NerdWallet

NRDS

Market cap $877M

SAN FRANCISCO--(BUSINESS WIRE)--NerdWallet Announces Conference Call to Review 2025 Third Quarter Financial Results.

NerdWallet remains a top pick for portfolio rotation, offering growth potential and secular tailwinds amid market volatility. NRDS benefits from diversified revenue streams, lower interest rate trends, and a highly efficient cost structure supporting margin expansion. Recent headcount reductions and raised EBITDA guidance highlight NRDS's commitment to efficient growth and operational discipline.

NerdWallet is down 19% YTD but remains a diverse, founder-led company with multiple growing revenue streams and a strong brand. NRDS is focusing on operational efficiencies, AI-driven personalization, and vertical integration to drive long-term growth despite short-term revenue disruptions. Q2 revenue grew 24% year-over-year, with insurance and emerging verticals leading gains; the company remains profitable and maintains a strong balance sheet.

NerdWallet, Inc. remains resilient against AI disruption, leveraging strong SEO, brand trust, and deep financial insights to maintain user engagement. NRDS posted robust Q2 2025 revenue growth and net profits, supported by high demand, efficient cost management, and a strong liquidity position. Valuation metrics indicate NRDS trades at a discount, with price ratios and EV/EBITDA suggesting upside potential and fair value relative to historical averages.

NerdWallet, Inc. (NASDAQ:NRDS ) Q2 2025 Earnings Conference Call August 7, 2025 4:30 PM ET Company Participants Jun Hyung Lee - Chief Financial Officer Sara Colvin - Corporate Participant Tim Chen - Co-founder, Chairman & CEO Conference Call Participants Justin Tyler Patterson - KeyBanc Capital Markets Inc., Research Division Michael Nicholas Infante - Morgan Stanley, Research Division Ralph Edward Schackart - William Blair & Company L.L.C., Research Division Operator Ladies and gentlemen, thank you for standing by.

NerdWallet (NRDS) Q2 Profit Jumps 135%

NerdWallet, Inc. (NRDS) came out with quarterly earnings of $0.11 per share, in line with the Zacks Consensus Estimate . This compares to a loss of $0.12 per share a year ago.

SAN FRANCISCO--(BUSINESS WIRE)--NERDWALLET REPORTS SECOND QUARTER 2025 RESULTS.

NerdWallet is a great content business, but the market is under-rating the company's moves towards vertical integration. We expect GAAP profitability to improve rapidly as these changes filter down the income statement. Trading at under 10x EV/FCF, we think shares look incredibly cheap, and investors at this price could enjoy multiple expansions in addition to organic growth.

SAN FRANCISCO--(BUSINESS WIRE)--NerdWallet Announces Conference Call to Review 2025 Second Quarter Financial Results.