Porch Group, Inc.

NasdaqCM:PRCH Aktierapport

Börsvärde: US$1.1b

Porch Group Förvaltning

Förvaltning kriterier kontrolleras 2/4

Porch Group VD är Matt Ehrlichman, utsedd i Dec 2020, har en mandatperiod på 5.33 år. totala årliga ersättningen är $ 14.55M, bestående av 4.4% lön 95.6% bonusar, inklusive företagsaktier och optioner. äger direkt 20.89% av företagets aktier, värda $ 227.41M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 3.4 år respektive 4.7 år.

Viktig information

Matt Ehrlichman

Verkställande direktör

US$14.5m

Total ersättning

VD-lön i procent4.42%
Anställning som VD5.3yrs
Ägande av VD20.9%
Ledningens genomsnittliga anställningstid3.4yrs
Styrelsens genomsnittliga mandatperiod4.7yrs

Senaste uppdateringar av ledningen

Recent updates

PRCH: Recent Upgrade And 2026 Outlook Will Support Higher Earnings Multiple

Porch Group's analyst price target has shifted slightly, with a recalibrated fair value of about $16.29 per share, as analysts adjust their models following recent upgrades and a higher target from Keefe Bruyette. Analyst Commentary Recent Street research around Porch Group has centered on the upgraded rating and the revised price target, which now clusters around a fair value estimate of about $16.29 per share.

PRCH: Upgraded Risk Profile Will Support Confidence In 2026 Earnings Multiple

Analysts have raised their price target on Porch Group by $1.50, citing recent upgrades and updated views on key inputs such as the discount rate, long-term revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts view the recent upgrade as a sign that key assumptions on revenue growth and profit margins now better reflect the company’s current execution path, which supports a higher valuation range.

PRCH: Refreshed Risk Assumptions Will Support Confidence In 2026 Margin Outlook

Analysts have raised their price target on Porch Group by $1.50, citing updated research that supports a refreshed view on the company’s valuation drivers and risk profile. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price target as a reflection of updated work on Porch Group’s key valuation drivers, suggesting more confidence in how its core business model is being assessed.

PRCH: Updated Risk Assumptions Will Support Confidence In Long Term Margin Potential

Analysts have raised their price target on Porch Group by $1.50, citing updated assumptions on the discount rate and long-term P/E. These revisions keep fair value unchanged at $16.38 while reflecting updated views on the company’s risk profile and earnings potential.

PRCH: Recent Upgrade Will Support Confidence In Future Margin Expansion Potential

Analysts have adjusted their fair value estimate for Porch Group from $17.63 to $16.38, citing updated assumptions on growth, margins, discount rate, and future P/E following recent price target increases and an upgrade highlighted in Street research. Analyst Commentary Recent Street research around Porch Group has focused on valuation assumptions and the rationale behind the updated fair value estimate, using the latest price target move and upgrade as key reference points.

PRCH: Steady Forecast Assumptions Will Support Future Margin Expansion Potential

Analysts have maintained their average price target for Porch Group at US$17.63, noting that only minor adjustments to assumptions such as discount rate, revenue growth, profit margin, and future P/E were made, which did not materially change their view of the stock's value. Valuation Changes Fair Value Estimate: Held steady at US$17.63 per share, with no change between the prior and updated assessment.

Porch Group, Inc. (NASDAQ:PRCH) Not Doing Enough For Some Investors As Its Shares Slump 28%

Feb 05
Porch Group, Inc. (NASDAQ:PRCH) Not Doing Enough For Some Investors As Its Shares Slump 28%

PRCH: Narrowed 2025 Revenue Guidance Will Support Future Margin Upside

Analysts have trimmed their price target on Porch Group by about $0.50 to reflect slightly lower assumptions for fair value, revenue growth, and profit margins, along with a higher discount rate and P/E multiple. What's in the News Porch Group issued updated earnings guidance for Porch Shareholder Interest for full year 2025, giving investors a fresh reference point for its medium term outlook (Key Developments).

PRCH: Expanded Property Data Coverage Will Support Future Margin Upside

Narrative Update on Analyst Price Target for Porch Group Analysts have kept their fair value estimate for Porch Group steady at US$18.13 while making small adjustments to inputs such as the discount rate, revenue growth, profit margins, and future P/E assumptions. These revisions reflect fine tuning of their models rather than a major shift in outlook.

PRCH: Property Data Expansion Will Support 30% Future EBITDA Margin Potential

Analysts have modestly adjusted their price target on Porch Group to 18.13 dollars, reflecting slightly higher discount rate assumptions and marginally lower long term margin expectations, while maintaining a robust future earnings multiple. What's in the News Raised full year 2025 Porch Shareholder Interest revenue guidance to a range of 410 million to 420 million dollars, narrowing and slightly lifting the low end from the prior 405 million to 425 million dollar outlook (Corporate guidance) Expanded the Home Factors property intelligence platform with new and enhanced attributes, including electrical panel and sub panel location, roof life stage segmentation, and updated plumbing material indicators (Company product announcement) Stated goal for Home Factors to offer over 100 property attributes covering about 90 percent of U.S. homes, deepening carriers' visibility into interior and exterior home conditions for underwriting and pricing (Company product announcement) Valuation Changes Fair Value Estimate: Unchanged at 18.13 dollars per share, indicating no revision to the intrinsic value assessment despite minor model tweaks.

PRCH: Reciprocal Model Will Support 30% Future EBITDA Margin Expansion

Analysts have raised their price target on Porch Group from $17 to $25 per share, citing expectations for sustained 20% to 25% annual premium growth, improved protection from weather related losses, expanding reciprocal take rates, and a path toward significantly higher EBITDA margins. Analyst Commentary Bullish analysts view the higher price target as a reflection of Porch Group's ability to sustain premium growth in the 20% to 25% range, arguing that this level of expansion supports a structurally higher revenue base and justifies multiple expansion.

PRCH: Reciprocal Insurance Margins Will Expand With Scalable Policy Volumes

Analysts have adjusted their fair value estimate for Porch Group slightly lower, from $18.75 to $18.13 per share. This change is based on updated growth assumptions and expanded profit margin projections following recent company discussions.

Porch Group's (NASDAQ:PRCH) Shareholders May Want To Dig Deeper Than Statutory Profit

Nov 13
Porch Group's (NASDAQ:PRCH) Shareholders May Want To Dig Deeper Than Statutory Profit

PRCH: Reciprocal Insurance Model Will Drive Margin Upside Amid Capital-Light Shift

The analyst price target for Porch Group was revised down from $19.75 to $18.75. This reflects analyst expectations for slower revenue growth and profit margin compression, despite some positive developments highlighted in recent research updates.

Fee-Based Model Transition And Data Expansion Will Shape Our Future

Analysts have sharply raised Porch Group’s price target to $19.75, citing outperformance in insurance profitability, scalable premium growth, margin expansion potential, and a new capital-light structure that enhances valuations and financial flexibility. Analyst Commentary Bullish analysts see significant room for scaling policies and believe premium growth can reach 20%-25% annually, above prior expectations.

Porch Group: Profitability Is Here, Now The Hard Part Starts

Sep 12

Porch Group, Inc.'s (NASDAQ:PRCH) Share Price Boosted 26% But Its Business Prospects Need A Lift Too

Aug 29
Porch Group, Inc.'s (NASDAQ:PRCH) Share Price Boosted 26% But Its Business Prospects Need A Lift Too

Porch Group, Inc. (NASDAQ:PRCH) Shares Fly 29% But Investors Aren't Buying For Growth

Jul 01
Porch Group, Inc. (NASDAQ:PRCH) Shares Fly 29% But Investors Aren't Buying For Growth

Porch Group, Inc. Just Reported A Surprise Profit And Analysts Updated Their Estimates

May 09
Porch Group, Inc. Just Reported A Surprise Profit And Analysts Updated Their Estimates

Porch Group, Inc.'s (NASDAQ:PRCH) 31% Dip In Price Shows Sentiment Is Matching Revenues

Apr 25
Porch Group, Inc.'s (NASDAQ:PRCH) 31% Dip In Price Shows Sentiment Is Matching Revenues
User avatar

Fee-Based Model Transition And Data Expansion Will Shape Our Future

Porch Group's shift to a fee-based insurance model and formation of PIRE create a higher-margin, more predictable earnings structure.

Porch Group, Inc. (NASDAQ:PRCH) Shares Fly 31% But Investors Aren't Buying For Growth

Mar 11
Porch Group, Inc. (NASDAQ:PRCH) Shares Fly 31% But Investors Aren't Buying For Growth

From Skeptic To Buyer: Why I'm Upgrading Porch Group

Mar 05

The Porch Group, Inc. (NASDAQ:PRCH) Analysts Have Been Trimming Their Sales Forecasts

Nov 12
The Porch Group, Inc. (NASDAQ:PRCH) Analysts Have Been Trimming Their Sales Forecasts

Earnings Beat: Porch Group, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Nov 10
Earnings Beat: Porch Group, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Improved Revenues Required Before Porch Group, Inc. (NASDAQ:PRCH) Stock's 67% Jump Looks Justified

Nov 08
Improved Revenues Required Before Porch Group, Inc. (NASDAQ:PRCH) Stock's 67% Jump Looks Justified

Are Investors Undervaluing Porch Group, Inc. (NASDAQ:PRCH) By 35%?

Oct 29
Are Investors Undervaluing Porch Group, Inc. (NASDAQ:PRCH) By 35%?

Porch Group, Inc. (NASDAQ:PRCH) Stock Catapults 37% Though Its Price And Business Still Lag The Industry

Sep 20
Porch Group, Inc. (NASDAQ:PRCH) Stock Catapults 37% Though Its Price And Business Still Lag The Industry

Analys av ersättningar till VD

Hur har Matt Ehrlichman:s ersättning förändrats jämfört med Porch Group:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 31 2026n/an/a

-US$16m

Dec 31 2025US$15mUS$643k

-US$3m

Sep 30 2025n/an/a

US$31m

Jun 30 2025n/an/a

US$56m

Mar 31 2025n/an/a

-US$11m

Dec 31 2024US$13mUS$618k

-US$33m

Sep 30 2024n/an/a

-US$66m

Jun 30 2024n/an/a

-US$86m

Mar 31 2024n/an/a

-US$109m

Dec 31 2023US$4mUS$600k

-US$134m

Sep 30 2023n/an/a

-US$167m

Jun 30 2023n/an/a

-US$246m

Mar 31 2023n/an/a

-US$186m

Dec 31 2022US$14mUS$642k

-US$157m

Sep 30 2022n/an/a

-US$141m

Jun 30 2022n/an/a

-US$62m

Mar 31 2022n/an/a

-US$51m

Dec 31 2021US$1mUS$450k

-US$107m

Sep 30 2021n/an/a

-US$124m

Jun 30 2021n/an/a

-US$128m

Mar 31 2021n/an/a

-US$118m

Dec 31 2020US$17mUS$362k

-US$71m

Sep 30 2020n/an/a

-US$54m

Jun 30 2020n/an/a

-US$60m

Mar 31 2020n/an/a

-US$88m

Dec 31 2019US$3kUS$1

-US$103m

Ersättning vs marknad: Matt s total kompensation ($USD 14.55M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 3.70M ).

Ersättning vs inkomst: Ersättningen för Matt har ökat samtidigt som företaget är olönsamt.


VD OCH KONCERNCHEF

Matt Ehrlichman (45 yo)

5.3yrs
Anställning
US$14,545,617
Kompensation

Mr. Ehrlichman was Chairman of the Board of Homeowners of America Insurance Company until 2025. Mr. Matthew Ehrlichman, also known as Matt, served as Member of Advisory Board at Watsco Inc. since March 202...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Matthew Ehrlichman
Founder5.3yrsUS$14.55m20.89%
$ 227.4m
Shawn Tabak
Chief Financial Officer3.4yrsUS$2.85m0.36%
$ 3.9m
Matthew Neagle
Chief Operating Officer5.7yrsUS$6.95m2.31%
$ 25.2m
John Campbell
Vice President of Investor Relations1.3yrsinga uppgifteringa uppgifter
Michelle Taves
VP and Group GM of Data & Marketingno datainga uppgifteringa uppgifter
Hilary Cahill
Vice President of People1.3yrsinga uppgifteringa uppgifter
Nicole Pelley
Executive VP & GM of Porch Platformno datainga uppgifteringa uppgifter
Nicolas Graham
Senior Vice President & Group General Manager of Moving Division3.6yrsinga uppgifteringa uppgifter
Joshua Steffan
Senior VP and Group GM of Inspection & Real Estateno datainga uppgifteringa uppgifter
Emmanuel Bellegarde
Head of Reinsurance1.1yrsinga uppgifteringa uppgifter
Eric Lemieur
Head of Insurance Sales & Distribution1.1yrsinga uppgifteringa uppgifter
Sofia Rossato
President & GM of Floify3.9yrsinga uppgifteringa uppgifter
3.4yrs
Genomsnittlig anställningstid
45yo
Genomsnittlig ålder

Erfaren ledning: PRCH s ledningsgrupp anses vara erfaren ( 3.4 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Matthew Ehrlichman
Founder5.3yrsUS$14.55m20.89%
$ 227.4m
Alan Pickerill
Lead Independent Director5.3yrsUS$259.00k0.16%
$ 1.7m
Rachel Lam
Independent Director4.7yrsUS$215.25k0.15%
$ 1.7m
Maurice Tulloch
Independent Director4.7yrsUS$223.00k0.10%
$ 1.1m
Sean Kell
Independent Director4.1yrsUS$210.00k0.26%
$ 2.9m
Regi Vengalil
Independent Director5.3yrsUS$206.25k0.14%
$ 1.5m
Camilla Velasquez
Independent Director3.5yrsUS$202.00k0.18%
$ 1.9m
Amanda Reierson
Independent Director3.5yrsUS$200.25k0.13%
$ 1.4m
4.7yrs
Genomsnittlig anställningstid
51yo
Genomsnittlig ålder

Erfaren styrelse: PRCH s styrelse anses vara erfaren ( 4.7 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/04/30 18:23
Aktiekurs vid dagens slut2026/04/29 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Porch Group, Inc. bevakas av 15 analytiker. 7 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Daniel KurnosBenchmark Company
Justin AgesBerenberg
Timothy D'AgostinoB. Riley Securities, Inc.