Added to YB: 2026-03-31
Pitch date: 2026-02-04
NRDS [bullish]
NerdWallet, Inc.
-6.74%
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
$667.9M
Pitch Price
$10.83
Price Target
35.00 (+250%)
Dividend
N/A
EV/EBITDA
7.01
P/E
15.63
EV/Sales
0.70
Sector
Consumer Finance
Category
value
NerdWallet, Inc. - $NRDS
NRDS: Personal finance platform growing 24%+ CAGR for 6yrs despite AI headwinds, trading 9.2x TTM EPS & MSD multiple on 2-3yr EPS. Expanded from credit cards to mortgages/loans/insurance. Regulatory barriers protect vs LLM disruption. OpMgn expanding to low-teens (FY25), targeting 15%+ (100M+ earnings power in 2yrs=5-6x P/E). Active $125M buyback=15% shares, but 37-50% of real float (founder owns 45%). PT $35 (~3x) on 18x P/E in 2yrs.
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