Company Deep Dive
Read the full research report: business segments breakdown, earnings transcripts review, management credibility analysis, competitive landscape, and scenarios.
EVER
Strong BuyFLAGEverQuote, Inc. · Communication Services · United States · $938M · Avg Vol: $18M/d
EverQuote runs an insurance customer-acquisition marketplace with a strong quality score (Q85) after carriers resumed advertising, but revenue is highly concentrated among a few auto insurers whose marketing budgets swing with their own underwriting cycle, and the company exited its health insurance vertical after regulatory pressure. Consensus has been trimmed 3.5%. Nothing adverse is known, so this is a flag.
COMPANY DESCRIPTION
EverQuote operates a leading online insurance marketplace in the United States, connecting consumers seeking auto, home, and life insurance with a vast network of insurance carriers and agents. The company utilizes proprietary machine learning algorithms to match high-intent consumers with the most relevant insurance providers, improving conversion rates for carriers. Its extensive data assets and deep integration with major insurance carriers' marketing systems create a powerful network effect and high barriers to entry.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 404.1M | 287.9M | 500.2M | 692.5M | 19.7% | 755.2M | 800.2M | 876.7M | 12.5% |
| EPS | -0.77 | -1.54 | 0.92 | 2.75 | 198.9% | 3.07 | 1.96 | 2.21 | -10.3% |
| Shares | 32.6M | 34.2M | 35.6M | 36.2M | +11.2% | 31.7M | — | — | — |
| Debt | 6.4M | 2.2M | 3.6M | 2.6M | -26.4% | 1.9M | — | — | — |
| Equity | 107.5M | 80.9M | 135.4M | 238.0M | 30.3% | — | — | — | — |
| Op CF | -15.8M | -2.8M | 66.6M | 95.4M | 43.3% | 100.7M | — | — | — |
| Inv CF | -4.3M | 9.4M | -4.1M | -5.1M | — | — | — | — | — |
| Fin CF | 15.8M | 0.6M | 1.7M | -21.1M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Communication Services, ranked by industry match, size, and score similarity. Cross-listings of EVER are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| EVER | EverQuote, Inc.(you) | $938M | 97 | Strong Buy |
| TBLA | Taboola.com Ltd. | $986M | 93 | Strong Buy |
| CARS | Cars.com Inc. | $662M | 96 | Strong Buy |
| NRDS | NerdWallet, Inc. | $648M | 95 | Strong Buy |
| YELP | Yelp Inc. | $1.3B | 88 | Strong Buy |
| MAX | MediaAlpha, Inc. | $784M | 63 | Hold |
| UPWK | Upwork Inc. | $1.1B | 61 | Hold |
| MTCH | Match Group, Inc. | $9.7B | 98 | Strong Buy |
| NXDR | Nextdoor Holdings, Inc. | $917M | 42 | Hold |
| BMBL | Bumble Inc. | $437M | 55 | Hold |
Peer medians: ROE 6.3% · P/E 19.3x · Gross margin 57.0%