NASDAQ$EVER

EverQuote Inc · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

EverQuote's fourth quarter revenue increased by 5% year-over-year, with significant growth in non-auto insurance verticals and health DTCA revenue.

EverQuote reported a 5% increase in fourth-quarter revenue to $102.1 million, driven by a 50% increase in non-auto insurance verticals and a 281% increase in health DTCA revenue. The company's net loss increased to $8.5 million, and adjusted EBITDA decreased to $0.5 million.

  • Total revenue increased by 5% year-over-year to $102.1 million.
  • Non-auto insurance verticals revenue increased by 50% year-over-year.
  • Health DTCA revenue increased by 281% year-over-year to $14.5 million.
  • Quote request growth of 24.5%, driven by the strength of traffic operations.

Headline financials

Total Revenue

$102M

Previous: $97.3M+4.9%
EPS (adj)

-$0.29

Previous: -$0.13-123.1%
Net Income

-$8.5M

Previous: -$3.8M-123.7%
Operating Income

-$8.47M

Previous: -$3.78M-123.9%
Gross Profit

$95.9M

Previous: $91.6M+4.7%
Cash & Equivalents

$34.9M

Previous: $42.9M-18.7%
Total Assets

$144M

Previous: $129M+11.3%
Stock-Based Comp

$7.06M

Previous: $6.19M+14.1%

Revenue & EPS history

EverQuote · Revenue · Quarterly

$102M

Q4 2021+4.9%vs Q4 2020
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

EverQuote · $102M total across 2 segments · Q4 2021

  • Automotive
    $70.4M-7.6%
  • Other
    $31.6M+50.0%

Forward guidance

EverQuote anticipates first quarter 2022 revenue of $101 - $103 million, variable marketing margin of $32.0 - $33.5 million, and adjusted EBITDA of $0 - $1.5 million. For the full year 2022, the company anticipates revenue of $420 - $430 million, variable marketing margin of $128 - $134 million, and adjusted EBITDA of $0 - $5 million.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2021

Historical avgQ4 2021

+3.6%

Avg return

Earnings day

+4.7%

Avg return

5 days after

+5.4%

Avg return

30 days after

61%

19 / 31 earnings

Positive

+63.0%

Q1 2026

Best reaction

-46.7%

Q3 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+63.0%+40.3%
Q4 2025+1.2%+3.1%+3.8%
Q3 2025+8.3%+13.5%+23.9%
Q1 2025-12.0%-11.9%-6.6%
Q4 2024+27.1%+33.4%+39.4%
Q3 2024+4.6%+7.0%+7.4%
Q2 2024+7.9%-12.0%-10.5%
Q1 2024+16.3%+4.8%+6.7%
Q4 2023+5.4%-2.6%+12.1%
Q3 2023+10.4%+4.1%+29.1%
Q2 2023-17.5%-11.7%-10.7%
Q1 2023+3.3%+7.0%+32.0%
Q4 2022-20.1%-17.1%-21.8%
Q3 2022+0.7%+30.0%+77.3%
Q2 2022-6.9%+9.9%-17.2%
Q1 2022-12.4%-10.7%-36.2%
Q4 2021-5.0%-1.0%-9.6%
Q3 2021-8.6%-4.5%-8.6%
Q2 2021-16.7%-20.5%-35.2%
Q1 2021-1.5%-5.9%-5.7%
Q4 2020+3.3%+1.7%-27.2%
Q3 2020+10.1%+18.7%+9.6%
Q2 2020-25.6%-23.6%-31.5%
Q1 2020+27.4%+32.4%+53.0%
Q4 2019-14.2%-12.9%-37.8%
Q3 2019+28.4%+40.6%+70.9%
Q2 2019+40.7%+43.2%+60.1%
Q1 2019+17.4%+20.9%+30.3%
Q4 2018+19.3%+24.7%+28.9%
Q3 2018-46.7%-56.4%-52.6%
Q2 2018+4.8%+2.6%-12.5%
Q4 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014

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