NerdWallet, Inc.

NRDS Communication Services Internet Content & Information

NerdWallet, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $836.6 million, up 21.7% from fiscal 2024. In the quarter to June 2026, revenue grew 5.56%, EPS fell 36.4% and free cash flow grew 186.3%, each against the same quarter a year earlier. Revenue growth for five consecutive years.

10.03 0.00 0.00%
Market cap
$641.2M
P/E
11.0×
Fwd P/E
9.6×
Dividend yield
—
F-score
9/9
Altman Z
9.14
Beneish M
−3.33
Dividend safety
n/a

Insider Decisions trades per month

Total sells 37.52
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — — — — — — — — —
Sell 5 3 — — 3 — — 2 — — — —
Insider Ownership 54.42%

Capital & Financial Ratios $m

Market Cap 641.15
Revenue 860.00
Net Income 65.00
Free Cash Flow 147.20
Net Debt (62.00)
Current Ratio 2.62 (at or above 1.5: strong)
Debt/Equity 0.00 (at or below 0.5: strong)
P/E ratio 11.02
Fwd P/E 9.58
P/S ratio 0.76
P/B ratio 2.00
Past 5Y EPS Growth 46.73% (at or above 15%: strong)
This Y EPS Growth 37.89% (at or above 15%: strong)
Next Y EPS Growth 9.07%
Next Y revenue growth 9.10%
Next 5Y EPS Growth 15.85% (at or above 15%: strong)

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

P/S against its own 10 years 8.78%
10-year low 10-year high
P/B against its own 10 years 22.54%
10-year low 10-year high
EV/Sales against its own 10 years 8.78%
10-year low 10-year high
EV/FCF against its own 10 years 8.65%
10-year low 10-year high

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2025 Powerpack
2024 Powerpack
2023 Powerpack
2022 Powerpack
2021 Powerpack
2020 Powerpack
2019 Powerpack
predictions special payouts not included in total or ratios

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 100 66 98 62
Receivables 76 102 111 114
Inventory — — — —
Other — — — —
198 197 245 201
2023 2024 2025 Q'26
Payables 2 9 5 13
ST’ Debt — — — —
Other — — — —
37 60 71 77

Compound Annual Growth %

10y 5y 3y
Sales — 27.81% 15.79%
Cash Flow — 53.58% 73.96%
Earnings — 55.83% 0.00%
Book Value — 19.84% 3.10%

Revenue $m

Mar Jun Sep Dec Year
’26 222 197 — — —
’25 209 187 215 225 837
’24 162 151 191 184 688
’23 170 143 153 134 599
’22 129 125 143 142 539
’21 90 92 99 100 380
’20 — — 51 57 245
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 36 41 — — —
’25 27 18 49 39 132
’24 23 10 29 10 72
’23 16 (10) 36 30 72
’22 2 (16) 19 20 25
’21 (4) (14) 17 9 7
’20 — — — 15 15
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 32 38 — — —
’25 22 13 44 34 113
’24 17 5 24 5 51
’23 9 (18) 31 20 43
’22 (7) (23) 10 13 (7)
’21 (9) (20) 11 2 (16)
’20 — — — (3) (3)
Fiscal quarters ending in the months shown.

EPS $

Mar Jun Sep Dec Year
’26 0.29 0.07 — — —
’25 0.00 0.11 0.34 0.19 0.64
’24 0.01 (0.12) 0.00 0.51 0.38
’23 0.02 (0.14) (0.01) (0.03) (0.15)
’22 (0.16) (0.14) 0.01 0.12 (0.14)
’21 (0.27) (0.28) (0.16) (0.13) (0.82)
’20 — — 0.09 (0.05) 0.09
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

2.2
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Trend 2026e 2027e 2028e
Price, $
Price, $ Low — — — — — 13.88 7.07 6.38 10.10 7.55

Analyst estimates 2026–2028

Powerpack
High — — — — — 34.44 16.61 21.74 17.30 16.24
People
People Employees — — — — 675 675 770 730 650 650
Revenue/emp, $m — — — 0.00 0.36 0.56 0.70 0.82 1.06 1.29
Income, $m
Income, $m Revenue — — — 228 245 380 539 599 688 837
Gross margin, % — — — 92.95 91.32 92.49 92.61 90.99 90.76 92.39
EBT — — — 28 1 (38) (20) 6 5 68
EBT margin, % — — — 12.22 0.37 (9.93) (3.71) 1.05 0.73 8.15
Net income — 0 — 24 5 (42) (10) (12) 30 49
Depreciation — — — 9 15 27 37 48 48 46
Per share, $
Per share, $ Revenue — — — 5.42 5.54 7.31 7.63 7.81 8.99 11.26
Earnings — — — 0.57 0.12 (0.82) (0.14) (0.15) 0.40 0.66
Cash flow — — — 0.75 0.35 0.14 0.35 0.94 0.94 1.77
Capex — — — (0.35) (0.42) (0.44) (0.46) (0.38) (0.28) (0.24)
Free cash flow — — — 0.39 (0.07) (0.30) (0.10) 0.56 0.66 1.53
Book value — — — 1.82 3.42 4.96 4.84 4.78 4.76 5.04
Shares, m — — — 42 44 52 71 77 77 74
Valuation, ×
Valuation, × P/E — — — 0.00 0.00 0.00 0.00 0.00 32.01 20.76
P/S — — — 4.18 4.18 2.49 1.26 1.86 1.48 1.20
P/B — — — 26.69 26.69 3.67 1.99 3.03 2.79 2.69
EV/Sales — — — 4.13 4.13 2.08 1.24 1.80 1.49 1.17
EV/FCF — — — (66.00) (66.00) (49.99) (92.59) 25.39 20.22 8.63
Cash, $m
Cash, $m Operating cash flow — — — 31 15 7 25 72 72 132
Capex — — — (15) (19) (23) (32) (29) (21) (18)
Free cash flow — — — 17 (3) (16) (7) 43 51 113
Balance, $m
Balance, $m Working capital — — — 81 105 177 117 161 137 174
Total debt — — — 36 30 15 13 — — —
Net debt — — — (32) (53) (168) (84) (100) (66) (98)
Shareholders’ equity — — — 77 152 258 342 367 364 375
Returns, %
Returns, % ROA — — — 33.47 2.65 (13.73) (2.58) (2.80) 7.10 10.84
ROIC — — — 39.71 1.21 (27.14) (4.61) 0.84 1.97 14.75
ROE — — — 53.36 11.69 (24.98) (3.40) (3.33) 8.32 13.19
Negative figures in brackets.

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Charts ten years each

NerdWallet, Inc. vs peers in Internet Content & Information (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
NXDR Nextdoor Holdings, Inc. $1.0B — (loss-making) — (loss-making) +14.53% (above 0%: growing) n/m +210.20% (above 0%: growing) 84.61% (7.60%) Compare
TBLA Taboola.com Ltd. $956.4M 8.3× 10.4× +2.44% (above 0%: growing) n/m −49.31% (below 0%: shrinking) 29.25% 1.52% Compare
BMBL Bumble Inc. $782.6M — (loss-making) 2.8× −15.19% (below 0%: shrinking) n/m −24.56% (below 0%: shrinking) 74.35% (53.20%) Compare
EVER EverQuote, Inc. $760.5M 6.8× 9.2× +24.55% (above 0%: growing) +37.50% (above 0%: growing) −4.53% (below 0%: shrinking) 97.77% 12.04% Compare
GRPN Groupon, Inc. $749.5M — (loss-making) — (loss-making) −0.82% (below 0%: shrinking) n/m −40.36% (below 0%: shrinking) 90.95% (0.58%) Compare
MAX MediaAlpha, Inc. $715.6M 6.5× 8.8× +25.93% (above 0%: growing) n/m +63.67% (above 0%: growing) 14.26% 6.30% Compare
NRDS NerdWallet, Inc. $641.2M 11.0× 9.6× +5.56% (above 0%: growing) −36.36% (below 0%: shrinking) +186.26% (above 0%: growing) 93.21% 3.55%
CARS Cars.com Inc. $547.6M 17.6× 10.3× +0.67% (above 0%: growing) +136.36% (above 0%: growing) +14.30% (above 0%: growing) 68.34% 15.49% Compare
MOMO Hello Group Inc. Sponsored ADR $493.5M 4.7× 6.5× +0.16% (above 0%: growing) n/m +193.28% (above 0%: growing) 35.67% 9.57% Compare
Median of peers $755.0M 6.8× 9.0× +1.56% — +4.88% 71.35% 3.91%

All 77 Internet Content & Information stocks →

NerdWallet, Inc. (NRDS) key facts

  • Strength: NerdWallet, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $836.6 million, up 21.7% from fiscal 2024.
  • NerdWallet, Inc. (NRDS) is an Internet Content & Information company in the Communication Services sector, listed on Nasdaq.
  • As of October 16, 2026, NRDS traded at $10.03, a market capitalization of $641.2 million.
  • Return on equity was 13.2% and debt-to-equity 0.00.
  • Its Piotroski F-score is 9 out of 9 and its Altman Z-score is 9.14 (safe zone) for fiscal 2025.

Source: company filings (standardised) and stockrow calculations.

NerdWallet, Inc. (NRDS) Latest News

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stockrow.com/NRDS · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com