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Side-by-side financial comparison of Cardlytics, Inc. (CDLX) and SILICOM LTD. (SILC). Click either name above to swap in a different company.

SILICOM LTD. is the larger business by last-quarter revenue ($61.9M vs $50.9M, roughly 1.2× Cardlytics, Inc.). On growth, SILICOM LTD. posted the faster year-over-year revenue change (6.6% vs -25.5%). Cardlytics, Inc. produced more free cash flow last quarter ($13.0M vs $-3.3M).

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.

Silicom Ltd. is a publicly traded company, headquartered in Israel, that specializes in the design, manufacture and marketing of connectivity solutions for a range of servers and server-based systems. Its shares are listed on the NASDAQ Global Market and on the Tel Aviv Stock Exchange. Silicom is a member of the RAD Group family of companies.

CDLX vs SILC — Head-to-Head

Bigger by revenue
SILC
SILC
1.2× larger
SILC
$61.9M
$50.9M
CDLX
Growing faster (revenue YoY)
SILC
SILC
+32.0% gap
SILC
6.6%
-25.5%
CDLX
More free cash flow
CDLX
CDLX
$16.3M more FCF
CDLX
$13.0M
$-3.3M
SILC

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
CDLX
CDLX
SILC
SILC
Revenue
$50.9M
$61.9M
Net Profit
$-11.5M
Gross Margin
30.6%
Operating Margin
-12.0%
-19.8%
Net Margin
-18.5%
Revenue YoY
-25.5%
6.6%
Net Profit YoY
16.3%
EPS (diluted)
$-0.15
$-2.01

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
SILC
SILC
Q4 25
$50.9M
$61.9M
Q3 25
$47.0M
Q2 25
$58.0M
Q1 25
$56.4M
Q4 24
$68.3M
$58.1M
Q3 24
$61.1M
Q2 24
$64.0M
Q1 24
$62.2M
Net Profit
CDLX
CDLX
SILC
SILC
Q4 25
$-11.5M
Q3 25
$-72.7M
Q2 25
$-9.3M
Q1 25
$-13.3M
Q4 24
$-13.7M
Q3 24
$-145.2M
Q2 24
$-4.3M
Q1 24
$-24.3M
Gross Margin
CDLX
CDLX
SILC
SILC
Q4 25
30.6%
Q3 25
Q2 25
Q1 25
Q4 24
28.6%
Q3 24
Q2 24
Q1 24
Operating Margin
CDLX
CDLX
SILC
SILC
Q4 25
-12.0%
-19.8%
Q3 25
-146.6%
Q2 25
-22.0%
Q1 25
-24.9%
Q4 24
-12.2%
-22.8%
Q3 24
-243.1%
Q2 24
-24.7%
Q1 24
-36.7%
Net Margin
CDLX
CDLX
SILC
SILC
Q4 25
-18.5%
Q3 25
-154.7%
Q2 25
-16.0%
Q1 25
-23.5%
Q4 24
-23.6%
Q3 24
-237.6%
Q2 24
-6.7%
Q1 24
-39.0%
EPS (diluted)
CDLX
CDLX
SILC
SILC
Q4 25
$-0.15
$-2.01
Q3 25
$-1.36
Q2 25
$-0.18
Q1 25
$-0.26
Q4 24
$-0.36
$-2.28
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
SILC
SILC
Cash + ST InvestmentsLiquidity on hand
$48.7M
$42.1M
Total DebtLower is stronger
$212.6M
Stockholders' EquityBook value
$-6.5M
$117.5M
Total Assets
$285.6M
$152.2M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
CDLX
CDLX
SILC
SILC
Q4 25
$48.7M
$42.1M
Q3 25
$44.0M
Q2 25
$46.7M
Q1 25
$52.0M
Q4 24
$65.6M
$72.1M
Q3 24
$67.0M
Q2 24
$71.2M
Q1 24
$97.8M
Total Debt
CDLX
CDLX
SILC
SILC
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
SILC
SILC
Q4 25
$-6.5M
$117.5M
Q3 25
$-4.7M
Q2 25
$58.7M
Q1 25
$64.1M
Q4 24
$70.0M
$127.8M
Q3 24
$69.7M
Q2 24
$210.0M
Q1 24
$199.1M
Total Assets
CDLX
CDLX
SILC
SILC
Q4 25
$285.6M
$152.2M
Q3 25
$292.8M
Q2 25
$361.1M
Q1 25
$369.1M
Q4 24
$392.7M
$150.4M
Q3 24
$399.4M
Q2 24
$534.4M
Q1 24
$569.0M
Debt / Equity
CDLX
CDLX
SILC
SILC
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
SILC
SILC
Operating Cash FlowLast quarter
$13.0M
$-2.2M
Free Cash FlowOCF − Capex
$13.0M
$-3.3M
FCF MarginFCF / Revenue
25.5%
-5.4%
Capex IntensityCapex / Revenue
0.0%
1.9%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$8.8M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
CDLX
CDLX
SILC
SILC
Q4 25
$13.0M
$-2.2M
Q3 25
$1.8M
Q2 25
$1.2M
Q1 25
$-6.7M
Q4 24
$3.0M
$18.3M
Q3 24
$1.4M
Q2 24
$4.4M
Q1 24
$-17.6M
Free Cash Flow
CDLX
CDLX
SILC
SILC
Q4 25
$13.0M
$-3.3M
Q3 25
$1.7M
Q2 25
$903.0K
Q1 25
$-6.8M
Q4 24
$2.9M
$17.4M
Q3 24
$878.0K
Q2 24
$4.1M
Q1 24
$-18.3M
FCF Margin
CDLX
CDLX
SILC
SILC
Q4 25
25.5%
-5.4%
Q3 25
3.7%
Q2 25
1.6%
Q1 25
-12.1%
Q4 24
4.2%
29.9%
Q3 24
1.4%
Q2 24
6.5%
Q1 24
-29.4%
Capex Intensity
CDLX
CDLX
SILC
SILC
Q4 25
0.0%
1.9%
Q3 25
0.0%
Q2 25
0.6%
Q1 25
0.2%
Q4 24
0.2%
1.6%
Q3 24
0.8%
Q2 24
0.4%
Q1 24
1.0%

Financial Flow Comparison

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

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