Nextdoor (NXDR)
Market Price (12/4/2025): $1.73 | Market Cap: $670.0 MilSector: Communication Services | Industry: Interactive Media & Services
Nextdoor (NXDR)
Market Price (12/4/2025): $1.73Market Cap: $670.0 MilSector: Communication ServicesIndustry: Interactive Media & Services
Investment Highlights
Why It Matters
Which of these 2 stories sounds closer for this stock?
1. Generates cash flow
The stock generated 4% or more of the share price (called cash flow yield), and shows moderate 10-15% or more growth.
2. Riding a trend
Think Tesla during the pandemic of 2020 when EVs were riding a cultural high, or Nvidia in the current AI boom, or even Figma. These companies don’t have enough yield, or, enough growth, or both - however - they are riding a trend. They have momentum. These can be more volatile - they don’t have the floor of strong cash flow
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -46% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -82 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -32% |
| Megatrend and thematic driversMegatrends include Hyperlocal Social & Economic Networks. Themes include Neighborhood Social Networking, Local Online Marketplaces, and Local Business Engagement. | Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 92x |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -12% |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -46% |
| Megatrend and thematic driversMegatrends include Hyperlocal Social & Economic Networks. Themes include Neighborhood Social Networking, Local Online Marketplaces, and Local Business Engagement. |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -82 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -32% |
| Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 92x |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -12% |
Valuation, Metrics & Events
NXDR Stock
Why The Stock Moved
Qualitative Assessment
AI Generated Analysis | Feedback
Nextdoor (NXDR) experienced a significant stock movement between August 31, 2025, and December 4, 2025. While a precise -14.6% movement over the entire period cannot be specifically isolated with detailed reasons from the search results, the stock showed volatility and key events that influenced its price during this timeframe. For example, on November 5, 2025, the stock declined by 4.97%. The stock's all-time high in this period was $2.3492 on September 19, 2025, and its 52-week low was $1.56 on November 20, 2025.
Here are some key points highlighting factors that influenced Nextdoor's stock performance during this period:
1. Mixed Q3 2025 Financial Results: Nextdoor reported its highest quarterly revenue to date at $69 million in Q3 2025, a 5% year-over-year increase. However, this growth was accompanied by a 3% year-over-year decline in Platform Weekly Active Users (WAU) to 21.6 million, which the company stated was an intentional outcome of reducing notification volumes to improve engagement quality. The company also reported a GAAP net loss of $13 million, though this was an improvement from the previous year. These mixed results led to a 4.97% decline in shares on November 5, 2025, after the earnings release.
2. Strategic Shift Towards Engagement Quality Over User Growth: The company intentionally reduced new user acquisition efforts and notification volumes in Q3 2025, prioritizing quality engagement over raw user numbers. This strategic shift, while yielding financial benefits like record revenue and positive Adjusted EBITDA, also resulted in a decline in weekly active users, which likely contributed to investor apprehension regarding growth prospects.
Stock Movement Drivers
Return vs. Risk
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| NXDR Return | - | - | - | - | - | - | |
| Peers Return | 43% | 24% | -25% | 25% | 3% | 7% | 83% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 16% | 112% |
Monthly Win Rates [3] | |||||||
| NXDR Win Rate | - | - | - | - | - | 67% | |
| Peers Win Rate | 27% | 35% | 18% | 35% | 27% | 65% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 70% | |
Max Drawdowns [4] | |||||||
| NXDR Max Drawdown | - | - | - | - | - | - | |
| Peers Max Drawdown | -13% | -12% | -28% | -8% | -17% | -19% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: Z, ZIP, STUB, WSHP, GOOGL.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/3/2025 (YTD)
How Low Can It Go
NXDR has limited trading history. Below is the Communication Services sector ETF (XLC) in its place.
| Event | XLC | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -47.2% | -25.4% |
| % Gain to Breakeven | 89.5% | 34.1% |
| Time to Breakeven | 602 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -30.1% | -33.9% |
| % Gain to Breakeven | 43.2% | 51.3% |
| Time to Breakeven | 112 days | 148 days |
| 2018 Correction | ||
| % Loss | -24.8% | -19.8% |
| % Gain to Breakeven | 32.9% | 24.7% |
| Time to Breakeven | 326 days | 120 days |
Compare to
In The Past
The Communication Services Select Sector SPDR Fund's stock fell -47.2% during the 2022 Inflation Shock from a high on 9/1/2021. A -47.2% loss requires a 89.5% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth over time.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
Trade Ideas
Select past ideas related to NXDR. For more, see Trefis Trade Ideas.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11302025 | PINS | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 2.9% | 2.9% | 0.0% | |
| 11212025 | TMUS | T-Mobile US | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.8% | 0.8% | -1.2% |
| 11212025 | Z | Zillow | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 1.3% | 1.3% | 0.0% |
| 11072025 | IRDM | Iridium Communications | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | -0.5% | -0.5% | -5.6% |
| 10032025 | TTD | Trade Desk | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | -22.5% | -22.5% | -25.6% |
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11302025 | PINS | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 2.9% | 2.9% | 0.0% | |
| 11212025 | TMUS | T-Mobile US | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.8% | 0.8% | -1.2% |
| 11212025 | Z | Zillow | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 1.3% | 1.3% | 0.0% |
| 11072025 | IRDM | Iridium Communications | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | -0.5% | -0.5% | -5.6% |
| 10032025 | TTD | Trade Desk | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | -22.5% | -22.5% | -25.6% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons for Nextdoor
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 43.40 |
| Mkt Cap | 9.5 |
| Rev LTM | 1,466 |
| Op Inc LTM | -54 |
| FCF LTM | 79 |
| FCF 3Y Avg | 122 |
| CFO LTM | 217 |
| CFO 3Y Avg | 226 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 10.0% |
| Rev Chg 3Y Avg | 6.0% |
| Rev Chg Q | 10.5% |
| QoQ Delta Rev Chg LTM | 2.6% |
| Op Mgn LTM | -4.9% |
| Op Mgn 3Y Avg | -2.5% |
| QoQ Delta Op Mgn LTM | 0.7% |
| CFO/Rev LTM | 10.2% |
| CFO/Rev 3Y Avg | 14.4% |
| FCF/Rev LTM | 4.6% |
| FCF/Rev 3Y Avg | 9.0% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 9.5 |
| P/S | 5.4 |
| P/EBIT | -28.0 |
| P/E | -10.7 |
| P/CFO | 33.9 |
| Total Yield | -3.9% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 3.3% |
| D/E | 0.0 |
| Net D/E | -0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 1.8% |
| 3M Rtn | -2.1% |
| 6M Rtn | 8.3% |
| 12M Rtn | -9.5% |
| 3Y Rtn | 96.5% |
| 1M Excs Rtn | 1.8% |
| 3M Excs Rtn | -7.8% |
| 6M Excs Rtn | -6.5% |
| 12M Excs Rtn | -23.8% |
| 3Y Excs Rtn | 42.6% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 9302025 | 11052025 | 10-Q 9/30/2025 |
| 6302025 | 8072025 | 10-Q 6/30/2025 |
| 3312025 | 5072025 | 10-Q 3/31/2025 |
| 12312024 | 2272025 | 10-K 12/31/2024 |
| 9302024 | 11062024 | 10-Q 9/30/2024 |
| 6302024 | 8072024 | 10-Q 6/30/2024 |
| 3312024 | 5072024 | 10-Q 3/31/2024 |
| 12312023 | 2272024 | 10-K 12/31/2023 |
| 9302023 | 11072023 | 10-Q 9/30/2023 |
| 6302023 | 8082023 | 10-Q 6/30/2023 |
| 3312023 | 5092023 | 10-Q 3/31/2023 |
| 12312022 | 2282023 | 10-K 12/31/2022 |
| 9302022 | 11082022 | 10-Q 9/30/2022 |
| 6302022 | 8092022 | 10-Q 6/30/2022 |
| 3312022 | 5102022 | 10-Q 3/31/2022 |
| 12312021 | 3152022 | 10-K 12/31/2021 |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |