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Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
0
BUY 4
HOLD 1
SELL 1
STRONG
SELL
0
| PRICE TARGET: $13.33 DETAILS
HIGH: $15.00
LOW: $12.00
MEDIAN: $13.00
CONSENSUS: $13.33
UPSIDE: 59.64%
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1
Revenue
Revenue 222.2 225.4 215.1 186.9 209.2 183.8 191.3 150.6 161.9 133.7 152.8 143.3 169.6 142 142.6 125.2 129.1 99.5 98.5 91.6 90 56.7 51.3 46.9 90.4
Cost of Revenue 13.6 13.6 15.3 16.6 18.2 16.7 17.7 14.9 14.2 13.8 13.3 13.1 13.8 12.2 11.7 8.2 7.7 7.2 7.5 7.3 6.5 5.8 5.1 7.3 5.6
Gross Profit 208.6 211.8 199.8 170.3 191 167.1 173.6 135.7 147.7 119.9 139.5 130.2 155.8 129.8 130.9 117 121.4 92.3 91 84.3 83.5 50.9 46.2 39.6 84.8
Operating Expenses
R&D Expenses 16.8 16.3 15.7 17.9 16.8 16.1 23 22.7 20.7 20.3 20.7 20 19.5 19.4 20.7 20.1 17.4 18.6 16.6 14.8 12.2 13.4 13 11.5 13
SG&A Expenses 164.6 176.1 149.7 141.7 173.5 142.3 144 122.6 123.3 95 114.8 114.4 137.1 101.9 118.6 104.1 109.2 75.1 65.7 91.5 77.5 43.5 27.5 40.7 57.8
Other Expenses (1.3) 0 0 0 0 0 0 0 0 0 0 0 0 0.6 0.4 1.8 3.9 8 2.4 0.7 7 (0.8) 0 0 0
Operating Expenses 180.1 192.4 165.4 159.6 190.3 158.4 167 145.3 144 115.3 135.5 134.4 156.6 121.9 139.7 126 130.5 101.7 84.7 107 96.7 56.1 40.5 52.2 70.8
Operating Income
Operating Income 28.5 19.4 34.4 10.7 0.7 8.7 6.6 (9.6) 3.7 4.6 4 (4.2) (0.8) 7.9 (8.8) (9) (9.1) (9.4) 6.3 (22.7) (13.2) (5.2) 5.7 (12.6) 14
Interest Expense 0.2 0.1 0.2 0.2 0.1 0.2 0.1 0.2 0.2 0.2 0.2 0.2 0.2 1.2 0.9 0.2 0.2 0.2 0.4 0.4 0.3 0.3 0.3 0.2 0.3
Interest Income 0.9 0.7 1 0.8 0.7 0.6 1.3 1.5 1.4 0.9 0.9 0.8 1 0.9 0.5 0.1 0 0 0 0 0 0 0 0 0.2
Profitability
EBITDA 38.2 29.5 47.3 24.4 14 12.3 20.8 4.1 16.9 17.7 15.6 9.5 11.8 20.2 2.5 (1.3) (1.9) (0.7) 13.3 (14.8) (7.1) 0.1 6.0 (8.6) 19.8
EBIT 28.5 20 35.7 11.7 1.4 0.9 7.9 (8.1) 5 5.5 4.9 (3.4) 0.1 8.8 (8.3) (8.9) (9.1) (7.9) 6.2 (21.4) (13.3) (5.3) 5.7 (13.6) 15.2
Income Before Tax 28 19.9 35.5 11.5 1.3 0.7 7.8 (8.3) 4.8 5.3 4.7 (3.6) (0.1) 7.6 (9.2) (9.1) (9.3) (8.1) 5.8 (21.8) (13.6) (5.6) 5.4 (13.8) 14.9
Income Tax Expense 7.6 5.9 9.2 3.3 1.1 (37.9) 7.7 1.1 3.7 7.6 5.2 7.1 (1.8) (1.3) (9.9) 0.2 1.2 (0.2) 13.6 (7.9) (0.7) (2.2) (0.2) (3.2) 1.2
Net Income 20.4 14 26.3 8.2 0.2 38.6 0.1 (9.4) 1.1 (2.3) (0.5) (10.7) 1.7 8.9 0.7 (9.3) (10.5) (7.9) (7.8) (13.9) (12.9) (3.4) 5.6 (10.6) 13.7
Per Share Data
EPS (Basic) 0.30 0.19 0.35 0.11 0.00 0.52 0.00 -0.12 0.01 -0.03 -0.01 -0.14 0.02 0.12 0.01 -0.14 -0.16 -0.13 -0.12 -0.25 -0.23 -0.05 0.10 -0.25 0.24
EPS (Diluted) 0.29 0.19 0.34 0.11 0.00 0.51 0.00 -0.12 0.01 -0.03 -0.01 -0.14 0.02 0.12 0.01 -0.14 -0.16 -0.13 -0.12 -0.25 -0.23 -0.05 0.10 -0.19 0.25
Shares Outstanding 68.2 72.3 75.7 74.8 74.2 73.7 77.4 77.9 77.2 76.5 77.5 76.8 75.8 74.6 73.4 66.4 65.6 59.1 64.7 56.7 56.7 65.8 56.4 43.1 57.1
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4
Current Assets
Cash & Cash Equivalents 56.3 98.3 120.6 105.3 92.2 66.3 71.7 111.7 110.9 100.4 86.6 67.1 100.8 83.9 138.4 125.8 161.6 167.8 51.5 39.1 58.6 83.4
Short-Term Investments 0 2.3 0 0 0 2.2 0 2.1 0 2.1 0 0 0 2 0 0 0 2 2 4 4 2
Net Receivables 113.1 111 121.9 97.8 120.3 109 102.8 100.2 93.9 81 84.4 92.4 97.5 92.8 87.2 76.1 72.5 60.6 59.8 57.5 55.8 38.7
Inventory 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Current Assets 37 33.1 32.6 35.6 29.4 4.6 19.2 0 19.4 1.4 6.9 21.7 20.5 0.1 0 0 0 0.4 0 0.1 0 0.1
Total Current Assets 206.4 244.7 275.1 238.7 241.9 196.7 193.7 230 224.2 198.4 194.8 181.2 218.8 189.2 246.6 222.7 253.3 242.8 120.3 107.8 123.5 129.4
Non-Current Assets
Property, Plant & Equipment 37.4 38.9 40.3 43 43.8 48.3 50.7 54.9 57.1 59.8 62 62.4 61.4 60.4 59 56.1 52.9 48.8 41.3 42.3 41.8 41.7
Goodwill 136.3 123.5 115.7 115.9 112.5 112.4 111.8 111.5 111.5 111.5 111.3 111.5 111.4 111.2 110.7 43.2 43.6 43.8 44 44 44 43.8
Intangible Assets 22.8 21.5 24.8 28.5 29.9 33.3 36.7 40 43.5 46.9 50.5 54.9 59.5 64.1 69 23.3 25.5 27.6 29.7 31.6 33.6 35.6
Long-Term Investments 0 0 0 0 0 0 0 8.1 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Non-Current Assets 5.1 3.1 3.1 1 1.1 1.3 9.5 1.7 9.8 2 2.2 0.6 1 0.8 0.7 0.7 0.8 1.1 4.2 3.9 1.6 0.6
Total Non-Current Assets 225.6 216.4 217.7 237.3 233.1 240.9 208.7 216.2 221.9 220.2 226 229.4 233.3 236.5 239.4 123.3 122.8 121.3 119.2 135 126.3 125.8
Total Assets 432 461.1 492.8 476 475 437.6 402.4 446.2 446.1 418.6 420.8 410.6 452.1 425.7 485.3 346 376.1 364.1 239.5 242.8 249.8 255.2
Current Liabilities
Account Payables 6.6 5.4 13.6 11.8 24.3 8.9 12.4 10.1 15.3 1.7 13.1 1.6 12 3.6 5.8 6.2 5.2 3.2 4.1 5.3 3.9 5.4
Short-Term Debt 0 8.8 0 0 0 2.5 0 3.4 0 0 3.3 0 0 0 0 0 0 0 0 3.6 5.5 0
Deferred Revenue 0 0 0 0 0 33.9 0 0 0 25.3 (3.3) 0 0 26.1 0 0 0 22.1 19.1 0 0 8.1
Other Current Liabilities 73.7 56.2 60.8 0 0 0 0 0 0 4.5 3.3 0 30.9 38.2 30.3 29.9 30.5 34.4 32.5 53.3 25.6 0.4
Total Current Liabilities 80.3 70.9 74.4 69.3 90.4 60.1 66.5 53.9 53.8 37.3 45 35 80 72.4 84.7 70.3 77.2 65.8 61.6 62.2 35 24
Non-Current Liabilities
Long-Term Debt 0 0 0 0 0 0 0 0 0 0 0 0 0 0 70 0 0 0 30 30.1 30.2 30.3
Deferred Tax Liabilities 0 0 0 0 0 0.2 0 0 0 0.7 0 0 0 1.2 1.2 0.4 1.1 1.8 2 1.5 1.5 1.5
Other Non-Current Liabilities 15.5 9.6 16 16.7 13 9 13.5 8.5 13.6 7.5 4.5 10.6 10.3 0.8 10.8 11.8 42.4 26.2 86.3 20.8 47.8 109.3
Total Non-Current Liabilities 15.5 15.7 16 16.7 13 13.3 13.5 12.9 13.6 14.4 11.6 10.6 10.3 11.6 82 12.2 43.5 40.7 125.1 59.4 86.6 148.5
Total Liabilities 95.8 86.6 90.4 86 103.4 73.4 80 66.8 67.4 51.7 56.6 45.6 90.3 84 166.7 82.5 120.7 106.5 186.7 121.6 121.6 172.5
Stockholders' Equity
Common Stock 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Retained Earnings (233.9) (188.1) (151) (158.1) (166.3) (166.5) (196.9) (125.9) (115.4) (116.5) (106.3) (95) (83) (84.7) (93.6) (94.3) (85) (74.5) (66.6) (58.8) (44.8) (17.7)
Accumulated Other Comprehensive Income (0.1) 0.1 (0.1) 0.2 0 (0.2) 0 (0.3) (0.4) (0.3) (0.7) (0.5) (0.7) (0.9) (1.9) (0.8) 0.2 0.5 0.9 0.8 0.8 0.6
Total Stockholders' Equity 336.2 374.5 402.4 390 371.6 364.2 322.4 379.4 378.7 366.9 364.2 365 361.8 341.7 318.6 263.5 255.4 257.6 52.8 121.2 128.2 82.7
Total Liabilities & Equity 432 461.1 492.8 476 475 437.6 402.4 446.2 446.1 418.6 420.8 410.6 452.1 425.7 485.3 346 376.1 364.1 239.5 242.8 249.8 255.2
Debt Metrics
Total Debt 0 14.9 0 0 0 8.9 0 7.8 0 9.6 10.4 0 0 12.7 70 0 0 15.1 38.5 40.7 42.8 45.1
Net Debt (56.3) (83.4) (120.6) (105.3) (92.2) (57.4) (71.7) (103.9) (110.9) (90.8) (76.2) (67.1) (100.8) (71.2) (68.4) (125.8) (161.6) (152.7) (13) 1.6 (15.8) (38.3)
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1
Operating Activities
Net Income 20.4 14 26.3 8.2 0.2 38.6 0.1 (9.4) 1.1 (2.3) (0.5) (10.7) 1.7 8.9 0.7 (9.3) (10.5) (7.9) (7.8) (13.9) (12.9) (3.4) 5.6 (10.6) 13.7
Depreciation & Amortization 9.7 9.5 11.6 12.7 12.6 11.4 12.9 12.2 11.9 12.2 12.1 12.9 12.4 11.4 10.8 8.2 7.2 7.2 9.1 8.5 6.2 5.4 (5.5) 6 0.3
Stock-Based Compensation 0 7 6.7 8.2 6.7 8.5 10.2 10.3 8.7 9.5 9.4 0 0 9.1 9.1 0 6.5 7.1 0 0 2.3 2.1 1.3 1.9 1.1
Change in Working Capital (7.4) 3.3 (12) (9.6) 6.2 (11.5) 5.2 (3.5) 0.4 7.9 14.5 (23.1) (7.6) (10.8) 8.4 (26.1) (5.7) (6.1) (5.7) (4.7) (7.1) (7) (1.4) 15.8 (22.4)
Other Non-Cash Items 7.6 0.6 1 1.1 1.3 8.8 0.6 0.7 0.7 2.4 0.7 11.1 10.0 1.6 1.5 11.8 4.8 8.6 7.2 3.5 9.2 1 10.6 (14.3) 17.1
Operating Cash Flow 35.7 38.9 48.5 17.5 26.7 9.9 29 10.2 22.7 29.6 36.1 (10) 16.4 20.1 19.3 (16) 1.6 8.7 16.6 (14.5) (3.6) (3.8) 10.6 (1.2) 9.8
Investing Activities
Capital Expenditure (4.2) (4.8) (4.4) 3.7 (4.6) (5) (5.2) (5.7) (5.4) (9.4) (4.8) (7.7) (7.6) (7.4) (8.9) (7.4) (8.5) (6.7) (5.5) (5.4) (5.4) (4.6) (0.2) (0.5) (0.4)
Acquisitions (15.8) (8.1) 0 (5) 0 (0.3) 0 0 0 0 0 0 0 1.4 0 0 0 0 0 0 0 (25.2) (11.5) 0 0
Purchases of Investments (2) 0 (2) 0 0 0 0 0 (8.1) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Sales/Maturities of Investments 2.3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Investing Activities 0 (4.5) (4.3) (3.7) 0 (4.8) (5.1) 0 0 0 0 0 0 (7.1) (77) 0 (6.6) (5.1) 0 0 (5.2) (4.4) (4.4) (4.7) (3.9)
Investing Cash Flow (19.7) (12.9) (6.4) (9.4) (4.6) (5.3) (5.2) (5.7) (13.5) (9.4) (4.8) (7.7) (7.6) (6) (78.4) (7.4) (8.5) (6.7) (5.5) (5.4) (5.4) (29.8) (16.1) (5.2) (4.3)
Financing Activities
Net Debt Issuance 8 1.1 (5.4) 4.4 4.3 (2) 0 0 0 (0.3) (1.1) 0 0 (70) 70 0 0 (28.5) 0 0 0 (5) 0 0 0
Stock Repurchased (66) (50.7) (19.2) 1 (0.5) (10.3) (68.7) (1.1) 0 (7.9) (10.8) (1.3) 0 0 0 0 0 0 0 (0.1) (12.8) (1) (0.2) (0.1) 0
Dividends Paid 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Financing Activities (0.2) (0.3) (2) (0.3) 0 2.1 2.8 (1) (0.4) (0.4) 0.3 (17.1) (0.3) 1.3 1.8 (19) 0.7 2.9 (0.9) (0.8) 1.1 1.5 1.5 0.3 4.4
Financing Cash Flow (57.9) (48.4) (26.6) 5.1 3.8 (10.2) (65.9) (1.7) 1.3 (6.4) (11.8) (16.1) 8.1 (68.7) 71.8 (12.2) 0.7 114.4 (0.7) 0.3 (13.8) 49.8 1.3 0.2 4.4
Cash Position
Net Change in Cash (42) (22.3) 15.3 13.1 23.7 (5.4) (40) 2.9 8.4 13.8 19.5 (33.7) 16.9 (54.5) 12.6 (35.8) (6.2) 116.3 12.4 (19.5) (22.8) 16.3 (4.2) (6.2) 9.9
Cash at Beginning 98.3 120.6 105.3 92.2 66.3 71.7 111.7 108.8 100.4 86.6 67.1 100.8 83.9 138.4 125.8 161.6 167.8 51.5 39.1 58.6 83.4 67.1 71.3 77.5 67.6
Cash at End 56.3 98.3 120.6 105.3 90 66.3 71.7 111.7 108.8 100.4 86.6 67.1 100.8 83.9 138.4 125.8 161.6 167.8 51.5 39.1 60.6 83.4 67.1 71.3 77.5
Free Cash Flow 31.5 34.1 44.1 21.2 22.1 4.9 23.8 4.5 17.3 20.2 31.3 (17.7) 8.8 12.7 10.4 (23.4) (6.9) 2 11.1 (19.9) (9) (8.4) 10.4 (1.7) 9.4
Key Metrics 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1
Income Statement
Revenue 222.2 225.4 215.1 186.9 209.2 183.8 191.3 150.6 161.9 133.7 152.8 143.3 169.6 142 142.6 125.2 129.1 99.5 98.5 91.6 90 56.7 51.3 46.9 90.4
Gross Profit 208.6 211.8 199.8 170.3 191 167.1 173.6 135.7 147.7 119.9 139.5 130.2 155.8 129.8 130.9 117 121.4 92.3 91 84.3 83.5 50.9 46.2 39.6 84.8
Operating Income 28.5 19.4 34.4 10.7 0.7 8.7 6.6 (9.6) 3.7 4.6 4 (4.2) (0.8) 7.9 (8.8) (9) (9.1) (9.4) 6.3 (22.7) (13.2) (5.2) 5.7 (12.6) 14
Net Income 20.4 14 26.3 8.2 0.2 38.6 0.1 (9.4) 1.1 (2.3) (0.5) (10.7) 1.7 8.9 0.7 (9.3) (10.5) (7.9) (7.8) (13.9) (12.9) (3.4) 5.6 (10.6) 13.7
EPS (Diluted) 0.29 0.19 0.34 0.11 0.00 0.51 0.00 -0.12 0.01 -0.03 -0.01 -0.14 0.02 0.12 0.01 -0.14 -0.16 -0.13 -0.12 -0.25 -0.23 -0.05 0.10 -0.19 0.25
Balance Sheet
Cash & Equivalents 56.3 98.3 120.6 105.3 92.2 66.3 71.7 111.7 110.9 100.4 86.6 67.1 100.8 83.9 138.4 125.8 161.6 167.8 51.5 39.1 58.6 83.4
Total Assets 432 461.1 492.8 476 475 437.6 402.4 446.2 446.1 418.6 420.8 410.6 452.1 425.7 485.3 346 376.1 364.1 239.5 242.8 249.8 255.2
Total Debt 0 14.9 0 0 0 8.9 0 7.8 0 9.6 10.4 0 0 12.7 70 0 0 15.1 38.5 40.7 42.8 45.1
Stockholders' Equity 336.2 374.5 402.4 390 371.6 364.2 322.4 379.4 378.7 366.9 364.2 365 361.8 341.7 318.6 263.5 255.4 257.6 52.8 121.2 128.2 82.7
Cash Flow
Operating Cash Flow 35.7 38.9 48.5 17.5 26.7 9.9 29 10.2 22.7 29.6 36.1 (10) 16.4 20.1 19.3 (16) 1.6 8.7 16.6 (14.5) (3.6) (3.8) 10.6 (1.2) 9.8
Capital Expenditure (4.2) (4.8) (4.4) 3.7 (4.6) (5) (5.2) (5.7) (5.4) (9.4) (4.8) (7.7) (7.6) (7.4) (8.9) (7.4) (8.5) (6.7) (5.5) (5.4) (5.4) (4.6) (0.2) (0.5) (0.4)
Free Cash Flow 31.5 34.1 44.1 21.2 22.1 4.9 23.8 4.5 17.3 20.2 31.3 (17.7) 8.8 12.7 10.4 (23.4) (6.9) 2 11.1 (19.9) (9) (8.4) 10.4 (1.7) 9.4