Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
NRDS
STRONG BUYNerdWallet, Inc. · Communication Services · United States · $597M · Avg Vol: $8M/d
COMPANY DESCRIPTION
NerdWallet, Inc. is a leading U.S. consumer finance platform providing personalized recommendations and guidance across various financial products like credit cards, loans, and insurance. Its competitive moat is built on a strong brand, data-driven algorithms, and a comprehensive database that connects consumers with suitable financial solutions. Revenue is primarily generated through performance-based referral fees from financial partners.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 538.9M | 599.4M | 687.6M | 836.6M | 15.8% | 849.6M | 888.6M | 943.9M | 6.2% |
| EPS | -0.82 | -0.31 | -0.34 | 0.87 | 1.38 | 58.8% | 0.94 | 1.30 | 2.06 | 22.1% |
| Shares | — | 34.1M | 34.1M | 34.1M | 34.1M | 0.0% | 34.1M | — | — | — |
| Debt | — | 12.7M | 9.6M | 8.9M | 14.9M | 5.5% | 22.5M | — | — | — |
| Equity | — | 341.7M | 366.9M | 364.2M | 374.5M | 3.1% | — | — | — | — |
| Op CF | — | 25.0M | 72.1M | 71.8M | 131.6M | 74.0% | 140.6M | — | — | — |
| Inv CF | — | -100.3M | -29.5M | -29.7M | -33.3M | — | — | — | — | — |
| Fin CF | — | -8.4M | -26.2M | -76.5M | -66.1M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Communication Services, ranked by industry match, size, and score similarity. Cross-listings of NRDS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| NRDS | NerdWallet, Inc.(you) | $597M | 97 | STRONG BUY |
| EVER | EverQuote, Inc. | $821M | 93 | STRONG BUY |
| CARS | Cars.com Inc. | $601M | 82 | STRONG BUY |
| YELP | Yelp Inc. | $1.3B | 91 | STRONG BUY |
| SSTK | Shutterstock, Inc. | $522M | 70 | BUY |
| UPWK | Upwork Inc. | $1.0B | 75 | BUY |
| MAX | MediaAlpha, Inc. | $642M | 57 | HOLD |
| BMBL | Bumble Inc. | $461M | 54 | HOLD |
| MTCH | Match Group, Inc. | $8.7B | 96 | STRONG BUY |
| BODI | The Beachbody Company, Inc. | $73M | 83 | STRONG BUY |
Peer medians: ROE 6.5% · P/E 21.9x · Gross margin 56.2%