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Upturn AI SWOT - About
EVER 
EverQuote Inc Class A (EVER)
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Upturn Advisory Summary
09/11/2025: EVER (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
8 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $34
1 Year Target Price $34
| 4 | Strong Buy |
| 2 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 50.82% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/11/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 848.92M USD | Price to earnings Ratio 19.78 | 1Y Target Price 34 |
Price to earnings Ratio 19.78 | 1Y Target Price 34 | ||
Volume (30-day avg) 8 | Beta 0.54 | 52 Weeks Range 16.63 - 30.03 | Updated Date 09/12/2025 |
52 Weeks Range 16.63 - 30.03 | Updated Date 09/12/2025 | ||
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 19.78 | Forward PE 12.67 | Enterprise Value 703909924 | Price to Sales(TTM) 1.38 |
Enterprise Value 703909924 | Price to Sales(TTM) 1.38 | ||
Enterprise Value to Revenue 1.14 | Enterprise Value to EBITDA 11.85 | Shares Outstanding 32908600 | Shares Floating 28948488 |
Shares Outstanding 32908600 | Shares Floating 28948488 | ||
Percent Insiders 12.4 | Percent Institutions 82.73 |
Upturn AI SWOT
EverQuote Inc Class A
Company Overview
History and Background
EverQuote, Inc. was founded in 2011. It operates an online marketplace for insurance shopping. It has grown through organic expansion and strategic acquisitions.
Core Business Areas
- Online Insurance Marketplace: Connects consumers seeking insurance with relevant insurance providers. The platform allows users to compare quotes from multiple companies.
Leadership and Structure
The leadership team includes Jayme Mendal (CEO) and John Wagner (CFO). The company has a board of directors that oversees its operations.
Top Products and Market Share
Key Offerings
- Auto Insurance Marketplace: Connects consumers with auto insurance providers. Key competitors include QuoteWizard (LendingTree), The Zebra, and NerdWallet. Revenue is generated from referral fees paid by insurance carriers.
- Home Insurance Marketplace: Connects consumers with home insurance providers. Key competitors include QuoteWizard (LendingTree), The Zebra, and NerdWallet. Revenue is generated from referral fees paid by insurance carriers.
- Life Insurance Marketplace: Connects consumers with life insurance providers. Competitors include SelectQuote, Policygenius, and Quotacy. Revenue is generated from referral fees.
Market Dynamics
Industry Overview
The insurance industry is undergoing a digital transformation, with consumers increasingly using online platforms to shop for coverage. The market is competitive with many players.
Positioning
EverQuote is positioned as a leading online insurance marketplace, leveraging technology to connect consumers and insurance providers. Its competitive advantages include its large network of providers and its data-driven approach to matching consumers with the right policies.
Total Addressable Market (TAM)
The TAM for online insurance is estimated to be very large, potentially hundreds of billions of dollars annually, given the size of the overall insurance market. EverQuote captures a small fraction and is positioned to grow.
Upturn SWOT Analysis
Strengths
- Strong brand recognition in the online insurance marketplace
- Large network of insurance providers
- Data-driven approach to matching consumers with policies
- Scalable platform
- Strong organic growth
Weaknesses
- Dependence on insurance providers for revenue
- Competition from other online insurance marketplaces
- Vulnerability to changes in insurance industry regulations
- Limited diversification of revenue streams
Opportunities
- Expansion into new insurance verticals (e.g., health insurance)
- Partnerships with insurance providers and other companies
- Increased adoption of online insurance shopping
- International expansion
Threats
- Increased competition from established players and new entrants
- Changes in consumer behavior
- Economic downturn
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- TREE
- GWI
- LMND
Competitive Landscape
EverQuote faces competition from both established insurance companies and other online insurance marketplaces. Its advantages include its brand recognition, its large network of providers, and its data-driven approach. Its disadvantages include its dependence on insurance providers for revenue and its limited diversification of revenue streams.
Major Acquisitions
Crosscheck
- Year: 2019
- Acquisition Price (USD millions): 21.5
- Strategic Rationale: To expand EverQuote's reach and capabilities in the agent channel and improve consumer experience.
Growth Trajectory and Initiatives
Historical Growth: EverQuote has experienced rapid revenue growth in its early years, driven by the increasing adoption of online insurance shopping.
Future Projections: Analysts project continued revenue growth for EverQuote, but profitability remains a key challenge. Expansion into new verticals and strategic partnerships are expected to drive future growth.
Recent Initiatives: Recent initiatives include expanding its network of insurance providers, investing in technology to improve its platform, and launching new marketing campaigns to attract more consumers.
Summary
EverQuote is a growth-oriented company with a strong position in the online insurance marketplace. It is experiencing good top line revenue growth. Its main challenge is achieving profitability. Its strengths are brand recognition and a large provider network, while its weaknesses include dependence on insurance providers and market share pressure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Analyst Reports
- Company Website
- Third party financial websites
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance can change, so it's essential to do further research before making any investment decisions.
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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