Quality Investor

Nextdoor Holdings, Inc.

Rank #97StartupWatchlistCompare with other stocks

NXDR · Nasdaq · Communication Services

Nextdoor Holdings, Inc. (NXDR) — Rank #97 by gross profitability (GP/assets 0.47) · ROE -13.2% · Piotroski F-Score 5 / 9.

As-of 2026-10-30 · CIK 0001846069 · all metrics point-in-time as of the filing date.

About

Nextdoor Holdings, Inc. operates a neighborhood network that connects neighbors, businesses, and public agencies in the United States and internationally.

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The company provides local news, events, relevant discussions, and exchange goods and services, as well as discovers and supports local businesses. It operates in 11 countries.

The company is headquartered in San Francisco, California.

Industry
Internet Content & Information
Sector
Communication Services
State
DE
Filer Category
Accelerated filer
Fiscal Year End
December 31

Company Snapshot

P/S is the primary valuation lens for pre-profit companies.

Market Cap

—

P/E (annual)

—

P/S (annual)

—

P/B

—

P/OCF (annual)

—

Shareholder Yield

—

Employees

463

Industry

Internet Content & Information

Exchange

Nasdaq

12/12

Flags passed

NXDR passes 12/12 quality flags

  • PASS
    Gross margin holding
  • PASS
    Dilution within 2%
  • PASS
    FCF not negative from investment
  • PASS
    Disclosure consistent
  • PASS
    Revenue not declining
  • PASS
    Operating margin holding
  • PASS
    Free cash flow intact
  • PASS
    Passes safety gate
  • PASS
    Balance sheet stable
  • PASS
    No competitive retreat
  • PASS
    SBC not compressing margin
  • PASS
    No valuation convergence

Strengths Deferred revenue growing

A count of the 12 warning flags that could be evaluated. Unweighted: colour follows the worst flag.

Quality Profile

Profitability

1/1 pass
GP / assets
0.47
Return on equity
-13.2%
Gross margin trend
PASS

Safety

1/1 pass
Balance-sheet safety
PASS
Debt / equity
0.12
Current ratio
13.27×
Net cash
$377.97M

Cash Flow

3/3 pass
Positive FCF
PASS
Cash-backed earnings
PASS
Accruals healthy
PASS
SBC / revenue
25.4%

Growth

2/2 pass
Revenue growth
4.2%
Piotroski F-Score
5 / 9
Share dilution
0.3%

Burn rate (cash flow) is the primary read at this stage — TAM and product-market fit aren't metrics this dashboard tracks.

Profitability

Does it make money well?

No warning flags · GP/assets 0.47

Gross profitability (GP / assets)

0.47

Primary signal (Novy-Marx).

6th of 15 SIC 7370 peers

Return on equity

-13.2%

Gross margin

84.1%

3rd of 15 SIC 7370 peers

Revenue growth (YoY)

4.2%

Gross margin improving

Margin trend vs prior year.

PASS

Operating Leverage

2022202320242025
Revenue vs COGS
Revenue vs OpEx
Op. Income vs Revenue

Growth

Revenue CAGR (3Y)

6.6%

Revenue CAGR (5Y)

15.9%

Earnings CAGR (3Y)

—

FCF CAGR (3Y)

—

Cash Flow Health

Is the cash real?

No warning flags · FCF 111% above net income

Free cash flow

$5.89M

Operating cash flow minus capex.

Positive free cash flow

PASS

FCF vs net income

110.9%

(FCF − net income) ÷ |net income|. Positive: cash above earnings. Negative: below.

FCF not below net income

Fails when free cash flow is below net income (yellow flag).

PASS

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

25.4%

Stock-based comp intensity.

Balance Sheet Strength

Can it survive a storm?

No warning flags · net cash $377.97M, F-Score 5/9

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

0.12

1st of 14 SIC 7370 peers (best = lowest)

Current ratio

13.27×

1st of 15 SIC 7370 peers

Quick ratio

12.96×

Net cash

$377.97M

Cash & equivalents minus total debt.

Piotroski F-Score

5 / 9

Fundamental-strength score (0-9).

Valuation

Is the price reasonable?

No warning flags

Capital allocation quality

Composite score

2.3 / 5

Fair
Share count trend
0.3%2/5 Fair
Buyback timing
N/AN/A
Dividend growth consistency(non-payer or broken streak)
0 yr3/5 Good
Net debt trajectory
-4.6%2/5 Fair

Lifecycle Phase History

20202025
Hypergrowth
Startup

Price History

NXDR-80.9% · -28.8% CAGRSPY+73.7% · +12.0% CAGR