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Side-by-side financial comparison of NERDWALLET, INC. (NRDS) and SMITH & WESSON BRANDS, INC. (SWBI). Click either name above to swap in a different company.
NERDWALLET, INC. is the larger business by last-quarter revenue ($222.2M vs $124.7M, roughly 1.8× SMITH & WESSON BRANDS, INC.). NERDWALLET, INC. runs the higher net margin — 9.2% vs 1.5%, a 7.6% gap on every dollar of revenue. On growth, NERDWALLET, INC. posted the faster year-over-year revenue change (-1.4% vs -3.9%). Over the past eight quarters, NERDWALLET, INC.'s revenue compounded faster (21.5% CAGR vs -4.8%).
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.
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
NRDS vs SWBI — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $222.2M | $124.7M |
| Net Profit | $20.4M | $1.9M |
| Gross Margin | 93.9% | 24.3% |
| Operating Margin | 12.2% | 3.3% |
| Net Margin | 9.2% | 1.5% |
| Revenue YoY | -1.4% | -3.9% |
| Net Profit YoY | 45.7% | -53.6% |
| EPS (diluted) | $0.29 | $0.04 |
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 | $124.7M | ||
| Q3 25 | $215.1M | $85.1M | ||
| Q2 25 | $186.9M | $140.8M | ||
| Q1 25 | $209.2M | $115.9M | ||
| Q4 24 | $183.8M | $129.7M | ||
| Q3 24 | $191.3M | $88.3M | ||
| Q2 24 | $150.6M | $159.1M |
| Q1 26 | $20.4M | — | ||
| Q4 25 | $14.0M | $1.9M | ||
| Q3 25 | $26.3M | $-3.4M | ||
| Q2 25 | $8.2M | $8.6M | ||
| Q1 25 | $200.0K | $2.1M | ||
| Q4 24 | $38.6M | $4.5M | ||
| Q3 24 | $100.0K | $-1.9M | ||
| Q2 24 | $-9.4M | $27.9M |
| Q1 26 | 93.9% | — | ||
| Q4 25 | 94.0% | 24.3% | ||
| Q3 25 | 92.9% | 25.9% | ||
| Q2 25 | 91.1% | 28.8% | ||
| Q1 25 | 91.3% | 24.1% | ||
| Q4 24 | 90.9% | 26.6% | ||
| Q3 24 | 90.7% | 27.4% | ||
| Q2 24 | 90.1% | 35.5% |
| Q1 26 | 12.2% | — | ||
| Q4 25 | 8.6% | 3.3% | ||
| Q3 25 | 16.0% | -3.5% | ||
| Q2 25 | 5.7% | 9.3% | ||
| Q1 25 | 0.3% | 4.1% | ||
| Q4 24 | 4.7% | 5.8% | ||
| Q3 24 | 3.5% | -1.7% | ||
| Q2 24 | -6.4% | 17.4% |
| Q1 26 | 9.2% | — | ||
| Q4 25 | 6.2% | 1.5% | ||
| Q3 25 | 12.2% | -4.0% | ||
| Q2 25 | 4.4% | 6.1% | ||
| Q1 25 | 0.1% | 1.8% | ||
| Q4 24 | 21.0% | 3.5% | ||
| Q3 24 | 0.1% | -2.1% | ||
| Q2 24 | -6.2% | 17.5% |
| Q1 26 | $0.29 | — | ||
| Q4 25 | $0.19 | $0.04 | ||
| Q3 25 | $0.34 | $-0.08 | ||
| Q2 25 | $0.11 | $0.19 | ||
| Q1 25 | $0.00 | $0.05 | ||
| Q4 24 | $0.49 | $0.10 | ||
| Q3 24 | $0.00 | $-0.04 | ||
| Q2 24 | $-0.12 | $0.60 |
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 | $22.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $336.2M | $363.2M |
| Total Assets | $432.0M | $548.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $56.3M | — | ||
| Q4 25 | $98.3M | $22.4M | ||
| Q3 25 | $120.6M | $18.0M | ||
| Q2 25 | $105.3M | $25.2M | ||
| Q1 25 | $92.2M | $26.7M | ||
| Q4 24 | $66.3M | $39.1M | ||
| Q3 24 | $71.7M | $35.5M | ||
| Q2 24 | $113.8M | $60.8M |
| Q1 26 | $336.2M | — | ||
| Q4 25 | $374.5M | $363.2M | ||
| Q3 25 | $402.4M | $364.4M | ||
| Q2 25 | $390.0M | $372.5M | ||
| Q1 25 | $371.6M | $366.9M | ||
| Q4 24 | $364.2M | $371.5M | ||
| Q3 24 | $322.4M | $380.0M | ||
| Q2 24 | $379.4M | $399.9M |
| Q1 26 | $432.0M | — | ||
| Q4 25 | $461.1M | $548.6M | ||
| Q3 25 | $492.8M | $554.6M | ||
| Q2 25 | $476.0M | $559.6M | ||
| Q1 25 | $475.0M | $578.9M | ||
| Q4 24 | $437.6M | $587.4M | ||
| Q3 24 | $402.4M | $571.3M | ||
| Q2 24 | $446.2M | $577.4M |
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 | $27.3M |
| Free Cash FlowOCF − Capex | — | $16.3M |
| FCF MarginFCF / Revenue | — | 13.1% |
| Capex IntensityCapex / Revenue | — | 8.8% |
| Cash ConversionOCF / Net Profit | 1.75× | 14.22× |
| TTM Free Cash FlowTrailing 4 quarters | — | $21.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $35.7M | — | ||
| Q4 25 | $38.9M | $27.3M | ||
| Q3 25 | $48.5M | $-8.1M | ||
| Q2 25 | $17.5M | $40.8M | ||
| Q1 25 | $26.7M | $-9.8M | ||
| Q4 24 | $9.9M | $-7.4M | ||
| Q3 24 | $29.0M | $-30.8M | ||
| Q2 24 | $10.2M | $43.7M |
| Q1 26 | — | — | ||
| Q4 25 | $38.6M | $16.3M | ||
| Q3 25 | $48.4M | $-12.4M | ||
| Q2 25 | $16.8M | $33.5M | ||
| Q1 25 | $26.5M | $-16.1M | ||
| Q4 24 | $9.7M | $-10.7M | ||
| Q3 24 | $28.9M | $-35.5M | ||
| Q2 24 | $9.9M | $38.2M |
| Q1 26 | — | — | ||
| Q4 25 | 17.1% | 13.1% | ||
| Q3 25 | 22.5% | -14.6% | ||
| Q2 25 | 9.0% | 23.8% | ||
| Q1 25 | 12.7% | -13.9% | ||
| Q4 24 | 5.3% | -8.3% | ||
| Q3 24 | 15.1% | -40.2% | ||
| Q2 24 | 6.6% | 24.0% |
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 8.8% | ||
| Q3 25 | 0.0% | 5.0% | ||
| Q2 25 | 0.4% | 5.2% | ||
| Q1 25 | 0.1% | 5.4% | ||
| Q4 24 | 0.1% | 2.5% | ||
| Q3 24 | 0.1% | 5.3% | ||
| Q2 24 | 0.2% | 3.5% |
| Q1 26 | 1.75× | — | ||
| Q4 25 | 2.78× | 14.22× | ||
| Q3 25 | 1.84× | — | ||
| Q2 25 | 2.13× | 4.73× | ||
| Q1 25 | 133.50× | -4.68× | ||
| Q4 24 | 0.26× | -1.63× | ||
| Q3 24 | 290.00× | — | ||
| Q2 24 | — | 1.57× |
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% |
SWBI
Segment breakdown not available.
