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54

NRDS

๐Ÿฆ Financial Services

NerdWallet, Inc.

Conservative #332Aggressive #225Moderate Risk
$10.85-1.99%
Day High$11.05
Day Low$10.58
Volume1.9M
Mkt Cap$806M
52W Low $852W High $16
Market Cap
$756M
P/E Ratio
10.5
Sector avg: 26.8
Rev Growth
14.7%
Sector avg: 13.4%
Earnings Growth
357.6%
Profit Margin
9.2%
Sector avg: -2.8%
Debt/Equity
N/A

Why This Score

NRDS scores 60.9 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Strong profitability: ROE of 19.2% exceeds the 15% quality threshold.
  • Attractively valued at 10.5x earnings, below the market average.
  • Minimal leverage (D/E 0.00) provides financial flexibility and downside protection.
Risk Factors
  • Liquidity concern: Limited trading volume or float results in a 2-point penalty for execution risk.
  • Above-average volatility (13.2%) may not suit conservative risk tolerance.

Minor adjustments (-2.0 points) applied. NRDS's rank of #332 primarily reflects its factor profile relative to the conservative weight vector.

Score Breakdown

Overall Score60.9
Fundamental Score58.1
ML Score62.0

Score by Horizon

3 Month
72.6
6 Month
81.1
Primary
1 Year
85.4

Quality Assessment

C
Quality Grade
Average quality โ€” moderate profitability or leverage

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
0
Declining
Sentiment (2.5%)
36
Negative
Analyst (6.4%)
50
Neutral
Tradability (post-hoc)
75
Grade B
Base
56.9
SHAP
+2.5
Factors
+1.5
Final
60.9
Positive adjustment
Negative adjustment
Base blend
Final score

Factor Breakdown

77AVG
Value83
Quality57
Growth85
Stability68
Investment92

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)72.0
Technical (Momentum, Weinstein, Volatility)46.0
External (Sentiment, Analyst, Macro)59.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage89%

Growth Estimates

Short-term
+8.3% to +14.2%
Medium-term
+12.1% to +20.9%
Long-term
+17.8% to +29.8%

ML Model Core Features100 trained inputs โ†’ ML Score: 62

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score50.0/100
Target Upside+0.0%
Coverage0 analysts
Market Sentiment
Sentiment Score35.9/100
News Volume1 articles
Technical Stage
Weinstein Stage4 โ€” Declining
12M Momentum-0.1%
6M Momentum-0.1%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration+1.2%
Momentum ConsistencyStrong (0.86)
Relative Strength vs Sector-16.6%
Trend Strength (ADX Proxy)Weak (0.6)
Momentum Quality-0.049
Momentum BreadthNarrow
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
17%
Moderate โ€” watch growth
Sector RevGr Rank
P75
Revenue growth vs Financial Services peers
Sector PE Rank
P80
Valuation vs Financial Services peers
Sector FCF Rank
P83
Free cash flow vs Financial Services peers
Growth Deviation
+0.2ฯƒ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 58 relative to sector peers58/100
Machine learning ensemble ranks this stock at the 62th percentileP62
Blended score: 80% fundamental (58) + 20% ML (62) = 58.958.9
Risk assessment: low. Low vol 0.1%; Drawdown 37% โ†’ 0.0ptLow
Earnings quality grade C: mixed earnings quality, some red flags. Score adjusted by 0 pointsGrade C
SHAP feature alignment: +2.5pt (features align with model priorities)SHAP
Risk Factors
Liquidity penalty: -2.0pt (grade B)Liquidity

Sector Peer Comparison(Financial Services โ€” Rank #116 of 356 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
NRDS60.910.514.7%9.2%$756M
CME86.427.29.9%57.5%$114.0B
FHB84.911.83.2%24.2%$3.1B
ACT84.58.92.4%54.6%$6.1B
CINF84.210.711.4%18.9%$25.4B
SEIC82.214.010.7%27.3%$9.9B
TROW79.910.13.1%28.5%$20.5B
QQQX79.710.448.6%257.3%$1.4B
IBOC78.210.67.5%40.1%$4.2B
HWC77.812.2-1.5%24.1%$5.6B
FFIN77.518.811.7%30.7%$4.7B
TRMK77.111.934.8%19.3%$2.6B
NMIH77.17.78.4%55.1%$3.0B
EWBC76.712.74.6%28.3%$15.3B
WSFS76.312.8-3.1%21.1%$3.5B
MCHB76.1N/A123.7%23.2%$3.1B
Sector Average47.526.813.4%-2.8%โ€”

Company Overviewvia FMP

NerdWallet, Inc. operates a digital platform that provides consumer-driven advice about personal finance by connecting individuals and small and mid-sized businesses with financial products providers. The company's platform offers guidance to consumers through educational content, tools and calculators, and product marketplaces, as well as NerdWallet app for various financial products, including credit cards, mortgages, insurance, SMB products, personal loans, banking, investing, and student loans. It serves customers in the United States, the United Kingdom, and Canada. The company was founded in 2009 and is based in San Francisco, California.

CEO
Tim Chen
Employees
650
Beta
1.43
Industry
Financial - Credit Services
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
53.1
Neutral
Trend
Bearish
10-day vs 50-day MA
From 52W High
-33.2%
High: $16.24
From 52W Low
+43.7%
Low: $7.55
Moving Averages
10-Day
$10.10
Above
20-Day
$10.40
Above
50-Day
$12.20
Below
200-Day
$11.70
Below
60-Day Support
$9.07
60-Day Resistance
$16.24
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 4 โ€” DecliningScore: 30/100

Stock is in a downtrend below the 200-day moving average. Price is below both the 50-day and 200-day SMAs, indicating sustained selling pressure.

Unfavorable technical position; wait for Stage 1 basing
Transition signal: 3โ†’4
Price vs 200 SMA
-7.3%
200 SMA Slope (60d)
+8.91%
Rising
Volume Ratio
1.48x
10d avg vs 50d avg
Days in Stage
18
Confidence: 50%

Entry & Exit Zones

Avoid
No Entry
โ€”
No entry โ€” active downtrend
Exit Target
โ€”
Exit position if held
Stop Level
โ€”
No stop โ€” exit recommended

Stage 4 downtrend โ€” price is below both SMA50 and SMA200 with a declining 200-day average. Capital preservation takes priority. Do not buy into a downtrend.

Technical zones only โ€” derived from moving averages and price structure. Not financial advice. Past technical patterns do not guarantee future performance.

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$225M$215M$187M$209M
Gross Profit$212M$200M$170M$191M
Operating Income$24M$34M$11M$700,000
Net Income$14M$26M$8M$200,000
EPS (Diluted)$0.19$0.34$0.11$0.00
Gross Margin94.0%92.9%91.1%91.3%
Operating Margin10.6%16.0%5.7%0.3%
Net Margin6.2%12.2%4.4%0.1%

Why This Stock

Financial ServicesP/E ratio of 10.5Revenue growth 14.7%Earnings quality grade FValuation below sector median (P/E 10.5)

Tradability FilterGrade B โ€” 75/100Score impact: +5.9pt

Volume
94
848K avg/day
Dollar Vol
56
$8M/day
Float
88
70M shares
Mkt Cap
34
$756M
Range
100
115% spread
Composite Liquidity Score75/100
FDCBA

Multi-Year Range Analysis

Sideways: 0/100
YearLowHighRangeStatus
2022$7.07$16.6180.6%Wide
2023$6.38$21.74109.2%Wide
2024$10.10$17.3052.6%Wide
2025$7.55$16.2473.1%Wide
3-Year Range
109.2%
Narrow Years
0 / 4
Sideways Penalty
None

Growth Projection Adjustment

0.7x dampening
weinstein basing

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
94.3%
Outstanding Shares
75M
Bid-Ask Spread
115.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.