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Side-by-side financial comparison of Cardlytics, Inc. (CDLX) and NATURAL GAS SERVICES GROUP INC (NGS). Click either name above to swap in a different company.

Cardlytics, Inc. is the larger business by last-quarter revenue ($50.9M vs $46.1M, roughly 1.1× NATURAL GAS SERVICES GROUP INC). On growth, NATURAL GAS SERVICES GROUP INC posted the faster year-over-year revenue change (13.5% vs -25.5%). Cardlytics, Inc. produced more free cash flow last quarter ($13.0M vs $-20.7M).

Cardlytics is a leading purchase intelligence and advertising platform that partners with major banks to analyze anonymized consumer transaction data. It delivers targeted, performance-driven ad campaigns for consumer brands, retailers and service providers, helping advertisers reach audiences based on real purchase behavior, with core operations across North America and the United Kingdom.

Southern Company Gas, formerly AGL Resources, is an American Fortune 500 energy services holding company headquartered in Atlanta, Georgia. The company's operations consist of natural gas distribution, wholesale services, retail operations, and midstream operations. Southern Company Gas is one of the largest natural gas distribution companies in the United States. The company serves approximately 4.5 million utility customers through its regulated distribution subsidiaries across four states....

CDLX vs NGS — Head-to-Head

Bigger by revenue
CDLX
CDLX
1.1× larger
CDLX
$50.9M
$46.1M
NGS
Growing faster (revenue YoY)
NGS
NGS
+39.0% gap
NGS
13.5%
-25.5%
CDLX
More free cash flow
CDLX
CDLX
$33.7M more FCF
CDLX
$13.0M
$-20.7M
NGS

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
CDLX
CDLX
NGS
NGS
Revenue
$50.9M
$46.1M
Net Profit
$4.1M
Gross Margin
Operating Margin
-12.0%
15.4%
Net Margin
8.9%
Revenue YoY
-25.5%
13.5%
Net Profit YoY
43.2%
EPS (diluted)
$-0.15
$0.32

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
CDLX
CDLX
NGS
NGS
Q4 25
$50.9M
$46.1M
Q3 25
$47.0M
$43.4M
Q2 25
$58.0M
$41.4M
Q1 25
$56.4M
$41.4M
Q4 24
$68.3M
$40.7M
Q3 24
$61.1M
Q2 24
$64.0M
Q1 24
$62.2M
Net Profit
CDLX
CDLX
NGS
NGS
Q4 25
$4.1M
Q3 25
$-72.7M
$5.8M
Q2 25
$-9.3M
$5.2M
Q1 25
$-13.3M
$4.9M
Q4 24
$2.9M
Q3 24
$-145.2M
Q2 24
$-4.3M
Q1 24
$-24.3M
Operating Margin
CDLX
CDLX
NGS
NGS
Q4 25
-12.0%
15.4%
Q3 25
-146.6%
24.8%
Q2 25
-22.0%
24.0%
Q1 25
-24.9%
23.0%
Q4 24
-12.2%
14.9%
Q3 24
-243.1%
Q2 24
-24.7%
Q1 24
-36.7%
Net Margin
CDLX
CDLX
NGS
NGS
Q4 25
8.9%
Q3 25
-154.7%
13.3%
Q2 25
-16.0%
12.5%
Q1 25
-23.5%
11.7%
Q4 24
7.0%
Q3 24
-237.6%
Q2 24
-6.7%
Q1 24
-39.0%
EPS (diluted)
CDLX
CDLX
NGS
NGS
Q4 25
$-0.15
$0.32
Q3 25
$-1.36
$0.46
Q2 25
$-0.18
$0.41
Q1 25
$-0.26
$0.38
Q4 24
$-0.36
$0.22
Q3 24
$-2.90
Q2 24
$-0.09
Q1 24
$-0.56

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
CDLX
CDLX
NGS
NGS
Cash + ST InvestmentsLiquidity on hand
$48.7M
Total DebtLower is stronger
$212.6M
Stockholders' EquityBook value
$-6.5M
$274.7M
Total Assets
$285.6M
$586.8M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
CDLX
CDLX
NGS
NGS
Q4 25
$48.7M
Q3 25
$44.0M
Q2 25
$46.7M
$325.0K
Q1 25
$52.0M
$2.1M
Q4 24
$65.6M
$2.1M
Q3 24
$67.0M
Q2 24
$71.2M
Q1 24
$97.8M
Total Debt
CDLX
CDLX
NGS
NGS
Q4 25
$212.6M
Q3 25
$214.6M
Q2 25
$214.3M
Q1 25
$213.9M
Q4 24
$213.6M
Q3 24
$213.2M
Q2 24
$212.9M
Q1 24
$257.9M
Stockholders' Equity
CDLX
CDLX
NGS
NGS
Q4 25
$-6.5M
$274.7M
Q3 25
$-4.7M
$271.4M
Q2 25
$58.7M
$266.2M
Q1 25
$64.1M
$260.3M
Q4 24
$70.0M
$255.1M
Q3 24
$69.7M
Q2 24
$210.0M
Q1 24
$199.1M
Total Assets
CDLX
CDLX
NGS
NGS
Q4 25
$285.6M
$586.8M
Q3 25
$292.8M
$562.3M
Q2 25
$361.1M
$525.5M
Q1 25
$369.1M
$501.7M
Q4 24
$392.7M
$492.5M
Q3 24
$399.4M
Q2 24
$534.4M
Q1 24
$569.0M
Debt / Equity
CDLX
CDLX
NGS
NGS
Q4 25
Q3 25
Q2 25
3.65×
Q1 25
3.34×
Q4 24
3.05×
Q3 24
3.06×
Q2 24
1.01×
Q1 24
1.29×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
CDLX
CDLX
NGS
NGS
Operating Cash FlowLast quarter
$13.0M
$13.9M
Free Cash FlowOCF − Capex
$13.0M
$-20.7M
FCF MarginFCF / Revenue
25.5%
-44.8%
Capex IntensityCapex / Revenue
0.0%
74.9%
Cash ConversionOCF / Net Profit
3.38×
TTM Free Cash FlowTrailing 4 quarters
$8.8M
$-58.6M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
CDLX
CDLX
NGS
NGS
Q4 25
$13.0M
$13.9M
Q3 25
$1.8M
$16.8M
Q2 25
$1.2M
$11.0M
Q1 25
$-6.7M
$21.3M
Q4 24
$3.0M
$9.4M
Q3 24
$1.4M
Q2 24
$4.4M
Q1 24
$-17.6M
Free Cash Flow
CDLX
CDLX
NGS
NGS
Q4 25
$13.0M
$-20.7M
Q3 25
$1.7M
$-25.1M
Q2 25
$903.0K
$-14.8M
Q1 25
$-6.8M
$2.0M
Q4 24
$2.9M
$-5.1M
Q3 24
$878.0K
Q2 24
$4.1M
Q1 24
$-18.3M
FCF Margin
CDLX
CDLX
NGS
NGS
Q4 25
25.5%
-44.8%
Q3 25
3.7%
-57.7%
Q2 25
1.6%
-35.8%
Q1 25
-12.1%
4.9%
Q4 24
4.2%
-12.6%
Q3 24
1.4%
Q2 24
6.5%
Q1 24
-29.4%
Capex Intensity
CDLX
CDLX
NGS
NGS
Q4 25
0.0%
74.9%
Q3 25
0.0%
96.5%
Q2 25
0.6%
62.4%
Q1 25
0.2%
46.5%
Q4 24
0.2%
35.8%
Q3 24
0.8%
Q2 24
0.4%
Q1 24
1.0%
Cash Conversion
CDLX
CDLX
NGS
NGS
Q4 25
3.38×
Q3 25
2.90×
Q2 25
2.12×
Q1 25
4.38×
Q4 24
3.29×
Q3 24
Q2 24
Q1 24

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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