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Employees: 650
Size NerdWallet (NRDS) is a United States Information Technology company (Packaged Software) with a market value of $504M, the 2690th largest of 3,117 United States companies the cockpit tracks. Shares closed at $7.89 on 6 Nov 2026.
Performance Over six months the shares fell 13.6%, against -25.6% for the median peer and -1.1% for the United States market (cap-weighted) — 6th highest of 21 in its peer set.
Growth Revenue grew 11.5% over the last twelve months (peer median -4.2%); the operating margin is 10.6% (peer median -11.0%).
Valuation It trades at 9.6× forward earnings against a peer median of 12.1× (5th cheapest of 9).
Price implies For today's price to make sense, revenue must grow about -13% a year for seven years (Req g). Recent delivered growth is +28%, so the hurdle is -40 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 15.2 points above its cost of capital (10.8% WACC).
Short interest Short interest is 16.5% of the free float (15 Oct 2026).
Next results Next results expected around 25 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $860M | $837M | $688M | $599M | $539M |
| Revenue growth | — | +22% | +15% | +11% | — |
| Gross profit | $804M | $773M | $624M | $545M | $499M |
| EBITDA | $131M | $116M | $71.6M | $57.2M | $31.0M |
| Net income | $65.0M | $48.7M | $30.4M | -$11.8M | -$10.2M |
| Free cash flow | $147M | $113M | $50.5M | $42.6M | -$7.20M |
| Capital expenditure | $17.1M | $18.2M | $21.3M | $29.5M | $32.2M |
| Total debt | $12.2M | $14.9M | $8.90M | $9.60M | $12.7M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | NRDS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -19.4% | -5.9% | 4th lowest of 21 |
| 6-month return | -13.6% | -25.6% | 6th highest of 21 |
| Distance from 52-week high | -51.4% | -51.0% | 11th highest of 21 |
| Revenue growth (TTM) | +11.5% | -4.2% | 5th highest of 19 |
| Operating margin | 10.6% | -11.0% | 4th highest of 20 |
| Forward P/E | 9.6× | 12.1× | 5th cheapest of 9 |
| Growth the price implies (Req g, 7 yrs) | -12.6% | 6.8% | 2nd least demanding of 12 |
| Growth delivered (Del g) | +27.8% | 0.0% | 2nd highest of 11 |
| Hurdle (Req g minus delivered) | -40.4 pp | +24.2 pp | 2nd least demanding of 11 |
| ROIC minus cost of capital | +15.2 pp | -13.9 pp | 2nd highest of 19 |
| EV / EBITDA | 3.5× | 5.6× | 2nd cheapest of 6 |
| Net debt / EBITDA | -0.4× | -1.1× | 4th most indebted of 8 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| NerdWallet NRDS | United States | $504M | -14% | +12% | 11% | 9.6× | -12.6% | +27.8% |
| Baiwang 6657.HK | Hong Kong | $504M | -13% | -3% | -11% | 37.2× | n/a | n/a |
| Xinjiang Sailing Information Technology 300588.SZ | China | $505M | -25% | +19% | -17% | n/a | n/a | n/a |
| Nexxen International NEXN | United States | $503M | +15% | +3% | 5% | 7.6× | 6.3% | +11.5% |
| Bringspring Science & Technology 300290.SZ | China | $506M | -66% | -6% | -13% | n/a | n/a | n/a |
| i3 Verticals IIIV | United States | $502M | -10% | -8% | 3% | 16.1× | 31.2% | +7.3% |
| JinXianDai Information Industry 300830.SZ | China | $502M | -29% | -20% | -42% | n/a | 17.7% | -8.8% |
| Beijing Quanshi World Online Network Information 002995.SZ | China | $508M | -15% | -19% | -13% | n/a | 5.3% | -19.1% |
| Client Service International 300663.SZ | China | $499M | -45% | -29% | -85% | n/a | 30.0% | -10.7% |
| Shanghai Wisdom Information Technology 301315.SZ | China | $499M | -26% | -15% | 4% | n/a | n/a | n/a |
| Heren Health 300550.SZ | China | $510M | +18% | -4% | -11% | n/a | 43.2% | -0.9% |
| Boost Run BRUN | United States | $511M | -68% | n/a | -47% | n/a | 5.3% | n/a |
| CoinShares CSHR | United States | $498M | -36% | n/a | n/a | 7.1× | n/a | n/a |
| TomTom TOM2.AS | Netherlands | $511M | -23% | -7% | 12% | 16.9× | -10.1% | +1.0% |
| Hangzhou Anysoft Information Technology 300571.SZ | China | $512M | -45% | -12% | -14% | n/a | n/a | n/a |
| Jiangxi Tianli Technology 300399.SZ | China | $514M | -21% | +6% | 2% | n/a | n/a | n/a |
| innoscripta 1INN.DE | Germany | $495M | -37% | +42% | 61% | 8.0× | -13.3% | +55.9% |
| Hangzhou Huasu Technology 301157.SZ | China | $516M | -19% | +16% | 5% | n/a | n/a | n/a |
| Tanwan 9890.HK | Hong Kong | $517M | -52% | -4% | -6% | 2.9× | n/a | n/a |
| Beijing VRV Software 300352.SZ | China | $518M | -67% | +28% | -110% | n/a | 58.4% | -13.7% |
| IVU Traffic Technologies IVU.DE | Germany | $518M | +40% | +10% | 13% | 28.8× | 6.8% | +10.2% |