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Yahoo
09-07-2025
- Business
- Yahoo
Online Marketplace Stocks Q1 Highlights: EverQuote (NASDAQ:EVER)
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let's take a look at how EverQuote (NASDAQ:EVER) and the rest of the online marketplace stocks fared in Q1. Marketplaces have existed for centuries. Where once it was a main street in a small town or a mall in the suburbs, sellers benefitted from proximity to one another because they could draw customers by offering convenience and selection. Today, a myriad of online marketplaces fulfill that same role, aggregating large customer bases, which attracts commission-paying sellers, generating flywheel scale effects that feed back into further customer acquisition. The 13 online marketplace stocks we track reported a satisfactory Q1. As a group, revenues beat analysts' consensus estimates by 2.2% while next quarter's revenue guidance was in line. Thankfully, share prices of the companies have been resilient as they are up 7.3% on average since the latest earnings results. Aiming to simplify a once complicated process, EverQuote (NASDAQ:EVER) is an online insurance marketplace where consumers can compare and purchase various types of insurance from different providers EverQuote reported revenues of $166.6 million, up 83% year on year. This print exceeded analysts' expectations by 5.2%. Overall, it was an exceptional quarter for the company with EBITDA guidance for next quarter exceeding analysts' expectations. '2025 is off to a strong start, building on our momentum from last year, and we once again achieved record financial performance across our key financial metrics of revenue, Variable Marketing Dollars or VMD and Adjusted EBITDA,' said Jayme Mendal, CEO of EverQuote. EverQuote scored the fastest revenue growth of the whole group. Investor expectations, however, were likely higher than Wall Street's published projections, leaving some wishing for even better results (analysts' consensus estimates are those published by big banks and advisory firms, not the investors who make buy and sell decisions). The stock is down 6.9% since reporting and currently trades at $24.53. Is now the time to buy EverQuote? Access our full analysis of the earnings results here, it's free. Aiming to address a high-stakes and often confusing decision, eHealth (NASDAQ:EHTH) guides consumers through health insurance enrollment and related topics. eHealth reported revenues of $113.1 million, up 21.7% year on year, outperforming analysts' expectations by 13.4%. The business had an exceptional quarter with a solid beat of analysts' EBITDA estimates and full-year EBITDA guidance exceeding analysts' expectations. eHealth achieved the biggest analyst estimates beat among its peers. On a dimmer note, the company reported 1.16 million users, down 1.8% year on year. Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 8.2% since reporting. It currently trades at $4.29. Is now the time to buy eHealth? Access our full analysis of the earnings results here, it's free. Founded by consignment store aficionado Julie Wainwright, The RealReal (NASDAQ: REAL) is an online marketplace for buying and selling secondhand luxury goods. The RealReal reported revenues of $160 million, up 11.3% year on year, in line with analysts' expectations. It was a slower quarter as it posted full-year EBITDA guidance missing analysts' expectations. The RealReal delivered the weakest full-year guidance update in the group. The company reported 985,000 users, up 157% year on year. As expected, the stock is down 27.7% since the results and currently trades at $5.28. Read our full analysis of The RealReal's results here. Originally featuring a library that included many of founder Jon Oringer's photos, Shutterstock (NYSE:SSTK) is now a digital platform where customers can license and use hundreds of millions of pieces of content. Shutterstock reported revenues of $242.6 million, up 13.2% year on year. This number lagged analysts' expectations by 4.1%. Aside from that, it was a mixed quarter as it also produced an impressive beat of analysts' number of paid downloads estimates but a miss of analysts' EBITDA estimates. Shutterstock had the weakest performance against analyst estimates among its peers. The company reported 120.9 million service requests, up 245% year on year. The stock is up 20% since reporting and currently trades at $19.77. Read our full, actionable report on Shutterstock here, it's free. Founded in 2009 and a publicly traded company since 2017, Sea (NYSE:SE) started as a gaming platform and has since expanded to offer a variety of services such as e-commerce, digital payments, and financial services across Southeast Asia. Sea reported revenues of $4.84 billion, up 27.8% year on year. This print missed analysts' expectations by 1.2%. Zooming out, it was actually a strong quarter as it logged a solid beat of analysts' EBITDA estimates and an impressive beat of analysts' number of paying users estimates. The company reported 64.6 million users, up 32.1% year on year. The stock is up 4.5% since reporting and currently trades at $149. Read our full, actionable report on Sea here, it's free. In response to the Fed's rate hikes in 2022 and 2023, inflation has been gradually trending down from its post-pandemic peak, trending closer to the Fed's 2% target. Despite higher borrowing costs, the economy has avoided flashing recessionary signals. This is the much-desired soft landing that many investors hoped for. The recent rate cuts (0.5% in September and 0.25% in November 2024) have bolstered the stock market, making 2024 a strong year for equities. Donald Trump's presidential win in November sparked additional market gains, sending indices to record highs in the days following his victory. However, debates continue over possible tariffs and corporate tax adjustments, raising questions about economic stability in 2025. Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Growth Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Sign in to access your portfolio
Yahoo
27-06-2025
- Business
- Yahoo
5 Must-Read Analyst Questions From EverQuote's Q1 Earnings Call
EverQuote's first quarter results were met with a significant negative market reaction, despite revenue and profits exceeding Wall Street expectations. Management attributed the quarter's performance to strong enterprise carrier spending and ongoing investments in AI-powered traffic management, which CEO Jayme Mendal said has enabled the company to 'leverage a data advantage through the use of AI throughout our traffic and distribution systems.' The company also noted that its agency operations and core auto insurance vertical saw substantial growth, supported by improved referral quality and the rollout of Smart Campaigns for carriers. Is now the time to buy EVER? Find out in our full research report (it's free). Revenue: $166.6 million vs analyst estimates of $158.3 million (83% year-on-year growth, 5.2% beat) Adjusted EBITDA: $22.51 million vs analyst estimates of $19.97 million (13.5% margin, 12.7% beat) Revenue Guidance for Q2 CY2025 is $157.5 million at the midpoint, above analyst estimates of $149.5 million EBITDA guidance for Q2 CY2025 is $21 million at the midpoint, above analyst estimates of $18.59 million Operating Margin: 4.8%, up from 1.9% in the same quarter last year Market Capitalization: $858 million While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Maria Ripps (Canaccord Genuity) asked about the potential impact of auto tariffs in the second half of the year; CEO Jayme Mendal and CFO Joseph Sanborn responded that carrier profitability remains strong enough to absorb higher claims costs if tariffs take effect, with no significant change to growth expectations at this time. Jason Kreyer (Craig Hallum) questioned the timing and impact of AI and machine learning on variable marketing margin (VMM); Mendal explained that benefits are being realized through improved traffic bidding and operational efficiency, but more impact is anticipated as tool adoption grows. Zach Cummins (B. Riley) inquired about the health and expansion of the agent channel; Mendal highlighted deeper agent relationships, new value-added products, and a strategy to build a 'one-stop growth shop' for agents as key growth levers. Ralph Schackart (William Blair) asked about adoption and results of the Smart Campaigns product; Mendal shared that customer performance improved by over 40% in some cases and that broader adoption is beginning to impact overall platform performance. Mayank Tandon (Needham) explored the headroom for budget growth among top customers and capital allocation priorities; Mendal noted that growth is limited more by operational execution than budget constraints, while Sanborn outlined a focus on organic technology investment, selective M&A, and a potential share buyback. In the coming quarters, the StockStory team will closely monitor (1) the pace of AI-driven product adoption and its measurable impact on carrier and agent performance, (2) EverQuote's ability to maintain margin expansion while increasing technology and data investments, and (3) developments in the auto insurance market, including macroeconomic volatility and potential effects from auto parts tariffs. The evolution of the agency channel and success in home and renters insurance verticals will also be key signposts. EverQuote currently trades at $23.89, down from $26.36 just before the earnings. At this price, is it a buy or sell? Find out in our full research report (it's free). Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
17-06-2025
- Business
- Yahoo
MGIC Investment Corporation (MTG) Hits Fresh High: Is There Still Room to Run?
Shares of MGIC Investment (MTG) have been strong performers lately, with the stock up 0.2% over the past month. The stock hit a new 52-week high of $27.34 in the previous session. The stock has an impressive record of positive earnings surprises, having beaten the Zacks Consensus Estimate in each of the last four quarters. In its last earnings report on April 30, 2025, MGIC reported EPS of $0.75 versus consensus estimate of $0.66. For the current fiscal year, MGIC is expected to post earnings of $2.90 per share on $1.24 billion in revenues. This represents a -0.34% change in EPS on a 1.82% change in revenues. For the next fiscal year, the company is expected to earn $3.05 per share on $1.28 billion in revenues. This represents a year-over-year change of 5.06% and 2.93%, respectively. MGIC may be at a 52-week high right now, but what might the future hold for the stock? A key aspect of this question is taking a look at valuation metrics in order to determine if the company is due for a pullback from this level. On this front, we can look at the Zacks Style Scores, as these give investors a variety of ways to comb through stocks (beyond looking at the Zacks Rank of a security). These styles are represented by grades running from A to F in the categories of Value, Growth, and Momentum, while there is a combined VGM Score as well. The idea behind the style scores is to help investors pick the most appropriate Zacks Rank stocks based on their individual investment style. MGIC has a Value Score of C. The stock's Growth and Momentum Scores are C and C, respectively, giving the company a VGM Score of B. In terms of its value breakdown, the stock currently trades at 9.3X current fiscal year EPS estimates, which is not in-line with the peer industry average of 9.9X. On a trailing cash flow basis, the stock currently trades at 8.7X versus its peer group's average of 10.7X. Additionally, the stock has a PEG ratio of 2.48. This isn't enough to put the company in the top echelon of all stocks we cover from a value perspective. We also need to look at the Zacks Rank for the stock, as this supersedes any trend on the style score front. Fortunately, MGIC currently has a Zacks Rank of #1 (Strong Buy) thanks to favorable earnings estimate revisions from covering analysts. Since we recommend that investors select stocks carrying Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, it looks as if MGIC fits the bill. Thus, it seems as though MGIC shares could have potential in the weeks and months to come. Shares of MTG have been soaring, and the company still appears to be a decent choice, but what about the rest of the industry? One industry peer that looks good is EverQuote, Inc. (EVER). EVER has a Zacks Rank of # 1 (Strong Buy) and a Value Score of C, a Growth Score of A, and a Momentum Score of A. Earnings were strong last quarter. EverQuote, Inc. beat our consensus estimate by 18.75%, and for the current fiscal year, EVER is expected to post earnings of $1.17 per share on revenue of $644.08 million. Shares of EverQuote, Inc. have gained 0.3% over the past month, and currently trade at a forward P/E of 18.53X and a P/CF of 23.23X. The Insurance - Multi line industry is in the top 34% of all the industries we have in our universe, so it looks like there are some nice tailwinds for MTG and EVER, even beyond their own solid fundamental situation. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report MGIC Investment Corporation (MTG) : Free Stock Analysis Report EverQuote, Inc. (EVER) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research 擷取數據時發生錯誤 登入存取你的投資組合 擷取數據時發生錯誤 擷取數據時發生錯誤 擷取數據時發生錯誤 擷取數據時發生錯誤
Yahoo
09-06-2025
- Business
- Yahoo
1 Profitable Stock to Target This Week and 2 to Be Wary Of
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn't mean it will thrive tomorrow. A business making money today isn't necessarily a winner, which is why we analyze companies across multiple dimensions at StockStory. Keeping that in mind, here is one profitable company that generates reliable profits without sacrificing growth and two that may face some trouble. Trailing 12-Month GAAP Operating Margin: 6.6% Aiming to simplify a once complicated process, EverQuote (NASDAQ:EVER) is an online insurance marketplace where consumers can compare and purchase various types of insurance from different providers Why Are We Wary of EVER? High marketing expenses suggest it needs to spend heavily on new customer acquisition to sustain momentum EverQuote is trading at $25.37 per share, or 12x forward EV/EBITDA. To fully understand why you should be careful with EVER, check out our full research report (it's free). Trailing 12-Month GAAP Operating Margin: 20.5% Best known for its milk chocolate bar and Hershey's Kisses, Hershey (NYSE:HSY) is an iconic company known for its chocolate products. Why Does HSY Worry Us? Falling unit sales over the past two years indicate demand is soft and that the company may need to revise its product strategy Absence of organic revenue growth over the past two years suggests it may have to lean into acquisitions to drive its expansion Day-to-day expenses have swelled relative to revenue over the last year as its operating margin fell by 4.1 percentage points At $161.75 per share, Hershey trades at 26.2x forward P/E. Read our free research report to see why you should think twice about including HSY in your portfolio, it's free. Trailing 12-Month GAAP Operating Margin: 3.4% Working in stealth mode for eight years, Bloom Energy (NYSE:BE) designs, manufactures, and markets solid oxide fuel cell systems for on-site power generation. Why Will BE Outperform? Annual revenue growth of 14.5% over the past five years was outstanding, reflecting market share gains this cycle Incremental sales over the last two years have been highly profitable as its earnings per share increased by 68.2% annually, topping its revenue gains Free cash flow profile has moved into positive territory over the last five years, indicating the company has passed a significant test Bloom Energy's stock price of $21.80 implies a valuation ratio of 48.7x forward P/E. Is now the right time to buy? Find out in our full research report, it's free. The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today for free. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
03-06-2025
- Business
- Yahoo
Bet on Winning DuPont Analysis & Pick 3 Top Stocks
Return on equity (ROE) is one of the most favored metrics of investors. It is a profitability ratio that measures earnings generated by a company from its equity. Investors can follow the ROE trend in companies and compare this to historical or industry benchmarks to pick a winning stock. However, stepping beyond the basic ROE and analyzing it at an advanced level could lead to even better returns. Here is where the DuPont analysis comes into play. It is an analytical method, which examines three major elements – operating management, management of assets and the capital structure – related to the financial condition of a company. Below we show how DuPont breaks down ROE into its different components: ROE = Net Income/EquityNet Income / Equity = (Net Income / Sales) * (Sales / Assets) * (Assets / Equity)ROE = Profit Margin * Asset Turnover Ratio * Equity Multiplier The screener yields winning stocks like EverQuote EVER, Hims & Hers Health HIMS and Sprouts Farmers Market SFM. Although one can't play down the importance of normal ROE calculation, the fact remains that it doesn't always provide a complete picture. The DuPont analysis, on the other hand, allows investors to assess the elements that play a dominant role in any change in ROE. It can help investors to segregate companies having higher margins from those having high turnover. For example, high-end fashion brands generally survive on high margin as compared with retail goods, which rely on higher turnover. In fact, it also sheds light on the company's leverage status, which can go a long way in selecting stocks poised for gains. A lofty ROE could be due to the overuse of debt. Thus, the strength of a company can be misleading if it has a high debt load. So, an investor confined solely to an ROE perspective may be confused if he or she has to judge between two stocks of equal ratio. This is where DuPont analysis wins over and spots the better stock. Investors can simply do this analysis by taking a look at the company's looking at the financial statements of each company separately can be a tedious task. Screening tools like Zacks Research Wizard can come to your rescue and help you shortlist the stocks that look impressive with a DuPont analysis. Screening Parameters• Profit Margin more than or equal to 3: As the name suggests, it is a measure of how profitably the business is running. Generally, it is the key contributor to ROE.• Asset Turnover Ratio more than or equal to 2: It allows an investor to assess management's efficiency in using assets to drive sales.• Equity Multiplier between 1 and 3: It's an indication of how much debt the company uses to finance its assets.• Zacks Rank less than or equal to 2: Stocks having a Zacks Rank #1 (Strong Buy) or 2 (Buy) generally perform better than their peers in all types of market environments.• Current Price more than $5: This screens out the low-priced stocks. However, when looking for lower-priced stocks, this criterion can be are three out of five stocks that made it through the screen: EverQuote: The Zacks Rank #1 company operates an online marketplace for consumers shopping for auto, home and renters and life insurance. EVER is presently reporting through two main verticals — Auto and Home and Renters. You can see the complete list of today's Zacks #1 Rank stocks here. The average earnings surprise of EVER for the past four quarters is 122.56%. Hims & Hers Health: This Zacks Rank #2 company is a consumer-centric health and wellness platform that redefines healthcare through personalized solutions and seamless digital access. The average earnings surprise of HIMS for the past four quarters is 19.59%. Sprouts Farmers Market: The Zacks Rank #1 company operates in a highly fragmented grocery store industry, has a unique model that features fresh produce, a foods section, and a vitamin department focused on overall wellness. The average earnings surprise of SFM for the past four quarters is 16.50%. You can get the rest of the stocks on this list by signing up now for your 2-week free trial to the Research Wizard and start using this screen in your own trading. Further, you can also create your own strategies and test them first before taking the investment plunge. The Research Wizard is a great place to begin. It's easy to use. Everything is in plain language. And it's very intuitive. Start your Research Wizard trial today. And the next time you read an economic report, open up the Research Wizard, plug your finds in, and see what gems come out. Click here to sign up for a free trial to the Research Wizard today. Disclosure: Officers, directors and/or employees of Zacks Investment Research may own or have sold short securities and/or hold long and/or short positions in options that are mentioned in this material. An affiliated investment advisory firm may own or have sold short securities and/or hold long and/or short positions in options that are mentioned in this material. Disclosure: Performance information for Zacks' portfolios and strategies are available at: . Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report EverQuote, Inc. (EVER) : Free Stock Analysis Report Sprouts Farmers Market, Inc. (SFM) : Free Stock Analysis Report Hims & Hers Health, Inc. (HIMS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
