NRDSNERDWALLET, INC.
Services-Computer Processing & Data Preparation
- Revenue
- $837M
- 22% YoY
- Operating margin
- 7.8%
- 470% YoY
- EBITDA
- $112M
- 93% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 0.1×
- $8M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear270% of net incomeCash flow under 80% of net income
- Dilutive SBCClear3% of revenueOver 10% of revenue
- Payouts exceed cash flowClear53% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear33% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $380M | $539M | $599M | $688M | $837M | 22% |
| Operating income | −$39M | −$19M | $4M | $9M | $65M | 594% |
| Net income | −$43M | −$10M | −$12M | $30M | $49M | 60% |
| Operating cash flow | $7M | $25M | $72M | $72M | $132M | 83% |
| Capex | $2M | $5M | $700K | $600K | $1M | 117% |
| Stock-based comp | $18M | $34M | $39M | $38M | $29M | 24% |
| Buybacks | — | — | $20M | $80M | $70M | 12% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.