NRDS

Financial Services

NerdWallet, Inc. · Financial - Credit Services · $610M

UQS Score — Balanced Preset
64.3
Good

NerdWallet, Inc. scores 64.3/100 using the Balanced preset.

UQS vs Financial Services Sector
NRDS
64.3
Sector avg
39.7
Quality
Good
Moat
Weak
Growth
Good
Risk
Strong
Valuation
Attractive

What is NerdWallet, Inc.?

NerdWallet operates a digital personal finance platform that connects consumers and small businesses with financial product providers across the United States, United Kingdom, and Canada. Founded in 2009 and headquartered in San Francisco, California, the company has built its brand around unbiased financial guidance.

NerdWallet makes money primarily through referral fees paid by financial product providers when consumers use its platform to find and select products. The platform combines educational content, comparison tools, calculators, and product marketplaces to guide users toward credit cards, mortgages, insurance, personal loans, banking, investing, and student loan products. Small and mid-sized businesses are also served through dedicated SMB financial product offerings. The NerdWallet app extends this experience to mobile users.

NerdWallet was founded in 2009 and is headquartered in San Francisco, California.

  • Personal finance comparison marketplace for consumers
  • SMB financial product discovery tools
  • Educational content, calculators, and budgeting tools
  • NerdWallet mobile app for on-the-go financial guidance
  • Insurance and mortgage product matching

Is NRDS a Good Stock to Buy?

UQS Score rates NRDS as Good overall, reflecting a balanced but mixed profile across its five quality pillars.

The platform's strongest attributes show up in its Risk and Growth pillars, both rated favorably. The Risk profile suggests the business carries a manageable financial structure relative to peers, while the Growth pillar indicates the company is expanding at a pace that stands out within its sector. Valuation is rated Attractive, meaning the market may not be fully pricing in the company's growth trajectory.

The Moat pillar is rated Weak, pointing to limited durable competitive advantages — a meaningful concern in a crowded digital finance space. Quality is rated Neutral, suggesting profitability and returns metrics are not yet a standout.

See the exact pillar breakdown and full financial metrics by signing up for a UQS Pro account. Sign up free →

Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.

Does NRDS pay dividends?

No — NerdWallet, Inc. does not currently pay a dividend.

NerdWallet does not currently pay a dividend. As a growth-oriented digital platform, the company reinvests available capital into expanding its product marketplace, growing its user base, and entering new markets. Investors seeking income through dividends should be aware that NRDS is positioned as a growth vehicle rather than an income-generating holding.

When does NRDS report earnings?

NerdWallet reports earnings on a quarterly cadence, typical for US-listed equities.

The company's recent reporting periods have reflected its ongoing investment in platform growth and geographic expansion. Revenue trends have been shaped by shifts in consumer demand for financial products and the broader interest rate environment, which influences mortgage and lending activity on the platform.

For the most recent quarter's results and upcoming reporting dates, visit NerdWallet's investor relations page directly.

NRDS Price History

-39.4% over 5Y

Monthly close, adjusted for stock splits and dividend reinvestment.

Return Calculator

What if I invested in NerdWallet, Inc.?

$
Today it would be worth
$12,822
That's a +28.2% total return, or +28.2% annualized.

Based on NerdWallet, Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.

NRDS Long-term Outlook

NerdWallet's fundamental outlook is shaped by its Good Growth pillar and Strong Risk profile, suggesting the business has room to expand while maintaining a manageable risk posture. The Attractive Valuation label indicates the stock may offer upside relative to its current growth trajectory. However, the Weak Moat rating introduces uncertainty — without stronger competitive differentiation, sustaining growth against well-resourced rivals remains a key challenge.

Growth drivers

  • Expanding product marketplace into insurance, investing, and SMB segments
  • International growth across the UK and Canadian markets
  • Increasing consumer adoption of the NerdWallet app and digital tools

Key risks

  • Weak competitive moat in a crowded digital personal finance landscape
  • Revenue sensitivity to interest rate cycles affecting mortgage and loan demand
  • Dependence on search engine traffic and digital marketing for user acquisition

NRDS vs Peers

NerdWallet operates in a financial services space that includes companies with very different business models and geographic footprints.

PRAANRDS scores higher
PRA Group, Inc.

PRA Group focuses on purchasing and collecting nonperforming consumer debt rather than operating a consumer-facing financial product marketplace.

LUNRDS scores higher
Lufax Holding Ltd

Lufax is a China-based fintech platform primarily serving retail investors and small business borrowers, operating in a distinctly different regulatory and geographic environment.

NAVINRDS scores higher
Navient Corporation

Navient specializes in student loan servicing and asset management, making it a more narrowly focused financial services company compared to NerdWallet's broad product marketplace.

Frequently Asked Questions

What does NerdWallet do?

NerdWallet operates a digital platform that helps consumers and small businesses find and compare financial products, including credit cards, mortgages, insurance, personal loans, and banking options. The platform combines educational content, comparison tools, and product marketplaces. NerdWallet earns revenue primarily through referral fees from financial product providers.

Does NRDS pay dividends?

No, NerdWallet does not currently pay a dividend. The company reinvests capital into growing its platform, expanding its product offerings, and entering new markets. Investors focused on dividend income should note that NRDS is structured as a growth-oriented business at this stage.

When does NRDS report earnings?

NerdWallet reports earnings on a quarterly cadence, consistent with standard US-listed company practice. For exact upcoming reporting dates and the most recent quarterly results, check NerdWallet's official investor relations page.

Is NRDS a good stock to buy?

UQS Score rates NRDS as Good overall. The platform shows favorable Growth and Risk profiles, and the Valuation is rated Attractive. However, the Weak Moat and Neutral Quality ratings introduce meaningful uncertainty. Whether NRDS fits your portfolio depends on your risk tolerance and investment goals — the full pillar breakdown is available to Pro members.

Is NRDS overvalued?

Based on the UQS Valuation pillar, NRDS is rated Attractive, suggesting the stock may be reasonably priced or even undervalued relative to its growth profile. Valuation is one of five pillars in the UQS composite — view the complete analysis to understand how all pillars interact.

How does NRDS compare to its competitors?

NerdWallet's direct peers in the UQS system include PRA Group, Lufax, and Navient — each with distinct business models. NerdWallet's consumer-facing marketplace model differs significantly from debt collection or loan servicing peers. Its Good UQS Score can be compared against these companies using the full competitor view available to Pro members.

What is NRDS's market cap bracket?

NerdWallet is classified as a small-cap company. This places it in a segment of the market that can offer higher growth potential but typically carries greater volatility and liquidity risk compared to large-cap or mega-cap peers.

Who founded NerdWallet?

NerdWallet was founded in 2009. The company's founding history and leadership background are publicly available through its investor relations materials and official company website.

Is NRDS a long-term quality investment?

As a long-term quality indicator, the UQS Score rates NRDS as Good. The Strong Risk and Good Growth pillars are encouraging for long-term holders, but the Weak Moat rating raises questions about whether the platform can defend its position over time. The full pillar breakdown offers deeper insight for long-term investors.

What is the main competitive advantage of NerdWallet?

NerdWallet's primary advantage lies in its brand recognition and the breadth of its financial product marketplace, which spans credit cards, mortgages, insurance, and more. However, the UQS Moat pillar rates this advantage as Weak, reflecting the competitive intensity of digital personal finance and the relative ease with which users can switch platforms.

What sector does NRDS belong to?

NerdWallet operates in the Financial Services sector, specifically within the digital fintech and personal finance platform space. Its business model — connecting consumers with financial product providers — sits at the intersection of technology and financial services.

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Pro Analysis

NRDS — Score History

55606570Apr 2Apr 12Apr 22May 2May 12May 22May 24v5
Score changes· 4 most recent
DateUQSQualityMoatGrowthRiskValueChange
May 18, 202664.362.924.067.593.7100.0+1.5
May 7, 202662.851.824.069.7100.099.1+0.1
Apr 18, 202662.751.824.069.7100.098.9-0.2
Apr 2, 202662.951.824.069.7100.0100.0

NRDS — Pillar Breakdown

Quality

62.9/100 (25%)

NerdWallet, Inc. shows solid profitability with healthy returns on capital and reasonable margins.

Return on EquityStrong

Profitability relative to shareholders' equity.

Operating ProfitabilityWeak

Ability to convert revenue into operating profit.

Net ProfitabilityWeak

Bottom-line profit as a share of revenue.

Cash GenerationStrong

Free cash flow relative to market value.

Growth

67.5/100 (20%)

NerdWallet, Inc. demonstrates healthy growth trends across revenue and earnings.

Recent Revenue TrendModerate

Revenue trajectory over the last twelve months.

3Y Revenue CAGRModerate

Compound annual revenue growth rate over 3 years.

EPS GrowthStrong

Year-over-year earnings per share growth.

Forward Revenue OutlookWeak

Analyst consensus for future revenue growth.

Forward EPS GrowthStrong

Analyst consensus for future earnings growth.

Risk

93.7/100 (15%)

NerdWallet, Inc. carries minimal financial risk with conservative leverage and strong solvency.

Debt/EquityStrong

Total debt relative to shareholder equity.

Current RatioStrong

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageStrong

Earnings capacity relative to interest payments.

Valuation

100.0/100 (15%)

NerdWallet, Inc. appears attractively valued relative to its earnings, cash flows, and sector peers.

Earnings YieldStrong

Inverse of forward P/E — higher yield means cheaper stock.

Price to Free Cash FlowStrong

How many years of FCF the market cap represents.

PEG RatioStrong

P/E relative to earnings growth — lower is more attractive.

EV/EBITDA vs SectorStrong

Enterprise value multiple relative to sector median.

Moat

24/100 (25%)

NerdWallet, Inc. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for NRDS.

Score Composition

Quality
62.9×25%15.7
Growth
67.5×20%13.5
Risk
93.7×15%14.1
Valuation
100.0×15%15.0
Moat
24.0×25%6.0
Total
64.3Good

Financial Data

More Stock Analysis

How is the NRDS UQS Score Calculated?

The UQS (Unified Quality Score) for NerdWallet, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses NerdWallet, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether NerdWallet, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.