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EVER vs. NRDS
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

EVER vs. NRDS - Performance Comparison

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

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Returns By Period

In the year-to-date period, EVER achieves a -29.63% return, which is significantly higher than NRDS's -37.86% return.


EVER

1D
-4.76%
1M
31.12%
YTD
-29.63%
6M
-30.02%
1Y
-20.54%
3Y*
26.10%
5Y*
-9.85%
10Y*

NRDS

1D
-3.77%
1M
-23.52%
YTD
-37.86%
6M
-47.14%
1Y
-19.96%
3Y*
-5.92%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EVER vs. NRDS - Yearly Performance Comparison


2026 (YTD)20252024202320222021
EVER
EverQuote, Inc.
-29.63%35.07%63.32%-16.96%-5.87%16.52%
NRDS
NerdWallet, Inc.
-37.86%1.88%-9.65%53.33%-38.26%-45.05%

Correlation

The correlation between EVER and NRDS is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.45

Correlation (3Y)
Calculated over the trailing 3-year period

0.39

Correlation (All Time)
Calculated using the full available price history since Nov 5, 2021

0.37

Fundamentals

Market Cap

EVER:

$701.90M

NRDS:

$585.19M

EPS

EVER:

$2.92

NRDS:

$0.93

PE Ratio

EVER:

6.50

NRDS:

9.08

PEG Ratio

EVER:

0.03

NRDS:

0.07

PS Ratio

EVER:

1.00

NRDS:

0.74

Total Revenue (TTM)

EVER:

$716.74M

NRDS:

$849.60M

Gross Profit (TTM)

EVER:

$698.48M

NRDS:

$790.50M

EBITDA (TTM)

EVER:

$78.59M

NRDS:

$128.50M

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Return for Risk

EVER vs. NRDS — Risk / Return Rank

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

EVER
EVER Risk / Return Rank: 2929
Overall Rank
EVER Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
EVER Sortino Ratio Rank: 3131
Sortino Ratio Rank
EVER Omega Ratio Rank: 3131
Omega Ratio Rank
EVER Calmar Ratio Rank: 2828
Calmar Ratio Rank
EVER Martin Ratio Rank: 2727
Martin Ratio Rank

NRDS
NRDS Risk / Return Rank: 2424
Overall Rank
NRDS Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
NRDS Sortino Ratio Rank: 2424
Sortino Ratio Rank
NRDS Omega Ratio Rank: 2323
Omega Ratio Rank
NRDS Calmar Ratio Rank: 2828
Calmar Ratio Rank
NRDS Martin Ratio Rank: 2323
Martin Ratio Rank
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.

EVER vs. NRDS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for EverQuote, Inc. (EVER) 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.


EVERNRDSDifference

Sharpe ratio

Return per unit of total volatility

-0.26

-0.42

+0.16

Sortino ratio

Return per unit of downside risk

0.08

-0.29

+0.37

Omega ratio

Gain probability vs. loss probability

1.01

0.96

+0.05

Calmar ratio

Return relative to maximum drawdown

-0.36

-0.38

+0.02

Martin ratio

Return relative to average drawdown

-0.70

-0.88

+0.18

EVER vs. NRDS - Sharpe Ratio Comparison

The current EVER Sharpe Ratio is -0.26, which is higher than the NRDS Sharpe Ratio of -0.42. The chart below compares the historical Sharpe Ratios of EVER and NRDS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


EVERNRDSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.26

-0.42

+0.16

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

0.01

-0.34

+0.35

Drawdowns

EVER vs. NRDS - Drawdown Comparison

The maximum EVER drawdown since its inception was -91.18%, which is greater than NRDS's maximum drawdown of -77.00%. Use the drawdown chart below to compare losses from any high point for EVER and NRDS.


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Drawdown Indicators


EVERNRDSDifference

Max Drawdown

Largest peak-to-trough decline

-91.18%

-77.00%

-14.18%

Max Drawdown (1Y)

Largest decline over 1 year

-48.80%

-52.42%

+3.62%

Max Drawdown (3Y)

Largest decline over 3 years

-51.97%

-55.36%

+3.39%

Max Drawdown (5Y)

Largest decline over 5 years

-84.02%

Current Drawdown

Current decline from peak

-69.74%

-70.25%

+0.51%

Average Drawdown

Average peak-to-trough decline

-57.60%

-57.13%

-0.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

24.93%

22.75%

+2.18%

Volatility

EVER vs. NRDS - Volatility Comparison

EverQuote, Inc. (EVER) has a higher volatility of 53.58% compared to NerdWallet, Inc. (NRDS) at 19.77%. This indicates that EVER's price experiences larger fluctuations and is considered to be riskier than NRDS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EVERNRDSDifference

Volatility (1M)

Calculated over the trailing 1-month period

53.58%

19.77%

+33.81%

Volatility (6M)

Calculated over the trailing 6-month period

63.50%

35.71%

+27.79%

Volatility (1Y)

Calculated over the trailing 1-year period

79.62%

48.16%

+31.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

72.67%

68.11%

+4.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

75.90%

68.11%

+7.79%

Dividends

EVER vs. NRDS - Dividend Comparison

Neither EVER nor NRDS has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

EVER vs. NRDS - Financials Comparison

This section allows you to compare key financial metrics between EverQuote, Inc. and NerdWallet, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


50.00M100.00M150.00M200.00M20222023202420252026
190.85M
222.20M
(EVER) Total Revenue
(NRDS) Total Revenue
Values in USD except per share items

EVER vs. NRDS - Profitability Comparison

The chart below illustrates the profitability comparison between EverQuote, Inc. and NerdWallet, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

88.0%90.0%92.0%94.0%96.0%98.0%20222023202420252026
97.8%
93.9%
Portfolio components
EVER - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, EverQuote, Inc. reported a gross profit of 186.59M and revenue of 190.85M. Therefore, the gross margin over that period was 97.8%.

NRDS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, NerdWallet, Inc. reported a gross profit of 208.60M and revenue of 222.20M. Therefore, the gross margin over that period was 93.9%.

EVER - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, EverQuote, Inc. reported an operating income of 23.42M and revenue of 190.85M, resulting in an operating margin of 12.3%.

NRDS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, NerdWallet, Inc. reported an operating income of 27.20M and revenue of 222.20M, resulting in an operating margin of 12.2%.

EVER - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, EverQuote, Inc. reported a net income of 18.67M and revenue of 190.85M, resulting in a net margin of 9.8%.

NRDS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, NerdWallet, Inc. reported a net income of 20.40M and revenue of 222.20M, resulting in a net margin of 9.2%.


Frequently Asked Questions


EVER and NRDS have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EVER has higher volatility (53.58%) compared to NRDS (19.77%). In terms of maximum drawdown, EVER dropped -91.18% vs NRDS's -77.00%.

EVER currently has the higher Sharpe Ratio (-0.26 vs -0.42), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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