CoverageForm 410-K10-Q8-K13D13G13F

NRDS · Nerdwallet, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · NRDS

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$222.20M-$215.10M$186.90M$209.20M-$191.30M$150.60M$161.90M-
Cost of Revenue$13.60M-$15.30M$16.60M$18.20M-$17.70M$14.90M$14.20M-
Gross Profit$208.60M-$199.80M$170.30M$191.00M-$173.60M$135.70M$147.70M-
R&D$16.80M-$15.70M$17.90M$16.80M-$23.00M$22.70M$20.70M-
SG&A$15.50M-$14.40M$13.70M$13.80M-$15.90M$16.50M$15.40M-
Total Operating Expenses$195.00M-$180.70M$176.20M$208.50M-$184.70M$160.20M$158.20M-
D&A$9.70M--$12.20M$12.60M---$11.90M-
Operating Income$27.20M-$34.40M$10.70M$700.0K-$6.60M($9.60M)$3.70M-
Interest Expense$200.0K-$200.0K$200.0K$200.0K-$200.0K$200.0K$200.0K-
Income Tax$7.60M-$9.20M$3.30M$1.10M-$7.70M$1.10M$3.70M-
Net Income$20.40M-$26.30M$8.20M$200.0K-$100.0K($9.40M)$1.10M-
EPS - Basic$0.30-$0.35$0.11$0.00-$0.00($0.12)$0.01-
EPS - Diluted$0.29-$0.34$0.11$0.00-$0.00($0.12)$0.01-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$56.30M$98.30M$120.60M$105.30M$92.20M$66.30M$71.70M$113.80M$110.90M$100.40M
Accounts Receivable$113.10M$111.00M$121.90M$97.80M$120.30M$102.20M$102.80M$93.70M$93.90M$75.50M
Inventory----------
Accounts Payable$6.60M$5.40M$13.60M$11.80M$24.30M$8.90M$12.40M$10.10M$15.30M$1.70M
Current Assets$206.40M$244.70M$275.10M$238.70M$241.90M$196.70M$193.70M$230.00M$224.20M$198.40M
Total Assets$432.00M$461.10M$492.80M$476.00M$475.00M$437.60M$402.40M$446.20M$446.10M$418.60M
Current Liabilities$80.30M$70.90M$74.40M$69.30M$90.40M$60.10M$66.50M$53.90M$53.80M$37.30M
Long-term Debt----------
Total Liabilities$95.80M$86.60M$90.40M$86.00M$103.40M$73.40M$80.00M$66.80M$67.40M$51.70M
Stockholders' Equity$336.20M$374.50M$402.40M$390.00M$371.60M$364.20M$322.40M$379.40M$378.70M$366.90M
Retained Earnings($233.90M)($188.10M)($151.00M)($158.10M)($166.30M)($166.50M)($196.90M)($125.90M)($115.40M)($116.50M)

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$35.70M---$26.70M---$22.70M-
Investing Cash Flow($19.70M)---($4.60M)---($13.50M)-
Financing Cash Flow($57.90M)---$3.80M---$1.30M-
CapEx$400.0K---$200.0K---$0-
Free Cash Flow$35.30M---$26.50M---$22.70M-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin93.9%-92.9%91.1%91.3%-90.7%90.1%91.2%-
Operating margin12.2%-16.0%5.7%0.3%-3.5%-6.4%2.3%-
EBITDA margin16.6%--12.3%6.4%---9.6%-
Net margin9.2%-12.2%4.4%0.1%-0.1%-6.2%0.7%-
Free cash flow margin15.9%---12.7%---14.0%-
FCF / Net income1.73---132.50---20.64-
R&D / Revenue7.6%-7.3%9.6%8.0%-12.0%15.1%12.8%-
SG&A / Revenue7.0%-6.7%7.3%6.6%-8.3%11.0%9.5%-
Effective tax rate27.1%-25.9%28.7%84.6%-98.7%-77.1%-
Return on assets4.7%-5.3%1.7%0.0%-0.0%-2.1%0.2%-
Return on equity6.1%-6.5%2.1%0.1%-0.0%-2.5%0.3%-
Return on invested capital----------
Liquidity
Current ratio2.573.453.703.442.683.272.914.274.175.32
Quick ratio2.573.453.703.442.683.272.914.274.175.32
Cash ratio0.701.391.621.521.021.101.082.112.062.69
Leverage
Debt / Equity----------
Debt / Assets----------
Debt / EBITDA----------
Interest coverage136.0x-172.0x53.5x3.5x-33.0x-48.0x18.5x-
Equity multiplier1.281.231.221.221.281.201.251.181.181.14
Liabilities / Assets0.220.190.180.180.220.170.200.150.150.12
Efficiency
Asset turnover0.51-0.440.390.44-0.480.340.36-
Inventory turnover----------
Days sales outstanding186d-207d191d210d-196d227d212d-
Days inventory outstanding----------
Days payable outstanding177d-324d259d487d-256d247d393d-
Cash conversion cycle----------
Valuation
P / E35.8x-31.6x99.7x----1470.0x-
P / B2.1x-2.1x2.2x1.9x-3.1x3.0x3.1x-
P / S3.2x-3.8x4.5x3.3x-5.3x7.6x7.3x-
EV / EBITDA18.0x--32.1x44.9x---68.7x-
Growth
Revenue growth (YoY)6.2%-12.4%24.1%29.2%-25.2%5.1%-4.5%-
Revenue CAGR (3y)9.4%-14.7%26.8%32.5%-----
Revenue CAGR (5y)----------
Gross profit growth (YoY)9.2%-15.1%25.5%29.3%-24.4%4.2%-5.2%-
Operating income growth (YoY)3785.7%-421.2%--81.1%-65.0%-128.6%--
Net income growth (YoY)10100.0%-26200.0%--81.8%--12.1%-35.3%-
EPS growth (YoY)-------14.3%-50.0%-
EPS CAGR (3y)143.8%-224.0%-------
EPS CAGR (5y)----------
FCF growth (YoY)33.2%---16.7%---41.0%-
FCF CAGR (5y)----------
Book value growth (YoY)-9.5%2.8%24.8%2.8%-1.9%-0.7%-11.5%3.9%4.7%7.4%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$836.60M total
Reportable Segment$836.60M · 100.0%

Product / service

$836.60M total
Insurance$280.80M · 33.6%
Emerging Verticals$189.00M · 22.6%
Credit Card$133.40M · 15.9%
Loans$133.40M · 15.9%
SMBProducts$100.00M · 12.0%

Peer comparison

Same SIC group: Services-Computer Processing & Data Preparation

CompanyRevenue (last FY)Net marginROE
TOST$6.15B5.6%16.1%
PEGA$1.75B22.5%50.0%
WDAY$9.55B7.3%8.9%
CARG$906.98M17.2%41.7%
RAMP$812.94M18.0%15.0%

Comparing NERDWALLET against the 5 most active filers in the same SIC group.