NerdWallet

Digital Finance And AI Will Unlock New Opportunities

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

15 May 25

Updated

11 Nov 25

n/a

AnalystConsensusTarget's Fair Value

n/a

5.8%

7.9%

5.8%

7.9%

You can edit this narrative until Nov 12 4:30 AM. Then, changes will post as Updates.

Author's Valuation

US$15.837.3% undervalued

AnalystConsensusTarget Fair Value

Narrative

Updates2

Shared on 11 Nov 25

Fair value Increased 9.20%

NRDS: Projected Revenue Uplift And Buyback Plan Will Balance Risks And Rewards

NerdWallet's analyst price target has been raised from $14.50 to $15.83 because analysts note improvements in projected revenue growth and profit margins, which offset a slightly higher discount rate and a lower forward P/E valuation. What's in the News NerdWallet has issued earnings guidance for the fourth quarter of 2025, projecting revenue between $207 million and $215 million.

Shared on 08 Aug 25

Fair value Decreased 5.43%

NerdWallet’s target price was revised downward, primarily due to a material decrease in consensus revenue growth forecasts and a concurrent rise in future P/E, resulting in a new fair value estimate of $14.50 per share. What's in the News NerdWallet raised its full-year 2025 GAAP operating income guidance to $38 million–$48 million.

AnalystConsensusTarget Fair Value

US$15.83

7.3% undervalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

5.92%

Consumer Finance revenue growth rate

0.71%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

7.82%

Calculation

US$100.37m

Earnings '28

13.86x

PE Ratio '28

US$1.39b

Market Cap '28

US$1.39b

Market Cap '28

70.58m

No. shares '28

US$19.71

Share Price '28

US$19.71 Share Price '28

Discounted to 2025 @ 7.86% p.a.

US$15.70

Fair Value '25