EVER · EverQuote, Inc.
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EverQuote reported record Q3 revenue of $218.1 million, up 25%, and adjusted EBITDA of $35.5 million, up 41%. Fourth-quarter revenue is expected between $213 and $223 million; EverQuote remains on track for $1 billion within one to two years.
EverQuote reported third-quarter revenue of $218.1 million, up 25%, net income of $18.2 million and Adjusted EBITDA of $35.5 million, up 41%. It ended with $229.1 million in cash, no debt, and a Board-approved $50 million share repurchase program.
EverQuote authorized a share repurchase program on October 21, 2026 for up to $50.0 million; a credit agreement amendment permits repurchases of up to $75 million and certain investments of up to $15 million.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q2 FY26 earnings call · Aug 3, 2026TL;DR. EverQuote posted 25% revenue growth to $195.1M and 37% adjusted EBITDA growth to a record $30.1M in Q2 2026, with record carrier/agent revenue, 35% home vertical growth, and Smart Campaigns revenue up over 100% YoY, while reaffirming its path to $1B in annual revenue and roughly 100 bps of adjusted EBITDA margin expansion for the year.
- + Q2 revenue grew 25% YoY to $195.1M and adjusted EBITDA grew 37% YoY to a record $30.1M.
- + Home vertical revenue grew 35% YoY to a record $23M, while carrier and agent revenue both reached record highs.
- + Smart Campaigns adoption accelerated, with revenue flowing through the product up over 100% YoY and 7 of the top 10 carriers using it.
- + Management reaffirmed the path to $1B in annual revenue and reiterated guidance of roughly 100 bps of adjusted EBITDA margin expansion for the year.
- + Carriers are showing higher willingness to pay and greater openness to adopt new products like Smart Campaigns.
- + Balance sheet remains a fortress with $192.3M in cash, no debt, and $24.3M of Q2 operating cash flow supporting continued buybacks.
- − Q2 operating cash flow declined slightly YoY from $25.3M to $24.3M.
- − New AI-native products for consumers, carriers, and agents are not expected to contribute material revenue this year.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Revenue from the Company's automotive insurance vertical | $190.39M | FY2026 Q3 | +20.8% |
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| Direct channels (share of total revenue) | 92% | the three months ended June 30, 2026 filing | — |
| Variable marketing margin | 29.2% | the three months ended June 30, 2026 filing | — |
| Adjusted EBITDA non-GAAP | 59.43M | Six Months Ended June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net Income (Loss) 18.67M
+5.14M Stock-based compensation
+785K Depreciation & amortization
+0K Legal settlement
+0K Acquisition-related costs/earnout
+0K Restructuring and Other Charges
-961K Interest (income) expense, net
+5.69M Provision for (benefit from) income taxes
= Adjusted EBITDA 29.33M
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| Adjusted EBITDA Margin % non-GAAP | 15.4% | Q2 2026 | — |
| Shares repurchased | 578K | the second quarter of 2026 | — |
| Variable marketing dollars | 112.8M | Six Months Ended June 30, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Internet Content & Information — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
EVER
this stock
EverQuote, Inc.
|
$1.00B | +4.8% | +29.4% | 9.3 | 19.3% |
|
GOOGL
Alphabet Inc.
|
$3.64T | -5.5% | +15.1% | 15.4 | 0.7% |
|
META
Meta Platforms, Inc.
|
$1.64T | -2.8% | +47.1% | 21.9 | 3.0% |
|
SPOT
Spotify Technology S.A.
|
$125.91B | +5.5% | — | — | 1.5% |
|
NBIS
Nebius Group N.V.
|
$33.94B | +38.4% | +479.0% | — | 17.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| EVER | -1.8% | +29.9% | +47.7% | +20.4% | +4.8% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -4.4% | +31.0% | +47.2% | +20.6% | -5.8% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.