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NerdWallet, Inc. NRDS Consumer — Revenue

Other product segments

SMB
$22.1M-11.6%

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Other financials

Income statement

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Revenue$197.3M+5.6%
Gross profit$183.9M+8.0%
Operating income$7.0M-34.6%
Net income$4.3M-47.6%
EPS (diluted)$0.07-36.4%

Balance sheet

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Cash & equivalents$62.0M-41.1%
Total debt$7.1M+77.5%
Total equity$325.8M-16.5%
Total assets$418.0M-12.2%

Cash flow

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Operating cash flow$41.2M+135%
CapEx$100.0K-85.7%
Free cash flow$41.1M+145%

Valuation

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Market cap$652.07M-9.4%
Enterprise value$597.17M-3.4%
P/E10×-5.2×
P/S0.8×-0.2×

Profitability

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Gross margin93.5%+2.5pp
Operating margin10.2%+6.8pp
Net margin7.6%+1.5pp
FCF margin19%+8.4pp

Returns & leverage

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Return on equity18.2%+5.9pp
Debt / equity0×0.0×
Current ratio2.6×-0.8×

Where this comes from

Reported directly by NerdWallet, Inc. in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: NerdWallet, Inc.’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 4:46 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001625278-26-000060
(in millions)Three Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Consumer$175.2$161.9$372.8$342.2
SMB22.125.046.753.9
Total Revenue$197.3$186.9$419.5$396.1

Item 1. Financial Statements.

FAQ

What is NerdWallet, Inc.'s consumer — revenue?
NerdWallet, Inc. (NRDS) reported consumer — revenue of $175.2M in Q2 2026.
What does consumer — revenue mean?
This metric represents the total revenue generated from the company's consumer-facing platform, primarily driven by connecting individual users with financial service providers. It encompasses income derived from performance-based models such as revenue per action, revenue per click, and revenue per lead generated through the platform's financial advice and product comparison tools. This figure serves as a key indicator of the company's ability to monetize its user base and effectively match consumer demand with partner financial products.

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