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Upturn AI SWOT - About
EVER 
EverQuote Inc Class A (EVER)
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Upturn Advisory Summary
10/13/2025: EVER (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
8 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $33.17
1 Year Target Price $33.17
| 4 | Strong Buy |
| 2 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 31.13% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/13/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 751.43M USD | Price to earnings Ratio 16.46 | 1Y Target Price 33.17 |
Price to earnings Ratio 16.46 | 1Y Target Price 33.17 | ||
Volume (30-day avg) 8 | Beta 0.57 | 52 Weeks Range 16.63 - 30.03 | Updated Date 10/13/2025 |
52 Weeks Range 16.63 - 30.03 | Updated Date 10/13/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.25 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 7.57% | Operating Margin (TTM) 9.26% |
Management Effectiveness
Return on Assets (TTM) 16.93% | Return on Equity (TTM) 34.34% |
Valuation
Trailing PE 16.46 | Forward PE 12.09 | Enterprise Value 665206296 | Price to Sales(TTM) 1.22 |
Enterprise Value 665206296 | Price to Sales(TTM) 1.22 | ||
Enterprise Value to Revenue 1.08 | Enterprise Value to EBITDA 11.2 | Shares Outstanding 32908579 | Shares Floating 28983176 |
Shares Outstanding 32908579 | Shares Floating 28983176 | ||
Percent Insiders 12.29 | Percent Institutions 82.78 |
Upturn AI SWOT
EverQuote Inc Class A
Company Overview
History and Background
EverQuote was founded in 2011. It operates as an online insurance marketplace using data and technology to connect consumers with insurance providers.
Core Business Areas
- Auto Insurance: Connects consumers with auto insurance providers. Generates revenue through cost per click or cost per lead agreements.
- Home and Renters Insurance: Connects consumers with home and renters insurance providers, using a similar revenue model as auto insurance.
- Life & Health Insurance: Connects consumers with life and health insurance providers, using a similar revenue model as auto insurance.
- Other: Includes commercial insurance and other smaller insurance verticals.
Leadership and Structure
The leadership team includes Jayme Mendal (CEO) and John Wagner (CFO). The company has a functional organizational structure.
Top Products and Market Share
Key Offerings
- Auto Insurance Marketplace: Connects consumers with auto insurance quotes from various providers. EverQuote does not publically state market share for Auto insurance, but they claim to be a leading online auto insurance marketplace. Competitors include LendingTree, QuoteWizard, and The Zebra.
- Home and Renters Insurance Marketplace: Connects consumers with home and renters insurance quotes. Market share data is not specifically disclosed. Competitors include LendingTree and SelectQuote.
- Life and Health Insurance Marketplace: Connects consumers with life and health insurance quotes. Market share data is not specifically disclosed. Competitors include SelectQuote and HealthMarkets.
Market Dynamics
Industry Overview
The online insurance marketplace is growing as consumers increasingly prefer online shopping for insurance. Competition is intensifying.
Positioning
EverQuote aims to be a leading online insurance marketplace by providing a platform for consumers to compare quotes from multiple providers. Their competitive advantage lies in their data-driven approach.
Total Addressable Market (TAM)
The TAM for insurance advertising is estimated to be in the billions of dollars. EverQuote is positioned to capture a portion of this TAM by facilitating connections between consumers and insurance providers.
Upturn SWOT Analysis
Strengths
- Strong brand recognition in the online insurance marketplace
- Proprietary technology platform and data analytics capabilities
- Large network of insurance providers
- Scalable business model
Weaknesses
- Reliance on advertising spending
- Fluctuations in insurance carrier spending
- Customer acquisition costs
- Profitability concerns
Opportunities
- Expansion into new insurance verticals
- Increased adoption of online insurance shopping
- Partnerships with insurance providers
- Further development of data analytics capabilities
Threats
- Increased competition from other online insurance marketplaces
- Changes in insurance regulations
- Economic downturn affecting consumer spending
- Data security breaches
Competitors and Market Share
Key Competitors
- TREE
- QVNT
- LC
Competitive Landscape
EverQuote competes with other online marketplaces and lead generation companies. Its advantages include its brand recognition and data analytics capabilities. Disadvantages are its reliance on advertising spend and lack of profitability.
Major Acquisitions
Crossbeam Technologies, Inc
- Year: 2020
- Acquisition Price (USD millions): 16.5
- Strategic Rationale: The acquisition of Crossbeam Technologies, Inc allowed EverQuote to enhance its technology platform and data analytics capabilities.
Growth Trajectory and Initiatives
Historical Growth: EverQuote has experienced revenue growth in the past, but profitability remains a challenge.
Future Projections: Analyst project future revenue growth, but profitability and competition continue to be the main focus for the upcoming future.
Recent Initiatives: Recent initiatives include expansion into new insurance verticals and partnerships with insurance providers.
Summary
EverQuote operates in a growing online insurance marketplace but faces profitability challenges. While it has a strong brand and data capabilities, its reliance on advertising spending and increasing competition remain concerns. Expansion into new verticals and strategic partnerships offer opportunities for growth. The company's future depends on improving its profitability and managing its expenses effectively.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Earnings Call Transcripts
- Analyst Reports
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not financial advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About EverQuote Inc Class A
Exchange NASDAQ | Headquaters Cambridge, MA, United States | ||
IPO Launch date 2018-06-28 | President, CEO & Director Mr. Jayme Mendal | ||
Sector Communication Services | Industry Internet Content & Information | Full time employees 324 | Website https://www.everquote.com |
Full time employees 324 | Website https://www.everquote.com | ||
EverQuote, Inc. operates an online marketplace for insurance shopping in the United States. The company offers automotive, and home and renters insurance, as well as campaign management tools. The company serves insurance carriers and agents, and indirect distributors. The company was formerly known as AdHarmonics, Inc., and changed its name to EverQuote, Inc. in November 2014. EverQuote, Inc. was incorporated in 2008 and is based in Cambridge, Massachusetts.
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