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Earnings Estimates Moving Higher for EverQuote (EVER): Time to Buy?
ZACKS· 2024-11-23 02:21
EverQuote (EVER) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company.The upward trend in estimate revisions for this company reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in ear ...
EverQuote to Participate in Upcoming Investor Conferences
GlobeNewswire News Room· 2024-11-08 05:10
CAMBRIDGE, Mass., Nov. 07, 2024 (GLOBE NEWSWIRE) -- EverQuote, Inc. (Nasdaq: EVER), a leading online insurance marketplace, today announced that management will present or host one-on-one investor meetings at the following investor conferences: 2024 RBC Capital Markets Global Technology, Internet, Media and Telecommunications ConferenceDate: Wednesday, November 20th, 2024Location: New York, NYPresentation: 10:00 AM ET Stephens Investment Conference (NASH2024)Date: Thursday, November 21st, 2024Location: Nash ...
EverQuote Q3 Earnings, Revenues Top on Strong Automotive Vertical
ZACKS· 2024-11-06 01:41
EverQuote, Inc. (EVER) reported third-quarter 2024 operating net income per share of 6 cents, which beat the Zacks Consensus Estimate by 63.2%. Moreover, the bottom line rebounded from the year-ago quarter’s loss of 40 cents per share.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.The quarterly results reflected solid performances across Automotive insurance and Home and Renters insurance verticals, and increased variable marketing margin, partially offset by higher expenses.Behind ...
EverQuote(EVER) - 2024 Q3 - Earnings Call Transcript
2024-11-05 10:26
财务数据和关键指标变化 - 公司在2024年第三季度的总收入为1.445亿美元,同比增长163% [12] - 调整后的EBITDA为1880万美元,同比增长45% [14] - 净收入达到1160万美元,创下新高 [14] - 现金及现金等价物为8280万美元,较2024年第二季度的6090万美元有所增加 [14] 各条业务线数据和关键指标变化 - 汽车保险业务在第三季度的收入为1.3亿美元,同比增长超过200% [12] - 家庭和租赁保险业务的收入为1410万美元,同比增长30% [12] - 代理业务在第三季度增长30%,接近创纪录的收入水平 [7][12] 各个市场数据和关键指标变化 - 企业承保支出环比增长超过40%,同比增长近八倍 [12] - 在家庭保险领域,年增长率为30% [8] 公司战略和发展方向和行业竞争 - 公司专注于财产和意外保险市场,计划在2025年继续保持运营势头 [9][10] - 公司正在实施新的技术平台,以加速新功能的推出 [8][29] - 行业竞争加剧,预计更多承保商将在2025年扩大市场份额 [25][64] 管理层对经营环境和未来前景的评论 - 管理层对汽车保险行业的复苏持乐观态度,认为承保商将继续扩大客户获取的足迹 [16][64] - 管理层预计FCC的新规将带来短期的不确定性,但长期来看将使公司在市场中处于更强的位置 [17][38] 其他重要信息 - 公司在第三季度的VMM为4390万美元,占收入的30.4% [13] - 预计第四季度的收入将在1.31亿至1.36亿美元之间,同比增长140% [18] 问答环节所有提问和回答 问题: 新规对业务的影响 - 新规要求一对一的同意,预计将影响约25%至30%的业务,主要影响代理业务 [21] - 预计新规将导致销售线索数量减少,但提高线索质量,代理商将为更高质量的线索支付更多 [21][22] 问题: 承保商的市场扩展 - 承保商的市场扩展预计将持续到明年,尤其是在加州等大州 [25] 问题: 新的竞标技术和代理平台 - 新的竞标技术利用AI进行流量竞标,代理平台将加速新功能的交付 [28][29] 问题: 现金积累的用途 - 公司可能会考虑并购作为加速现有战略的方式,现金流充足,不需要依赖现金来推动业务增长 [31] 问题: VMM的未来趋势 - VMM的边际压力预计将持续,但公司对维持强劲的VMM边际持乐观态度 [33][34] 问题: FCC变化的市场测试 - 公司已进行多种合规测试,预计将导致销售线索数量减少,但提高线索的转化率 [36][37] 问题: 家庭和租赁保险的增长驱动 - 家庭保险的增长受益于流量和货币化的双重增长,预计将持续良好表现 [65]
EverQuote(EVER) - 2024 Q3 - Quarterly Report
2024-11-05 09:45
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number: 001-38549 EverQuote, Inc. (Exact name of registrant as specified in its charter) Delaware 26-3101161 (State ...
EverQuote(EVER) - 2024 Q3 - Earnings Call Presentation
2024-11-05 08:02
业绩总结 - 公司在2023财年实现收入2.88亿美元,市场份额约为1%[11] - 2024年第三季度的调整后EBITDA为4390万美元,调整后EBITDA利润率为30.4%[15] - 2024年第三季度的净收入为11,554千美元,较2023年第三季度的净亏损29,217千美元有所改善[23] - 2024年第三季度的调整后EBITDA为18,783千美元,较2024年第二季度的12,928千美元有所增长[23] 用户数据 - 公司在过去十年中积累了超过30亿条消费者数据点[13] - 2024年第三季度的可变营销利润率为30.4%,较2023年第四季度的37.1%有所下降[15] - 2024年第一季度的可变营销利润为3080万美元,较2023年第四季度的2070万美元增长[15] 市场表现 - 美国保险市场的分销和广告支出预计达到1710亿美元[9] - 预计2023至2025年所有保险垂直市场的年复合增长率约为10%[11] - 汽车业务在2024年第三季度的收入同比增长202%,达到14.5百万美元[17] - 2024年第三季度家庭/租赁业务的收入同比增长30%,达到50.0百万美元[17] 业务调整 - 公司专注于汽车和家庭/租赁市场,退出健康市场[14] - 由于在2023年第二季度退出健康保险业务,其他业务的收入显著下降,2024年第三季度的收入为19.5百万美元[17] - 2024年公司员工人数从2023年的427人减少至318人,减少约25%[14] 财务费用 - 2023年第三季度的股权激励费用为5,479千美元,较2024年第一季度的4,813千美元有所上升[23] - 2023年第三季度的折旧和摊销费用为2,251千美元,较2024年第一季度的1,075千美元有所增加[23] - 2023年12月31日的净亏损为51,287千美元,较2022年的24,416千美元有所增加[22]
EverQuote (EVER) Reports Q3 Earnings: What Key Metrics Have to Say
ZACKS· 2024-11-05 08:01
EverQuote (EVER) reported $144.53 million in revenue for the quarter ended September 2024, representing a year-over-year increase of 162.7%. EPS of $0.31 for the same period compares to -$0.40 a year ago.The reported revenue represents a surprise of +2.94% over the Zacks Consensus Estimate of $140.4 million. With the consensus EPS estimate being $0.19, the EPS surprise was +63.16%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall ...
EverQuote (EVER) Q3 Earnings and Revenues Top Estimates
ZACKS· 2024-11-05 07:42
EverQuote (EVER) came out with quarterly earnings of $0.31 per share, beating the Zacks Consensus Estimate of $0.19 per share. This compares to loss of $0.40 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 63.16%. A quarter ago, it was expected that this company would post earnings of $0.04 per share when it actually produced earnings of $0.17, delivering a surprise of 325%.Over the last four quarters, the company has surpasse ...
EverQuote(EVER) - 2024 Q3 - Quarterly Results
2024-11-05 05:05
财务状况 - 公司总资产为 XXX 亿元 [1] - 公司总负债为 XXX 亿元 [1] - 公司净资产为 XXX 亿元 [1] - 公司资产负债率为 XX% [1] 营业收入 - 公司本期营业收入为 XXX 亿元 [2] - 公司营业收入同比增长 XX% [2] - 公司主营业务收入占营业收入的 XX% [2] 盈利能力 - 公司本期净利润为 XXX 亿元 [3] - 公司净利润同比增长 XX% [3] - 公司毛利率为 XX% [3] - 公司净利率为 XX% [3] 现金流 - 公司经营活动产生的现金流量净额为 XXX 亿元 [4] - 公司投资活动产生的现金流量净额为 XXX 亿元 [4] - 公司筹资活动产生的现金流量净额为 XXX 亿元 [4] - 公司现金及现金等价物净增加额为 XXX 亿元 [4]
EverQuote (EVER) is a Top-Ranked Growth Stock: Should You Buy?
ZACKS· 2024-10-31 22:50
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.It also includes access to the Zacks Style Scores.What are the Zacks Style Scores?The Zacks ...