rank: 28
SWIM Omega Ratio Rank: 29
SWIM Calmar Ratio Rank: 28
SWIM Martin Ratio Rank: 23

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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 ratio Return per unit of total volatility	-0.27	-0.30	+0.02
Sortino ratio Return per unit of downside risk	0.61	-0.06	+0.67
Omega ratio Gain probability vs. loss probability	1.07	0.99	+0.07
Calmar ratio Return relative to maximum drawdown	-0.55	-0.44	-0.11
Martin ratio Return relative to average drawdown	-0.87	-1.01	+0.14
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CDLX vs. SWIM - Sharpe Ratio Comparison

The current CDLX Sharpe Ratio is -0.27, which is comparable to the SWIM Sharpe Ratio of -0.30. The chart below compares the historical Sharpe Ratios of CDLX and SWIM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	CDLX	SWIM	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.27	-0.30	+0.02
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.47	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.23	-0.36	+0.12

Correlation

The correlation between CDLX and SWIM is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

CDLX vs. SWIM - Dividend Comparison

Neither CDLX nor SWIM has paid dividends to shareholders.

Tickers have no history of dividend payments

Drawdowns

CDLX vs. SWIM - Drawdown Comparison

The maximum CDLX drawdown since its inception was -99.57%, 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.

Drawdown Indicators

	CDLX	SWIM	Difference
Max Drawdown Largest peak-to-trough decline	-99.57%	-93.55%	-6.02%
Max Drawdown (1Y) Largest decline over 1 year	-78.57%	-37.33%	-41.24%
Max Drawdown (5Y) Largest decline over 5 years	-99.53%	—	—
Current Drawdown Current decline from peak	-99.33%	-83.58%	-15.75%
Average Drawdown Average peak-to-trough decline	-60.27%	-74.17%	+13.90%
Ulcer Index Depth and duration of drawdowns from previous peaks	49.99%	16.32%	+33.67%

Volatility

CDLX vs. SWIM - Volatility Comparison

Cardlytics, Inc. (CDLX) has a higher volatility of 31.66% compared to Latham Group, Inc. (SWIM) at 19.59%. 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.

Volatility by Period

	CDLX	SWIM	Difference
Volatility (1M) Calculated over the trailing 1-month period	31.66%	19.59%	+12.07%
Volatility (6M) Calculated over the trailing 6-month period	73.35%	33.61%	+39.74%
Volatility (1Y) Calculated over the trailing 1-year period	155.86%	56.06%	+99.80%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	131.24%	78.92%	+52.32%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	115.08%	78.92%	+36.16%

Financials

CDLX vs. SWIM - Profitability Comparison

The chart below illustrates the profitability comparison between Cardlytics, Inc. and Latham Group, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

CDLX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Cardlytics, Inc. reported a gross profit of 25.16M and revenue of 56.10M. Therefore, the gross margin over that period was 44.9%.

SWIM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Latham Group, Inc. reported a gross profit of 27.94M and revenue of 99.95M. Therefore, the gross margin over that period was 28.0%.

CDLX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Cardlytics, Inc. reported an operating income of -14.08M and revenue of 56.10M, resulting in an operating margin of -25.1%.

SWIM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Latham Group, Inc. reported an operating income of -10.72M and revenue of 99.95M, resulting in an operating margin of -10.7%.

CDLX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Cardlytics, Inc. reported a net income of -8.25M and revenue of 56.10M, resulting in a net margin of -14.7%.

SWIM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Latham Group, Inc. reported a net income of -7.01M and revenue of 99.95M, resulting in a net margin of -7.0%.