Highlights
- Market Cap
- $769.16M
- Enterprise Value
- $670.86M
- EPS (TTM)
- $0.64
- PE Ratio
- 16.17
- PEG Ratio
- 0.13
- Total Revenue (TTM)
- $836.60M
- Gross Profit (TTM)
- $772.90M
- EBITDA (TTM)
- $105.10M
- Year Range
- $7.55 - $16.24
- Target Price
- $16.00
- ROA (TTM)
- 10.56%
- ROE (TTM)
- 13.00%
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in NerdWallet, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
NerdWallet, Inc. (NRDS) has returned -23.39% so far this year and 14.70% over the past 12 months.
NerdWallet, Inc.
- 1D
- 2.77%
- 1M
- -4.33%
- YTD
- -23.39%
- 6M
- -3.53%
- 1Y
- 14.70%
- 3Y*
- -13.75%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Nov 4, 2021, NRDS's average daily return is 0.00%, while the average monthly return is -0.12%.
Historically, 47% of months were positive and 53% were negative. The best month was Feb 2023 with a return of +76.6%, while the worst month was Nov 2021 at -36.1%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.
On a daily basis, NRDS closed higher 50% of trading days. The best single day was Oct 27, 2023 with a return of +40.7%, while the worst single day was May 3, 2023 at -22.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -11.00% | -10.03% | -4.33% | -23.39% | |||||||||
| 2025 | 7.37% | -28.57% | -11.27% | -0.99% | 17.63% | 4.08% | -3.46% | -2.36% | 4.06% | 8.46% | 28.62% | -9.73% | 1.88% |
| 2024 | 4.01% | 10.19% | -12.86% | -14.49% | 10.98% | 4.66% | 0.21% | -11.62% | -1.70% | 15.58% | -4.70% | -5.00% | -9.65% |
| 2023 | 21.77% | 76.56% | -21.61% | -16.13% | -30.73% | 0.11% | 19.13% | -19.71% | -1.22% | 21.26% | 9.00% | 25.28% | 53.33% |
| 2022 | -2.70% | -24.32% | 4.72% | -17.43% | 17.47% | -31.81% | 9.46% | 19.70% | -14.63% | 32.36% | 8.18% | -24.41% | -38.26% |
| 2021 | -36.11% | -13.99% | -45.05% |
Benchmark Metrics
NerdWallet, Inc. has an annualized alpha of -11.54%, beta of 1.33, and R² of 0.12 versus S&P 500 Index. Calculated based on daily prices since November 05, 2021.
- This stock participated in 172.31% of S&P 500 Index downside but only 67.40% of its upside — more exposed to losses than it benefited from rallies.
- R² of 0.12 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -11.54%
- Beta
- 1.33
- R²
- 0.12
- Upside Capture
- 67.40%
- Downside Capture
- 172.31%
Return for Risk
Risk / Return Rank
NRDS ranks 50 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for NerdWallet, Inc. (NRDS) and compare them to a chosen benchmark (S&P 500 Index).
| NRDS | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.26 | 0.90 | -0.63 |
Sortino ratioReturn per unit of downside risk | 0.83 | 1.39 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.21 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.36 | 1.40 | -1.04 |
Martin ratioReturn relative to average drawdown | 0.89 | 6.61 | -5.72 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore NRDS risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the NerdWallet, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the NerdWallet, Inc. was 77.00%, occurring on Oct 25, 2023. The portfolio has not yet recovered.
The current NerdWallet, Inc. drawdown is 63.32%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77% | Nov 5, 2021 | 495 | Oct 25, 2023 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of NerdWallet, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how NerdWallet, Inc. is priced in the market compared to other companies in the Credit Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for NRDS, comparing it with other companies in the Credit Services industry. Currently, NRDS has a P/E ratio of 16.2. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for NRDS compared to other companies in the Credit Services industry. NRDS currently has a PEG ratio of 0.1. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for NRDS relative to other companies in the Credit Services industry. Currently, NRDS has a P/S ratio of 0.9. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for NRDS in comparison with other companies in the Credit Services industry. Currently, NRDS has a P/B value of 2.1. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
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EBITDA | — |
EBIT | — |
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Net Income | — |
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Minority Interest | — |
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Net Interest Income | — |