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NERDWALLET, INC.（NRDS）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
NERDWALLET, INC.的季度营收约是ROGERS CORP的1.1倍（$225.4M vs $200.5M），NERDWALLET, INC.净利率更高（6.2% vs 2.2%，领先4.0%），NERDWALLET, INC.同比增速更快（22.6% vs 5.2%），NERDWALLET, INC.自由现金流更多（$38.6M vs $1.1M），过去两年NERDWALLET, INC.的营收复合增速更高（18.0% vs -3.3%）
NERDWALLET是一家美国个人金融服务企业，由陈Tim与雅各布·吉布森于2009年创立。该企业运营网站与移动应用，通过向用户推广各类金融产品实现盈利，为用户提供个人理财相关的信息参考与服务支持。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
NRDS vs ROG — 直观对比
营收规模更大
NRDS
是对方的1.1倍
$200.5M
营收增速更快
NRDS
高出17.4%
5.2%
净利率更高
NRDS
高出4.0%
2.2%
自由现金流更多
NRDS
多$37.5M
$1.1M
两年增速更快
NRDS
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $225.4M | $200.5M |
| 净利润 | $14.0M | $4.5M |
| 毛利率 | 94.0% | 32.2% |
| 营业利润率 | 8.6% | — |
| 净利率 | 6.2% | 2.2% |
| 营收同比 | 22.6% | 5.2% |
| 净利润同比 | -63.7% | 421.4% |
| 每股收益（稀释后） | $0.19 | $0.25 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收NRDSROG
| 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 |
净利润NRDSROG
| 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 |
毛利率NRDSROG
| 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% |
营业利润率NRDSROG
| 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% |
净利率NRDSROG
| 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% |
每股收益（稀释后）NRDSROG
| 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 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $98.3M | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $374.5M | $1.2B |
| 总资产 | $461.1M | $1.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资NRDSROG
| 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 |
股东权益NRDSROG
| 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 |
总资产NRDSROG
| 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 |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $38.9M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $38.6M | $1.1M |
| 自由现金流率自由现金流/营收 | 17.1% | 0.5% |
| 资本支出强度资本支出/营收 | 0.1% | 2.3% |
| 现金转化率经营现金流/净利润 | 2.78× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $130.3M | $70.1M |
8季度趋势，按日历期对齐
经营现金流NRDSROG
| 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 |
自由现金流NRDSROG
| 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 |
自由现金流率NRDSROG
| 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% |
资本支出强度NRDSROG
| 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% |
现金转化率NRDSROG
| 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× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
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
暂无分部数据
