Loading…
← CockpitCompetitor Analysis › NXDR Nextdoor Holdings, Inc. Class AOpen in the cockpit ↗

Nextdoor Holdings, Inc. Class ANXDRCompetitor analysis, valuation and peers

United States · USD·Information Technology›Internet Software/Services
Momentum weak 22
Mkt cap
$758M
US dollars, full cap
Free float
90%
of shares outstanding
$/day
$4.67M
20-day average traded
Fwd P/E
350.1×
forward earnings
ROIC−WACC
-71.6 pp
WACC 11.9%
Hurdle
+8 pp
Req g minus delivered
Next earnings
116 days
2 Mar 2027
Close · USD$1.96
1D-7.5%
1W-12.5%
1M-21.9%
3M-26.9%
6M-3.0%
YTD-6.7%
1Y+13.9%
ATR %7.0%
Beta1.70
52w lowhigh47.3% off high

What Nextdoor does

Employees: 463

Nextdoor at a glance

Size Nextdoor (NXDR) is a United States Information Technology company (Internet Software/Services) with a market value of $758M, the 2429th largest of 3,117 United States companies the cockpit tracks. Shares closed at $1.96 on 6 Nov 2026.

Performance Over six months the shares fell 3.0%, against -7.5% for the median peer and -1.1% for the United States market (cap-weighted) — 10th highest of 21 in its peer set.

Growth Revenue grew 9.8% over the last twelve months (peer median +11.8%); the operating margin is -16.6% (peer median 7.5%).

Valuation It trades at 350.1× forward earnings against a peer median of 15.0× (2nd most expensive of 16).

Price implies For today's price to make sense, revenue must grow about 24% a year for seven years (Req g). Recent delivered growth is +16%, so the hurdle is +8 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 71.6 points below its cost of capital (11.9% WACC).

Next results Next results expected around 2 Mar 2027 (exchange calendar; dates can move).

Relative performance

10012014011 May 202611 Aug 20266 Nov 2026NXDR 102Peer median 90
Six months, rebased to 100: Nextdoor against the median of its 20 peers (local-currency closes).

Nextdoor financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$275M$258M$247M$218M$213M
Revenue growth—+4%+13%+3%—
Gross profit$230M$215M$202M$171M$168M
EBITDA-$44.1M-$70.0M-$118M-$167M-$139M
Net income-$30.4M-$54.2M-$98.1M-$148M-$138M
Free cash flow$12.3M$5.89M-$20.6M-$59.5M-$63.7M
Capital expenditure$486,000$580,000$404,000$267,000$3.16M
Total debt$27.7M$32.3M$40.7M$66.6M$61.6M

Quarterly statements and history in the cockpit →

Nextdoor competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%+20%+40%-20%0%+20%IXIGOATGPXEDCARSPUBMFUBOJMIAYALASDR22734819IQTMVLZOMDA2687SIFYJUSTDIALHEPSNXDR6-month return →1-month return →
Up and to the right = strong over both horizons. Nextdoor is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%+60%0×200×IXIGOATGPXEDCARSPUBMSDR22734819LZOMDA76852687NXDRRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Nextdoor is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%IXIGOATGCARSPUBMSDR22734819TMVLZOMDA7685NXDRGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Nextdoor is the large dot.

Nextdoor competitors and peer comparison

How Nextdoor compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Nextdoor against its 20 peers (data as of 6 Nov 2026)
MeasureNXDRPeer medianRank in peer set
1-month return-21.9%-4.8%5th lowest of 21
6-month return-3.0%-7.5%10th highest of 21
Distance from 52-week high-47.3%-38.9%7th lowest of 21
Revenue growth (TTM)+9.8%+11.8%9th lowest of 20
Operating margin-16.6%7.5%2nd lowest of 20
Forward P/E350.1×15.0×2nd most expensive of 16
Growth the price implies (Req g, 7 yrs)24.0%7.8%4th most demanding of 12
Growth delivered (Del g)+15.9%+21.4%6th lowest of 12
Hurdle (Req g minus delivered)+8.1 pp-9.9 pp2nd most demanding of 12
ROIC minus cost of capital-71.6 pp-4.8 pplowest of 15

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Nextdoor NXDRUnited States$758M-3%+10%-17%350.1×24.0%+15.9%
Le Travenues Technology IXIGO.NSIndia$775M-2%+16%6%47.3×38.2%+55.4%
Auction Technology ATG.LUnited Kingdom$789M+36%+22%11%16.1×22.7%+32.6%
Phoenix Education Partners PXEDUnited States$718M-36%+1%17%5.0×n/an/a
Cars.com CARSUnited States$715M+14%+1%11%6.2×5.7%+5.7%
PubMatic PUBMUnited States$811M+82%-1%-5%360.6×7.8%+13.7%
FuboTV FUBOUnited States$830M-26%n/an/an/an/an/a
Jumia Technologies AG Sponsored ADR JMIAUnited States$676M-29%+27%-27%n/an/an/a
Yalla Group Ltd. Sponsored ADR YALAUnited States$863M-21%-4%31%7.0×n/an/a
SiteMinder SDR.AXAustralia$666M+14%+19%-2%94.9×21.9%+21.4%
Gushengtang 2273.HKHong Kong$874M+1%+12%13%13.4×2.4%+27.6%
Digital Garage 4819.TJapan$654M-10%+4%-6%61.2×30.0%+7.1%
iQIYI, Inc. Sponsored ADR IQUnited States$886M-20%-3%-2%n/an/an/a
TeamViewer TMV.DEGermany$894M-5%+2%34%5.2×-11.0%+10.4%
LegalZoom.com LZUnited States$897M-19%+12%4%6.7×6.1%+9.9%
Omada Health OMDAUnited States$924M+2%+48%0%37.1×28.7%+42.9%
BuySell Technologies 7685.TJapan$938M-28%+58%11%15.0×-1.2%+46.8%
Shanghai Able Digital Science&Tech 2687.HKHong Kong$612M-50%+19%10%20.6×n/an/a
Sify Technologies Limited Sponsored ADR SIFYUnited States$941M-20%+11%8%n/an/an/a
Just Dial JUSTDIAL.NSIndia$610M+24%+9%25%10.9×n/an/a
D-MARKET Elektronik Hizmetler ve Ticaret AS Sponsored ADR HEPSUnited States$979M-3%+22%-3%n/an/an/a

Questions

Which companies are Nextdoor's closest peers?
The cockpit's peer set: Le Travenues Technology (IXIGO.NS), Auction Technology (ATG.L), Phoenix Education Partners (PXED), Cars.com (CARS), PubMatic (PUBM), FuboTV (FUBO), Jumia Technologies AG Sponsored ADR (JMIA), Yalla Group Ltd. Sponsored ADR (YALA).
Is Nextdoor expensive compared with its peers?
On forward p/e it trades at 350.1× against a peer median of 15.0×, 2nd most expensive of 16 in its peer set. For today's price to make sense, revenue must grow about 24% a year for seven years (Req g). Recent delivered growth is +16%, so the hurdle is +8 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Nextdoor stock performed?
Over six months to 6 Nov 2026 the shares returned -3.0% against -7.5% for the median peer; over one year +13.9%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.