NerdWallet: Chasing Growth At High Cost, But A Great Value Play Nevertheless

  • NerdWallet benefits from surging auto insurer marketing, driving near-30% revenue growth and positioning the company as a growth stock. Despite cyclical risks and AI headwinds, NerdWallet's highly visible brand and diversified affiliate revenue streams support optimism for future growth. The company boasts rich gross margins and double-digit adjusted EBITDA margins, with potential for strong economies of scale as it scales up.