
NerdWallet consumer revenue grew a solid 12% in Q3. Costs were up nearly twice that -- 22%.
NerdWallet, Inc. operates a digital platform that provides consumer-oriented advice on personal finance by connecting individuals and small and medium-sized businesses with providers of financial products. The company is headquartered in San Francisco, California.
| Revenue (TTM) | $884.50M |
| Gross Profit (TTM) | $830.10M |
| EBITDA | $80.30M |
| Operating Margin | 8.10% |
| Return on Equity | 14.40% |
| Return on Assets | 9.79% |
| Revenue/Share (TTM) | $13.12 |
| Book Value | $5.25 |
| Price-to-Book | 2.31 |
| Price-to-Sales (TTM) | 0.83 |
| EV/Revenue | 0.777 |
| EV/EBITDA | 5.09 |
| Quarterly Earnings Growth (YoY) | -32.40% |
| Quarterly Revenue Growth (YoY) | 11.40% |
| Shares Outstanding | $32.24M |
| Float | $27.10M |
| % Insiders | 5.83% |
| % Institutions | 92.44% |
Volatility is currently expanding

NerdWallet consumer revenue grew a solid 12% in Q3. Costs were up nearly twice that -- 22%.

NerdWallet NASDAQ: NRDS reported third-quarter revenue of $240 million, up 11% from a year earlier but below its guidance range, as a $17 million decline in auto insurance revenue offset growth in several lending and deposit products.

SAN FRANCISCO--(BUSINESS WIRE)--NerdWallet Reports Third Quarter Results.

NerdWallet, Inc. (NRDS) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

SAN FRANCISCO--(BUSINESS WIRE)--NerdWallet Inc. (Nasdaq: NRDS), which provides trustworthy financial guidance to consumers and small and mid-sized businesses (SMBs), today published its October 2026 Consumer Financial Resilience Index, a monthly score, out of 100, that tracks how financially prepared Americans are to handle economic instability. While more Americans feel in control of their day-to-day finances in October (78%, up from 73% in September), nearly four in 10 (38%) say they'll need.

The average of price targets set by Wall Street analysts indicates a potential upside of 27.9% in NerdWallet, Inc. (NRDS). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

NerdWallet, Inc. (NRDS) made it through our 'Fast-Paced Momentum at a Bargain' screen and could be a great choice for investors looking for stocks that have gained strong momentum recently but are still trading at reasonable prices.

NerdWallet, Inc. (NRDS) Q2 2026 Earnings Call Transcript

NerdWallet NASDAQ: NRDS reported second-quarter revenue of $197 million, up 6% from a year earlier, as growth in personal loans and deposit accounts helped offset continued organic-search pressure in credit cards and small-business products.

NerdWallet is rated a Strong Buy with a $12 price target, reflecting 43% upside and a conservative valuation floor. NRDS is successfully pivoting from SEO-dependent referrals to higher-margin, vertically integrated transactions, driving revenue and free cash flow growth despite declining traffic. The company trades at just 3.5x 2025 EBITDA and an 18% free cash flow yield, well below peers, with robust buybacks providing downside support.
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