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Verdict
Quantitative factor alignment verified for current market regime.
Quant Score
Rank
#2715
Positioning
Market Dominance
Services
Computer Software
$809M
Sarah J. Friar
Nextdoor Holdings, Inc. operates as the neighborhood network that connects neighbors, businesses, and public services in the United States and internationally. It enables small and mid-sized businesses, large brands, public agencies, and nonprofits to receive information, give and get help, and build connections.
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Get full access to institutional-quality research tools with Blank Capital Pro.
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Get full access to institutional-quality research tools with Blank Capital Pro.
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X-AXIS: EV/EBITDA (LOWER = CHEAPER) | Y-AXIS: ROE (HIGHER = ELITE) | RED CIRCLE = NXDR ANALYSIS TARGET
| Stock | Rating | Score▼ | Quality | Value | Momentum | P/E | EV/EBITDA | ROE | ROA | Gross Mgn | Op Mgn | Net Mgn | Rev Growth | Div Yield | D/E | Mkt Cap | AUDIT |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
$YALA Yalla Group Ltd | 75 | 89 | 99 | 80 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$GRVY GRAVITY Co., Ltd. | 75 | 82 | 96 | 71 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$ISSC INNOVATIVE SOLUTIONS & SUPPORT INC | 73 | 81 | 88 | 94 | 25.0x | 14.1x | 17.1% | 10.3% | 35.5% | 14.6% | 10.1% | 105.2% | 0.0% | 41.0x | $244M | VS | |
$AER AerCap Holdings N.V. | 72 | 60 | 87 | 84 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$HCSG HEALTHCARE SERVICES GROUP INC | 72 | 74 | 88 | 88 | 7.1x | 6.1x | 28.9% | 20.8% | 20.8% | 9.9% | 9.3% | 8.5% | 0.0% | 1.0x | $1.2B | VS | |
$LQDT LIQUIDITY SERVICES INC | 72 | 90 | 88 | 68 | 24.9x | 14.3x | 14.1% | 8.3% | 45.7% | 8.5% | 6.2% | 28.1% | 0.0% | 0.0x | $736M | VS | |
$TRTNpA Triton International Ltd | 71 | 70 | 89 | 70 | - | 1.7x | 0.0% | - | 97.4% | 58.0% | 37.4% | - | 8.8% | 264.0x | $2.5B | VS | |
$EDU New Oriental Education & Technology Group Inc. | 71 | 83 | 52 | 77 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$NTES NetEase, Inc. | 71 | 88 | 93 | 68 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$UTI UNIVERSAL TECHNICAL INSTITUTE INC | 70 | 86 | 86 | 72 | 43.2x | 16.0x | 15.3% | 5.8% | 100.0% | 6.9% | 5.2% | 15.1% | 0.0% | 24.0x | $1.8B | VS | |
$NXDR Nextdoor Holdings, Inc. | 46 | 45 | 33 | 48 | - | - | -15.1% | -13.4% | 83.5% | -34.4% | -26.4% | 8.9% | 0.0% | 13.0x | $809M | ||
| SECTOR BENCH | - | - | - | - | - | 23.7x | 11.7x | 5.7% | 2.4% | 64.6% | 4.5% | 2.8% | 8.6% | 0.0% | 0.3x | - | REF |
Nextdoor Holdings, Inc. (NXDR) receives a "Reduce" rating with a composite score of 45.6/100. It ranks #2715 out of 7,333 stocks in our coverage universe and carries a 2-star rating. Ratings are driven by a 6-factor quantitative model measuring quality, value, momentum, investment, stability, and short interest.
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In-line with peers — no strong momentum signal
Expensive relative to fundamentals — limited margin of safety
Average quality profile
Average volatility — neutral timing signal
Aggressive spending — empire-building risk, dilutive growth
Mid-range overall rating
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Relative valuation derived from Services sector benchmarks. Model weights: EV/EBITDA (40%), P/B (35%), P/S (25%). Re-calculated daily.
No analyst ratings for NXDR.
View All Ratings| Factor | Global | Sector | Tilt |
|---|---|---|---|
| PROFITABILITY | 45 | 44 | +1NEUTRAL |
| MOMENTUM | 48 | 48 | 0NEUTRAL |
| VALUATION | 33 | 27 | +6ALPHA |
| INVESTMENT | 30 | 32 | -2NEUTRAL |
| STABILITY | 52 | 55 | -3NEUTRAL |
| SHORT INT | 71 | 86 | -15DRAG |
Global = full universe. Sector = relative to industry peers. Positive tilt indicates idiosyncratic strength.
ROE proxy -15.1% (sector 5.7%)
GM 84% vs sector 65%, OM -34% vs sector 5%
Capital turnover N/A, R&D intensity 52.5%
Rev growth 9%, 5yr history
Interest coverage N/A
Composite assessment of profitability, capital efficiency, and financial strength. Top-tier entities demonstrate sustainable cash flow generation and elite competitive moats.
Profit generated per dollar of shareholder equity
Efficiency of asset utilization
Pricing power and cost efficiency
Core business profitability
Bottom-line profitability
The Quality factor evaluates the persistence and magnitude of realized cash flows. Companies with scores >70 exhibit superior pricing power and structural financial resilience through diverse economic regimes.
Our uncertainty rating tracks the predictability of future cash flows and potential for permanent capital loss. Moderate visibility with standard industry cyclicality.
We rate Nextdoor Holdings, Inc. (NXDR) as a Reduce with a composite score of 45.6/100 at a current price of $1.67. The quantitative profile shows weakness across multiple dimensions, suggesting limited upside potential.
Nextdoor Holdings, Inc. holds a top-quartile position (#0 of 50) within the Services sector, based on our composite quantitative scoring across quality, value, momentum, and stability factors. The composite score of 45.6/100 places it at rank #2715 in our full universe.
Narrow
Medium
Poor
Fair Value
Gross margins of 84% signal strong pricing power.
Stable competitive position in a defensive sector.
Vulnerability to macroeconomic shocks and interest rate volatility.
Nextdoor Holdings, Inc. represents a reduce based on multi-factor quantitative performance.
Nextdoor Holdings, Inc. receives a Reduce rating from our analysis, with a composite score of 45.6/100 and 2 out of 5 stars, ranking #2715 out of 7,333 stocks. NXDR's factor profile shows weakness across multiple dimensions, suggesting the stock may underperform going forward. Existing holders may want to consider trimming positions or tightening stop-losses.
With a quality score of 45/100, NXDR shows adequate but unremarkable business quality. The company reports a return on equity of -15.1% (sector avg: 5.7%), gross margins of 83.5% (sector avg: 64.6%), net margins of -26.4% (sector avg: 2.8%). This suggests the company generates acceptable returns but may lack the competitive positioning or operational efficiency to stand out from peers.
With a value score of 33/100, NXDR appears somewhat expensive relative to its fundamentals. Key valuation metrics include a P/B ratio of 1.52x. Investors paying a premium here are likely betting on above-average growth or margin expansion to justify current prices.
Nextdoor Holdings, Inc.'s investment score of 30/100 suggests limited reinvestment activity. Key growth metrics include revenue growth of 8.9% vs. a sector average of 8.6% and a return on assets of -13.4% (sector: 2.4%). While this can be positive for mature, cash-generative businesses returning capital to shareholders, it may also signal a lack of growth opportunities or management conservatism.
NXDR is currently showing below-average momentum at 48/100, which may indicate weakening institutional interest or negative sentiment shifts. Revenue growth stands at 8.9% year-over-year, while a beta of 0.95 reflects its sensitivity to broader market moves. Investors should note that declining momentum can precede further price weakness, though contrarian opportunities sometimes emerge at these levels.
With a stability score of 52/100, NXDR exhibits average financial resilience. Key stability metrics include a beta of 0.95 and a debt-to-equity ratio of 13.00x (sector avg: 0.3x). While the balance sheet is not a major concern, the stock is subject to typical market volatility and may experience sharper drawdowns during risk-off episodes.
NXDR carries a short interest score of 71/100, indicating moderate short selling activity. This is a neutral reading — not enough to signal systemic bearishness, but worth monitoring. Specific risk factors include elevated leverage (D/E: 13.00x), small-cap liquidity risk. At $809M market cap (small-cap), Nextdoor Holdings, Inc. offers reasonable institutional liquidity.
Nextdoor Holdings, Inc. is a small-cap company in the Services sector, ranked #0 of 50 in its sector (100th percentile) and #2715 of 7,333 overall (63rd percentile). Key comparisons include ROE of -15.1% trailing the 5.7% sector median and operating margins of -34.4% below the 4.5% sector average. This top-quartile standing reflects exceptional competitive strength relative to Services peers.
While NXDR currently exhibits a REDUCE profile, superior opportunities exist within the SERVICES sector. Our model identifies several "Strong Buy" candidates with higher quality scores and more attractive valuations among direct industry competitors.
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Improvement in Investment (30) would have the largest impact on the composite score.
ROE 363% BELOW SECTOR MEDIAN
Gross Margin 29% ABOVE SECTOR MEDIAN (FAVORABLE)
Op. Margin 865% BELOW SECTOR MEDIAN
Above 50MA
37.18%
Net New Highs
+51081
Nextdoor Holdings Inc (NXDR) reports its strongest quarter with 7% revenue growth, positive adjusted EBITDA, and a robust cash position.
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