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SelectQuote, Inc.NYSE:SLQT 株式レポート

時価総額 US$211.6m
株価
US$1.12
US$3.06
63.4% 割安 内在価値ディスカウント
1Y-58.2%
7D23.9%
ポートフォリオ価値
表示

SelectQuote, Inc.

NYSE:SLQT 株式レポート

時価総額:US$211.6m

SelectQuote(SLQT)株式概要

SelectQuote, Inc.は、米国で保険契約や医療サービスを販売する、テクノロジーを駆使した消費者直販・エンゲージメント・プラットフォームを運営している。 詳細

SLQT ファンダメンタル分析
スノーフレーク・スコア
評価2/6
将来の成長0/6
過去の実績3/6
財務の健全性2/6
配当金0/6

SLQT Community Fair Values

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SelectQuote, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要SelectQuote
過去の株価
現在の株価US$1.14
52週高値US$2.80
52週安値US$0.56
ベータ1.61
1ヶ月の変化83.37%
3ヶ月変化3.64%
1年変化-58.24%
3年間の変化-28.75%
5年間の変化-94.70%
IPOからの変化-95.78%

最新ニュース

ナラティブ更新 May 04

SLQT: Reset Assumptions And Profit Margin Focus Will Support Future Upside Potential

SelectQuote’s updated analyst price target has moved to $5.00. Analysts cite adjustments to discount rates, revenue growth assumptions, profit margin expectations, and a revised future P/E of 5.76 as key drivers of the change.

Recent updates

ナラティブ更新 May 04

SLQT: Reset Assumptions And Profit Margin Focus Will Support Future Upside Potential

SelectQuote’s updated analyst price target has moved to $5.00. Analysts cite adjustments to discount rates, revenue growth assumptions, profit margin expectations, and a revised future P/E of 5.76 as key drivers of the change.
ナラティブ更新 Apr 20

SLQT: Local Franchise Expansion Will Support Future P/E Re Rating

Analysts have trimmed their price targets on SelectQuote by $1 to $2, citing updated views on discount rates, revenue growth, profit margins, and future P/E assumptions as the drivers of this shift. Analyst Commentary Bearish analysts cutting price targets by $1 to $2 are signaling that they see less room for upside in SelectQuote at current levels.
ナラティブ更新 Apr 06

SLQT: Reset Expectations And Pharmacy Agreement Will Support Future Upside

Analysts trimmed their SelectQuote price targets by $1 to $2, citing updated assumptions around discount rates, profit margins and long term P/E expectations that indicate a more cautious outlook on the shares. Analyst Commentary Recent research updates point to a more measured stance on SelectQuote, with price targets trimmed by $1 to $2 as analysts revisit their assumptions around discount rates, profit margins and long term P/E levels.
ナラティブ更新 Mar 22

SLQT: Pharmacy Agreement And Local Expansion Will Support Future P/E Re Rating

Analysts have trimmed their price targets on SelectQuote, with recent Street research indicating cuts of $1 and $2 to reflect revised assumptions around fair value, required return, growth and future P/E expectations. Analyst Commentary Recent Street research highlights a more cautious tone around SelectQuote, with bearish analysts trimming price targets by $1 and $2 to align with their updated assumptions on fair value, required return, growth and future P/E expectations.
ナラティブ更新 Mar 07

SLQT: Reset Expectations And New Pharmacy Agreement Will Support Future Upside

Narrative Update on SelectQuote The consensus analyst price target for SelectQuote has been reduced by a few dollars as analysts reassess their models following recent cuts of $1 and $2 highlighted in new Street research. Analyst Commentary Recent research highlights that the revised price targets reflect updated views on SelectQuote's execution risks and potential for improvement, rather than a complete shift in sentiment.
ナラティブ更新 Feb 21

SLQT: Rebased Expectations And New Pharmacy Agreement Will Support Future Upside

Analysts have trimmed their price targets on SelectQuote, with recent cuts of $1 and $2 contributing to a reduction in our fair value estimate from $4.50 to about $3.06 as they factor in adjusted growth, profitability, and risk assumptions. Analyst Commentary Bullish Takeaways Bullish analysts see the revised price targets as reflecting updated expectations on growth and profitability rather than a fundamental change in the long term opportunity, which they still factor into their models.
ナラティブ更新 Feb 07

SLQT: Reset Assumptions And Pharmacy Agreement Will Support Future Upside Potential

Analysts have lowered their fair value estimate for SelectQuote from US$7.00 to US$5.00. This change reflects updated assumptions around higher discount rates, more modest revenue growth, slimmer profit margins and a higher future P/E multiple.
分析記事 Feb 06

SelectQuote, Inc. (NYSE:SLQT) Stock's 27% Dive Might Signal An Opportunity But It Requires Some Scrutiny

Unfortunately for some shareholders, the SelectQuote, Inc. ( NYSE:SLQT ) share price has dived 27% in the last thirty...
Seeking Alpha Feb 01

SelectQuote Q2 Earnings Preview: Sell The Medicare Reimbursement News (Rating Downgrade)

Summary SelectQuote is downgraded to sell as Medicare Advantage reimbursement shocks threaten its core business model. SLQT’s fundamentals are deteriorating, with Senior segment profitability slipping and commission revenue at risk from insurer belt-tightening. The 2027 Medicare reimbursement rate increase of just 0.09% is far below expectations, likely pressuring insurer and broker margins. Despite low EBITDA multiples, SLQT’s reliance on insurer commissions and worsening industry outlook justify caution ahead of Q2 earnings. Read the full article on Seeking Alpha
ナラティブ更新 Jan 23

SLQT: Future Pharmacy Agreement Will Likely Support P/E Re Rating

Analysts have trimmed their price target on SelectQuote to US$2.00 from US$2.00, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E. Together these factors point to a slightly adjusted risk and earnings profile without changing the headline fair value figure.
ナラティブ更新 Jan 09

SLQT: Future Profitability Shift Will Likely Unlock Deep P/E Re Rating

Analysts have reduced their price target on SelectQuote, citing a lower fair value estimate and higher discount rate, even as updated assumptions point to a higher profit margin and a much lower future P/E multiple of about 2.1x versus 26.2x previously. Valuation Changes The Fair Value Estimate was reduced from 3.0 to 2.0, indicating a lower assessed intrinsic value per share.
ナラティブ更新 Dec 19

SLQT: Expanded Senior Support Services Will Drive Future Upside Potential

Analysts have modestly raised their price target on SelectQuote, citing a slightly higher discount rate and marginally improved long term profitability assumptions. Together, these factors support an incremental increase in estimated equity value of roughly a few cents per share.
ナラティブ更新 Dec 05

SLQT: Expanded Senior Support Partnerships Will Drive Future Upside Potential

Analysts have modestly raised their price target on SelectQuote by refining their discount rate assumptions and reaffirming steady long term revenue growth and profit margin expectations. This has resulted in an updated fair value estimate that is now closer to fundamentals, though it still implies limited upside from current levels.
ナラティブ更新 Nov 21

SLQT: Expanding Senior Referral Program Will Drive Broader Long-Term Support

Analysts have lowered their price target for SelectQuote from $5.00 to $4.50 per share. They cited changes in profit margin forecasts and a higher discount rate as key factors in the revised outlook.
分析記事 Nov 15

Investors Give SelectQuote, Inc. (NYSE:SLQT) Shares A 26% Hiding

The SelectQuote, Inc. ( NYSE:SLQT ) share price has fared very poorly over the last month, falling by a substantial...
ナラティブ更新 Nov 07

SLQT: Expanded Senior Services Will Unlock Long-Term Upside Despite Legal Risks

SelectQuote Price Target Lowered Amid Revised Analyst Outlook Analysts have reduced SelectQuote's price target from $5.25 to $5.00, citing updated forecasts of slower revenue growth and reduced profit margins. What's in the News SelectQuote announced a milestone partnership with Findhelp, which will enable the company to direct over 200,000 low-income seniors to free and discounted social services such as food assistance, housing aid, transportation, healthcare, and financial or legal counseling (Key Developments).
分析記事 Aug 31

SelectQuote, Inc. (NYSE:SLQT) Stock Rockets 30% But Many Are Still Ignoring The Company

SelectQuote, Inc. ( NYSE:SLQT ) shares have had a really impressive month, gaining 30% after a shaky period beforehand...
分析記事 Jul 16

SelectQuote, Inc. (NYSE:SLQT) Could Be Riskier Than It Looks

When close to half the companies operating in the Insurance industry in the United States have price-to-sales ratios...
Seeking Alpha Apr 28

SelectQuote: Better Fundamentals Due To Medicare Advantage Reimbursement Rate Increase (Rating Upgrade)

Summary I'm upgrading SelectQuote to a buy rating after the stock's recent sharp fall. The federal government recently approved a 5.06% reimbursement rate increase for Medicare Advantage plans, which should translate into more aggressive marketing from carriers. This will lead to stronger demand and referral fees for SelectQuote, similar to how the government's premium increase approvals helped EverQuote in the auto insurance industry. SelectQuote is a value stock at <8x forward adjusted EBITDA. Read the full article on Seeking Alpha
User avatar
新しいナラティブ Mar 26

Agent Efficiency And Medicare Services Will Transform 2025 Outlook

Improved agent efficiency and optimized marketing reduced expenses, boosting productivity and potentially enhancing margins and earnings.
Seeking Alpha Feb 11

SelectQuote: Better Prospects After Bain Deal, But Don't Rush To Buy (Upgrade)

Summary SelectQuote, Inc. skyrocketed ~30% after posting very strong Q2 results alongside the announcement of a $350 million private infusion from investors led by Bain Capital. Revenue grew 19% year-over-year to $481.1 million, with the Senior division and Health Services arm showing notable improvements in efficiency and subscriber growth. Despite a $350 million investment to reduce debt, SelectQuote remains highly leveraged, and SLQT stock's valuation is not compelling enough to warrant a bullish stance. I'd need to see a turnaround in profitability for the SelectRx division (better than the ~1% adjusted EBITDA margins seen in Q2) to consider buying SLQT stock. Read the full article on Seeking Alpha
分析記事 Jan 18

SelectQuote, Inc. (NYSE:SLQT) Soars 36% But It's A Story Of Risk Vs Reward

Despite an already strong run, SelectQuote, Inc. ( NYSE:SLQT ) shares have been powering on, with a gain of 36% in the...
分析記事 Nov 20

SelectQuote, Inc. (NYSE:SLQT) Stock Rockets 29% But Many Are Still Ignoring The Company

Those holding SelectQuote, Inc. ( NYSE:SLQT ) shares would be relieved that the share price has rebounded 29% in the...
分析記事 Nov 07

SelectQuote, Inc. (NYSE:SLQT) Released Earnings Last Week And Analysts Lifted Their Price Target To US$4.50

It's been a pretty great week for SelectQuote, Inc. ( NYSE:SLQT ) shareholders, with its shares surging 17% to US$2.34...
分析記事 Oct 03

SelectQuote, Inc. (NYSE:SLQT) Might Not Be As Mispriced As It Looks After Plunging 49%

SelectQuote, Inc. ( NYSE:SLQT ) shares have had a horrible month, losing 49% after a relatively good period beforehand...
分析記事 Jul 02

SelectQuote, Inc. (NYSE:SLQT) Doing What It Can To Lift Shares

When you see that almost half of the companies in the Insurance industry in the United States have price-to-sales...
分析記事 Feb 13

Investors Still Aren't Entirely Convinced By SelectQuote, Inc.'s (NYSE:SLQT) Revenues Despite 29% Price Jump

SelectQuote, Inc. ( NYSE:SLQT ) shares have had a really impressive month, gaining 29% after a shaky period beforehand...
Seeking Alpha Feb 07

SelectQuote Q2: Strong Revenue Growth But Retaining My Hold Rating

Summary SelectQuote, Inc.'s fiscal Q2 revenue of $405.44 million beat estimates, marking the 6th consecutive quarter of increasing YoY revenue. The company raised its revenue guidance for FY 2024 to $1.23 billion to $1.3 billion, a 17% increase from the prior low-end guidance. Despite positive revenue growth, SelectQuote is still losing money and has a significant long-term debt load of $650 million. Read the full article on Seeking Alpha
Seeking Alpha Nov 13

SelectQuote: Insider Buying But A Significant Debt Load

Summary SelectQuote, Inc. is a small-cap online insurance broker with a stock that has had a huge decline since coming public in early 2020. However, the company has made some progress in reducing costs and the shares saw some significant insider purchases in May and September of this year. Time to buy into this improving story?  An analysis follows in the paragraphs below. Read the full article on Seeking Alpha
分析記事 Nov 08

It's Probably Less Likely That SelectQuote, Inc.'s (NYSE:SLQT) CEO Will See A Huge Pay Rise This Year

Key Insights SelectQuote to hold its Annual General Meeting on 14th of November Total pay for CEO Tim Danker includes...

株主還元

SLQTUS InsuranceUS 市場
7D23.9%-1.3%2.1%
1Y-58.2%-10.0%30.6%

業界別リターン: SLQT過去 1 年間で-10 % の収益を上げたUS Insurance業界を下回りました。

リターン対市場: SLQTは、過去 1 年間で30.6 % のリターンを上げたUS市場を下回りました。

価格変動

Is SLQT's price volatile compared to industry and market?
SLQT volatility
SLQT Average Weekly Movement18.6%
Insurance Industry Average Movement4.4%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

安定した株価: SLQTの株価は、 US市場と比較して過去 3 か月間で変動しています。

時間の経過による変動: SLQTの weekly volatility ( 19% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
19994,269Tim Dankerwww.selectquote.com

SelectQuote, Inc.は、米国で保険契約や医療サービスを販売する、テクノロジーを駆使した消費者直販・エンゲージメント・プラットフォームを運営している。同社は3つのセグメントで事業を展開している:シニア、ヘルスケアサービス、生命保険。メディケア・アドバンテージ、メディケアサプリメント、メディケアパートD、その他シニア向け医療保険関連商品、リードジェネレーション事業、定期保険、終身保険、その他付帯商品、非商用自動車保険、住宅保険、損害保険商品などを提供している。また、患者中心の薬局であるSelectRx、個人の健康リスクとライフスタイル評価のデータを利用するHealthcare Select、認定薬局であるHomeTM (PCPH)、患者が慢性疾患をナビゲートし、治療計画を用いて管理することを支援するプラットフォームであるSelectPatient Management (SPM)、個人向け自動車保険と住宅保険を提供している。セレクトクオート社は1999年に法人化され、カンザス州オーバーランドパークに本社を置いている。

SelectQuote, Inc. 基礎のまとめ

SelectQuote の収益と売上を時価総額と比較するとどうか。
SLQT 基礎統計学
時価総額US$211.62m
収益(TTM)US$20.76m
売上高(TTM)US$1.64b
9.7x
PER(株価収益率
0.1x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
SLQT 損益計算書(TTM)
収益US$1.64b
売上原価US$1.07b
売上総利益US$576.13m
その他の費用US$555.37m
収益US$20.76m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)0.12
グロス・マージン35.09%
純利益率1.26%
有利子負債/自己資本比率56.6%

SLQT の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/07 21:21
終値2026/05/07 00:00
収益2026/03/31
年間収益2025/06/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

SelectQuote, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12

アナリスト機関
Steven ValiquetteBarclays
Steven ValiquetteBarclays
Daniel GrosslightCitigroup Inc