Cardlytics (NASDAQ:CDLX) vs. Livongo Health (NASDAQ:LVGO) Head to Head Analysis

Livongo Health (NASDAQ:LVGO) and Cardlytics (NASDAQ:CDLX) are both medical companies, but which is the better investment? We will compare the two companies based on the strength of their dividends, risk, institutional ownership, earnings, analyst recommendations, profitability and valuation.

Analyst Ratings

This is a summary of recent recommendations and price targets for Livongo Health and Cardlytics, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Livongo Health 0 2 16 0 2.89
Cardlytics 1 3 2 0 2.17

Livongo Health presently has a consensus price target of $80.50, indicating a potential downside of 36.74%. Cardlytics has a consensus price target of $51.83, indicating a potential downside of 21.96%. Given Cardlytics’ higher possible upside, analysts clearly believe Cardlytics is more favorable than Livongo Health.

Profitability

This table compares Livongo Health and Cardlytics’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Livongo Health -22.05% -11.81% -8.88%
Cardlytics -11.08% -19.42% -11.53%

Insider & Institutional Ownership

38.9% of Livongo Health shares are owned by institutional investors. Comparatively, 83.4% of Cardlytics shares are owned by institutional investors. 13.0% of Livongo Health shares are owned by company insiders. Comparatively, 6.5% of Cardlytics shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Valuation & Earnings

This table compares Livongo Health and Cardlytics’ gross revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Livongo Health $170.20 million 73.14 -$55.27 million ($1.01) -125.99
Cardlytics $210.43 million 8.51 -$17.14 million ($0.75) -88.56

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

Livongo Health Company Profile

Livongo Health, Inc. provides an integrated suite of solutions for the healthcare industry in North America. It solutions promote health behavior change based on real-time data capture supported by intuitive devices and insights driven by data science. The company offers a platform that provides cellular-connected devices, supplies, informed coaching, data science-enabled insights, and facilitates access to medications. Its products include Livongo for Diabetes, Livongo for Hypertension, Livongo for Prediabetes and Weight Management, and Livongo for Behavioral Health by myStrength. The company was formerly known as EosHealth, Inc. and changed its name to Livongo Health, Inc. in 2014. Livongo Health, Inc. was incorporated in 2008 and is headquartered in Mountain View, California.

Cardlytics Company Profile

Cardlytics, Inc. operates a purchase intelligence platform in the United States and the United Kingdom. It operates in two segments, Cardlytics Direct and Other Platform Solutions. The company's platform is the Cardlytics Direct solution, a proprietary native bank advertising channel that enables marketers to reach consumers through their trusted and frequently visited online and mobile banking channels. It also provides solutions that enable marketers and marketing service providers to leverage the power of purchase intelligence outside the banking channel. The company was founded in 2008 and is headquartered in Atlanta, Georgia.

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