Stock Fundamentals

Company Information

Company Name
Nerdwallet Inc
Sector
Communication Services
Industry
Internet Content & Information
Exchange
NASDAQ
ISIN: US64082B1026
CIK: 0001625278
CUSIP: 64082B102
Currency: USD
Full Time Employees: 650
Phone: 415 549-8913
Fiscal Year End: December
IPO Date: Nov 04, 2021
Description:

NerdWallet, Inc. operates a digital platform that provides financial guidance to consumers and small and mid-sized businesses (SMB) in the United States, the United Kingdom, Australia, and Canada. It offers editorial and content publishing, a consumer and SMB financial education, tools, calculators, guides, and research published under the NerdWallet brand; Marketplace And Referral Services, a tool that enable users to compare, pre-qualify for, or connect with third-party providers of credit cards, consumer loans, small business loans, insurance, mortgages, financial services, and related products, as well as services including fundera, nerdwallet insurance services, nerdwallet advisory, and nerdwallet compare; and Financial Services, a brokerage and advisory services provided by our insurance agency, loan and mortgage brokerages, and investment advisory subsidiaries. NerdWallet, Inc. was founded in 2009 and is based in San Mateo, California.

Address:

19 S. B Street, San Mateo, CA, United States, 94401

Directors & Officers

Name Title Year Born
Mr. Tim Chen Co-founder, Chairman & CEO 1983
Mr. Samuel Yount Chief Business Officer 1982
Mr. Jun Hyung Lee Chief Financial Officer 1986
Mr. Nicholas Tatum Corporate Controller & Chief Accounting Officer 1985
Caitlin MacNamee Investor Relations Officer NA
Mr. Ekumene M. Lysonge Chief Legal Officer & Corporate Secretary 1977
Ms. Lynee Luque Chief People Officer 1979
Mr. Chris Hutchison Head of Content NA
Mr. Robert Beaupre Head of Content NA
Ms. Kim Lowe Head of Content NA

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Topline Capital Management LLC 5.25M Sep 30, 2025 7.86% $9.71 0.00%
Vanguard Group Inc 3.70M Dec 31, 2025 5.54% $0.00 -7.42%
BlackRock Inc 3.04M Sep 30, 2025 4.55% $0.00 4.29%
Arrowstreet Capital Limited Partnership 1.36M Dec 31, 2025 2.04% $0.01 20.39%
Dimensional Fund Advisors, Inc. 1.17M Dec 31, 2025 1.75% $0.00 4.94%
Quinn Opportunity Partners LLC 1.08M Sep 30, 2025 1.62% $0.83 -1.87%
Geode Capital Management, LLC 939.18K Sep 30, 2025 1.41% $0.00 1.48%
State Street Corp 893.30K Sep 30, 2025 1.34% $0.00 3.89%
Renaissance Technologies Corp 799.44K Dec 31, 2025 1.20% $0.02 9.65%
Jacobs Levy Equity Management, Inc. 624.46K Dec 31, 2025 0.94% $0.03 11.91%
D. E. Shaw & Co LP 561.32K Dec 31, 2025 0.84% $0.00 42.96%
Connor Clark & Lunn Inv Mgmt Ltd 519.09K Dec 31, 2025 0.78% $0.02 -41.53%
Trexquant Investment LP 448.94K Dec 31, 2025 0.67% $0.05 -2.18%
Citadel Advisors Llc 433.63K Sep 30, 2025 0.65% $0.00 -14.46%
FMR Inc 377.74K Dec 31, 2025 0.57% $0.00 27.85%
Morgan Stanley - Brokerage Accounts 357.36K Sep 30, 2025 0.54% $0.00 -33.36%
Los Angeles Capital Management LLC 355.95K Sep 30, 2025 0.53% $0.01 51.29%
Northern Trust Corp 335.37K Sep 30, 2025 0.50% $0.00 1.43%
UBS Group AG 321.64K Sep 30, 2025 0.48% $0.00 91.93%
Charles Schwab Investment Management Inc 315.97K Dec 31, 2025 0.47% $0.00 -4.74%

Shares Statistics

Shares Outstanding: 41.03M
Shares Float: 31.30M
% Insiders: 458.40%
% Institutions: 8,832.80%
Short % Float: 15.72%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Topline Capital Management LLC 5.25M 7.86% ▲ 0.00% Sep 30, 2025
2 Vanguard Group Inc 3.70M 5.54% ▼ 7.42% Dec 31, 2025
3 BlackRock Inc 3.04M 4.55% ▲ 4.29% Sep 30, 2025
4 Arrowstreet Capital Limited Partnership 1.36M 2.04% ▲ 20.39% Dec 31, 2025
5 Dimensional Fund Advisors, Inc. 1.17M 1.75% ▲ 4.94% Dec 31, 2025
6 Quinn Opportunity Partners LLC 1.08M 1.62% ▼ 1.87% Sep 30, 2025
7 Geode Capital Management, LLC 939.18K 1.41% ▲ 1.48% Sep 30, 2025
8 State Street Corp 893.30K 1.34% ▲ 3.89% Sep 30, 2025
9 Renaissance Technologies Corp 799.44K 1.20% ▲ 9.65% Dec 31, 2025
10 Jacobs Levy Equity Management, Inc. 624.46K 0.94% ▲ 11.91% Dec 31, 2025

Valuation Metrics

Enterprise Value: $729.34M
Trailing P/E: 11.54
Forward P/E: 14.08

Financial Highlights

Market Cap: $824.60M
EBITDA: $80.40M
P/E Ratio: $11.54
Book Value: $5.25
Earnings/Share: $0.94
Profit Margin: 5.82%
Operating Margin: 8.61%
ROA (TTM): 9.07%
ROE (TTM): 13.19%
Revenue (TTM): $836.60M
Revenue/Share (TTM): $11.26
Earnings Growth (YOY): -62.50%
Revenue Growth (YOY): 22.60%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios (Yearly)

Financial Ratios (Quarterly)

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 3.45x 0.00x 0.19x 116.00x 0.00x
2024-12-31 3.27x 0.01x 0.17x 13.43x 0.09x
2023-12-31 5.32x 0.01x 0.12x 4.50x 0.06x
2022-12-31 2.61x 0.01x 0.20x -7.60x 0.16x
2021-12-31 3.69x 0.01x 0.29x -30.00x -1.71x
2020-12-31 5.39x 0.46x 0.68x 1.73x 2.20x
2019-12-31 4.01x 5.35x 0.94x 25.82x 1.11x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Dec 03, 2025 Nicholas Tatum N/A Sale 596.00 $15.93 $9.49K
Dec 02, 2025 Samuel Yount N/A Sale 15.95K $16.04 $255.76K
Nov 26, 2025 Samuel Yount N/A Sale 10.00K $15.07 $150.70K
Nov 24, 2025 Samuel Yount N/A Sale 5.04K $14.28 $71.97K
Nov 14, 2025 Samuel Yount N/A Sale 521.00 $14.25 $7.42K
Nov 13, 2025 Samuel Yount N/A Sale 12.13K $14.34 $173.93K
Oct 02, 2025 Nicholas Tatum N/A Sale 4.27K $10.76 $45.97K

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