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NerdWallet, Inc. NRDS Performance marketing — Sales and marketing

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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-13.0%
Enterprise value$597.17M-7.6%
P/E10×-5.9×
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×
Current ratio2.6×-0.8×

Where this comes from

Reported directly by NerdWallet, Inc. in its filing.

Tagged under the XBRL concept us-gaap:SellingAndMarketingExpense.

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
Performance marketing$116.1$89.5$237.8$187.1
Other marketing29.338.556.7100.6
Total Sales and Marketing$145.4$128.0$294.5$287.7

Item 1. Financial Statements.

FAQ

What is NerdWallet, Inc.'s performance marketing — sales and marketing?
NerdWallet, Inc. (NRDS) reported performance marketing — sales and marketing of $116.1M in Q2 2026.
How has NerdWallet, Inc.'s performance marketing — sales and marketing changed year-over-year?
NerdWallet, Inc.'s performance marketing — sales and marketing increased by 29.7% year-over-year, from $89.5M to $116.1M.
What is the long-term trend for NerdWallet, Inc.'s performance marketing — sales and marketing?
Over 3 years (2022 to 2025), NerdWallet, Inc.'s performance marketing — sales and marketing has grown at a 35.3% compound annual growth rate (CAGR), from $168.4M to $416.9M.
What does performance marketing — sales and marketing mean?
This metric represents the total direct costs incurred by the performance marketing segment to acquire customers and drive user traffic to financial product offerings. It encompasses expenditures related to paid advertising, affiliate commissions, and other variable marketing activities designed to generate revenue-producing actions. Monitoring this spend provides insight into the company's customer acquisition strategy and the scalability of its growth investments within the performance-based business model.

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