ScoreWhy is NerdWallet, Inc. ?
1
Flat results in Jun 26
- DEBT-EQUITY RATIO (HY) Highest at -15.29 %
- OPERATING PROFIT(Q) Lowest at USD 16.2 MM
- OPERATING PROFIT MARGIN(Q) Lowest at 8.21 %
2
With ROE of 13.68%, it has a very attractive valuation with a 1.78 Price to Book Value
- The stock is trading at a discount compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of -25.82%, its profits have risen by 20.6% ; the PEG ratio of the company is 0.6
3
High Institutional Holdings at 100%
- These investors have better capability and resources to analyse fundamentals of companies than most retail investors.
4
Below par performance in long term as well as near term
- Along with generating -25.82% returns in the last 1 year, the stock has also underperformed S&P 500 in the last 3 years, 1 year and 3 months
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to NerdWallet, Inc. should be less than 10%
- Overall Portfolio exposure to Software Products should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Software Products)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is NerdWallet, Inc. for you?
High Risk, Low Return
Absolute
Risk Adjusted
Volatility
NerdWallet, Inc.
-25.82%
-0.82
47.85%
S&P 500
15.76%
1.20
13.17%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
27.81%
EBIT Growth (5y)
129.22%
EBIT to Interest (avg)
-0.69
Debt to EBITDA (avg)
0
Net Debt to Equity (avg)
-0.23
Sales to Capital Employed (avg)
1.82
Tax Ratio
Tax Ratio is Negative%
Dividend Payout Ratio
0
Pledged Shares
0
Institutional Holding
100.00%
ROCE (avg)
2.38%
ROE (avg)
2.92%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
13
Industry P/E
Price to Book Value
1.78
EV to EBIT
8.28
EV to EBITDA
4.97
EV to Capital Employed
2.04
EV to Sales
0.69
PEG Ratio
0.57
Dividend Yield
NA
ROCE (Latest)
24.62%
ROE (Latest)
13.68%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bearish
Bearish
RSI
Bullish
No Signal
Bollinger Bands
Mildly Bearish
Mildly Bearish
Moving Averages
Mildly Bearish (Daily)
KST
Bearish
Mildly Bullish
Dow Theory
No Trend
No Trend
OBV
No Trend
Mildly Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend9What is working for the Company
NET PROFIT(HY)
At USD 25.59 MM has Grown at 161.6%
OPERATING CASH FLOW(Y)
Highest at USD 164.3 MM
ROCE(HY)
Highest at 18.16%
RAW MATERIAL COST(Y)
Fallen by -2.32% (YoY
DEBTORS TURNOVER RATIO(HY)
Highest at 7.71 times
-14What is not working for the Company
DEBT-EQUITY RATIO
(HY)
Highest at -15.29 %
OPERATING PROFIT(Q)
Lowest at USD 16.2 MM
OPERATING PROFIT MARGIN(Q)
Lowest at 8.21 %
PRE-TAX PROFIT(Q)
Lowest at USD 7.2 MM
NET PROFIT(Q)
Lowest at USD 4.24 MM
EPS(Q)
Lowest at USD 0.07
Here's what is working for NerdWallet, Inc.
Operating Cash Flow
Highest at USD 164.3 MM
in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (USD MM)
Debtors Turnover Ratio
Highest at 7.71 times
in the last five Semi-Annual periodsMOJO Watch
Company has been able to sell its Debtors faster
Debtors Turnover Ratio
Raw Material Cost
Fallen by -2.32% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Here's what is not working for NerdWallet, Inc.
Pre-Tax Profit
At USD 7.2 MM has Fallen at -71.06%
over average net sales of the previous four periods of USD 24.87 MMMOJO Watch
Near term Pre-Tax Profit trend is very negative
Pre-Tax Profit (USD MM)
Net Profit
At USD 4.24 MM has Fallen at -76.51%
over average net sales of the previous four periods of USD 18.05 MMMOJO Watch
Near term Net Profit trend is very negative
Net Profit (USD MM)
Operating Profit
Lowest at USD 16.2 MM
in the last five periodsMOJO Watch
Near term Operating Profit trend is negative
Operating Profit (USD MM)
Operating Profit Margin
Lowest at 8.21 %
in the last five periodsMOJO Watch
Company's profit margin has deteriorated
Operating Profit to Sales
Pre-Tax Profit
Lowest at USD 7.2 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is negative
Pre-Tax Profit (USD MM)
Net Profit
Lowest at USD 4.24 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is negative
Net Profit (USD MM)
EPS
Lowest at USD 0.07
in the last five periodsMOJO Watch
Declining profitability; company has created lower earnings for shareholders
EPS (USD)
Debt-Equity Ratio
Highest at -15.29 %
in the last five Semi-Annual periodsMOJO Watch
The company is borrowing more to fund its operations; it's liquidity situation may be stressed
Debt-Equity Ratio
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