NerdWallet

NRDS

Market cap $811M

Although the revenue and EPS for NerdWallet, Inc. (NRDS) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

NerdWallet, Inc. (NRDS) Q4 2025 Earnings Call Transcript

SAN FRANCISCO--(BUSINESS WIRE)--NERDWALLET REPORTS FOURTH QUARTER AND FULL YEAR 2025 RESULTS.

Can NRDS sustain 15% y/y revenue growth and rising EBITDA guidance as it heads toward Q4 results? Let us find out.

NerdWallet: Undervalued And Misunderstood

SAN FRANCISCO--(BUSINESS WIRE)--NerdWallet Announces Conference Call to Review 2025 Fourth Quarter and Full-Year Financial Results.

NerdWallet is reshaping growth by reducing Google search reliance, scaling performance marketing and deepening monetization through vertical integration.

NerdWallet Inc. NRDS shares gained 12.6% in the past six months against the industry's decline of 17.9%. Its peers FUTU Holdings FUTU and LendingClub LC have also outperformed the industry.

NerdWallet remains a compelling buy, trading at just 5x FY26 adjusted EBITDA despite double-digit growth and expanding margins. NRDS raised full-year guidance, now targeting 15% Q4 revenue growth and $141–$145 million adjusted EBITDA, with margins up to 17%. Key risks include slowing insurance growth and a sharp decline in credit card revenue, but loans and 'other products' segments are accelerating.

Does NRDS's affiliate-driven model, user growth and strategic acquisition tilt the long-term digital finance battle in its favor compared with TREE? Let us find out.