Update shared on01 Aug 2025
Fair value Increased 6.33%The increase in Porch Group’s consensus price target to $14.00 is primarily driven by higher projected future earnings, as reflected in the rising forward P/E multiple.
What's in the News
- Porch Group launched three new Home Factors focused on identifying water intrusion, enhancing its property intelligence platform to improve risk segmentation and underwriting precision for insurers.
- Analysis showed properties with water intrusion have over 40% higher claims frequency, highlighting increased value for insurers using Porch’s data.
- Porch Group added to multiple Russell value indexes, including the 2000, 2500, 3000, Microcap, and Small Cap Comp benchmarks.
- Significant expansion of insurance agency distribution, with new partnerships with Roamly, Evertree, and MassDrive, broadening Porch's national reach and policy offering.
- Raised 2025 revenue guidance to $400–$420 million from the previous $390–$410 million expectation.
Valuation Changes
Summary of Valuation Changes for Porch Group
- The Consensus Analyst Price Target has risen from $13.17 to $14.00.
- The Future P/E for Porch Group has risen from 29.39x to 31.30x.
- The Discount Rate for Porch Group remained effectively unchanged, moving only marginally from 8.69% to 8.75%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.