NRDS vs. ENV

Last updated Jun 9, 2026

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

Performance

NRDS vs. ENV - Performance Comparison

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

Returns By Period

NRDS

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

ENV

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

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

NRDS vs. ENV - Yearly Performance Comparison

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

Correlation

The correlation between NRDS and ENV 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) NRDS : $849.60M ENV : $1.34B
Gross Profit (TTM) NRDS : $790.50M ENV : $911.20M
EBITDA (TTM) NRDS : $128.50M ENV : -$92.97M

Return for Risk

NRDS vs. ENV — 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.

NRDS vs. ENV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for NerdWallet, Inc. (NRDS) and Envestnet, Inc. (ENV). 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.

	NRDS	ENV	Difference
Sharpe ratio: Return per unit of total volatility	-0.59	—	—
Sortino ratio: Return per unit of downside risk	-0.58	—	—
Omega ratio: Gain probability vs. loss probability	0.92	—	—
Calmar ratio: Return relative to maximum drawdown	-0.54	—	—
Martin ratio: Return relative to average drawdown	-1.21	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	NRDS	ENV	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

	NRDS	ENV	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

	NRDS	ENV	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

NRDS vs. ENV - Dividend Comparison

Neither NRDS nor ENV has paid dividends to shareholders.

Tickers have no history of dividend payments

Financials

Frequently Asked Questions

Can I hold both NRDS and ENV in my portfolio?

NRDS and ENV 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.