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NYSE:SLQT Community
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AnalystLowTarget
Consensus Narrative from 4 Analysts
Medicare Risks Will Compress Margins Yet Resilience Will Prevail
Key Takeaways Shifts in Medicare policy, commission structures, and regulatory scrutiny are creating margin pressures and heightening risks to profitability and revenue growth. Intensifying competition and slower SelectRx membership growth threaten SelectQuote's broker relevance and may hinder long-term scalability and earnings.
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US$2.75
FV
30.2% undervalued
intrinsic discount
12.39%
Revenue growth p.a.
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AnalystHighTarget
Consensus Narrative from 4 Analysts
Digital Transformation And Aging Demographics Will Expand Insurance Markets
Key Takeaways Enhanced technology integration and agent experience are driving sustained productivity and margin expansion, especially within senior and healthcare service segments. SelectQuote's digital-first approach and evolving product ecosystem support strong market share gains, higher revenue per user, and growing customer lifetime value.
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US$7.00
FV
72.6% undervalued
intrinsic discount
13.46%
Revenue growth p.a.
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AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Agent Efficiency And Medicare Services Will Transform 2025 Outlook
Key Takeaways Improved agent efficiency and optimized marketing reduced expenses, boosting productivity and potentially enhancing margins and earnings. Strategic initiatives in Medicare and healthcare services, including securitization, are expected to enhance revenue and reduce costs, supporting long-term growth.
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US$5.44
FV
64.7% undervalued
intrinsic discount
11.58%
Revenue growth p.a.
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Your Valuation for
SLQT
SLQT
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Your Fair Value
US$
Current Price
US$1.92
84.8% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-193m
3b
2015
2018
2021
2024
2025
2027
2030
Revenue US$2.5b
Earnings US$263.5m
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