Indicators
Indicators
Value
Direction
MACD(12,26,9)
-0.751
Sell
RSI(14)
21.251
Sell
STOCH(KDJ)(9,3,3)
2.738
Oversold
ATR(14)
0.577
High Vlolatility
CCI(14)
-132.758
Sell
Williams %R
99.189
Oversold
TRIX(12,20)
-0.596
Sell
StochRSI(14)
0.000
Oversold
Search
NerdWallet Inc
NRDSAdd to Watchlist
7.441USD
-0.139-1.84%
Market hours （ET）Quotes delayed by 15 min
489.52MMarket Cap
8.01P/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: 2026-05-14Key Insights
NerdWallet Inc's fundamentals are relatively very healthy, with an industry-leading ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 88 out of 394 in the Banking Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 12.83.In the medium term, the stock price is expected to trend down.Despite a very weak market performance over the past month, the company shows strong fundamentals and technicals.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
Media Coverage
Last 24 hours
Coverage Level
Very Low
Very High
Negative
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. The Company also offers mortgage brokerage services.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 39.57% year-on-year.
Undervalued
The company’s latest PB is 1.48, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 35.09M shares, decreasing 21.73% quarter-over-quarter.
Held by PRFDX
Star Investor PRFDX holds 15.53K shares of this stock.
Analyst Rating
Based on
7
analysts
Buy
Current Rating
12.833
Target Price
+64.74%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Financial Health
Currency: USD Updated: 2026-05-14The current financial score of NerdWallet Inc is 7.47, ranking 196 out of 394 in the Banking Services industry. Its financial status is robust, and its operating efficiency is low. Its latest quarterly revenue reached 222.20M, representing a year-over-year increase of 6.21%, while its net profit experienced a year-over-year increase of 10100.00%.
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
8.55
Operational Efficiency
5.90
Growth Potential
6.19
Shareholder Returns
6.74
NerdWallet Inc's Company Valuation
Currency: USD Updated: 2026-05-14The current valuation score of NerdWallet Inc is 5.79, ranking 375 out of 394 in the Banking Services industry. Its current P/E ratio is 7.96, which is 24802.37% below the recent high of 1983.05 and 1975.64% above the recent low of -149.36.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 88/394
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2026-05-14The current earnings forecast score of NerdWallet Inc is 7.71, ranking 123 out of 394 in the Banking Services industry. The average price target 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
12.833
Target Price
+64.74%
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
31
Capital One Financial Corp
COF
24
SoFi Technologies Inc
SOFI
24
Synchrony Financial
SYF
23
Ally Financial Inc
ALLY
18
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: 2026-05-14The current price momentum score of NerdWallet Inc is 6.53, ranking 355 out of 394 in the Banking Services industry. Currently, the stock price is trading between the resistance level at 10.05 and the support level at 6.33, 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
8.241
Sell
MA10
9.497
Sell
MA20
10.179
Sell
MA50
10.340
Sell
MA100
11.185
Sell
MA200
11.544
Sell
Institutional Confidence
Currency: USD Updated: 2026-05-14The current institutional shareholding score of NerdWallet Inc is 10.00, ranking 1 out of 394 in the Banking Services industry. The latest institutional shareholding proportion is 102.87%, representing a quarter-over-quarter increase of 31.58%. The largest institutional shareholder is James Simons, holding a total of 799.44K shares, representing 2.34% of shares outstanding, with 81.53% increase in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Risk Assessment
Currency: USD Updated: 2026-05-14The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Banking Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of NerdWallet Inc is 6.25, ranking 236 out of 394 in the Banking Services industry. The company's beta value is 1.30. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets. NerdWallet Inc’s latest ESG disclosure leads the Banking Services industry, indicating outstanding, compliant performance across environmental management, social responsibility, and governance, which may help mitigate overall risk.
Score
Beta vs S&P 500 index
1.30
VaR
--
240-Day Maximum Drawdown
+52.42%
240-Day Volatility
+53.98%
Return
Best Daily Return
60 days
+7.95%
120 days
+7.95%
5 years
--
Worst Daily Return
60 days
-12.77%
120 days
-12.77%
5 years
--
Sharpe Ratio
60 days
-1.68
120 days
-2.14
5 years
--
Risk Assessment
Maximum Drawdown
240 days
+52.42%
3 years
+55.36%
5 years
--
Return-to-Drawdown Ratio
240 days
-0.54
3 years
-0.12
5 years
--
Skewness
240 days
-0.74
3 years
+2.59
5 years
--
Volatility
Realised Volatility
240 days
+53.98%
5 years
--
Standardised True Range
240 days
+6.15%
5 years
--
Downside Risk-Adjusted Return
120 days
-281.39%
240 days
-281.39%
Maximum Daily Upside Volatility
60 days
+39.02%
Maximum Daily Downside Volatility
60 days
+49.30%
Liquidity
Average Turnover Rate
60 days
+1.27%
120 days
+1.20%
5 years
--
Turnover Deviation
20 days
+39.10%
60 days
+50.13%
120 days
+40.99%
Peer Comparison
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NerdWallet Inc
NRDS
7.21 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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UMBF
8.53 /10
Score
Financial Health
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Earnings Forecast
Price Momentum
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Risk Assessment
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PB
8.49 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
East West Bancorp Inc
EWBC
8.47 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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8.43 /10
Score
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8.42 /10
Score
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