NXDRNextdoor Holdings, Inc.
Services-Computer Programming, Data Processing, Etc.
- Revenue
- $258M
- 4.2% YoY
- Operating margin
- -27.9%
- 43% YoY
- EBITDA
- −$70M
- 41% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 2 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCFired25% of revenueOver 10% of revenue
- Payouts exceed cash flowFired292% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear0% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $192M | $213M | $218M | $247M | $258M | 4.2% |
| Operating income | −$95M | −$144M | −$172M | −$122M | −$72M | 41% |
| Net income | $95M | $138M | $148M | −$98M | −$54M | 45% |
| Operating cash flow | −$51M | −$61M | −$59M | −$20M | $6M | 132% |
| Capex | $9M | $3M | $267K | $404K | $580K | 44% |
| Stock-based comp | $48M | $64M | $83M | $74M | $65M | 12% |
| Buybacks | $0 | $77M | $0 | $76M | $19M | 75% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $1M · 8
- Net
- −$1M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 16 | 110 |
| FY2024 | — | — | 18 | 99 |
| FY2023 | $3M | $3M | 15 | 75 |
| FY2022 | $8M | $26M | 16 | 50 |
| FY2021 | $20M | $72M | 61 | 91 |