Compared to Estimates, NerdWallet, Inc. (NRDS) Q3 Earnings: A Look at Key Metrics

By Zacks Equity Research | November 06, 2025, 7:00 PM

For the quarter ended September 2025, NerdWallet, Inc. (NRDS) reported revenue of $215.1 million, up 12.4% over the same period last year. EPS came in at $0.34, compared to $0 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $193.1 million, representing a surprise of +11.4%. The company delivered an EPS surprise of +70%, with the consensus EPS estimate being $0.20.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how NerdWallet, Inc. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenue- Insurance: $70.9 million versus $64.82 million estimated by three analysts on average.
  • Revenue- Credit cards: $34.1 million versus the three-analyst average estimate of $35.18 million.
  • Revenue- Emerging verticals: $46.9 million versus $36.45 million estimated by three analysts on average.
  • Revenue- Loans: $39.6 million versus the three-analyst average estimate of $29.52 million.
  • Revenue- SMB products: $23.6 million versus $27 million estimated by three analysts on average.

View all Key Company Metrics for NerdWallet, Inc. here>>>

Shares of NerdWallet, Inc. have returned +13.8% over the past month versus the Zacks S&P 500 composite's +1.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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