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Side-by-side financial comparison of NERDWALLET, INC. (NRDS) and Latham Group, Inc. (SWIM). Click either name above to swap in a different company.
NERDWALLET, INC. is the larger business by last-quarter revenue ($222.2M vs $117.3M, roughly 1.9× Latham Group, Inc.). NERDWALLET, INC. runs the higher net margin — 9.2% vs -7.3%, a 16.5% gap on every dollar of revenue. On growth, Latham Group, Inc. posted the faster year-over-year revenue change (5.3% vs -1.4%). Over the past eight quarters, NERDWALLET, INC.'s revenue compounded faster (21.5% CAGR vs -14.4%).
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.
Latham & Watkins LLP is an American multinational law firm. Founded in 1934 in Los Angeles, California, it is known for its litigation, corporate, and regulatory law practices.
NRDS vs SWIM — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $222.2M | $117.3M |
| Net Profit | $20.4M | $-8.5M |
| Gross Margin | 93.9% | 31.7% |
| Operating Margin | 12.2% | — |
| Net Margin | 9.2% | -7.3% |
| Revenue YoY | -1.4% | 5.3% |
| Net Profit YoY | 45.7% | -43.1% |
| EPS (diluted) | $0.29 | $-0.07 |
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 | $117.3M | ||
| Q4 25 | $225.4M | $100.0M | ||
| Q3 25 | $215.1M | $161.9M | ||
| Q2 25 | $186.9M | $172.6M | ||
| Q1 25 | $209.2M | $111.4M | ||
| Q4 24 | $183.8M | $87.3M | ||
| Q3 24 | $191.3M | $150.5M | ||
| Q2 24 | $150.6M | $160.1M |
| Q1 26 | $20.4M | $-8.5M | ||
| Q4 25 | $14.0M | $-7.0M | ||
| Q3 25 | $26.3M | $8.1M | ||
| Q2 25 | $8.2M | $16.0M | ||
| Q1 25 | $200.0K | $-6.0M | ||
| Q4 24 | $38.6M | $-29.2M | ||
| Q3 24 | $100.0K | $5.9M | ||
| Q2 24 | $-9.4M | $13.3M |
| Q1 26 | 93.9% | 31.7% | ||
| Q4 25 | 94.0% | 28.0% | ||
| Q3 25 | 92.9% | 35.4% | ||
| Q2 25 | 91.1% | 37.1% | ||
| Q1 25 | 91.3% | 29.5% | ||
| Q4 24 | 90.9% | 24.6% | ||
| Q3 24 | 90.7% | 32.4% | ||
| Q2 24 | 90.1% | 33.1% |
| Q1 26 | 12.2% | — | ||
| Q4 25 | 8.6% | -10.7% | ||
| Q3 25 | 16.0% | 13.3% | ||
| Q2 25 | 5.7% | 14.3% | ||
| Q1 25 | 0.3% | -4.4% | ||
| Q4 24 | 4.7% | -14.9% | ||
| Q3 24 | 3.5% | 8.9% | ||
| Q2 24 | -6.4% | 12.5% |
| Q1 26 | 9.2% | -7.3% | ||
| Q4 25 | 6.2% | -7.0% | ||
| Q3 25 | 12.2% | 5.0% | ||
| Q2 25 | 4.4% | 9.3% | ||
| Q1 25 | 0.1% | -5.4% | ||
| Q4 24 | 21.0% | -33.4% | ||
| Q3 24 | 0.1% | 3.9% | ||
| Q2 24 | -6.2% | 8.3% |
| Q1 26 | $0.29 | $-0.07 | ||
| Q4 25 | $0.19 | $-0.06 | ||
| Q3 25 | $0.34 | $0.07 | ||
| Q2 25 | $0.11 | $0.13 | ||
| Q1 25 | $0.00 | $-0.05 | ||
| Q4 24 | $0.49 | $-0.24 | ||
| Q3 24 | $0.00 | $0.05 | ||
| Q2 24 | $-0.12 | $0.11 |
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 | — |
| Total DebtLower is stronger | — | $3.3M |
| Stockholders' EquityBook value | $336.2M | $396.7M |
| Total Assets | $432.0M | $856.4M |
| Debt / EquityLower = less leverage | — | 0.01× |
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 | — | ||
| Q4 24 | $66.3M | — | ||
| Q3 24 | $71.7M | — | ||
| Q2 24 | $113.8M | — |
| Q1 26 | — | $3.3M | ||
| Q4 25 | — | $279.8M | ||
| Q3 25 | — | $281.1M | ||
| Q2 25 | — | $281.5M | ||
| Q1 25 | — | $306.9M | ||
| Q4 24 | — | $281.5M | ||
| Q3 24 | — | $282.8M | ||
| Q2 24 | — | $282.4M |
| Q1 26 | $336.2M | $396.7M | ||
| Q4 25 | $374.5M | $405.9M | ||
| Q3 25 | $402.4M | $408.4M | ||
| Q2 25 | $390.0M | $398.4M | ||
| Q1 25 | $371.6M | $381.1M | ||
| Q4 24 | $364.2M | $387.2M | ||
| Q3 24 | $322.4M | $416.6M | ||
| Q2 24 | $379.4M | $408.1M |
| Q1 26 | $432.0M | $856.4M | ||
| Q4 25 | $461.1M | $823.2M | ||
| Q3 25 | $492.8M | $844.4M | ||
| Q2 25 | $476.0M | $822.1M | ||
| Q1 25 | $475.0M | $824.6M | ||
| Q4 24 | $437.6M | $794.2M | ||
| Q3 24 | $402.4M | $853.4M | ||
| Q2 24 | $446.2M | $830.0M |
| Q1 26 | — | 0.01× | ||
| Q4 25 | — | 0.69× | ||
| Q3 25 | — | 0.69× | ||
| Q2 25 | — | 0.71× | ||
| Q1 25 | — | 0.81× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.68× | ||
| Q2 24 | — | 0.69× |
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 | $-47.7M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 1.75× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $35.7M | $-47.7M | ||
| Q4 25 | $38.9M | $23.3M | ||
| Q3 25 | $48.5M | $51.0M | ||
| Q2 25 | $17.5M | $36.0M | ||
| Q1 25 | $26.7M | $-46.9M | ||
| Q4 24 | $9.9M | $6.2M | ||
| Q3 24 | $29.0M | $37.2M | ||
| Q2 24 | $10.2M | $52.4M |
| Q1 26 | — | — | ||
| Q4 25 | $38.6M | $14.1M | ||
| Q3 25 | $48.4M | $45.2M | ||
| Q2 25 | $16.8M | $29.1M | ||
| Q1 25 | $26.5M | $-50.3M | ||
| Q4 24 | $9.7M | $-98.0K | ||
| Q3 24 | $28.9M | $33.2M | ||
| Q2 24 | $9.9M | $47.9M |
| Q1 26 | — | — | ||
| Q4 25 | 17.1% | 14.1% | ||
| Q3 25 | 22.5% | 27.9% | ||
| Q2 25 | 9.0% | 16.8% | ||
| Q1 25 | 12.7% | -45.2% | ||
| Q4 24 | 5.3% | -0.1% | ||
| Q3 24 | 15.1% | 22.1% | ||
| Q2 24 | 6.6% | 29.9% |
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 9.2% | ||
| Q3 25 | 0.0% | 3.6% | ||
| Q2 25 | 0.4% | 4.0% | ||
| Q1 25 | 0.1% | 3.1% | ||
| Q4 24 | 0.1% | 7.2% | ||
| Q3 24 | 0.1% | 2.7% | ||
| Q2 24 | 0.2% | 2.8% |
| Q1 26 | 1.75× | — | ||
| Q4 25 | 2.78× | — | ||
| Q3 25 | 1.84× | 6.29× | ||
| Q2 25 | 2.13× | 2.25× | ||
| Q1 25 | 133.50× | — | ||
| Q4 24 | 0.26× | — | ||
| Q3 24 | 290.00× | 6.32× | ||
| Q2 24 | — | 3.95× |
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% |
SWIM
Segment breakdown not available.
