SelectQuote, Inc.

NYSE:SLQT 주식 리포트

시가총액: US$176.3m

SelectQuote 과거 순이익 실적

과거 기준 점검 3/6

SelectQuote은 연평균 14.7%의 비율로 수입이 증가해 온 반면, Insurance 산업은 수입이 14.6% 증가했습니다. 매출은 연평균 16.1%의 비율로 증가했습니다. SelectQuote의 자기자본이익률은 13.9%이고 순이익률은 1.3%입니다.

핵심 정보

14.72%

순이익 성장률

13.71%

주당순이익(EPS) 성장률

Insurance 산업 성장률8.02%
매출 성장률16.08%
자기자본이익률13.85%
순이익률1.26%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 May 21

SLQT: Local Franchise Rollout And FY26 Guidance Will Support Future P/E Re Rating

Analysts have adjusted their price target on SelectQuote to $1.25, with the change mainly tied to updated assumptions for the discount rate, revenue growth, profit margin, and future P/E rather than a shift in their overall fair value estimate. What's in the News SelectQuote reaffirmed its earnings guidance for Fiscal Year 2026, calling for revenue in a range of US$1.61b to US$1.71b (Key Developments).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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).
분석 기사 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...
분석 기사 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
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새로운 내러티브 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...

매출 및 비용 세부 내역

SelectQuote가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:SLQT 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 261,6422147539
31 Dec 251,6192047939
30 Sep 251,5632247840
30 Jun 251,5272548039
31 Mar 251,489-249138
31 Dec 241,457-1450137
30 Sep 241,381-4850935
30 Jun 241,322-3450034
31 Mar 241,236-5148231
31 Dec 231,159-5045529
30 Sep 231,073-4742327
30 Jun 231,003-5942026
31 Mar 23920-11542725
31 Dec 22895-13245925
30 Sep 22770-29255625
30 Jun 22764-29858225
31 Mar 22809-19358524
31 Dec 21800-15157122
30 Sep 219637750121
30 Jun 2193012544819
31 Mar 2188714340417
31 Dec 2077012933015
30 Sep 20589-1225013
30 Jun 20529-1821912
31 Mar 20464-2518811
31 Dec 19403-2615511
30 Sep 19315401239
30 Jun 19337601268
30 Jun 18234229410

양질의 수익: SLQT는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: SLQT는 과거에 흑자전환했습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: SLQT는 지난 5년 동안 흑자전환하며 연평균 14.7%의 수익 성장을 기록했습니다.

성장 가속화: SLQT는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.

수익 대 산업: SLQT는 지난해 흑자전환하여 지난 해 수익 성장률을 Insurance 업계(36.5%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: SLQT의 자본 수익률(13.9%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 05:16
종가2026/05/26 00:00
수익2026/03/31
연간 수익2025/06/30

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분석가 소스

SelectQuote, Inc.는 12명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Steven ValiquetteBarclays
Steven ValiquetteBarclays
Daniel GrosslightCitigroup Inc