Everquote Class A Stock Buy Hold or Sell Recommendation

EVER Stock  USD 18.56  0.19  1.01%   
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding EverQuote Class A is 'Strong Buy'. Macroaxis provides EverQuote buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding EVER positions. The advice algorithm takes into account all of EverQuote's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting EverQuote's buy or sell advice are summarized below:
Real Value
20.42
Target Price
8.75
Hype Value
18.56
Market Value
18.56
Naive Value
18.82
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell EverQuote Class A given historical horizon and risk tolerance towards EverQuote. When Macroaxis issues a 'buy' or 'sell' recommendation for EverQuote Class A, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out EverQuote Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual companies such as EverQuote and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards EverQuote Class A. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in income.

Execute EverQuote Buy or Sell Advice

The EverQuote recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on EverQuote Class A. Macroaxis does not own or have any residual interests in EverQuote Class A or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute EverQuote's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell EverQuoteBuy EverQuote
Strong Buy

Market Performance

GoodDetails

Volatility

Not too volatileDetails

Hype Condition

StaleDetails

Current Valuation

UndervaluedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Hyperactively responds to market trendsDetails

Investor Sentiment

AlarmedDetails

Analyst Consensus

BuyDetails

Reporting Quality (M-Score)

UnavailableDetails
For the selected time horizon EverQuote Class A has a Risk Adjusted Performance of 0.1072, Jensen Alpha of 0.3821, Total Risk Alpha of (0.19), Sortino Ratio of 0.1591 and Treynor Ratio of 0.3025
Our trade advice tool can cross-verify current analyst consensus on EverQuote Class A and to analyze the company potential to grow in the current economic cycle. To make sure EverQuote is not overpriced, please confirm all EverQuote Class A fundamentals, including its cash per share, beta, and the relationship between the revenue and cash flow from operations . Given that EverQuote Class A has a number of shares shorted of 1.18 M, we urge you to verify EverQuote Class A market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

EverQuote Trading Alerts and Improvement Suggestions

EverQuote Class A appears to be risky and price may revert if volatility continues
The company reported the previous year's revenue of 287.92 M. Net Loss for the year was (51.29 M) with profit before overhead, payroll, taxes, and interest of 380.15 M.
EverQuote Class A currently holds about 41.27 M in cash with (2.83 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 1.3.
Roughly 73.0% of the company shares are held by institutions such as insurance companies
Latest headline from zacks.com: EverQuote Up 3.7 percent Since Last Earnings Report Can It Continue

EverQuote Returns Distribution Density

The distribution of EverQuote's historical returns is an attempt to chart the uncertainty of EverQuote's future price movements. The chart of the probability distribution of EverQuote daily returns describes the distribution of returns around its average expected value. We use EverQuote Class A price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of EverQuote returns is essential to provide solid investment advice for EverQuote.
Mean Return
0.66
Value At Risk
-3.99
Potential Upside
8.28
Standard Deviation
3.72
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of EverQuote historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

EverQuote Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as EverQuote is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading EverQuote Class A backward and forwards among themselves. EverQuote's institutional investor refers to the entity that pools money to purchase EverQuote's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Wells Fargo & Co2023-12-31
587.5 K
Portolan Capital Management, Llc2023-12-31
562.5 K
Arnhold & S. Bleichroeder Advisers, Llc2023-12-31
513.6 K
Geode Capital Management, Llc2023-12-31
462.5 K
Balyasny Asset Management Llc2023-12-31
450.2 K
Envestnet Asset Management Inc2023-12-31
448.8 K
State Street Corporation2023-12-31
410.8 K
Divisadero Street Capital Management, Lp2023-12-31
400 K
Marshall Wace Asset Management Ltd2023-12-31
368 K
Blackrock Inc2023-12-31
1.7 M
Bank Of America Corp2023-12-31
1.7 M
Note, although EverQuote's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

EverQuote Cash Flow Accounts

201920202021202220232024 (projected)
Change To Inventory4.5M(3.2M)(12.9M)1.00.90.95
Depreciation2.2M3.4M5.1M5.8M6.2M5.6M
Capital Expenditures3.0M3.8M2.9M4.3M3.8M3.6M
Net Income(7.1M)(11.2M)(19.4M)(24.4M)(51.3M)(48.7M)
Investments(3.0M)(18.8M)(18.8M)(4.3M)9.1M9.6M
Change In Cash4.4M(3.2M)(8.0M)(4.3M)7.1M7.5M
Change To Netincome13.3M26.1M27.7M25.5M29.4M30.8M
End Period Cash Flow46.3M43.1M35.1M30.8M38.0M30.7M
Free Cash Flow1.4M6.8M4.3M(20.1M)(6.7M)(6.3M)
Other Non Cash Items(135K)1.8M179K(3.5M)60.2M63.3M

EverQuote Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to EverQuote or Interactive Media & Services sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that EverQuote's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a EverQuote stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
0.38
β
Beta against NYSE Composite2.15
σ
Overall volatility
3.71
Ir
Information ratio 0.14

EverQuote Volatility Alert

EverQuote Class A shows above-average downside volatility for the selected time horizon. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure EverQuote's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact EverQuote's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

EverQuote Fundamentals Vs Peers

Comparing EverQuote's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze EverQuote's direct or indirect competition across all of the common fundamentals between EverQuote and the related equities. This way, we can detect undervalued stocks with similar characteristics as EverQuote or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of EverQuote's fundamental indicators could also be used in its relative valuation, which is a method of valuing EverQuote by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare EverQuote to competition
FundamentalsEverQuotePeer Average
Return On Equity-0.54-0.31
Return On Asset-0.13-0.14
Profit Margin(0.18) %(1.27) %
Operating Margin(0.1) %(5.51) %
Current Valuation606.01 M16.62 B
Shares Outstanding28.63 M571.82 M
Shares Owned By Insiders17.89 %10.09 %
Shares Owned By Institutions73.40 %39.21 %
Number Of Shares Shorted1.18 M4.71 M
Price To Earning17.11 X28.72 X
Price To Book7.93 X9.51 X
Price To Sales2.23 X11.42 X
Revenue287.92 M9.43 B
Gross Profit380.15 M27.38 B
EBITDA(22.36 M)3.9 B
Net Income(51.29 M)570.98 M
Cash And Equivalents41.27 M2.7 B
Cash Per Share1.30 X5.01 X
Total Debt2.16 M5.32 B
Debt To Equity0.07 %48.70 %
Current Ratio1.89 X2.16 X
Book Value Per Share2.37 X1.93 K
Cash Flow From Operations(2.83 M)971.22 M
Short Ratio2.13 X4.00 X
Earnings Per Share(1.54) X3.12 X
Target Price24.0
Number Of Employees38118.84 K
Beta0.87-0.15
Market Capitalization641.81 M19.03 B
Total Asset110.92 M29.47 B
Retained Earnings(213.35 M)9.33 B
Working Capital39.29 M1.48 B
Current Asset1.07 B9.34 B
Note: Disposition of 5750 shares by Jayme Mendal of EverQuote at 18.01 subject to Rule 16b-3 [view details]

EverQuote Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as EverQuote . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About EverQuote Buy or Sell Advice

When is the right time to buy or sell EverQuote Class A? Buying financial instruments such as EverQuote Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
 2021 2022 2023 2024 (projected)
Other Current Liabilities13.0M9.9M8.8M8.3M
Property Plant Equipment5.8M12.2M11.0M19.0M

Use Investing Ideas to Build Portfolios

In addition to having EverQuote in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Computers Thematic Idea Now

Computers
Computers Theme
Companies that manufacture and distribute personal and business computers. The Computers theme has 45 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Computers Theme or any other thematic opportunities.
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When determining whether EverQuote Class A is a strong investment it is important to analyze EverQuote's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact EverQuote's future performance. For an informed investment choice regarding EverQuote Stock, refer to the following important reports:
Check out EverQuote Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note that the EverQuote Class A information on this page should be used as a complementary analysis to other EverQuote's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.

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When running EverQuote's price analysis, check to measure EverQuote's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy EverQuote is operating at the current time. Most of EverQuote's value examination focuses on studying past and present price action to predict the probability of EverQuote's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move EverQuote's price. Additionally, you may evaluate how the addition of EverQuote to your portfolios can decrease your overall portfolio volatility.
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Is EverQuote's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of EverQuote. If investors know EverQuote will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about EverQuote listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share
(1.54)
Revenue Per Share
8.633
Quarterly Revenue Growth
(0.37)
Return On Assets
(0.13)
Return On Equity
(0.54)
The market value of EverQuote Class A is measured differently than its book value, which is the value of EverQuote that is recorded on the company's balance sheet. Investors also form their own opinion of EverQuote's value that differs from its market value or its book value, called intrinsic value, which is EverQuote's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because EverQuote's market value can be influenced by many factors that don't directly affect EverQuote's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between EverQuote's value and its price as these two are different measures arrived at by different means. Investors typically determine if EverQuote is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, EverQuote's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.