📊 NXDR Key Takeaways
Is Nextdoor Holdings, Inc. (NXDR) a Good Investment?
Nextdoor is structurally unprofitable with -24.9% operating margins and negative ROE/ROA despite a $401.5M equity base. Minimal 4.2% revenue growth is insufficient to offset $15.3M operating losses, and the barely positive operating cash flow ($1.2M) on massive accrual losses signals poor earnings quality. While balance sheet strength provides runway, the company shows no clear path to profitability without fundamental business model improvement.
Nextdoor has a debt‑free, highly liquid balance sheet and has turned operating cash flow positive while narrowing GAAP losses. However, revenue growth is modest and margins remain materially negative, so a clear, durable path to profitability hinges on continued operating leverage and monetization improvements.
Nextdoor Holdings, Inc. Key Strengths (NXDR)
- Strong balance sheet with $401.5M equity and only $51M liabilities
- Exceptional liquidity (14.01x current ratio) with $56.1M cash providing 3+ years of runway
- Positive free cash flow ($1.2M) and zero long-term debt reduce financial distress risk
- Moderate insider activity (24 Form 4 filings in 90 days) indicates engagement
- Demonstrated ability to generate positive operating cash flow despite accrual losses
- Debt-free balance sheet with 14.0x current ratio and $63M cash
- Positive operating cash flow and free cash flow despite GAAP losses
- Net loss improved ~45% YoY with low capital intensity
NXDR Stock Risks: Nextdoor Holdings, Inc. Investment Risks
- Deeply unprofitable with -18.5% net margin and -$11.4M annual net loss on $61.7M revenue
- Critically slow revenue growth (4.2% YoY) insufficient to approach breakeven at current cost structure
- Negative ROE (-2.8%) and ROA (-2.5%) indicate consistent value destruction
- Operating cash flow barely positive ($1.2M) relative to $15.3M operating losses suggests working capital manipulation rather than true operational cash generation
- Minimal FCF margin (1.9%) leaves no capital for growth investments or dividends
- No evidence of margin expansion trajectory or cost discipline - operating losses persist despite static revenue base
- Persistently negative operating and net margins (-27.9% and -21.0%)
- Sluggish 4.2% YoY revenue growth limits operating leverage
- Thin 2.3% FCF margin may not be durable if costs tick up
Key Metrics to Watch
- Operating margin trajectory - must show clear improvement toward 0% minimum
- Revenue growth acceleration - current 4.2% YoY insufficient; needs 15%+ to justify losses
- Cash burn rate - monitor quarterly cash position given minimal cash generation
- Customer acquisition cost vs. lifetime value - critical for SaaS/platform model viability
- Operating cash flow quality - gap between reported operating loss and operating FCF must narrow
- Revenue growth rate
- Operating margin and free cash flow margin
Nextdoor Holdings, Inc. (NXDR) Financial Metrics & Key Ratios
💡 AI Analyst Insight
The relatively thin 1.9% FCF margin may limit capital allocation flexibility. Strong liquidity with a 14.01x current ratio provides a solid financial cushion.
NXDR Profit Margin, ROE & Profitability Analysis
NXDR vs Technology Sector: How Nextdoor Holdings, Inc. Compares
How Nextdoor Holdings, Inc. compares to Technology sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is Nextdoor Holdings, Inc. Stock Overvalued? NXDR Valuation Analysis 2026
Based on fundamental analysis, Nextdoor Holdings, Inc. has mixed fundamental signals relative to the Technology sector in 2026.
Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.
Nextdoor Holdings, Inc. Balance Sheet: NXDR Debt, Cash & Liquidity
NXDR Revenue & Earnings Growth: 5-Year Financial Trend
5-Year Trend Summary: Nextdoor Holdings, Inc.'s revenue has grown significantly by 34% over the 5-year period, indicating strong business expansion. The most recent EPS of $-0.39 indicates the company is currently unprofitable.
NXDR Revenue Growth, EPS Growth & YoY Performance
NXDR Quarterly Earnings & Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $54.2M | -$11.4M | $-0.03 |
| Q3 2025 | $65.6M | -$12.9M | $-0.03 |
| Q2 2025 | $63.3M | -$15.4M | $-0.04 |
| Q1 2025 | $53.1M | -$22.0M | $-0.06 |
| Q3 2024 | $56.1M | -$14.9M | $-0.04 |
| Q2 2024 | $56.9M | -$35.4M | $-0.09 |
| Q1 2024 | $49.8M | -$28.3M | $-0.07 |
| Q3 2023 | $54.0M | -$34.7M | $-0.09 |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
Nextdoor Holdings, Inc. Dividends, Buybacks & Capital Allocation
NXDR SEC Filings: Latest 10-K & 10-Q Analysis
Access official SEC EDGAR filings for Nextdoor Holdings, Inc. (CIK: 0001846069)
📋 Recent SEC Filings
❓ Frequently Asked Questions about NXDR
What is the AI rating for NXDR?
Nextdoor Holdings, Inc. (NXDR) has a Combined AI Grade of C from Claude (C) and ChatGPT (B) with 74% combined confidence, based on fundamental analysis of SEC EDGAR filings.
What are NXDR's key strengths?
Claude: Strong balance sheet with $401.5M equity and only $51M liabilities. Exceptional liquidity (14.01x current ratio) with $56.1M cash providing 3+ years of runway. ChatGPT: Debt-free balance sheet with 14.0x current ratio and $63M cash. Positive operating cash flow and free cash flow despite GAAP losses.
What are the risks of investing in NXDR?
Claude: Deeply unprofitable with -18.5% net margin and -$11.4M annual net loss on $61.7M revenue. Critically slow revenue growth (4.2% YoY) insufficient to approach breakeven at current cost structure. ChatGPT: Persistently negative operating and net margins (-27.9% and -21.0%). Sluggish 4.2% YoY revenue growth limits operating leverage.
What is NXDR's revenue and growth?
Nextdoor Holdings, Inc. reported revenue of $61.7M.
Does NXDR pay dividends?
Nextdoor Holdings, Inc. does not currently pay dividends.
Where can I find NXDR SEC filings?
Official SEC filings for Nextdoor Holdings, Inc. (CIK: 0001846069) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is NXDR's EPS?
Nextdoor Holdings, Inc. has a diluted EPS of $-0.03.
How is the AI analysis conducted?
Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.
What is NXDR's fundamental grade?
Based on our AI fundamental analysis in May 2026, Nextdoor Holdings, Inc. has a C grade with 74% confidence. Review the strengths and risks sections above for full context. This is not investment advice.
Is NXDR stock overvalued or undervalued?
Valuation metrics for NXDR: ROE of -2.8% (sector avg: 22%), net margin of -18.5% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.
What is NXDR's AI grade for 2026?
Our dual AI analysis gives Nextdoor Holdings, Inc. a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.
What is NXDR's free cash flow?
Nextdoor Holdings, Inc.'s operating cash flow is $1.2M, with capital expenditures of $70.0K. FCF margin is 1.9%.
How does NXDR compare to other Technology stocks?
Vs Technology sector averages: Net margin -18.5% (avg: 18%), ROE -2.8% (avg: 22%), current ratio 14.01 (avg: 2.5).