EverQuote (EVER)

Company Profile

EverQuote operates a leading online insurance marketplace, connecting consumers with insurance providers. The company's mission is to empower insurance shoppers to better protect life's most important assets-their family, property, and future. Its vision is to become the largest online source of insurance policies by using data and technology to make insurance simpler, more affordable and personalized, ultimately reducing cost and risk.

Company profile

Ticker

EVER

Exchange

NASDAQ

Website

www.everquote.com

CEO

Seth N. Birnbaum

Incorporated

Delaware

Location

Massachusetts

Fiscal year end

Dec 31

Sector

Information > Data Processing, Hosting, and Related Services

Industry (SIC)

Services - Computer Programming, Data Processing, Etc.

Alphabet • Meta Platforms • Rackspace Technology • IHS Markit • Sabre • IAC • Match • Baidu • Bumble • Twitter ...

SEC CIK

0001640428

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

Eversurance LLC • EverQuote NI Limited • EverQuote India Private Limited • Parachute Insurance Services Corp • One-Eighty Software, Inc. • Policy Fuel, LLC • Kanopy Insurance Center, LLC ...

IRS number

263101161

EVER stock data

1M 1Y 5Y

Analyst ratings and price targets

Last 3 months

Average target

$18.25

Low target

$12.00

High target

$22.00

Latest filings (excl ownership)

View all

Registration of securities for employees

27 Feb 23

EverQuote Announces Fourth Quarter and Full Year 2022 Financial Results

3 Nov 22

EverQuote Announces Third Quarter 2022 Financial Results

1 Nov 22

8-K

Departure of Directors or Certain Officers

Correspondence with SEC

Transcripts

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EVER

Earnings call transcript

2022 Q3

2 Nov 22

EVER

Earnings call transcript

2022 Q2

2 Aug 22

EVER

Earnings call transcript

2022 Q1

3 May 22

EVER

Earnings call transcript

2021 Q4

17 Feb 22

EVER

Earnings call transcript

2021 Q3

2 Nov 21

EVER

Earnings call transcript

2021 Q2

3 Aug 21

EVER

Earnings call transcript

2021 Q1

4 May 21

EVER

Earnings call transcript

2020 Q4

23 Feb 21

EVER

Earnings call transcript

2020 Q3

2 Nov 20

EVER

Earnings call transcript

2020 Q3

2 Nov 20

Latest ownership filings

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John Francis Jr. Lunny

Granahan Investment Management, LLC

14 Feb 23

Financial summary

Financial statements Chart EVER financial data

Quarter (USD)	Dec 22	Sep 22	Jun 22	Mar 22
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 22	Dec 21	Dec 20	Dec 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	30.84 mm	30.84 mm	30.84 mm	30.84 mm	30.84 mm	30.84 mm
Cash burn (monthly)	1.92 mm	355.50 k	2.89 mm	2.07 mm	1.63 mm	1.32 mm
Cash used (since last report)	5.18 mm	959.95 k	7.81 mm	5.58 mm	4.41 mm	3.55 mm
Cash remaining	25.65 mm	29.88 mm	23.02 mm	25.26 mm	26.43 mm	27.28 mm
Runway (months of cash)	13.4	84.0	8.0	12.2	16.2	20.7

Beta Read what these cash burn values mean

Financial data from EverQuote earnings reports.

Institutional ownership, Q4 2022

EVER institutional ownership history Ownership history

95.9% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	104	92	+13.0%
Opened positions	35	8	+337.5%
Closed positions	23	23	–
Increased positions	33	41	-19.5%
Reduced positions	26	31	-16.1%

13F shares	Current	Prev Q	Change
Total value	236.66 bn	197.66 mm	+119630.4%
Total shares	25.89 mm	22.15 mm	+16.8%
Total puts	15.20 k	21.50 k	-29.3%
Total calls	213.70 k	13.60 k	+1471.3%
Total put/call ratio	0.1	1.6	-95.5%

Largest owners	Shares	Value	Change
Link Ventures Investment Vehicle Ii	5.07 mm	$73.03 mm	0.0%
BAC Bank Of America	2.06 mm	$30.30 bn	+51.3%
Managed Account Advisors	2.01 mm	$0.00	NEW
Granahan Investment Management	1.66 mm	$24.47 bn	+1.3%
BLK Blackrock	1.56 mm	$22.94 bn	+1.3%
Baillie Gifford & Co	1.36 mm	$20.08 bn	+2.4%
Earnest Partners	1.26 mm	$18.62 bn	+51.0%
Rubric Capital Management	1.25 mm	$18.38 bn	0.0%
Vanguard	1.09 mm	$16.01 bn	+1.7%
David B Blundin	1.00 mm	$15.00 mm	0.0%

Largest transactions	Shares	Bought/sold	Change
Managed Account Advisors	2.01 mm	+2.01 mm	NEW
BAC Bank Of America	2.06 mm	+696.99 k	+51.3%
Driehaus Capital Management	512.91 k	+512.91 k	NEW
Earnest Partners	1.26 mm	+426.71 k	+51.0%
G2 Investment Partners Management	628.57 k	+358.57 k	+132.8%
STT State Street	341.86 k	+341.86 k	NEW
Point72 Asset Management	118.20 k	-245.47 k	-67.5%
MS Morgan Stanley	111.75 k	-242.18 k	-68.4%
Divisadero Street Capital Management	329.00 k	-239.00 k	-42.1%
WFC Wells Fargo & Co.	713.21 k	+234.58 k	+49.0%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

EVER insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
10 Mar 23	Lunny John Francis Jr.	Class A Common Stock	Option exercise	Acquire M	No	No	3.72	20,000	74.40 k	50,768
10 Mar 23	Lunny John Francis Jr.	Stock Option Class A Common Stock	Option exercise	Dispose M	No	No	3.72	20,000	74.40 k	0
10 Mar 23	Lunny John Francis Jr.	Stock Option Class A Common Stock	Grant	Acquire A	No	No	3.72	20,000	74.40 k	20,000
10 Mar 23	Lunny John Francis Jr.	Stock Option Class B Common Stock	Sale back to company	Dispose D	No	No	3.72	20,000	74.40 k	0
21 Feb 23	Darryl Auguste	Class A Common Stock	Sell	Dispose S	No	Yes	15.3	1,232	18.85 k	79,629
21 Feb 23	Shields John L.	Class A Common Stock	Sell	Dispose S	No	Yes	15.44	1,200	18.53 k	21,961
17 Feb 23	Wagner John Brandon	Class A Common Stock	Grant	Acquire A	No	No	0	55,000	0.00	333,324
17 Feb 23	Wagner John Brandon	Stock Option Class A Common Stock	Grant	Acquire A	No	No	15.81	25,000	395.25 k	25,000
17 Feb 23	David Brainard	Class A Common Stock	Grant	Acquire A	No	No	0	60,000	0.00	173,723