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Side-by-side financial comparison of NERDWALLET, INC. (NRDS) and Stoke Therapeutics, Inc. (STOK). Click either name above to swap in a different company.
NERDWALLET, INC. is the larger business by last-quarter revenue ($222.2M vs $158.6M, roughly 1.4× Stoke Therapeutics, Inc.). Stoke Therapeutics, Inc. runs the higher net margin — 71.2% vs 9.2%, a 62.0% gap on every dollar of revenue. On growth, Stoke Therapeutics, Inc. posted the faster year-over-year revenue change (3661.1% vs -1.4%).
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.
Stoke Therapeutics, Inc. is a clinical-stage biotechnology company developing innovative RNA-targeted therapies for severe rare genetic diseases. Its lead candidates address unmet needs for Dravet syndrome, a rare epilepsy, and other neurological monogenic disorders, serving patients across North America and global markets.
NRDS vs STOK — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2025
| Metric | | |
|---|---|---|
| Revenue | $222.2M | $158.6M |
| Net Profit | $20.4M | $112.9M |
| Gross Margin | 93.9% | — |
| Operating Margin | 12.2% | 70.2% |
| Net Margin | 9.2% | 71.2% |
| Revenue YoY | -1.4% | 3661.1% |
| Net Profit YoY | 45.7% | 528.0% |
| EPS (diluted) | $0.29 | $1.90 |
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 | $222.2M | — | ||
| Q4 25 | $225.4M | — | ||
| Q3 25 | $215.1M | — | ||
| Q2 25 | $186.9M | — | ||
| Q1 25 | $209.2M | $158.6M | ||
| Q4 24 | $183.8M | $22.6M | ||
| Q3 24 | $191.3M | — | ||
| Q2 24 | $150.6M | — |
| Q1 26 | $20.4M | — | ||
| Q4 25 | $14.0M | — | ||
| Q3 25 | $26.3M | — | ||
| Q2 25 | $8.2M | — | ||
| Q1 25 | $200.0K | $112.9M | ||
| Q4 24 | $38.6M | $-10.5M | ||
| Q3 24 | $100.0K | — | ||
| Q2 24 | $-9.4M | — |
| Q1 26 | 93.9% | — | ||
| Q4 25 | 94.0% | — | ||
| Q3 25 | 92.9% | — | ||
| Q2 25 | 91.1% | — | ||
| Q1 25 | 91.3% | — | ||
| Q4 24 | 90.9% | — | ||
| Q3 24 | 90.7% | — | ||
| Q2 24 | 90.1% | — |
| Q1 26 | 12.2% | — | ||
| Q4 25 | 8.6% | — | ||
| Q3 25 | 16.0% | — | ||
| Q2 25 | 5.7% | — | ||
| Q1 25 | 0.3% | 70.2% | ||
| Q4 24 | 4.7% | -60.4% | ||
| Q3 24 | 3.5% | — | ||
| Q2 24 | -6.4% | — |
| Q1 26 | 9.2% | — | ||
| Q4 25 | 6.2% | — | ||
| Q3 25 | 12.2% | — | ||
| Q2 25 | 4.4% | — | ||
| Q1 25 | 0.1% | 71.2% | ||
| Q4 24 | 21.0% | -46.4% | ||
| Q3 24 | 0.1% | — | ||
| Q2 24 | -6.2% | — |
| Q1 26 | $0.29 | — | ||
| Q4 25 | $0.19 | — | ||
| Q3 25 | $0.34 | — | ||
| Q2 25 | $0.11 | — | ||
| Q1 25 | $0.00 | $1.90 | ||
| Q4 24 | $0.49 | $-0.15 | ||
| Q3 24 | $0.00 | — | ||
| Q2 24 | $-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 | $56.3M | $274.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $336.2M | $350.1M |
| Total Assets | $432.0M | $406.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $56.3M | — | ||
| Q4 25 | $98.3M | — | ||
| Q3 25 | $120.6M | — | ||
| Q2 25 | $105.3M | — | ||
| Q1 25 | $92.2M | $274.8M | ||
| Q4 24 | $66.3M | $128.0M | ||
| Q3 24 | $71.7M | — | ||
| Q2 24 | $113.8M | — |
| Q1 26 | $336.2M | — | ||
| Q4 25 | $374.5M | — | ||
| Q3 25 | $402.4M | — | ||
| Q2 25 | $390.0M | — | ||
| Q1 25 | $371.6M | $350.1M | ||
| Q4 24 | $364.2M | $229.0M | ||
| Q3 24 | $322.4M | — | ||
| Q2 24 | $379.4M | — |
| Q1 26 | $432.0M | — | ||
| Q4 25 | $461.1M | — | ||
| Q3 25 | $492.8M | — | ||
| Q2 25 | $476.0M | — | ||
| Q1 25 | $475.0M | $406.9M | ||
| Q4 24 | $437.6M | $271.6M | ||
| Q3 24 | $402.4M | — | ||
| Q2 24 | $446.2M | — |
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 | $35.7M | $131.8M |
| Free Cash FlowOCF − Capex | — | $131.7M |
| FCF MarginFCF / Revenue | — | 83.0% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | 1.75× | 1.17× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $35.7M | — | ||
| Q4 25 | $38.9M | — | ||
| Q3 25 | $48.5M | — | ||
| Q2 25 | $17.5M | — | ||
| Q1 25 | $26.7M | $131.8M | ||
| Q4 24 | $9.9M | $-23.2M | ||
| Q3 24 | $29.0M | — | ||
| Q2 24 | $10.2M | — |
| Q1 26 | — | — | ||
| Q4 25 | $38.6M | — | ||
| Q3 25 | $48.4M | — | ||
| Q2 25 | $16.8M | — | ||
| Q1 25 | $26.5M | $131.7M | ||
| Q4 24 | $9.7M | $-23.2M | ||
| Q3 24 | $28.9M | — | ||
| Q2 24 | $9.9M | — |
| Q1 26 | — | — | ||
| Q4 25 | 17.1% | — | ||
| Q3 25 | 22.5% | — | ||
| Q2 25 | 9.0% | — | ||
| Q1 25 | 12.7% | 83.0% | ||
| Q4 24 | 5.3% | -102.7% | ||
| Q3 24 | 15.1% | — | ||
| Q2 24 | 6.6% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | — | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | 0.4% | — | ||
| Q1 25 | 0.1% | 0.1% | ||
| Q4 24 | 0.1% | 0.2% | ||
| Q3 24 | 0.1% | — | ||
| Q2 24 | 0.2% | — |
| Q1 26 | 1.75× | — | ||
| Q4 25 | 2.78× | — | ||
| Q3 25 | 1.84× | — | ||
| Q2 25 | 2.13× | — | ||
| Q1 25 | 133.50× | 1.17× | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 290.00× | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NRDS
| Consumer | $197.6M | 89% |
| SMB | $24.6M | 11% |
STOK
Segment breakdown not available.
