NRDS logo

NerdWallet, Inc. Stock Price

NasdaqGM:NRDS Community·US$533.0m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 11 Fair Values set on narratives written by author

NRDS Share Price Performance

US$8.20
-2.29 (-21.83%)
US$15.33
Fair Value
US$8.20
-2.29 (-21.83%)
46.5% undervalued intrinsic discount
US$15.33
Fair Value
Price US$8.20
AnalystConsensusTarget US$15.33
AnalystLowTarget US$13.00
AnalystHighTarget US$19.00

NRDS Community Narratives

·
Fair Value US$15.33 46.5% undervalued intrinsic discount

Digital Finance And AI Will Unlock New Opportunities

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6users have followed this narrative
·
Fair Value US$13 36.9% undervalued intrinsic discount

AI Search Shift Will Erode Traffic And Squeeze Margins Over Time

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·
Fair Value US$19 56.8% undervalued intrinsic discount

AI Traffic Catalysts And Below Prime Expansion Will Support Stronger NerdWallet Prospects

0users have liked this narrative
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US$15.33
46.5% undervalued intrinsic discount
Revenue
6.41% p.a.
Profit Margin
9.35%
Future PE
10.77x
Price in 2029
US$18.91
US$19
56.8% undervalued intrinsic discount
Revenue
6.2% p.a.
Profit Margin
10.98%
Future PE
15.67x
Price in 2029
US$24.23
US$13
36.9% undervalued intrinsic discount
Revenue
6.3% p.a.
Profit Margin
8.4%
Future PE
13.96x
Price in 2028
US$16.31

Trending Discussion

Updated Narratives

NRDS logo

NRDS: Performance Marketing And Buybacks Will Support Future Earnings Visibility

Fair Value: US$15.33 46.5% undervalued intrinsic discount
6 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
NRDS logo

AI Traffic Catalysts And Below Prime Expansion Will Support Stronger NerdWallet Prospects

Fair Value: US$19 56.8% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
NRDS logo

AI Search Shift Will Erode Traffic And Squeeze Margins Over Time

Fair Value: US$13 36.9% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Outstanding track record with flawless balance sheet.

1 Risk
2 Rewards

NerdWallet, Inc. Key Details

US$849.6m

Revenue

US$59.1m

Cost of Revenue

US$790.5m

Gross Profit

US$721.6m

Other Expenses

US$68.9m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
1.05
93.04%
8.11%
4.4%
View Full Analysis

About NRDS

Founded
2009
Employees
650
CEO
Tim Chen
WebsiteView website
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.

Recent NRDS News & Updates

Seeking Alpha Apr 20

NerdWallet: Despite Search Challenges, The Bottom Line Remains Strong

Summary NerdWallet remains a "Buy" despite a ~30% drawdown from December highs, with valuation now highly attractive. NRDS offsets search-driven revenue headwinds in legacy verticals by growing affiliate revenue from insurance and brokerage accounts. Gross margins in the mid-90%s and $98.3 million in cash with no debt provide robust financial flexibility for NRDS. Stock-based comp dilution is relatively low, supporting quality of earnings and making growth headwinds appear well priced in. Read the full article on Seeking Alpha

Recent updates

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