The company, rather than facing headwinds from the Covid-19 pandemic, is benefiting from moderate pandemic-induced tailwinds, like cheaper ad rates and accelerated digitalization of the insurance industry. With revenue growing at 50%+ and benefiting from powerful network effects, shares are still fairly modestly priced. Add to that positive cash flow and a strong balance sheet […]
Entries Tagged as 'EVER'
May 12th, 2020 · Comments Off on EverQuote Keeps On Giving
March 3rd, 2020 · Comments Off on Acceleration At EverQuote
Revenue growth accelerated, and the company has entered new verticals and opened up new quote request channels. There are no sign of a deterioration in quote request economics. In fact, management expects this to improve on Big Data and machine learning. We think the shares are moderately priced. Source: Acceleration At EverQuote – EverQuote, Inc. […]
January 6th, 2020 · Comments Off on EverQuote: Big Data, Huge Gains, And It Is By No Means Done
EverQuote has experienced a dramatic acceleration in its growth trajectory in the past two quarters, and guidance for Q4 suggests this is continuing unabated. What’s more, we think the most likely source of much of this growth draws on Big Data advantages, kicking in increasing returns and network effects. These advantages are potentially repeatable in […]