EverQuote, Inc. (EVER) vs Nextdoor Holdings, Inc. (NXDR)

EverQuote, Inc. and Nextdoor Holdings, Inc. are both Internet Content & Information companies. Nextdoor Holdings, Inc. is the larger, with a market value of $967.1M against $636.4M — 1.5× the size. Nextdoor Holdings, Inc. has negative trailing earnings, so its P/E is not meaningful; EverQuote, Inc. trades at 5.8×. EverQuote, Inc. grew revenue faster over the last twelve months: 22.8% against 9.79%. EverQuote, Inc. has the higher net margin (15.2% vs −11.1%) and the higher return on invested capital (80.6% vs −87.4%). Across the 18 metrics below, EverQuote, Inc. leads on 15 and Nextdoor Holdings, Inc. on 3.

Valuation

Metric EVER NXDR Internet Content & Information median
P/E 5.84 n/m 10.24
P/S 0.87 3.48 0.87
P/B 2.55 2.33 1.32
Price to free cash flow 6.89 77.94 8.85
EV/EBITDA 5.39 n/m 8.86
EV/Sales 0.62 2.13 1.15
Earnings yield 17.11% (3.01%) (1.58%)
Free cash flow yield 14.51% 1.28% 2.32%

Profitability

Metric EVER NXDR Internet Content & Information median
Gross margin 97.65% 84.19% 66.84%
Operating margin 11.00% (16.62%) (3.41%)
Net margin 15.16% (11.08%) (3.02%)
Free cash flow margin 12.60% 4.47% 1.75%
Return on equity 53.61% (7.24%) 0.00%
Return on assets 39.31% (6.39%) (0.36%)
Return on invested capital 80.55% (87.38%) 0.00%

Growth

Metric EVER NXDR Internet Content & Information median
Revenue growth (TTM) 22.75% 9.79% 2.65%
EPS growth (last fiscal year) 198.86% 44.00% —
Revenue growth, 5-year CAGR 14.83% 15.88% 9.73%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric EVER NXDR Internet Content & Information median
Debt to equity 0.00 0.00 0.01
Current ratio 3.33 13.27 1.82
Net debt to EBITDA (2.76) 5.78 (0.48)

Dividend

Metric EVER NXDR Internet Content & Information median
Dividend yield — — 3.19%
Payout ratio 0.00 0.00 0.00

Size

Metric EVER NXDR Internet Content & Information median
Market cap 636.43m 967.12m 283.68m

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