undamentalytics Newsletter

Cardlytics vs National Cinemedia

Cardlytics and National Cinemedia are similar in size: $233m and $243m of revenue in their latest fiscal years. National Cinemedia grew faster (1.0% against -16.2%). National Cinemedia kept more of each dollar of sales as profit: a net margin of -4.4% against -44.4%.

Latest fiscal yearCardlyticsCDLX, 2025National CinemediaNCMI, 2025
Revenue $233m $243m
Revenue growth -16.2% 1.0%
Net income −$103m −$10.6m
Operating margin — -5.7%
Net margin -44.4% -4.4%
Return on equity — -2.7%
Free cash flow $8.8m $2.8m
Cash $48.7m $34.6m
Total debt $209m $12.0m
Debt to equity — 3.2%
Dividend per share — $0.12
Dividend yield — 7.5%
Share buybacks — $22.0m
Employees 275 248
Market value $11.5m $144m
Price vs our value range — Below our value range
Moat score 0 (Weak) 23 (Weak)
Insider trades, 12 months 2 buys, 16 sales 0 buys, 22 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.