Added to YB: 2026-09-18
Pitch date: 2026-09-15
NRDS [bullish]
NerdWallet, Inc.
Author Info
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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
$608.5M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.20
P/E
10.45
EV/Sales
0.65
Sector
Consumer Finance
Category
value
Nerdwallet (NRDS) looks like hella cheap growth
NRDS: NerdWallet trades at $9.52, roughly 5x estimated $1.82 of trailing owner earnings — a nearly 20% yield — after revenue nearly quadrupled from 2019 to $860M TTM; it also repurchased over 10% of shares in 1H26. The bet is that cash generation and buybacks outweigh slowing 6% revenue growth, rising marketing spend and the risk that AI erodes traffic acquisition and affiliate fees.
Read full article (3 min)