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NerdWallet, Inc. NRDS Business Segments — Performance 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 nrds:PerformanceMarketingExpense.

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
Revenue$197.3$186.9$419.5$396.1
Costs and Expenses:
Performance marketing116.189.5237.8187.1
Personnel-related expenses146.142.390.483.8
Stock-based compensation17.49.015.016.5
Capitalized internally developed software costs(4.0)(4.7)(8.5)(9.8)
Depreciation and amortization9.312.719.025.3
Other segment costs and expenses215.427.431.681.8

Item 1. Financial Statements.

FAQ

What is NerdWallet, Inc.'s business segments — performance marketing?
NerdWallet, Inc. (NRDS) reported business segments — performance marketing of $116.1M in Q2 2026.
How has NerdWallet, Inc.'s business segments — performance marketing changed year-over-year?
NerdWallet, Inc.'s business segments — performance marketing increased by 29.7% year-over-year, from $89.5M to $116.1M.
What does business segments — performance marketing mean?
This represents the direct costs associated with acquiring users and driving traffic through performance-based advertising channels. These expenditures are directly tied to measurable outcomes such as clicks, leads, or conversions. It is a critical driver of customer acquisition and top-line revenue growth.

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