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Side-by-side financial comparison of NERDWALLET, INC. (NRDS) and ROGERS CORP (ROG). Click either name above to swap in a different company.
NERDWALLET, INC. is the larger business by last-quarter revenue ($225.4M vs $200.5M, roughly 1.1× ROGERS CORP). NERDWALLET, INC. runs the higher net margin — 6.2% vs 2.2%, a 4.0% gap on every dollar of revenue. On growth, NERDWALLET, INC. posted the faster year-over-year revenue change (22.6% vs 5.2%). NERDWALLET, INC. produced more free cash flow last quarter ($38.6M vs $1.1M). Over the past eight quarters, NERDWALLET, INC.'s revenue compounded faster (18.0% CAGR vs -3.3%).
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.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
NRDS vs ROG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $225.4M | $200.5M |
| Net Profit | $14.0M | $4.5M |
| Gross Margin | 94.0% | 32.2% |
| Operating Margin | 8.6% | — |
| Net Margin | 6.2% | 2.2% |
| Revenue YoY | 22.6% | 5.2% |
| Net Profit YoY | -63.7% | 421.4% |
| EPS (diluted) | $0.19 | $0.25 |
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 | — | $200.5M | ||
| Q4 25 | $225.4M | $201.5M | ||
| Q3 25 | $215.1M | $216.0M | ||
| Q2 25 | $186.9M | $202.8M | ||
| Q1 25 | $209.2M | $190.5M | ||
| Q4 24 | $183.8M | $192.2M | ||
| Q3 24 | $191.3M | $210.3M | ||
| Q2 24 | $150.6M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $14.0M | $4.6M | ||
| Q3 25 | $26.3M | $8.6M | ||
| Q2 25 | $8.2M | $-73.6M | ||
| Q1 25 | $200.0K | $-1.4M | ||
| Q4 24 | $38.6M | $-500.0K | ||
| Q3 24 | $100.0K | $10.7M | ||
| Q2 24 | $-9.4M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | 94.0% | 31.5% | ||
| Q3 25 | 92.9% | 33.5% | ||
| Q2 25 | 91.1% | 31.6% | ||
| Q1 25 | 91.3% | 29.9% | ||
| Q4 24 | 90.9% | 32.1% | ||
| Q3 24 | 90.7% | 35.2% | ||
| Q2 24 | 90.1% | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | 8.6% | 3.5% | ||
| Q3 25 | 16.0% | 7.3% | ||
| Q2 25 | 5.7% | -33.3% | ||
| Q1 25 | 0.3% | -0.2% | ||
| Q4 24 | 4.7% | -6.6% | ||
| Q3 24 | 3.5% | 6.9% | ||
| Q2 24 | -6.4% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 6.2% | 2.3% | ||
| Q3 25 | 12.2% | 4.0% | ||
| Q2 25 | 4.4% | -36.3% | ||
| Q1 25 | 0.1% | -0.7% | ||
| Q4 24 | 21.0% | -0.3% | ||
| Q3 24 | 0.1% | 5.1% | ||
| Q2 24 | -6.2% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.19 | $0.20 | ||
| Q3 25 | $0.34 | $0.48 | ||
| Q2 25 | $0.11 | $-4.00 | ||
| Q1 25 | $0.00 | $-0.08 | ||
| Q4 24 | $0.49 | $-0.04 | ||
| Q3 24 | $0.00 | $0.58 | ||
| Q2 24 | $-0.12 | $0.44 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $98.3M | $195.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $374.5M | $1.2B |
| Total Assets | $461.1M | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $98.3M | $197.0M | ||
| Q3 25 | $120.6M | $167.8M | ||
| Q2 25 | $105.3M | $157.2M | ||
| Q1 25 | $92.2M | $175.6M | ||
| Q4 24 | $66.3M | $159.8M | ||
| Q3 24 | $71.7M | $146.4M | ||
| Q2 24 | $113.8M | $119.9M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $374.5M | $1.2B | ||
| Q3 25 | $402.4M | $1.2B | ||
| Q2 25 | $390.0M | $1.2B | ||
| Q1 25 | $371.6M | $1.3B | ||
| Q4 24 | $364.2M | $1.3B | ||
| Q3 24 | $322.4M | $1.3B | ||
| Q2 24 | $379.4M | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $461.1M | $1.4B | ||
| Q3 25 | $492.8M | $1.4B | ||
| Q2 25 | $476.0M | $1.5B | ||
| Q1 25 | $475.0M | $1.5B | ||
| Q4 24 | $437.6M | $1.5B | ||
| Q3 24 | $402.4M | $1.5B | ||
| Q2 24 | $446.2M | $1.5B |
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 | $38.9M | $5.8M |
| Free Cash FlowOCF − Capex | $38.6M | $1.1M |
| FCF MarginFCF / Revenue | 17.1% | 0.5% |
| Capex IntensityCapex / Revenue | 0.1% | 2.3% |
| Cash ConversionOCF / Net Profit | 2.78× | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $130.3M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $38.9M | $46.9M | ||
| Q3 25 | $48.5M | $28.9M | ||
| Q2 25 | $17.5M | $13.7M | ||
| Q1 25 | $26.7M | $11.7M | ||
| Q4 24 | $9.9M | $33.7M | ||
| Q3 24 | $29.0M | $42.4M | ||
| Q2 24 | $10.2M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $38.6M | $42.2M | ||
| Q3 25 | $48.4M | $21.2M | ||
| Q2 25 | $16.8M | $5.6M | ||
| Q1 25 | $26.5M | $2.1M | ||
| Q4 24 | $9.7M | $18.3M | ||
| Q3 24 | $28.9M | $25.2M | ||
| Q2 24 | $9.9M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 17.1% | 20.9% | ||
| Q3 25 | 22.5% | 9.8% | ||
| Q2 25 | 9.0% | 2.8% | ||
| Q1 25 | 12.7% | 1.1% | ||
| Q4 24 | 5.3% | 9.5% | ||
| Q3 24 | 15.1% | 12.0% | ||
| Q2 24 | 6.6% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.1% | 2.3% | ||
| Q3 25 | 0.0% | 3.6% | ||
| Q2 25 | 0.4% | 4.0% | ||
| Q1 25 | 0.1% | 5.0% | ||
| Q4 24 | 0.1% | 8.0% | ||
| Q3 24 | 0.1% | 8.2% | ||
| Q2 24 | 0.2% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | 2.78× | 10.20× | ||
| Q3 25 | 1.84× | 3.36× | ||
| Q2 25 | 2.13× | — | ||
| Q1 25 | 133.50× | — | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 290.00× | 3.96× | ||
| Q2 24 | — | 2.83× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NRDS
| Insurance | $81.2M | 36% |
| Emerging Verticals | $52.9M | 23% |
| Loans | $42.3M | 19% |
| Credit Card | $26.5M | 12% |
| SMB Products | $22.5M | 10% |
ROG
Segment breakdown not available.
