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SWIM vs. CDLX
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

SWIM vs. CDLX - Performance Comparison

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

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SWIM vs. CDLX - Yearly Performance Comparison


2026 (YTD)20252024202320222021
SWIM
Latham Group, Inc.
-15.59%-8.76%164.64%-18.32%-87.14%-8.15%
CDLX
Cardlytics, Inc.
-13.04%-69.00%-59.72%59.34%-91.25%-49.10%

Fundamentals

Market Cap

SWIM:

$625.58M

CDLX:

$53.11M

EPS

SWIM:

$0.09

CDLX:

-$1.95

PS Ratio

SWIM:

1.17

CDLX:

0.23

Total Revenue (TTM)

SWIM:

$545.91M

CDLX:

$233.27M

Gross Profit (TTM)

SWIM:

$182.09M

CDLX:

$103.88M

EBITDA (TTM)

SWIM:

$73.50M

CDLX:

-$74.51M

Returns By Period

In the year-to-date period, SWIM achieves a -15.59% return, which is significantly lower than CDLX's -13.04% return.


SWIM

1D
-0.19%
1M
-18.79%
YTD
-15.59%
6M
-27.17%
1Y
-19.64%
3Y*
23.29%
5Y*
10Y*

CDLX

1D
-4.76%
1M
20.74%
YTD
-13.04%
6M
-57.63%
1Y
-47.09%
3Y*
-33.46%
5Y*
-61.57%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Latham Group, Inc.

Cardlytics, Inc.

Often compared with SWIM:
SWIM vs. PLSWIM vs. LUMN
Often compared with CDLX:
CDLX vs. VOOCDLX vs. GOOG

Return for Risk

SWIM vs. CDLX — Risk / Return Rank

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

SWIM
SWIM Risk / Return Rank: 2525
Overall Rank
SWIM Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
SWIM Sortino Ratio Rank: 2525
Sortino Ratio Rank
SWIM Omega Ratio Rank: 2525
Omega Ratio Rank
SWIM Calmar Ratio Rank: 2626
Calmar Ratio Rank
SWIM Martin Ratio Rank: 2222
Martin Ratio Rank

CDLX
CDLX Risk / Return Rank: 3131
Overall Rank
CDLX Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
CDLX Sortino Ratio Rank: 4141
Sortino Ratio Rank
CDLX Omega Ratio Rank: 3939
Omega Ratio Rank
CDLX Calmar Ratio Rank: 2121
Calmar Ratio Rank
CDLX Martin Ratio Rank: 2525
Martin Ratio Rank
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.

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.


SWIMCDLXDifference

Sharpe ratio

Return per unit of total volatility

-0.35

-0.30

-0.05

Sortino ratio

Return per unit of downside risk

-0.17

0.50

-0.66

Omega ratio

Gain probability vs. loss probability

0.98

1.05

-0.07

Calmar ratio

Return relative to maximum drawdown

-0.45

-0.57

+0.13

Martin ratio

Return relative to average drawdown

-1.01

-0.90

-0.11

SWIM vs. CDLX - Sharpe Ratio Comparison

The current SWIM Sharpe Ratio is -0.35, which is comparable to the CDLX Sharpe Ratio of -0.30. The chart below compares the historical Sharpe Ratios of SWIM and CDLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SWIMCDLXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.35

-0.30

-0.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.47

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.36

-0.24

-0.12

Correlation

The correlation between SWIM and CDLX 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

SWIM vs. CDLX - Dividend Comparison

Neither SWIM nor CDLX has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

SWIM vs. CDLX - Drawdown Comparison

The maximum SWIM drawdown since its inception was -93.55%, smaller than the maximum CDLX drawdown of -99.57%. Use the drawdown chart below to compare losses from any high point for SWIM and CDLX.


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Drawdown Indicators


SWIMCDLXDifference

Max Drawdown

Largest peak-to-trough decline

-93.55%

-99.57%

+6.02%

Max Drawdown (1Y)

Largest decline over 1 year

-37.33%

-78.57%

+41.24%

Max Drawdown (5Y)

Largest decline over 5 years

-99.53%

Current Drawdown

Current decline from peak

-83.61%

-99.36%

+15.75%

Average Drawdown

Average peak-to-trough decline

-74.17%

-60.29%

-13.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.47%

50.17%

-33.70%

Volatility

SWIM vs. CDLX - Volatility Comparison

The current volatility for Latham Group, Inc. (SWIM) is 19.54%, while Cardlytics, Inc. (CDLX) has a volatility of 32.22%. 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


SWIMCDLXDifference

Volatility (1M)

Calculated over the trailing 1-month period

19.54%

32.22%

-12.68%

Volatility (6M)

Calculated over the trailing 6-month period

33.57%

73.08%

-39.51%

Volatility (1Y)

Calculated over the trailing 1-year period

56.06%

155.92%

-99.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

78.88%

131.20%

-52.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

78.88%

115.07%

-36.19%

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


50.00M100.00M150.00M200.00M20212022202320242025
99.95M
56.10M
(SWIM) Total Revenue
(CDLX) Total Revenue
Values in USD except per share items

SWIM vs. CDLX - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

15.0%20.0%25.0%30.0%35.0%40.0%45.0%50.0%20212022202320242025
28.0%
44.9%
Portfolio components
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 - 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 - 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 - 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 - 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%.

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%.