Cardlytics (CDLX) Competitors

Consensus Cloud Solutions (NASDAQ:CCSI) and Cardlytics (NASDAQ:CDLX) are both small-cap computer software companies, but which is the superior business? We will compare the two companies based on the strength of their profitability, earnings, valuation, risk, dividends, analyst recommendations, institutional ownership and media sentiment.

Does the media prefer CCSI or CDLX?

In the previous week, Consensus Cloud Solutions and Consensus Cloud Solutions both had 7 articles in the media. Cardlytics' average media sentiment score of 0.41 beat Consensus Cloud Solutions' score of 0.35 indicating that Cardlytics is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Consensus Cloud Solutions	1 Very Positive mention(s)	5 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral
Cardlytics	2 Very Positive mention(s)	2 Positive mention(s)	0 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Neutral

Is CCSI or CDLX more profitable?

Consensus Cloud Solutions has a net margin of 23.20% compared to Cardlytics' net margin of -68.87%. Consensus Cloud Solutions' return on equity of -147.92% beat Cardlytics' return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Consensus Cloud Solutions	23.20%	-147.92%	14.73%
Cardlytics	-68.87%	-279.39%	-48.17%

Which has higher earnings & valuation, CCSI or CDLX?

Consensus Cloud Solutions has higher revenue and earnings than Cardlytics. Cardlytics is trading at a lower price-to-earnings ratio than Consensus Cloud Solutions, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Consensus Cloud Solutions	$350.38M	1.39	$89.43M	$4.15	6.18
Cardlytics	$278.30M	0.23	-$189.30M	-$3.65	-0.33

Do analysts prefer CCSI or CDLX?

Consensus Cloud Solutions presently has a consensus target price of $27.40, suggesting a potential upside of 6.82%. Cardlytics has a consensus target price of $3.17, suggesting a potential upside of 161.71%. Given Cardlytics' stronger consensus rating and higher probable upside, analysts clearly believe Cardlytics is more favorable than Consensus Cloud Solutions.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Consensus Cloud Solutions	2 Sell rating(s)	0 Hold rating(s)	3 Buy rating(s)	0 Strong Buy rating(s)	2.20
Cardlytics	0 Sell rating(s)	5 Hold rating(s)	0 Buy rating(s)	1 Strong Buy rating(s)	2.33

Do institutionals and insiders hold more shares of CCSI or CDLX?

93.9% of Consensus Cloud Solutions shares are held by institutional investors. Comparatively, 68.1% of Cardlytics shares are held by institutional investors. 1.9% of Consensus Cloud Solutions shares are held by company insiders. Comparatively, 4.4% of Cardlytics shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Which has more volatility and risk, CCSI or CDLX?

Consensus Cloud Solutions has a beta of 1.48, meaning that its share price is 48% more volatile than the S&P 500. Comparatively, Cardlytics has a beta of 1.26, meaning that its share price is 26% more volatile than the S&P 500.

Summary

Consensus Cloud Solutions beats Cardlytics on 11 of the 16 factors compared between the two stocks.