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NRDS

NerdWallet, Inc.

NRDS

NASDAQ·Financial Services·Financial - Credit Services·Mkt cap $680.7M

$9.47

+1.28%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$7.33 - $16.24

P/E

10.07

Fwd P/E

10.16

Beta

1.25

Div Yield

0.00%

Avg Vol

856.9K

Shares Out

74.3M

Mkt Cap

$680.7M

Price action

Price chart

Down 17.6% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

6 reasons

  • Large engaged user base with high-intent financial decision-makers
  • Comprehensive multi-product platform reducing customer acquisition costs
  • Trusted brand built on unbiased, educational content and transparent comparisons
  • Diversified revenue streams across multiple financial product categories
  • Data and analytics capabilities enabling personalized product recommendations
  • Established partnerships with major financial institutions and lenders

Bear Case

1 risk

  • Average volatility.

Growth

Stable outlook

Expansion of small business and SMB financial products offerings

Value

Fairly valued vs Digital Payments peers

Momentum

Weak

-10.1% over 3m

Quality

Excellent

Excellent business quality

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: May 4, 2026

Q2 26 RECAP

MAY 6, 2026

Reported EPS of $0.29 vs $0.25 consensus (+16.0% surprise). Revenue of $222.2M vs $227.6M expected (-2.4%).

EPS beat +16.0%
Revenue miss

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+16.0%

Next: May 4, 2026

Revenue trend · last 8Q

+38%

+29%

+24%

+12%

+23%

+6%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$150.4M

$191.2M

$183.6M

$209.2M

$186.9M

$215.1M

$225.4M

$222.2M

Margins · last 8Q

Gross

Operating

Profit

9.2%

Wall Street consensus

5 analysts · 60% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

3

60%

Hold

1

20%

Sell

1

20%

Median Price Target

$13.00

+37.3% vs $9.47

Low $12.00
Median $13.00
High $15.00

Latest: Citi · May 11, 2026

3 analysts covering

vs Industry

How NRDS stacks vs Financial - Credit Services

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.