Nerdy, Inc.

NYSE•NRDY

CEO: Mr. Charles Cohn

板块: Technology

行业: Software - Application

上市日期: 2020-11-27

Nerdy, Inc. operates platform for live online learning. The company's purpose-built proprietary platform leverages technology, including artificial intelligence to connect students, users, parents, guardians, and purchasers of various ages to tutors, instructors, subject matter experts, educators, and other professionals, delivering value on both sides of the network. Its learning destination provides learning experiences across various subjects and multiple formats, including one-on-one instruction, small group tutoring, large format classes, tutor chat, essay review, adaptive assessment, and self-study tools. The company's flagship business, Varsity Tutors, operates platforms for live online tutoring and classes. Its solutions are available directly to learners, as well as through education systems. The company was founded in 2007 and is headquartered in Saint Louis, Missouri.

联系方式

8001 Forsyth Boulevard, Suite 1050, Saint Louis, MO, 63105, United States

314-412-1227

www.nerdy.com

市值

$114.15M

市盈率 (TTM)

-2.8

36.3

股息率

52周最高

$1.90

52周最低

$0.77

52周范围

13%

排名54Top 78.1%

2.7

F-Score

改良版 Piotroski 分析

基于 7 年期基本面

疲弱 • 2.7 / 9 分

评分区间 (0-9)

8-9: 价值优异

6-7: 基本面强劲

4-5: 整体稳健

0-3: 表现疲弱

数据范围: 2019-2025

财务仪表盘

Q4 2025 数据

营业收入

$49.11M+0.00%

近4季度走势

每股收益

-$0.08+0.00%

近4季度走势

自由现金流

-$4.25M+0.00%

近4季度走势

2025 Annual 财报亮点

核心亮点

Revenue Decline Narrowed Total revenue $179.0M USD, down 6% from 2024; Consumer revenue up 2% driven by higher ARPM $364 USD.

AI Platform Modernization Complete Platform rebuilt on AI-native codebases (Live Learning Platform 2.0); improved tutor vetting and site conversion metrics.

Net Loss Reduction Achieved Net Loss $60.9M USD in 2025, improving from $67.1M loss in 2024; operating loss also narrowed significantly.

Consumer ARPM Growth Strong Average Revenue per Member per Month reached $364 USD, marking 21% increase compared to prior year period.

关注风险

Unpredictable Operating Results Evolving offerings make future financial and operating results difficult to predict; investment recovery remains unproven.

Historical Negative Cash Flows Incurred significant net losses and negative operating cash flows since formation; profitability achievement remains challenging.

Regulatory Classification Uncertainty Risk from potential mandated reclassification of Experts from independent contractors to employees, impacting unit economics.

Active Member Base Shrinking Active Members count 33.2K, down 11% from prior year due to operational challenges and incentive structure changes.

前瞻展望

Continued AI Investment Focus Investing heavily in AI capabilities to deepen personalization, enhance platform efficiency, and drive future growth potential.

Scaling Institutional Offerings Strategy focuses on scaling Varsity Tutors for Schools; managing risks associated with government contracting cycles and renewals.

Enhance Consumer Membership Value Focus on unifying user experience and enhancing Learning Memberships for stronger long-term retention and lifetime value.

Manage Growth and Liquidity Must effectively manage growth strain; secured new $50.0M USD Term Loan for working capital and expansion needs.

同行对比

营业收入 (TTM)

DSP

$344.20M

+19.0%

MYPS

$247.48M

-17.2%

NRDY

$178.99M

-5.9%

毛利率 (最新季度)

MAPS

94.9%

-0.3pp

MYPS

76.4%

+1.4pp

AISP

51.2%

-23.8pp

关键指标

股票代码	市值	市盈率 (TTM)	净资产收益率 (TTM)	负债率
DSP	$780.78M	24.2	19.7%	4.6%
TROO	$301.63M	-24.7	-17.6%	0.0%
ASYS	$187.00M	-6.0	-59.0%	20.3%

长期趋势

近4季度

营业收入

净利润

经营现金流

4季度营收复合增长率

1.1%

温和增长

4季度净利润复合增长率

N/M

盈利状态转变

现金流稳定性

现金流需要关注

深度研究

下次财报:2026年5月6日

每股收益:-

营业收入:-

财务数据

电话会议

财务报告

新闻

利润表

资产负债表

现金流量表

财务比率

变化率

利润表	过去12个月

无数据