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Upturn AI SWOT - About
SLQT 
Selectquote Inc (SLQT)
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Upturn Advisory Summary
09/17/2025: SLQT (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
4 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $5.25
1 Year Target Price $5.25
| 2 | Strong Buy |
| 0 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -17.1% | Avg. Invested days 23 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 347.36M USD | Price to earnings Ratio 201 | 1Y Target Price 5.25 |
Price to earnings Ratio 201 | 1Y Target Price 5.25 | ||
Volume (30-day avg) 4 | Beta 1.26 | 52 Weeks Range 1.62 - 6.86 | Updated Date 09/17/2025 |
52 Weeks Range 1.62 - 6.86 | Updated Date 09/17/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.01 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-08-21 | When - | Estimate -0.16 | Actual -0.02 |
Profitability
Profit Margin 3.12% | Operating Margin (TTM) -2.41% |
Management Effectiveness
Return on Assets (TTM) 3.72% | Return on Equity (TTM) 10.66% |
Valuation
Trailing PE 201 | Forward PE 66.67 | Enterprise Value 967346798 | Price to Sales(TTM) 0.23 |
Enterprise Value 967346798 | Price to Sales(TTM) 0.23 | ||
Enterprise Value to Revenue 0.63 | Enterprise Value to EBITDA 6.52 | Shares Outstanding 172816992 | Shares Floating 140586410 |
Shares Outstanding 172816992 | Shares Floating 140586410 | ||
Percent Insiders 11.68 | Percent Institutions 55.07 |
Upturn AI SWOT
Selectquote Inc
Company Overview
History and Background
SelectQuote was founded in 1985. It operates as a technology-enabled, direct-to-consumer distributor of insurance policies.
Core Business Areas
- Senior: Focuses on Medicare Advantage, Medicare Supplement, and prescription drug plans, leveraging technology to match customers with suitable coverage.
- Life: Offers term life, whole life, and other life insurance products.
- Auto & Home: Provides auto and home insurance products through partnerships with established insurance providers.
Leadership and Structure
The leadership team includes the CEO, CFO, and other key executives. The organizational structure is designed to support its sales and technology-driven business model. As of 2023, Tim Danker serves as CEO.
Top Products and Market Share
Key Offerings
- Medicare Advantage Plans: Medicare Advantage plans are a significant revenue driver. SelectQuote connects consumers with suitable plans from various carriers. The Medicare Advantage market is highly competitive with companies like UnitedHealth (UNH), Humana (HUM), and CVS Health (CVS).
- Term Life Insurance: Term life insurance products provide coverage for a specified period. SelectQuote offers term life insurance from multiple carriers. Competitors include Protective Life (PRU), Transamerica, and Prudential Financial (PRU).
Market Dynamics
Industry Overview
The insurance brokerage industry is experiencing growth due to increasing consumer demand for personalized insurance solutions and the rise of online platforms. The market is competitive, with various players offering different insurance products and services.
Positioning
SelectQuote positions itself as a technology-driven, direct-to-consumer insurance brokerage. Its competitive advantages include its data-driven approach to matching customers with suitable coverage, its multi-carrier platform, and its ability to generate high-quality leads.
Total Addressable Market (TAM)
The Total Addressable Market is estimated to be over $200 billion for the insurance brokerage industry. SelectQuote has an opportunity to capture more of this TAM through strategic partnerships and market expansion.
Upturn SWOT Analysis
Strengths
- Proprietary technology platform
- Strong brand recognition
- Extensive network of insurance carriers
- Experienced sales team
- Data-driven lead generation
Weaknesses
- High customer acquisition costs
- Dependence on carrier commissions
- Susceptibility to regulatory changes
- Variable conversion rates
- High employee turnover
Opportunities
- Expansion into new geographic markets
- Development of new insurance products
- Strategic partnerships with insurance carriers
- Increased adoption of technology in the insurance industry
- Growing demand for personalized insurance solutions
Threats
- Increased competition from other insurance brokerages
- Changes in insurance regulations
- Economic downturn impacting consumer spending
- Technological advancements disrupting the insurance industry
- Data security breaches and privacy concerns
Competitors and Market Share
Key Competitors
- PRU
- UNH
- HUM
- CVS
Competitive Landscape
SelectQuote faces competition from established insurance carriers and other insurance brokerages. Its advantages include its technology platform and data-driven approach. Disadvantages include a smaller scale than some competitors and dependence on carrier commissions.
Growth Trajectory and Initiatives
Historical Growth: SelectQuote's historical growth has been driven by its ability to generate high-quality leads and its technology-driven platform. However, recent financial challenges have impacted growth rates.
Future Projections: Future projections vary based on analyst estimates. Consult financial news outlets for current projections for SelectQuote's revenue, earnings, and growth rates.
Recent Initiatives: Recent initiatives include efforts to improve customer retention, reduce customer acquisition costs, and expand its product offerings.
Summary
SelectQuote is a technology-enabled insurance brokerage facing headwinds. While its proprietary platform and brand recognition are strengths, high customer acquisition costs and reliance on commissions pose challenges. Future success hinges on effective cost management, strategic partnerships, and navigating regulatory complexities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Yahoo Finance
- Bloomberg
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market conditions and company performance are subject to change. Please consult a qualified financial advisor 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 Selectquote Inc
Exchange NYSE | Headquaters Overland Park, KS, United States | ||
IPO Launch date 2020-05-21 | CEO & Director Mr. Timothy Robert Danker | ||
Sector Financial Services | Industry Insurance Brokers | Full time employees 4269 | Website https://www.selectquote.com |
Full time employees 4269 | Website https://www.selectquote.com | ||
SelectQuote, Inc. operates a technology-enabled, direct-to-consumer distribution and engagement platform that sells insurance policies and healthcare services in the United States. The company operates through three segments: Senior, Healthcare Services, and Life. It offers medicare advantage, medicare supplement, medicare part D, and other ancillary senior health insurance-related products, as well as engages in lead generation business; term life, final expense, and other ancillary products; non-commercial auto and home, property, and casualty insurance products. The company also provides SelectRx, a patient-centered pharmacy; Healthcare Select, which uses data from personal health risk and lifestyle assessment; HomeTM (PCPH), an accredited pharmacy; SelectPatient Management (SPM), a platform that helps patients navigate their chronic conditions and manage them using a treatment plan; and individual automobile and homeowners' insurance. SelectQuote, Inc. was incorporated in 1999 and is headquartered in Overland Park, Kansas.
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