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Nerdwallet, Inc.. (NRDS) Stock Fundamental Analysis & AI Rating 2026

NRDS Nasdaq Services-Computer Processing & Data Preparation DE CIK: 0001625278
Updated This Month • Analysis: May 8, 2026 • SEC Data: 2026-03-31
Combined AI Rating
BUY
75% Confidence
STRONG AGREEMENT
BUY
72% Conf
BUY
78% Conf

📊 NRDS Key Takeaways

Revenue: $222.2M
Net Margin: 9.2%
Free Cash Flow: $35.3M
Current Ratio: 2.57x
Debt/Equity: 0.21x
EPS: $0.29
AI Rating: BUY with 72% confidence
Nerdwallet, Inc.. (NRDS) receives a BUY rating with 75% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $222.2M, net profit margin of 9.2%, and return on equity (ROE) of 6.1%, Nerdwallet, Inc.. demonstrates strong fundamentals in the Technology sector. Below is our complete NRDS stock analysis for 2026.

Is Nerdwallet, Inc.. (NRDS) a Good Investment?

Claude

NerdWallet demonstrates solid fundamentals with 21.7% revenue growth, exceptional balance sheet strength (0.21x debt/equity, 2.57x current ratio), and robust free cash flow generation (15.9% FCF margin). However, flat net income growth despite strong top-line expansion and low ROE/ROA (6.1%/4.7%) suggest margin compression and capital efficiency challenges that warrant monitoring.

ChatGPT

NerdWallet combines 21.7% revenue growth with strong cash generation and a fortress balance sheet (low leverage, high liquidity). Margins are modest but positive, and free cash flow (15.6% margin) provides ample capacity to invest for operating leverage. With net income flat YoY but EPS up sharply, fundamentals support a quality-driven growth story if execution sustains.

Why Buy Nerdwallet, Inc.. Stock? NRDS Key Strengths

Claude
  • + Strong 21.7% YoY revenue growth indicates market demand and business momentum
  • + Excellent financial health with minimal leverage (0.21x debt/equity) and 136x interest coverage ratio
  • + Robust free cash flow generation of $35.3M (15.9% FCF margin) demonstrates cash-generative operations
  • + Exceptional liquidity with 2.57x current and quick ratios provides financial flexibility
  • + 68.4% EPS growth shows improving per-share profitability through efficient capital allocation
ChatGPT
  • + Robust top-line growth with positive operating profitability
  • + Strong cash conversion and low capital intensity driving healthy FCF
  • + Conservative balance sheet with low debt and very high interest coverage

NRDS Stock Risks: Nerdwallet, Inc.. Investment Risks

Claude
  • ! Net income flat YoY despite 21.7% revenue growth indicates significant margin pressure or operational deleverage
  • ! Low ROE (6.1%) and ROA (4.7%) suggest poor capital efficiency and returns on asset base
  • ! Operating expense growth appears to be outpacing revenue growth, compressing profitability margins
  • ! Missing gross margin data limits visibility into core business profitability and pricing power
  • ! Sustained margin compression could deteriorate cash flow quality if operating leverage doesn't improve
ChatGPT
  • ! Margins remain thin and net income is flat YoY, pressuring scalability
  • ! Growth sensitive to customer acquisition efficiency and broader credit cycles
  • ! OCF outpacing net income may reflect working capital dynamics that can reverse

Key Metrics to Watch

Claude
  • * Net profit margin trajectory - critical to confirm stabilization or recovery from flat growth
  • * Operating expense ratio vs revenue growth rate - need evidence of operating leverage improvement
  • * Return on Equity trend - must improve to justify equity capital employed
  • * Free cash flow sustainability and conversion rates - ensure cash generation remains robust
ChatGPT
  • * Operating margin expansion
  • * Operating cash flow to net income ratio

Nerdwallet, Inc.. (NRDS) Financial Metrics & Key Ratios

Revenue
$222.2M
Net Income
$20.4M
EPS (Diluted)
$0.29
Free Cash Flow
$35.3M
Total Assets
$432.0M
Cash Position
$56.3M

💡 AI Analyst Insight

Strong liquidity with a 2.57x current ratio provides a solid financial cushion.

NRDS Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 12.2%
Net Margin 9.2%
ROE 6.1%
ROA 4.7%
FCF Margin 15.9%

NRDS vs Technology Sector: How Nerdwallet, Inc.. Compares

How Nerdwallet, Inc.. compares to Technology sector averages

Net Margin
NRDS 9.2%
vs
Sector Avg 18.0%
NRDS Sector
ROE
NRDS 6.1%
vs
Sector Avg 22.0%
NRDS Sector
Current Ratio
NRDS 2.6x
vs
Sector Avg 2.5x
NRDS Sector
Debt/Equity
NRDS 0.2x
vs
Sector Avg 0.5x
NRDS Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Nerdwallet, Inc.. Stock Overvalued? NRDS Valuation Analysis 2026

Based on fundamental analysis, Nerdwallet, Inc.. has mixed fundamental signals relative to the Technology sector in 2026.

Return on Equity
6.1%
Sector avg: 22%
Net Profit Margin
9.2%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.21x
Sector avg: 0.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Nerdwallet, Inc.. Balance Sheet: NRDS Debt, Cash & Liquidity

Current Ratio
2.57x
Quick Ratio
2.57x
Debt/Equity
0.21x
Debt/Assets
22.2%
Interest Coverage
136.00x
Long-term Debt
$70.0M

NRDS Revenue & Earnings Growth: 5-Year Financial Trend

NRDS 5-year financial data: Year 2021: Revenue $379.6M, Net Income $24.2M, EPS $0.45. Year 2022: Revenue $538.9M, Net Income $5.3M, EPS $0.09. Year 2023: Revenue $599.4M, Net Income -$42.5M, EPS $-0.82. Year 2024: Revenue $687.6M, Net Income -$10.2M, EPS $-0.14. Year 2025: Revenue $836.6M, Net Income -$11.8M, EPS $-0.15.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Nerdwallet, Inc..'s revenue has grown significantly by 120% over the 5-year period, indicating strong business expansion. The most recent EPS of $-0.15 indicates the company is currently unprofitable.

NRDS Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
15.9%
Free cash flow / Revenue

NRDS Quarterly Earnings & Performance

Quarterly financial performance data for Nerdwallet, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $209.2M $200.0K $0.00
Q3 2025 $191.3M $100.0K $0.00
Q2 2025 $150.6M $200.0K $-0.11
Q1 2025 $161.9M $200.0K $0.00
Q3 2024 $152.8M $100.0K $0.00
Q2 2024 $143.3M $1.1M $-0.11
Q1 2024 $161.9M $1.1M $0.01
Q3 2023 $142.6M -$500.0K $0.01

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Nerdwallet, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$35.7M
Cash generated from operations
Stock Buybacks
$66.0M
Shares repurchased (TTM)
Capital Expenditures
$400.0K
Investment in assets
Dividends
None
No dividend program

NRDS SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Nerdwallet, Inc.. (CIK: 0001625278)

📋 Recent SEC Filings

Date Form Document Action
May 6, 2026 10-Q nrds-20260331.htm View →
May 6, 2026 8-K nrds-20260506.htm View →
Apr 14, 2026 DEF 14A nrds-20260414.htm View →
Mar 26, 2026 8-K nrds-20260319.htm View →
Mar 20, 2026 4 xslF345X06/wk-form4_1774053477.xml View →

Frequently Asked Questions about NRDS

What is the AI rating for NRDS?

Nerdwallet, Inc.. (NRDS) has a Combined AI Rating of BUY from Claude (BUY) and ChatGPT (BUY) with 75% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are NRDS's key strengths?

Claude: Strong 21.7% YoY revenue growth indicates market demand and business momentum. Excellent financial health with minimal leverage (0.21x debt/equity) and 136x interest coverage ratio. ChatGPT: Robust top-line growth with positive operating profitability. Strong cash conversion and low capital intensity driving healthy FCF.

What are the risks of investing in NRDS?

Claude: Net income flat YoY despite 21.7% revenue growth indicates significant margin pressure or operational deleverage. Low ROE (6.1%) and ROA (4.7%) suggest poor capital efficiency and returns on asset base. ChatGPT: Margins remain thin and net income is flat YoY, pressuring scalability. Growth sensitive to customer acquisition efficiency and broader credit cycles.

What is NRDS's revenue and growth?

Nerdwallet, Inc.. reported revenue of $222.2M.

Does NRDS pay dividends?

Nerdwallet, Inc.. does not currently pay dividends.

Where can I find NRDS SEC filings?

Official SEC filings for Nerdwallet, Inc.. (CIK: 0001625278) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is NRDS's EPS?

Nerdwallet, Inc.. has a diluted EPS of $0.29.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is NRDS a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Nerdwallet, Inc.. has a BUY rating with 75% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is NRDS stock overvalued or undervalued?

Valuation metrics for NRDS: ROE of 6.1% (sector avg: 22%), net margin of 9.2% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

Should I buy NRDS stock in 2026?

Our dual AI analysis gives Nerdwallet, Inc.. a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is NRDS's free cash flow?

Nerdwallet, Inc..'s operating cash flow is $35.7M, with capital expenditures of $400.0K. FCF margin is 15.9%.

How does NRDS compare to other Technology stocks?

Vs Technology sector averages: Net margin 9.2% (avg: 18%), ROE 6.1% (avg: 22%), current ratio 2.57 (avg: 2.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 8, 2026 | Data as of: 2026-03-31 | Powered by Claude AI