Nerdy, Inc. (NRDY) Stock

Nerdy, Inc. (NRDY) is a Consumer Discretionary stock trading at $10.03 (as of 2026-08-20), with a market capitalization of $84.51M. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Nerdy, Inc. operates an online learning platform through its Varsity Tutors business, providing live tutoring and classes. Offerings include one-on-one instruction, small group classes, larger group sessions, and adaptive self-study, available directly to learners and through schools and other institutions.

Understand Nerdy, Inc.: how it makes money

Nerdy, Inc. runs a platform for live online learning, using a proprietary technology platform (including AI) to connect learners to experts. It makes money through learning memberships and subscriptions for consumers, and through institutional platform access for schools and other institutions.

Nerdy’s profit model depends on monetizing a two-sided learning network, where consumer learning memberships and institutional platform access turn learner-expert engagement into recurring revenue.

Revenue by segment (latest quarter)
Consumer$0.0B
Institutional$0.0B

Business quality (Weak): Clear two-sided learning platform story (consumer memberships plus institutional access), but the latest quarter shows negative operating profitability, and the segment revenue figures are very small in the provided data.

Bull case

  • Two-sided value proposition: The platform is designed to connect learners of various ages to experts, and monetizes that network through consumer learning memberships and institutional access.
  • Healthy gross margin in the provided quarter: Gross margin was 66.2% for the period ended 2026-03-31, suggesting the core delivery economics can be strong even if operating costs are high.

Bear case

  • Operating losses: Operating margin was -11.9% for the period ended 2026-03-31, indicating operating expenses exceeded gross profit in the latest quarter.
  • Small revenue base in the provided data: The provided revenue figures are very small in absolute terms (consumer and institutional combined), which can make scaling and profitability more difficult.
Valuation — source: SEC EDGAR (first-party)
Price$10.03
Market Cap$84.51M
Price / Book3.26
Price / Sales0.47
FCF Yield-20.9%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$178.99M
Net Margin-22.3%
Revenue Growth (YoY)-4.5%
EPS Growth (YoY)-42.9%
FCF Growth (YoY)-23.5%
Financial Health — source: SEC EDGAR
Altman Z-Score4.59 (safe)
Piotroski F-Score2/9 (weak)
Valuation vs Sector & Industry
Sector P/E (Consumer Discretionary)20.5
Industry P/E (Personal Services)13.9
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderSilver Rock Financial LP ($14.42M)
Institutional Holders Tracked10
Congressional Trades (recent)1
Company
SectorConsumer Discretionary
IndustryPersonal Services
CEOCharles Cohn
Employees600
CountryUS
IPO Date2020-11-27

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NRDY earnings history · NRDY institutional & insider holders · NRDY KPIs & operating metrics · NRDY financials · NRDY investor presentations & press releases · NRDY SEC filings · NRDY peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.