Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.047
Buy
RSI(14)
70.765
Buy
STOCH(KDJ)(9,3,3)
73.390
Buy
ATR(14)
0.699
High Vlolatility
CCI(14)
110.250
Buy
Williams %R
5.686
Overbought
TRIX(12,20)
0.926
Sell
StochRSI(14)
100.000
Overbought
NerdWallet Inc
NRDS14.670USD
+0.270+1.87%
Close 11/25, 16:00（ET）Quotes delayed by 15 min
1.07BMarket Cap
14.55P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of NerdWallet Inc
Currency: USD Updated: 2025-11-25Key Insights
The company's fundamentals are relatively very healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Buy. The company is performing strongly in the stock market, with strong fundamentals and technicals supporting the momentum. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
NerdWallet Inc's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
7
analysts
Buy
Current Rating
16.167
Target Price
+12.27%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
NerdWallet Inc Highlights
StrengthsRisks
NerdWallet, Inc. is a personal finance company. The Company provide consumer-driven advice about personal finance through its platform by connecting individuals and small and mid-sized businesses (SMBs) with providers of financial products. The Company offers NerdWallet, a consumer-first platform that empowers consumers and SMBs. The Company's platform delivers a range of financial products, including credit cards, mortgages, insurance, SMB products, personal loans, banking, investing and student loans. Its platform uses guidance and machine learning capabilities to help consumers with personalized insights. The Company enables its consumers to access its content and comparison-shopping marketplaces, plus a data-driven app, which helps them stay on top of their finances and save time and money. The Company's NerdWallet platform is available to consumers in the United States, United Kingdom, Canada, and Australia. It also offers mortgage brokerage services.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 27.59% year-on-year.
Turnaround to Profit
The company's performance has turned profitable, with the latest annual net income of USD .
Fairly Valued
The company’s latest PB is 2.65, at a medium 3-year percentile range.
Institutional Selling
The latest institutional holdings are 33.81M shares, decreasing 25.51% quarter-over-quarter.
Held by PRFDX
Star Investor PRFDX holds 14.86K shares of this stock.
Higher Market Activity
The company has more investor interest, with a 20-day turnover ratio of 0.19.
Financial Health
Currency: USD Updated: 2025-11-25The company's current financial score is 7.47, which is higher than the Banking Services industry's average of 7.05. Its financial status is robust, and its operating efficiency is average. Its latest quarterly revenue reached 215.10M, representing a year-over-year increase of 12.44%, while its net profit experienced a year-over-year increase of 26200.00%.
Score
Financials
10.00
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
7.61
Operational Efficiency
6.28
Growth Potential
6.35
Shareholder Returns
7.11
NerdWallet Inc's Company Valuation
Currency: USD Updated: 2025-11-25The company’s current valuation score is 5.79, which is lower than the Banking Services industry's average of 7.67. Its current P/E ratio is 15.18, which is 12964.61% below the recent high of 1983.05 and 1084.03% above the recent low of -149.36.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 85/405
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-11-25The company’s current earnings forecast score is 8.00, which is higher than the Banking Services industry's average of 7.42. The average price target for NerdWallet Inc is 16.50, with a high of 19.00 and a low of 13.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
7
analysts
Buy
Current Rating
16.167
Target Price
+12.27%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
37
Total
6
Median
8
Average
Company name
Ratings
Analysts
NerdWallet Inc
NRDS
7
American Express Co
AXP
32
Capital One Financial Corp
COF
24
Synchrony Financial
SYF
23
SoFi Technologies Inc
SOFI
23
Ally Financial Inc
ALLY
20
1
2
3
...
8
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2025-11-25The company’s current price momentum score is 9.20, which is higher than the Banking Services industry's average of 8.61. Sideways: Currently, the stock price is trading between the resistance level at 15.87 and the support level at 12.45, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
13.990
Buy
MA10
14.005
Buy
MA20
13.273
Buy
MA50
11.927
Buy
MA100
11.232
Buy
MA200
10.699
Buy
Institutional Confidence
Currency: USD Updated: 2025-11-25The company’s current institutional recognition score is 7.00, which is higher than the Banking Services industry's average of 5.27. The latest institutional shareholding proportion is 82.41%, representing a quarter-over-quarter increase of 0.31%. The largest institutional shareholder is The Vanguard, holding a total of 3.99M shares, representing 9.71% of shares outstanding, with 6.14% increase in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
Topline Capital Management, LLC
Innovius Capital Management, LLC
BlackRock Institutional Trust Company, N.A.
Arrowstreet Capital, Limited Partnership
Dimensional Fund Advisors, L.P.
Quinn Opportunity Partners LLC
Geode Capital Management, L.L.C.
State Street Investment Management (US)
Connor, Clark & Lunn Investment Management Ltd.
1
2
Risk Assessment
Currency: USD Updated: 2025-11-25The company’s current risk assessment score is 6.40, which is lower than the Banking Services industry's average of 6.44. The company's beta value is 1.34. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.
Score
Beta vs S&P 500 index
1.34
VaR
--
240-Day Maximum Drawdown
+48.51%
240-Day Volatility
+57.64%
Return
Best Daily Return
60 days
+13.86%
120 days
+13.86%
5 years
--
Worst Daily Return
60 days
-4.47%
120 days
-17.15%
5 years
--
Sharpe Ratio
60 days
+3.37
120 days
+1.61
5 years
--
Risk Assessment
Maximum Drawdown
240 days
+48.51%
3 years
+69.83%
5 years
--
Return-to-Drawdown Ratio
240 days
+0.03
3 years
+0.22
5 years
--
Skewness
240 days
+1.27
3 years
+2.29
5 years
--
Volatility
Realised Volatility
240 days
+57.64%
5 years
--
Standardised True Range
240 days
+3.12%
5 years
--
Downside Risk-Adjusted Return
120 days
+193.13%
240 days
+193.13%
Maximum Daily Upside Volatility
60 days
+39.86%
Maximum Daily Downside Volatility
60 days
+31.52%
Liquidity
Average Turnover Rate
60 days
+0.64%
120 days
+0.65%
5 years
--
Turnover Deviation
20 days
+19.22%
60 days
-3.24%
120 days
-1.12%
Peer Comparison
Banking Services
NerdWallet Inc
NRDS
7.52 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Wintrust Financial Corp
WTFC
8.94 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
East West Bancorp Inc
EWBC
8.91 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
FNB Corp
FNB
8.75 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
UMB Financial Corp
UMBF
8.75 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Webster Financial Corp
WBS
8.75 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
FAQs
How does TradingKey generate the Stock Score of NerdWallet Inc?
The TradingKey Stock Score provides a comprehensive assessment of NerdWallet Inc based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of NerdWallet Inc’s performance and outlook.
How do we generate the financial health score of NerdWallet Inc?
To generate the financial health score of NerdWallet Inc, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects NerdWallet Inc's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of NerdWallet Inc.
How do we generate the company valuation score of NerdWallet Inc?
To generate the company valuation score of NerdWallet Inc, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare NerdWallet Inc’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of NerdWallet Inc’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of NerdWallet Inc.
How do we generate the earnings forecast score of NerdWallet Inc?
To calculate the earnings forecast score of NerdWallet Inc, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on NerdWallet Inc’s future.
How do we generate the price momentum score of NerdWallet Inc?
When generating the price momentum score for NerdWallet Inc, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of NerdWallet Inc’s prices. A higher score indicates a more stable short-term price trend for NerdWallet Inc.
How do we generate the institutional confidence score of NerdWallet Inc?
To generate the institutional confidence score of NerdWallet Inc, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about NerdWallet Inc’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of NerdWallet Inc.
How do we generate the risk management score of NerdWallet Inc?
To assess the risk management score of NerdWallet Inc, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of NerdWallet Inc’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of NerdWallet Inc.
