ENV vs. NRDS

Last updated Jun 9, 2026

ENV (Envestnet, Inc.) and NRDS (NerdWallet, Inc.) are both stocks. ENV operates in Software - Application (Technology), while NRDS operates in Credit Services (Financial Services). At a 0.22 correlation, their price movements are largely independent.

Performance

ENV vs. NRDS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Envestnet, Inc. (ENV) and NerdWallet, Inc. (NRDS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

ENV

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

NRDS

• 1D: 0.13%
• 1M: -12.64%
• YTD: -41.11%
• 6M: -47.26%
• 1Y: -28.43%
• 3Y*: -7.46%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ENV vs. NRDS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
ENV Envestnet, Inc.	0.00%	0.00%	27.50%	-19.74%	-22.23%	-4.19%
NRDS NerdWallet, Inc.	-41.11%	1.88%	-9.65%	53.33%	-38.26%	-45.05%

Correlation

The correlation between ENV and NRDS is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (3Y) Calculated over the trailing 3-year period	0.19
Correlation (All Time) Calculated using the full available price history since Nov 5, 2021	0.22

Fundamentals

Total Revenue (TTM) ENV : $1.34B NRDS : $849.60M
Gross Profit (TTM) ENV : $911.20M NRDS : $790.50M
EBITDA (TTM) ENV : -$92.97M NRDS : $128.50M

Return for Risk

ENV vs. NRDS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NRDS

NRDS Risk / Return Rank: 18
NRDS Sharpe Ratio Rank: 16
NRDS Sortino Ratio Rank: 19
NRDS Omega Ratio Rank: 18
NRDS Calmar Ratio Rank: 23
NRDS Martin Ratio Rank: 15

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ENV vs. NRDS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Envestnet, Inc. (ENV) and NerdWallet, Inc. (NRDS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	ENV	NRDS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	-0.59	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	-0.36	—

Drawdowns

Drawdown Indicators

	ENV	NRDS	Difference
Max Drawdown Largest peak-to-trough decline	—	-77.00%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-52.42%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-55.36%	—
Current Drawdown Current decline from peak	—	-71.80%	—
Average Drawdown Average peak-to-trough decline	—	-57.18%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	23.60%	—

Volatility

Volatility by Period

	ENV	NRDS	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	15.26%	—
Volatility (6M) Calculated over the trailing 6-month period	—	35.68%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	48.39%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	68.04%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	68.04%	—

Dividends

ENV vs. NRDS - Dividend Comparison

Neither ENV nor NRDS has paid dividends to shareholders.

Tickers have no history of dividend payments

Financials

Frequently Asked Questions

Can I hold both ENV and NRDS in my portfolio?

ENV and NRDS have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.