vs
Side-by-side financial comparison of APOGEE ENTERPRISES, INC. (APOG) and NERDWALLET, INC. (NRDS). Click either name above to swap in a different company.
APOGEE ENTERPRISES, INC. is the larger business by last-quarter revenue ($351.4M vs $225.4M, roughly 1.6× NERDWALLET, INC.). NERDWALLET, INC. runs the higher net margin — 6.2% vs 4.7%, a 1.5% gap on every dollar of revenue. On growth, NERDWALLET, INC. posted the faster year-over-year revenue change (22.6% vs 1.6%). Over the past eight quarters, NERDWALLET, INC.'s revenue compounded faster (18.0% CAGR vs 2.9%).
Apogee Electronics is an American manufacturer of audio interfaces, analog-to-digital and digital-to-analog converters, USB & iOS microphones, and audio production software.
NerdWallet is an American personal finance company, founded in 2009 by Tim Chen and Jacob Gibson. It has a website and app that earns money by promoting financial products to its users.
APOG vs NRDS — Head-to-Head
Income Statement — Q4 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $351.4M | $225.4M |
| Net Profit | $16.6M | $14.0M |
| Gross Margin | 22.4% | 94.0% |
| Operating Margin | 7.3% | 8.6% |
| Net Margin | 4.7% | 6.2% |
| Revenue YoY | 1.6% | 22.6% |
| Net Profit YoY | 568.8% | -63.7% |
| EPS (diluted) | $0.78 | $0.19 |
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.
| Q1 26 | $351.4M | — | ||
| Q4 25 | $348.6M | $225.4M | ||
| Q3 25 | $358.2M | $215.1M | ||
| Q2 25 | $346.6M | $186.9M | ||
| Q1 25 | $345.7M | $209.2M | ||
| Q4 24 | $341.3M | $183.8M | ||
| Q3 24 | $342.4M | $191.3M | ||
| Q2 24 | $331.5M | $150.6M |
| Q1 26 | $16.6M | — | ||
| Q4 25 | $16.5M | $14.0M | ||
| Q3 25 | $23.6M | $26.3M | ||
| Q2 25 | $-2.7M | $8.2M | ||
| Q1 25 | $2.5M | $200.0K | ||
| Q4 24 | $21.0M | $38.6M | ||
| Q3 24 | $30.6M | $100.0K | ||
| Q2 24 | $31.0M | $-9.4M |
| Q1 26 | 22.4% | — | ||
| Q4 25 | 23.8% | 94.0% | ||
| Q3 25 | 23.1% | 92.9% | ||
| Q2 25 | 21.7% | 91.1% | ||
| Q1 25 | 21.6% | 91.3% | ||
| Q4 24 | 26.1% | 90.9% | ||
| Q3 24 | 28.4% | 90.7% | ||
| Q2 24 | 29.8% | 90.1% |
| Q1 26 | 7.3% | — | ||
| Q4 25 | 7.1% | 8.6% | ||
| Q3 25 | 7.5% | 16.0% | ||
| Q2 25 | 2.0% | 5.7% | ||
| Q1 25 | 1.8% | 0.3% | ||
| Q4 24 | 8.4% | 4.7% | ||
| Q3 24 | 12.3% | 3.5% | ||
| Q2 24 | 12.5% | -6.4% |
| Q1 26 | 4.7% | — | ||
| Q4 25 | 4.7% | 6.2% | ||
| Q3 25 | 6.6% | 12.2% | ||
| Q2 25 | -0.8% | 4.4% | ||
| Q1 25 | 0.7% | 0.1% | ||
| Q4 24 | 6.1% | 21.0% | ||
| Q3 24 | 8.9% | 0.1% | ||
| Q2 24 | 9.4% | -6.2% |
| Q1 26 | $0.78 | — | ||
| Q4 25 | $0.77 | $0.19 | ||
| Q3 25 | $1.10 | $0.34 | ||
| Q2 25 | $-0.13 | $0.11 | ||
| Q1 25 | $0.12 | $0.00 | ||
| Q4 24 | $0.96 | $0.49 | ||
| Q3 24 | $1.40 | $0.00 | ||
| Q2 24 | $1.41 | $-0.12 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $39.5M | $98.3M |
| Total DebtLower is stronger | $232.3M | — |
| Stockholders' EquityBook value | $511.8M | $374.5M |
| Total Assets | $1.1B | $461.1M |
| Debt / EquityLower = less leverage | 0.45× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $39.5M | — | ||
| Q4 25 | $41.3M | $98.3M | ||
| Q3 25 | $39.5M | $120.6M | ||
| Q2 25 | $32.8M | $105.3M | ||
| Q1 25 | $41.4M | $92.2M | ||
| Q4 24 | $43.9M | $66.3M | ||
| Q3 24 | $51.0M | $71.7M | ||
| Q2 24 | $30.4M | $113.8M |
| Q1 26 | $232.3M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $285.0M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $511.8M | — | ||
| Q4 25 | $512.3M | $374.5M | ||
| Q3 25 | $500.2M | $402.4M | ||
| Q2 25 | $481.8M | $390.0M | ||
| Q1 25 | $487.9M | $371.6M | ||
| Q4 24 | $522.1M | $364.2M | ||
| Q3 24 | $506.4M | $322.4M | ||
| Q2 24 | $480.0M | $379.4M |
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $461.1M | ||
| Q3 25 | $1.2B | $492.8M | ||
| Q2 25 | $1.2B | $476.0M | ||
| Q1 25 | $1.2B | $475.0M | ||
| Q4 24 | $1.2B | $437.6M | ||
| Q3 24 | $917.1M | $402.4M | ||
| Q2 24 | $889.0M | $446.2M |
| Q1 26 | 0.45× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.58× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $122.5M | $38.9M |
| Free Cash FlowOCF − Capex | — | $38.6M |
| FCF MarginFCF / Revenue | — | 17.1% |
| Capex IntensityCapex / Revenue | 7.8% | 0.1% |
| Cash ConversionOCF / Net Profit | 7.37× | 2.78× |
| TTM Free Cash FlowTrailing 4 quarters | — | $130.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $122.5M | — | ||
| Q4 25 | $29.3M | $38.9M | ||
| Q3 25 | $57.1M | $48.5M | ||
| Q2 25 | $-19.8M | $17.5M | ||
| Q1 25 | $30.0M | $26.7M | ||
| Q4 24 | $31.0M | $9.9M | ||
| Q3 24 | $58.7M | $29.0M | ||
| Q2 24 | $5.5M | $10.2M |
| Q1 26 | — | — | ||
| Q4 25 | $22.9M | $38.6M | ||
| Q3 25 | $52.4M | $48.4M | ||
| Q2 25 | $-26.9M | $16.8M | ||
| Q1 25 | $19.1M | $26.5M | ||
| Q4 24 | $22.0M | $9.7M | ||
| Q3 24 | $50.2M | $28.9M | ||
| Q2 24 | $-1.8M | $9.9M |
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 17.1% | ||
| Q3 25 | 14.6% | 22.5% | ||
| Q2 25 | -7.8% | 9.0% | ||
| Q1 25 | 5.5% | 12.7% | ||
| Q4 24 | 6.4% | 5.3% | ||
| Q3 24 | 14.7% | 15.1% | ||
| Q2 24 | -0.5% | 6.6% |
| Q1 26 | 7.8% | — | ||
| Q4 25 | 1.9% | 0.1% | ||
| Q3 25 | 1.3% | 0.0% | ||
| Q2 25 | 2.1% | 0.4% | ||
| Q1 25 | 3.2% | 0.1% | ||
| Q4 24 | 2.6% | 0.1% | ||
| Q3 24 | 2.5% | 0.1% | ||
| Q2 24 | 2.2% | 0.2% |
| Q1 26 | 7.37× | — | ||
| Q4 25 | 1.77× | 2.78× | ||
| Q3 25 | 2.41× | 1.84× | ||
| Q2 25 | — | 2.13× | ||
| Q1 25 | 12.08× | 133.50× | ||
| Q4 24 | 1.48× | 0.26× | ||
| Q3 24 | 1.92× | 290.00× | ||
| Q2 24 | 0.18× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
APOG
| Architectural Services | $127.1M | 36% |
| Architectural Metals | $110.0M | 31% |
| Architectural Glass | $67.4M | 19% |
| Performance Surfaces | $54.3M | 15% |
NRDS
| Insurance | $81.2M | 36% |
| Emerging Verticals | $52.9M | 23% |
| Loans | $42.3M | 19% |
| Credit Card | $26.5M | 12% |
| SMB Products | $22.5M | 10% |
