SWIM vs. CDLX
SWIM (Latham Group, Inc.) and CDLX (Cardlytics, Inc.) are both stocks. SWIM operates in Building Products & Equipment (Industrials), while CDLX operates in Internet Content & Information (Communication Services). Over the past 5 years, SWIM returned -27.78%/yr vs -68.77%/yr for CDLX. Their 0.33 correlation means their historical movements had little consistent relationship.
Performance
SWIM vs. CDLX - Performance Comparison
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Returns By Period
In the year-to-date period, SWIM achieves a -15.59% return, which is significantly higher than CDLX's -67.48% return.
SWIM
- 1D
- -0.37%
- 1M
- -12.70%
- 6M
- -14.79%
- YTD
- -15.59%
- 1Y
- -20.24%
- 3Y*
- 10.99%
- 5Y*
- -27.78%
- 10Y*
- —
- ALL TIME*
- -25.17%
CDLX
- 1D
- -1.58%
- 1M
- -16.33%
- 6M
- -61.38%
- YTD
- -67.48%
- 1Y
- -80.11%
- 3Y*
- -67.86%
- 5Y*
- -68.77%
- 10Y*
- —
- ALL TIME*
- -33.66%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
CDLX Cardlytics, Inc. | $164.48K | $203.32K | $431.30K |
| $3.12M | $3.66M | $4.46M |
SWIM vs. CDLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SWIM Latham Group, Inc. | -15.59% | -8.76% | 164.64% | -18.32% | -87.14% | 1.34% |
CDLX Cardlytics, Inc. | -67.48% | -69.00% | -59.72% | 59.34% | -91.25% | -46.93% |
Correlation
The correlation between SWIM and CDLX is 0.19, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.19 |
Correlation (3Y) Balances recent behavior with more history. | 0.27 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.34 |
Correlation (All Time) Calculated using the full available price history since Apr 23, 2021 | 0.33 |
The correlation between SWIM and CDLX shifts across timeframes, from 0.19 (1 year) to 0.34 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
SWIM:
$629.33M
CDLX:
$21.72M
SWIM:
$0.07
CDLX:
-$1.76
SWIM:
1.14
CDLX:
0.98
SWIM:
$551.81M
CDLX:
$205.69M
SWIM:
$157.42M
CDLX:
$79.92M
SWIM:
$72.40M
CDLX:
-$74.62M
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Return for Risk
SWIM vs. CDLX — Risk / Return Rank
SWIM
CDLX
SWIM vs. CDLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Latham Group, Inc. (SWIM) and Cardlytics, Inc. (CDLX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SWIM | CDLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.67 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 0.89 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | -0.50 | -0.94 | +0.44 |
| Martin ratioReturn relative to average drawdown | -0.91 | -1.32 | +0.41 |
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Drawdowns
SWIM vs. CDLX - Drawdown Comparison
The maximum SWIM drawdown since its inception was -93.55%, smaller than the maximum CDLX drawdown of -99.77%. Use the drawdown chart below to compare losses from any high point for SWIM and CDLX.
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Drawdown Indicators
| SWIM | CDLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.55% | -99.77% | +6.22% |
Max Drawdown (1Y)Largest decline over 1 year | -42.30% | -87.16% | +44.86% |
Max Drawdown (3Y)Largest decline over 3 years | -52.58% | -98.21% | +45.63% |
Max Drawdown (5Y)Largest decline over 5 years | -92.00% | -99.63% | +7.63% |
Current DrawdownCurrent decline from peak | -83.61% | -99.76% | +16.15% |
Average DrawdownAverage peak-to-trough decline | -74.65% | -61.80% | -12.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.14% | 62.18% | -39.04% |
Volatility
SWIM vs. CDLX - Volatility Comparison
The current volatility for Latham Group, Inc. (SWIM) is 14.33%, while Cardlytics, Inc. (CDLX) has a volatility of 16.33%. This indicates that SWIM experiences smaller price fluctuations and is considered to be less risky than CDLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SWIM | CDLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.33% | 16.33% | -2.00% |
Volatility (6M)Calculated over the trailing 6-month period | 36.23% | 62.84% | -26.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 47.29% | 143.48% | -96.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 78.72% | 132.07% | -53.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 77.43% | 114.12% | -36.69% |
Dividends
SWIM vs. CDLX - Dividend Comparison
Neither SWIM nor CDLX has paid dividends to shareholders.
Financials
SWIM vs. CDLX - Financials Comparison
This section allows you to compare key financial metrics between Latham Group, Inc. and Cardlytics, 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
SWIM vs. CDLX - Profitability Comparison
SWIM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 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 - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 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 - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 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 - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Cardlytics, Inc. reported an operating income of -13.80M and revenue of 34.32M, resulting in an operating margin of -40.2%.
SWIM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Latham Group, Inc. reported a net income of -8.53M and revenue of 117.32M, resulting in a net margin of -7.3%.
CDLX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Cardlytics, Inc. reported a net income of -4.48M and revenue of 34.32M, resulting in a net margin of -13.1%.
Frequently Asked Questions
SWIM and CDLX have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CDLX has higher volatility (16.33%) compared to SWIM (14.33%). In terms of maximum drawdown, SWIM dropped -93.55% vs CDLX's -99.77%.
SWIM currently has the higher Sharpe Ratio (-0.44 vs -0.57), 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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