Compare
System1, Inc. vs Nextdoor Holdings, Inc. vs PubMatic, Inc. vs Cardlytics, Inc.
| Latest fiscal year | System1, Inc. SST | Nextdoor Holdings, Inc. NXDR | PubMatic, Inc. PUBM | Cardlytics, Inc. CDLX |
|---|---|---|---|---|
| Year ended | 2025-12-31 | 2025-12-31 | 2025-12-31 | 2025-12-31 |
| Revenue | $266.13M | $257.65M | $282.93M | $233.27M |
| Revenue growth (YoY) | -22.6% | +4.2% | -2.9% | -16.2% |
| Gross margin | 37.7% (computed) | 84.1% (computed) | 63.6% | n/a |
| Operating margin | -23.3% | -27.9% | -6.1% | -43.6% |
| Net margin | -24.6% | -21.0% | -5.1% | -44.4% |
| Net income | -$65.34M | -$54.20M | -$14.46M | -$103.49M |
| EPS (Diluted) | -$8.32 | -$0.14 | -$0.31 | -$1.95 |
| Operating cash flow | -$4.15M | $6.47M | $81.06M | $9.29M |
| Free cash flow | -$4.19M | $5.89M | $66.71M | $8.81M |
| Cash & equivalents | $86.89M | $63.34M | $145.52M | $48.72M |
| Total assets | $404.97M | $486.80M | $680.20M | $285.64M |
| Total liabilities | $387.55M | $55.52M | $417.61M | $292.15M |
| Shareholders' equity | $30.47M | $431.28M | $262.59M | -$6.51M |
| Return on year-end equity | -214.5% | -12.6% | -5.5% | n/a |
| Shares outstanding | n/a | n/a | n/a | 54.51M |
Revenue, most recent five fiscal years
| Fiscal year | System1, Inc. | Nextdoor Holdings, Inc. | PubMatic, Inc. | Cardlytics, Inc. |
|---|---|---|---|---|
| Latest | $266.13M Ended 2025-12-31 | $257.65M Ended 2025-12-31 | $282.93M Ended 2025-12-31 | $233.27M Ended 2025-12-31 |
| 1 year earlier | $343.93M Ended 2024-12-31 | $247.28M Ended 2024-12-31 | $291.26M Ended 2024-12-31 | $278.30M Ended 2024-12-31 |
| 2 years earlier | $401.97M Ended 2023-12-31 | $218.31M Ended 2023-12-31 | $267.01M Ended 2023-12-31 | $309.20M Ended 2023-12-31 |
| 3 years earlier | n/a | $212.76M Ended 2022-12-31 | $256.38M Ended 2022-12-31 | $298.54M Ended 2022-12-31 |
| 4 years earlier | $688.39M Ended 2021-12-31 | $192.20M Ended 2021-12-31 | $226.91M Ended 2021-12-31 | $267.12M Ended 2021-12-31 |