NerdWallet (NRDS)

• Market cap: $635M
• 1 day: 1.19%
• 5 days: 2.90%
• 1 month: -9.65%
• 3 months: -39.87%
• 6 months: -22.69%
• Year to date: -36.89%
• 1 year: -36.18%
• 5 years: -69.89%
• 10 years: -69.89%
• Sector: Communication Services
• Industry: Internet Content & Information

About: Nerdwallet Inc is a company that provides onsumer-driven advice about personal finance through its platform by connecting individuals and small and mid-sized businesses (SMBs) with providers of financial products. It gets revenue from fees paid by its financial services partners in the form of either revenue per action, revenue per click, revenue per lead and revenue per funded loan arrangements.

Employees: 650

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 2 (+1) [Q4]

31% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 35

14% more capital invested

Capital invested by funds: $339M [Q3] → $388M (+$48.7M) [Q4]

13.01% more ownership

Funds ownership: 56.9% [Q3] → 69.91% (+13.01%) [Q4]

13% more funds holding

Funds holding: 112 [Q3] → 126 (+14) [Q4]

84% less call options, than puts

Call options by funds: $4.26M | Put options by funds: $26.5M

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $12 41% upside
• Avg. target: $15.50 82% upside
• High target: $19 123% upside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

Morgan Stanley James Faucette 42% 1-year accuracy 10 / 24 met price target	41% upside $12	Equal-Weight Maintained	24 Feb 2025
Barclays Ross Sandler 34% 1-year accuracy 11 / 32 met price target	123% upside $19	Overweight Maintained	20 Feb 2025