Nerdwallet Stock Performance
| NRDS Stock | USD 10.96 0.07 0.64% |
On a scale of 0 to 100, Nerdwallet holds a performance score of 7. The company secures a Beta (Market Risk) of 1.84, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Nerdwallet will likely underperform. Please check Nerdwallet's potential upside, as well as the relationship between the kurtosis and day typical price , to make a quick decision on whether Nerdwallet's current price movements will revert.
Risk-Adjusted Performance
OK
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Nerdwallet are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively weak fundamental indicators, Nerdwallet unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 0.0826 | Five Day Return 3.9 | Year To Date Return (19.27) | Ten Year Return (61.49) | All Time Return (61.49) |
1 | Nerdwallet sees 30 percent Q2 2025 revenue growth amid strong insurance and banking performance | 05/07/2025 |
2 | Acquisition by Mcbride Kenneth Thomas of 18137 shares of Nerdwallet subject to Rule 16b-3 | 05/21/2025 |
3 | Insider Trading | 05/22/2025 |
4 | Jefferies Financial Group Inc. Acquires New Holdings in NerdWallet, Inc. | 05/29/2025 |
5 | Acquisition by Samuel Yount of 125581 shares of Nerdwallet at 10.8 subject to Rule 16b-3 | 06/03/2025 |
6 | What Is a Mutual Life Insurance Company - NerdWallet | 06/25/2025 |
7 | Disposition of 201544 shares by Samuel Yount of Nerdwallet at 10.59 subject to Rule 16b-3 | 07/11/2025 |
8 | What drives NerdWallet Inc. stock price - Turbocharged investment results - Jammu Links News | 07/18/2025 |
9 | NerdWallet to Release Quarterly Earnings on Wednesday - MarketBeat | 07/23/2025 |
| Begin Period Cash Flow | 100.4 M | |
| Total Cashflows From Investing Activities | -29.7 M |
Nerdwallet | Build AI portfolio with Nerdwallet Stock |
Nerdwallet Relative Risk vs. Return Landscape
If you would invest 910.00 in Nerdwallet on April 26, 2025 and sell it today you would earn a total of 186.00 from holding Nerdwallet or generate 20.44% return on investment over 90 days. Nerdwallet is currently generating 0.3785% in daily expected returns and assumes 4.2401% risk (volatility on return distribution) over the 90 days horizon. In different words, 37% of stocks are less volatile than Nerdwallet, and 93% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Nerdwallet Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Nerdwallet's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Nerdwallet, and traders can use it to determine the average amount a Nerdwallet's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0893
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | NRDS | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 4.24 actual daily | 37 63% of assets are more volatile |
Expected Return
| 0.38 actual daily | 7 93% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Nerdwallet is performing at about 7% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Nerdwallet by adding it to a well-diversified portfolio.
Nerdwallet Fundamentals Growth
Nerdwallet Stock prices reflect investors' perceptions of the future prospects and financial health of Nerdwallet, and Nerdwallet fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Nerdwallet Stock performance.
| Return On Equity | 0.0786 | ||||
| Return On Asset | 0.0209 | ||||
| Profit Margin | 0.04 % | ||||
| Operating Margin | 0 % | ||||
| Current Valuation | 757.8 M | ||||
| Shares Outstanding | 42.83 M | ||||
| Price To Book | 2.20 X | ||||
| Price To Sales | 1.10 X | ||||
| Revenue | 687.6 M | ||||
| Gross Profit | 667.4 M | ||||
| EBITDA | 54.1 M | ||||
| Net Income | 30.4 M | ||||
| Cash And Equivalents | 125.8 M | ||||
| Cash Per Share | 1.71 X | ||||
| Total Debt | 8.9 M | ||||
| Debt To Equity | 0.05 % | ||||
| Current Ratio | 3.17 X | ||||
| Book Value Per Share | 4.99 X | ||||
| Cash Flow From Operations | 71.8 M | ||||
| Earnings Per Share | 0.37 X | ||||
| Market Capitalization | 811.44 M | ||||
| Total Asset | 437.6 M | ||||
| Retained Earnings | (166.5 M) | ||||
| Working Capital | 136.6 M | ||||
| Current Asset | 1.59 M | ||||
| Current Liabilities | 64.84 M | ||||
About Nerdwallet Performance
Assessing Nerdwallet's fundamental ratios provides investors with valuable insights into Nerdwallet's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Nerdwallet is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 80.20 | 61.03 | |
| Return On Tangible Assets | 0.10 | 0.11 | |
| Return On Capital Employed | 0.02 | 0.02 | |
| Return On Assets | 0.07 | 0.07 | |
| Return On Equity | 0.08 | 0.08 |
Things to note about Nerdwallet performance evaluation
Checking the ongoing alerts about Nerdwallet for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Nerdwallet help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Nerdwallet had very high historical volatility over the last 90 days | |
| Nerdwallet is unlikely to experience financial distress in the next 2 years | |
| Nerdwallet has a strong financial position based on the latest SEC filings | |
| Over 78.0% of the company shares are owned by institutional investors | |
| Latest headline from news.google.com: NerdWallet to Release Quarterly Earnings on Wednesday - MarketBeat |
- Analyzing Nerdwallet's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Nerdwallet's stock is overvalued or undervalued compared to its peers.
- Examining Nerdwallet's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Nerdwallet's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Nerdwallet's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Nerdwallet's stock. These opinions can provide insight into Nerdwallet's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Nerdwallet Stock Analysis
When running Nerdwallet's price analysis, check to measure Nerdwallet's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Nerdwallet is operating at the current time. Most of Nerdwallet's value examination focuses on studying past and present price action to predict the probability of Nerdwallet's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Nerdwallet's price. Additionally, you may evaluate how the addition of Nerdwallet to your portfolios can decrease your overall portfolio volatility.