NERDWALLET, INC. |
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 12.89 USD | -4.66% |
|
-3.16% | -12.43% |
| Apr. 25 | NerdWallet, Inc. Reports Earnings Results for the First Quarter Ended March 31, 2024 | CI |
| Apr. 25 | Earnings Flash (NRDS) NERDWALLET Posts Q1 Revenue $161.9M, vs. Street Est of $157.3M | MT |
Valuation
| Fiscal Period: December | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|
| Capitalization 1 | 1,024 | 713.6 | 1,121 | 1,002 | - | - |
| Enterprise Value (EV) 1 | 855.9 | 629.7 | 1,020 | 834.1 | 733.4 | 610.2 |
| P/E ratio | -19 x | -68.6 x | -98.1 x | 56.9 x | 26.9 x | 17.3 x |
| Yield | - | - | - | - | - | - |
| Capitalization / Revenue | 2.7 x | 1.32 x | 1.87 x | 1.57 x | 1.4 x | 1.25 x |
| EV / Revenue | 2.25 x | 1.17 x | 1.7 x | 1.31 x | 1.03 x | 0.76 x |
| EV / EBITDA | 31.6 x | 9.38 x | 10.5 x | 7.15 x | 4.81 x | 3.43 x |
| EV / FCF | -54.2 x | - | - | 13.1 x | 16.9 x | 6.87 x |
| FCF Yield | -1.85% | - | - | 7.64% | 5.93% | 14.6% |
| Price to Book | 4.03 x | - | - | 2.42 x | 2 x | 1.67 x |
| Nbr of stocks (in thousands) | 65,835 | 74,334 | 76,125 | 77,738 | - | - |
| Reference price 2 | 15.55 | 9.600 | 14.72 | 12.89 | 12.89 | 12.89 |
| Announcement Date | 2/24/22 | 2/14/23 | 2/14/24 | - | - | - |
1USD in Million2USD
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: December | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|
| Net sales 1 | - | 379.6 | 538.9 | 599.4 | 636.8 | 713.3 | 800.3 |
| EBITDA 1 | - | 27.1 | 67.1 | 97.6 | 116.7 | 152.6 | 177.8 |
| EBIT 1 | - | -39 | -19 | 3.6 | 24.55 | 50.35 | 88.05 |
| Operating Margin | - | -10.27% | -3.53% | 0.6% | 3.86% | 7.06% | 11% |
| Earnings before Tax (EBT) 1 | - | -37.7 | -20 | 6.3 | 27.53 | 53.19 | 86.22 |
| Net income 1 | 5.3 | -42.5 | -10.2 | -11.8 | 18.35 | 40.59 | 67.17 |
| Net margin | - | -11.2% | -1.89% | -1.97% | 2.88% | 5.69% | 8.39% |
| EPS 2 | 0.2000 | -0.8200 | -0.1400 | -0.1500 | 0.2265 | 0.4790 | 0.7450 |
| Free Cash Flow 1 | - | -15.8 | - | - | 63.7 | 43.5 | 88.8 |
| FCF margin | - | -4.16% | - | - | 10% | 6.1% | 11.1% |
| FCF Conversion (EBITDA) | - | - | - | - | 54.58% | 28.51% | 49.93% |
| FCF Conversion (Net income) | - | - | - | - | 347.08% | 107.17% | 132.2% |
| Dividend per Share 2 | - | - | - | - | - | - | - |
| Announcement Date | 10/8/21 | 2/24/22 | 2/14/23 | 2/14/24 | - | - | - |
1USD in Million2USD
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: December | 2021 Q4 | 2022 Q1 | 2022 Q2 | 2022 Q3 | 2022 Q4 | 2023 Q1 | 2023 Q2 | 2023 Q3 | 2023 Q4 | 2024 Q1 | 2024 Q2 | 2024 Q3 | 2024 Q4 | 2025 Q1 | 2025 Q2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 99.5 | 129.1 | 125.2 | 142.6 | 142 | 169.6 | 143.3 | 152.8 | 133.7 | 161.9 | 150 | 171.1 | 155.8 | 178.3 | 164.8 |
| EBITDA 1 | 13.5 | 8.9 | 12.7 | 14.5 | 31 | 20.9 | 20.7 | 26.7 | 29.3 | 25.5 | 17.74 | 36.12 | 37.31 | 38.27 | 26.4 |
| EBIT 1 | -9.4 | -9.1 | -6.8 | -8.8 | 7.9 | -0.8 | -2.8 | 4 | 4.6 | 3.7 | 1.6 | 12.26 | 16.23 | 8.291 | - |
| Operating Margin | -9.45% | -7.05% | -5.43% | -6.17% | 5.56% | -0.47% | -1.95% | 2.62% | 3.44% | 2.29% | 1.07% | 7.16% | 10.41% | 4.65% | - |
| Earnings before Tax (EBT) 1 | -8.1 | -9.3 | -9.1 | -9.2 | 7.6 | -0.1 | -3.6 | 4.7 | 5.3 | 4.8 | 2.1 | 10.98 | 16.14 | 8.556 | 1.2 |
| Net income 1 | -7.9 | -10.5 | -9.3 | 0.7 | 8.9 | 1.7 | -10.7 | -0.5 | -2.3 | 1.1 | 1.8 | 11.87 | 15.49 | 5.9 | -2.5 |
| Net margin | -7.94% | -8.13% | -7.43% | 0.49% | 6.27% | 1% | -7.47% | -0.33% | -1.72% | 0.68% | 1.2% | 6.94% | 9.94% | 3.31% | -1.52% |
| EPS 2 | -0.1300 | -0.1600 | -0.1400 | 0.0100 | 0.1200 | 0.0200 | -0.1400 | -0.0100 | -0.0300 | 0.0100 | 0.0200 | 0.1292 | 0.1648 | 0.0800 | 0.1000 |
| Dividend per Share 2 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Announcement Date | 2/24/22 | 5/3/22 | 8/4/22 | 11/2/22 | 2/14/23 | 5/2/23 | 8/2/23 | 10/26/23 | 2/14/24 | 4/25/24 | - | - | - | - | - |
1USD in Million2USD
Estimates
Balance Sheet Analysis
| Fiscal Period: December | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|
| Net Debt 1 | - | - | - | - | - | - | - |
| Net Cash position 1 | - | 168 | 83.9 | 100 | 168 | 269 | 392 |
| Leverage (Debt/EBITDA) | - | - | - | - | - | - | - |
| Free Cash Flow 1 | - | -15.8 | - | - | 63.7 | 43.5 | 88.8 |
| ROE (net income / shareholders' equity) | - | -25% | -3.4% | -3.33% | 3.06% | 11.3% | 12% |
| ROA (Net income/ Total Assets) | - | - | - | - | - | - | - |
| Assets 1 | - | - | - | - | - | - | - |
| Book Value Per Share 2 | - | 3.860 | - | - | 5.330 | 6.430 | 7.710 |
| Cash Flow per Share | - | 0.1400 | 0.3400 | - | - | - | - |
| Capex 1 | - | 2.3 | 4.6 | 0.7 | 41.4 | 44.8 | 47.2 |
| Capex / Sales | - | 0.61% | 0.85% | 0.12% | 6.5% | 6.28% | 5.9% |
| Announcement Date | 10/8/21 | 2/24/22 | 2/14/23 | 2/14/24 | - | - | - |
1USD in Million2USD
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Year-on-year evolution of the Yield
Change in Enterprise Value/EBITDA
Trading Rating
Investor Rating
ESG Refinitiv
Sell
Buy
Mean consensus
BUY
Number of Analysts
7
Last Close Price
12.89
USD
Average target price
18.33
USD
Spread / Average Target
+42.23%
EPS Revisions
| 1st Jan change | Capi. | |
|---|---|---|
| -12.43% | 1B | |
| -8.14% | 49.88B | |
| -5.25% | 30.53B | |
| +63.88% | 29.08B | |
| +20.03% | 23.38B | |
| +16.97% | 17.94B | |
| -6.99% | 11.81B | |
| +21.92% | 11.27B | |
| -20.90% | 8.31B | |
| +14.34% | 8.13B |
- Stock Market
- Equities
- NRDS Stock
- Financials NerdWallet, Inc.
