EverQuote Q4 Revenue $195M Surges 32.5%, EPS Beats by 338%
EverQuote reported Q4 revenue of $195.32 million, up 32.5% year-over-year and 10.3% above estimates, with EPS of $1.54 beating consensus by 337.9%. Automotive revenue rose 32.3% to $179.89 million while home and renters revenue climbed 36.5% to $15.42 million.
1. Quarterly Financial Results
EverQuote delivered Q4 revenue of $195.32 million, representing a 32.5% increase year-over-year and outpacing the $177.04 million estimate by 10.3%. EPS reached $1.54, a 337.9% surprise over the $0.35 consensus, underscoring stronger profitability than expected.
2. Segment Breakdown
Variable marketing spend totaled $49.34 million versus the $47.33 million estimate. Automotive segment revenue hit $179.89 million (+32.3% YoY vs. $164.08 million estimate), home and renters revenue reached $15.42 million (+36.5% YoY vs. $12.95 million estimate), while Other dipped 96.9% to $0.01 million.
3. Share Performance and Outlook
Shares have declined 34.5% over the past month despite the beat, contrasting with a 1.8% gain in the S&P 500. The stock holds a Zacks Rank #2 (Buy), suggesting potential near-term outperformance if growth trends persist.