Added to YB: 2025-07-21
Pitch date: 2025-07-17
NRDS [bearish]
NerdWallet, Inc.
-37.65%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$1.0B
Pitch Price
$10.49
Price Target
5.60 (-61%)
Dividend
N/A
EV/EBITDA
12.29
P/E
14.98
EV/Sales
1.14
Sector
Consumer Finance
Category
N/A
NerdWallet (NRDS): A Business Model Facing Structural Decline
NRDS short: 45% downside to $5.60. Insurance lead gen strong, but web traffic declining across core businesses. Future value at risk as LLMs commoditize financial comparisons. FCF only $10-20M in 2025 (vs $120M adj EBITDA) due to $55-60M annual M&A/software costs + $33M stock comp.
Read full article (2 min)