INVX vs. NRDS
INVX (Innovex International, Inc) and NRDS (NerdWallet, Inc.) are both stocks. INVX operates in Oil & Gas Equipment & Services (Energy), while NRDS operates in Credit Services (Financial Services). Over the past 3 years, INVX returned -0.22%/yr vs -0.42%/yr for NRDS. At a 0.13 correlation, their price movements are largely independent.
Performance
INVX vs. NRDS - Performance Comparison
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Returns By Period
In the year-to-date period, INVX achieves a 16.46% return, which is significantly higher than NRDS's -30.11% return.
INVX
- 1D
- 1.64%
- 1M
- -11.41%
- 6M
- 8.38%
- YTD
- 16.46%
- 1Y
- 57.22%
- 3Y*
- -0.22%
- 5Y*
- -4.39%
- 10Y*
- -8.05%
NRDS
- 1D
- -1.56%
- 1M
- 13.01%
- 6M
- -31.87%
- YTD
- -30.11%
- 1Y
- -10.58%
- 3Y*
- -0.42%
- 5Y*
- —
- 10Y*
- —
INVX vs. NRDS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
INVX Innovex International, Inc | 16.46% | 56.55% | -39.97% | -14.35% | 38.06% | -18.17% |
NRDS NerdWallet, Inc. | -30.11% | 1.88% | -9.65% | 53.33% | -38.26% | -33.83% |
Correlation
The correlation between INVX and NRDS is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Nov 4, 2021 | 0.13 |
Fundamentals
INVX:
$1.75B
NRDS:
$689.44M
INVX:
$0.75
NRDS:
$0.94
INVX:
34.02
NRDS:
10.10
INVX:
0.10
NRDS:
0.08
INVX:
1.81
NRDS:
0.82
INVX:
1.70
NRDS:
1.96
INVX:
$976.87M
NRDS:
$849.60M
INVX:
$280.46M
NRDS:
$790.50M
INVX:
$157.28M
NRDS:
$128.50M
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Return for Risk
INVX vs. NRDS — Risk / Return Rank
INVX
NRDS
INVX vs. NRDS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Innovex International, Inc (INVX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| INVX | NRDS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.70 | ||
| Sortino ratioReturn per unit of downside risk | +2.14 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 0.98 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 2.37 | -0.31 | +2.68 |
| Martin ratioReturn relative to average drawdown | 6.48 | -0.60 | +7.08 |
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Drawdowns
INVX vs. NRDS - Drawdown Comparison
The maximum INVX drawdown since its inception was -89.50%, which is greater than NRDS's maximum drawdown of -77.00%. Use the drawdown chart below to compare losses from any high point for INVX and NRDS.
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Drawdown Indicators
| INVX | NRDS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.50% | -77.00% | -12.50% |
Max Drawdown (1Y)Largest decline over 1 year | -23.96% | -52.42% | +28.46% |
Max Drawdown (3Y)Largest decline over 3 years | -58.93% | -55.36% | -3.57% |
Max Drawdown (5Y)Largest decline over 5 years | -68.88% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -81.31% | — | — |
Current DrawdownCurrent decline from peak | -78.66% | -66.54% | -12.12% |
Average DrawdownAverage peak-to-trough decline | -45.49% | -57.35% | +11.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.75% | 26.96% | -18.21% |
Volatility
INVX vs. NRDS - Volatility Comparison
Innovex International, Inc (INVX) has a higher volatility of 10.54% compared to NerdWallet, Inc. (NRDS) at 9.29%. This indicates that INVX'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
| INVX | NRDS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.54% | 9.29% | +1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 30.46% | 35.33% | -4.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.58% | 48.94% | -7.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 46.24% | 68.20% | -21.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.64% | 68.20% | -21.56% |
Dividends
INVX vs. NRDS - Dividend Comparison
Neither INVX nor NRDS has paid dividends to shareholders.
Financials
INVX vs. NRDS - Financials Comparison
This section allows you to compare key financial metrics between Innovex International, 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.
Total Revenue: Total amount of money received from sales and other business activities
INVX vs. NRDS - Profitability Comparison
INVX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Innovex International, Inc reported a gross profit of 84.51M and revenue of 239.03M. Therefore, the gross margin over that period was 35.4%.
NRDS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.
INVX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Innovex International, Inc reported an operating income of -21.83M and revenue of 239.03M, resulting in an operating margin of -9.1%.
NRDS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, NerdWallet, Inc. reported an operating income of 27.20M and revenue of 222.20M, resulting in an operating margin of 12.2%.
INVX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Innovex International, Inc reported a net income of -16.67M and revenue of 239.03M, resulting in a net margin of -7.0%.
NRDS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 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
INVX and NRDS have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
INVX has higher volatility (10.54%) compared to NRDS (9.29%). In terms of maximum drawdown, INVX dropped -89.50% vs NRDS's -77.00%.
INVX currently has the higher Sharpe Ratio (1.37 vs -0.33), 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.
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