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NerdWallet, Inc. NRDS R2K

Communication Services · Internet Content & Information · United States
https://www.nerdwallet.com

NerdWallet, Inc. operates a digital platform that provides financial guidance to consumers and small and mid-sized businesses (SMB) in the United States, the United Kingdom, Australia, and Canada. It offers editorial and content publishing, a consumer and SMB financial education, tools, calculators, guides, and research published under the NerdWallet brand; Marketplace And Referral Services, a tool that enable users to compare, pre-qualify for, or connect with third-party providers of credit cards, consumer loans, small business loans, insurance, mortgages, financial services, and related products, as well as services including fundera, nerdwallet insurance services, nerdwallet advisory, and nerdwallet compare; and Financial Services, a brokerage and advisory services provided by insurance agency, loan and mortgage brokerages, and investment advisory subsidiaries. Additionally, the company provides finance and refinance facilities to students for education. NerdWallet, Inc. was founded in 2009 and is based in San Mateo, California.

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$8.60
-18.41% 1Y

Market & Price

Market Cap
$565.87M
Current Price
$8.60
High / Low (52W)
$15.93 / $7.58
Beta
1.34

Valuation

Stock P/E
9.25
Industry PE
23.46
Forward P/E
4.18
PEG Ratio
-
Book Value
$5.11
Price to Book
1.68
P/S
0.67
EV/EBITDA
4.91
Dividend Yield
-

Profitability & Returns

ROCE
17.63%
ROE
19.47%
ROA
12.80%
Profit Margin
8.11%
Op Margin
12.78%
EPS (Latest Qtr)
$0.29
EPS (TTM)
$0.93

Balance Sheet & Liquidity

Debt/Equity
0.07
Quick Ratio
2.18
Current Ratio
2.57
Debt
$22.50M
Total Assets
$461.10M
Current Assets
$244.70M
Working Capital
$173.80M

Ownership

Promoter Holding
5.55%
Chg in Prom Hold
-
FII / Inst Holding
94.45%
Chg in FII Hold
-

Financial Snapshot

Enterprise Value
$532.07M
Total Revenue (TTM)
$849.60M
EBITDA
$108.30M
Free Cash Flow
$93.33M
Operating Cash Flow
$140.60M
Shares Outstanding
34.11M
Gross Margin
93.04%
Payout Ratio
0.00%

Growth (CAGR)

Revenue 5Y
15.79%
Profit 5Y
192.48%
Revenue (YoY)
6.20%
Earnings (YoY)
-

PROS

  • Compounding revenue at 15.8% over 5 years.
  • Profit CAGR of 192.5% over 5 years.
  • Generates positive free cash flow.

CONS

  • Trading 46.0% below its 52-week high.
  • In a downtrend (50-DMA below 200-DMA).

* The pros and cons are auto-generated from financial metrics.

Price Chart

Robinhood TradingView StockAnalysis

Fundamental Growth

Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).

Peer comparison

Peer companies in the same sector (Communication Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 NRDS NerdWallet, Inc. R2K 8.60 9.25 $565.87M - 17.63% 19.47% 15.79% 192.48%
2 GOOGL Alphabet Inc. NDXSPXAI 380.34 28.99 $4.61T 0.23% 32.40% 38.88% 12.51% 30.14%
3 META Meta Platforms, Inc. NDXSPXAI 632.51 22.99 $1.61T 0.33% 26.87% 32.93% 19.89% 37.61%
4 NFLX Netflix, Inc. NDXSPXAI 86.02 27.75 $362.21B - 30.26% 48.49% 12.64% 34.71%
5 APP AppLovin Corporation NDXSPXAI 613.09 53.17 $205.96B - 70.20% - 24.84% 609.87%
6 TMUS T-Mobile US, Inc. NDXSPX 187.53 19.93 $202.95B 2.18% 9.27% 18.02% 3.53% 61.90%
7 VZ Verizon Communications Inc. SPX 47.81 11.66 $199.63B 5.92% 8.59% 17.20% 0.33% -6.86%
8 DIS The Walt Disney Company SPX 101.83 16.29 $176.83B 1.47% 8.46% 11.01% 4.51% 58.00%
9 T AT&T Inc. SPX 24.80 8.16 $172.32B 4.48% 9.23% 18.37% 1.34% 119.18%
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Quarterly Results

Figures in USD.

Metric Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue 90.00M91.60M98.50M129.10M125.20M142.60M169.60M143.30M152.80M161.90M150.60M191.30M-209.20M186.90M215.10M225.40M222.20M
Cost of Revenue -------------18.20M16.60M15.30M13.60M13.60M
Gross Profit -------------191.00M170.30M199.80M211.80M208.60M
Operating Expenses -------------190.30M159.60M165.40M192.40M181.40M
Operating Income -13.20M-22.70M6.30M-9.10M-9.00M-8.80M-800.00K-4.20M4.00M3.70M-9.60M6.60M-700.00K10.70M34.40M19.40M27.20M
EBITDA -------------14.00M24.40M47.30M29.50M37.90M
Interest Expense -------------100.00K200.00K200.00K100.00K200.00K
Pretax Income -------------1.30M11.50M35.50M19.90M28.00M
Tax Provision -------------1.10M3.30M9.20M5.90M7.60M
Net Income -12.90M-13.90M-7.80M-10.50M-9.30M700.00K1.70M-10.70M-500.00K1.10M-9.40M100.00K-200.00K8.20M26.30M14.00M20.40M
Diluted EPS -0.27-0.28-0.16-0.16-0.140.010.02-0.14-0.010.01-0.120.00-0.000.110.340.190.29
R&D Expense 12.20M14.80M16.60M17.40M20.10M20.70M19.50M20.00M20.70M20.70M22.70M23.00M-16.80M17.90M15.70M-16.80M

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 228.30M245.30M-538.90M599.40M687.60M836.60M
Cost of Revenue ---39.80M54.00M63.50M63.70M
Gross Profit ---499.10M545.40M624.10M772.90M
Operating Expenses ---511.40M541.80M614.70M707.70M
Operating Income 28.40M1.90M--12.30M3.60M9.40M65.20M
EBITDA ---19.50M55.30M54.10M115.20M
Interest Expense ---2.50M800.00K700.00K600.00K
Pretax Income ----20.00M6.30M5.00M68.20M
Tax Provision ----9.80M18.10M-25.40M19.50M
Net Income 24.20M5.30M--10.20M-11.80M30.40M48.70M
Diluted EPS 0.450.09-0.82-0.14-0.150.38-
R&D Expense 46.00M50.90M62.20M77.60M80.50M82.50M66.70M

Compounded Sales Growth

5 Years:15.79%
1 Year:6.20%

Compounded Profit Growth

5 Years:192.48%
1 Year:-

Stock Price Performance

1 Year:-18.41%
6 Months:-41.38%
3 Months:-20.74%
1 Month:-20.44%

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --255.20M-425.70M418.60M437.60M461.10M
Current Assets ----189.20M198.40M196.70M244.70M
Cash & Equivalents --83.40M-83.90M100.40M66.30M98.30M
Inventory --------
Receivables ----87.00M75.50M102.20M111.00M
Total Liabilities --103.70M-84.00M51.70M73.40M86.60M
Current Liabilities --24.00M-72.40M37.30M60.10M70.90M
Long Term Debt --30.20M-----
Total Debt ----12.70M9.60M8.90M14.90M
Total Equity -20.20M8.00M82.70M-341.70M366.90M364.20M374.50M
Shares Outstanding ----75.10M76.94M74.09M71.29M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 31.40M15.40M-25.00M72.10M71.80M131.60M
Investing Cash Flow -14.80M-55.40M--100.30M-29.50M-29.70M-33.30M
Financing Cash Flow -1.40M55.70M--8.40M-26.20M-76.50M-66.10M
Capital Expenditure -700.00K-1.30M--32.20M-29.50M-21.30M-18.20M
Free Cash Flow 30.70M14.10M--7.20M42.60M50.50M113.40M
Net Change in Cash ----83.70M16.40M-34.40M32.20M
Share Buybacks ----20.00M80.10M70.20M

Ratios (Annual)

Figures in %.

Metric Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % ---92.6%91.0%90.8%92.4%
Operating Margin % 12.4%0.8%--2.3%0.6%1.4%7.8%
Net Margin % 10.6%2.2%--1.9%-2.0%4.4%5.8%
ROE % 302.5%6.4%--3.0%-3.2%8.3%13.0%
ROCE % -0.8%--3.5%0.9%2.5%16.7%

Shareholding Pattern

Insiders
5.55%
Institutions
94.45%
Public Float
100.01%

Top Institutional Holders

#Holder% HeldSharesValue
1 Topline Capital Management, LLC 15.39% 5.25M $45.16M
2 Blackrock Inc. 8.97% 3.06M $26.32M
3 Arrowstreet Capital, Limited Partnership 5.30% 1.81M $15.56M
4 Vanguard Portfolio Management LLC 4.24% 1.45M $12.43M
5 Vanguard Capital Management LLC 3.98% 1.36M $11.68M
6 Dimensional Fund Advisors LP 3.88% 1.32M $11.38M
7 Renaissance Technologies, LLC 2.94% 1.00M $8.62M
8 Quinn Opportunity Partners, LLC 2.90% 989.15K $8.51M
9 Geode Capital Management, LLC 2.69% 918.81K $7.90M
10 State Street Corporation 2.65% 905.27K $7.79M

Analyst View

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