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Financial statements

Nerdy Inc. financial statements

Income statement, balance sheet and cash flow statement for the last 7 fiscal years, taken from the XBRL data Nerdy Inc. files with the SEC in its annual reports.

In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.

Income statement

FY2020FY2020FY2021FY2022FY2023FY2024FY2025
Revenue90.5104141163193190179
Cost of revenue30.834.846.749.75761.875.2
Gross profit59.669.194113136128104
Selling and marketing3843.865.474.268.471.660.1
General and administrative42.243.2122130126127106
Operating income-20.5-17.9-96.5-90.8-57.6-70.1-61.9
Interest expense2.14.93.79
Interest income0.01
Other non-operating income0.2-1.9-8.57-0.180.02-0.020
Pre-tax income-22.4-24.7-30.6-63.9-67.6-67-60.8
Income tax000.040.020.110.120.16
Net income to minority interests00-3.35-28.5-27.5-24.6-21
Net income00-3.78-35.4-40.2-42.6-39.9
EBITDA-19.5-17-95.6-89.8-56.7-69.2-61.3
EPS, basic0.000.00-0.05-0.41-0.41-0.38-0.33
EPS, diluted0.000.00-0.05-0.41-0.41-0.38-0.33
Shares, basic (weighted)0079.285.997.2112121
Shares, diluted (weighted)0079.285.997.2112121

Balance sheet

FY2020FY2020FY2021FY2022FY2023FY2024FY2025
Cash and equivalents2529.314490.774.852.547.9
Receivables0.485.3211.615.47.345.64
Other current assets1.826.175.354.824.844.64
Total current assets0.0331.61551089564.758.2
Property, plant and equipment10.310.712.516.417.18.68
Lease right-of-use assets2.933.612.51.7
Goodwill5.725.725.725.725.725.72
Intangible assets8.534.433.573.062.431.89
Other non-current assets1.170.833.244.542.51.7
Total assets0.0357.317713312592.576.2
Accounts payable4.453.593.23.442.563.38
Accrued liabilities0.010.531.962.073.42.783.58
Deferred revenue17.33025.520.515.314.5
Short-term debt6.540
Total current liabilities0.0134.341.937.335.628.325.6
Long-term debt410019.3
Lease liabilities1.863.352.42.07
Other non-current liabilities1.5539.414.33.533.072.28
Total liabilities0.0176.981.351.639.131.447.2
Total debt47.60019.3
Paid-in capital0.026.83490522568597617
Retained earnings-0.01-412-440-475-515-558-598
Other comprehensive income0.30.14-0.010.030.020.04
Shareholders' equity0.02-39850.746.952.539.519
Minority interests045.134.133.121.69.92
Total equity-156-39895.881.185.661.128.9
Total liabilities and equity0.0357.317713312592.576.2

Cash flow statement

FY2020FY2020FY2021FY2022FY2023FY2024FY2025
Net income-22.4-24.7-30.7-63.9-67.7-67.1-60.9
Depreciation and amortization1.070.920.841.050.90.90.58
Stock-based compensation1.751.7354.447.244.341.127.8
Deferred income tax00000
Change in receivables-0.240.28-4.85-6.28-3.88.061.7
Change in payables0.952.18-0.86-0.39-0.47-0.170.54
Cash from operations-16.3-6.65-38.9-48-7.56-15.6-18.8
Capital expenditures-6.36-2.87-5.16-5.32-6.89-6.86-5.37
Cash from investing-6.36-2.87-5.16-5.32-6.89-6.86-5.37
Debt repaid00-5000
Cash from financing24.412.3159-1-1.94019.5
Exchange rate effect0.030.020-0.01-0.02-0-0.06
Net change in cash1.742.79115-54.3-16.4-22.5-4.78
Free cash flow-22.7-9.53-44.1-53.3-14.4-22.5-24.2
Interest paid1.444.154.070000.17
Income taxes paid000.040.090.120.15

Key metrics

Worked out from the statements above. Latest values use the trailing twelve months to June 30, 2026; growth uses fiscal years. Valuation uses the share price of $8.67 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Gross margin61.0%Gross profit / revenue.
Operating margin-25.4%Operating income / revenue.
EBITDA margin-25.1%EBITDA (operating income + depreciation and amortization) / revenue.
Pre-tax margin-25.6%Pre-tax income / revenue.
Net margin-17.0%Net income / revenue.
FCF margin-9.9%Free cash flow (cash from operations - capital expenditures) / revenue.
Operating cash flow margin-6.7%Cash from operations / revenue.
Return on equity (ROE)-175.1%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)-46.9%Net income / average total assets.
Stock-based pay / revenue12.6%Stock-based compensation (from the cash flow statement) / revenue.
Capex / revenue3.2%Capital expenditures / revenue.
D&A / revenue0.3%Depreciation and amortization / revenue.

Growth

MetricValueHow it is calculated
Revenue growth, 1y-5.9%Revenue vs the same period a year earlier. Only from a positive base.
Revenue CAGR, 3y3.2%Compound annual growth of revenue over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Revenue CAGR, 5y11.5%Compound annual growth of revenue over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Gross profit growth, 1y-19.2%Gross profit vs the same period a year earlier. Only from a positive base.
Gross profit CAGR, 3y-2.8%Compound annual growth of gross profit over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Gross profit CAGR, 5y8.5%Compound annual growth of gross profit over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Book value growth, 1y-51.9%Book value vs the same period a year earlier. Only from a positive base.
Book value CAGR, 3y-26.0%Compound annual growth of book value over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets growth, 1y-17.7%Total assets vs the same period a year earlier. Only from a positive base.
Total assets CAGR, 3y-16.9%Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets CAGR, 5y5.9%Compound annual growth of total assets over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Share count change, 1y8.2%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 3y12.1%Change in diluted weighted shares, per year over 3 years. Negative means buybacks shrank the share count; positive means dilution.

Balance sheet health

MetricValueHow it is calculated
Current ratio2.70xCurrent assets / current liabilities.
Quick ratio2.49x(Cash + short-term investments + receivables) / current liabilities.
Cash ratio2.24x(Cash + short-term investments) / current liabilities.
Debt / equity1.13xTotal debt / shareholders' equity. Not shown when equity is negative.
Debt / assets30.3%Total debt / total assets.
Liabilities / assets59.8%Total liabilities / total assets.
Net debt-$18.8MTotal debt - cash - short-term investments. Negative means more cash than debt.
Working capital$29.2MCurrent assets - current liabilities.
Goodwill and intangibles / assets9.9%(Goodwill + intangible assets) / total assets.
Tangible book value$10.9MShareholders' equity - goodwill - intangible assets.

Efficiency

MetricValueHow it is calculated
Asset turnover2.76xRevenue / average total assets.
Fixed asset turnover17.4xRevenue / average property, plant and equipment.
Receivables turnover41.2xRevenue / average receivables.
Days sales outstanding9 days365 x average receivables / revenue.
Days payables23 days365 x average accounts payable / cost of revenue.

Per share

MetricValueHow it is calculated
EPS, diluted-$0.24Net income per diluted share, as reported (split-adjusted). Over the last twelve months: the four quarters summed, or net income / latest diluted shares when a quarter has no reported EPS.
Revenue per share$1.41Revenue / diluted weighted shares.
FCF per share-$0.14Free cash flow / diluted weighted shares.
Operating cash flow per share-$0.09Cash from operations / diluted weighted shares.
Book value per share$0.14Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share$0.09Tangible book value / shares outstanding.
Cash per share$0.30(Cash + short-term investments) / shares outstanding.

Valuation

MetricValueHow it is calculated
Market cap$1.66BShare price x shares outstanding.
Enterprise value$1.64BMarket cap + total debt - cash - short-term investments.
P/S9.33xMarket cap / revenue.
P/B96.2xMarket cap / shareholders' equity. Only when equity is positive.
Price / tangible book153xMarket cap / tangible book value, when positive.
EV/Sales9.22xEnterprise value / revenue.
FCF yield-1.1%Free cash flow / market cap.
Earnings yield-1.8%Net income / market cap (the inverse of P/E).
What was Nerdy Inc.'s revenue in fiscal 2025?

Nerdy Inc. reported revenue of $179.0M for fiscal 2025, 5.9% lower than the year before.

Was Nerdy Inc. profitable in fiscal 2025?

No. It reported a net loss of $39.9M.

How much free cash flow did Nerdy Inc. generate in fiscal 2025?

Cash from operations of $18.8M minus capital expenditures of $5.4M left free cash flow of -$24.2M.

Source: SEC EDGAR XBRL company facts. Where a company tags only year-to-date figures, quarters are worked out as differences. Where a line is not tagged it is left empty, never estimated.

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