| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 77 | 13.0x | 17.8x | Top tier | |
Growth | 96 | 18.3% | 7.1% | Top tier | |
Quality | 77 | 25.9% | 4.5% | Top tier | |
Safety | 76 | — | 2.6x | Top tier | |
Capital Return | 22 | — | 2.12% | Bottom tier | |
Momentum | 75 | 2.7% | 2.9% | Top tier | |
Sentiment | 41 | 5 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
QuinStreet operates digital performance marketing marketplaces, connecting high-intent consumers with service providers, while client spending comes from marketing budgets shifting from traditional channels to digital and then to performance channels. The business is concentrated in financial services and home services, and its ability to generate revenue depends on efficiently delivering traffic and leads and on AI-powered optimization algorithms. Management reported that the vast majority of double-digit organic revenue growth comes from existing clients allocating larger budgets to its marketplace solutions.
QuinStreet reported record fiscal Q4 2026 revenue of $373.9 million, up 43% year over year, and adjusted net income of $29 million, or $0.50 per share. Adjusted earnings before interest, taxes, depreciation, and amortization reached $41.4 million, up 87%, while its margin expanded 270 basis points to 11.1%. For fiscal 2026, revenue rose 18% to $1.3 billion, and adjusted earnings before interest, taxes, depreciation, and amortization reached $112.5 million, up 38%, with a margin of 8.7%.
Financial services represented 62% of fiscal Q4 2026 revenue, with revenue rising 24% to a record $232.3 million, driven partly by 37% growth in auto insurance. Home services represented 38% of revenue and surged 88% to a record $141.6 million. Management said home services had reached an annual revenue run rate exceeding $500 million and that the early-stage other verticals and products business generated more than $200 million during fiscal 2026.
Automated analysis for informational purposes only — not investment advice.
The average analyst target is $21, and both the high and low targets are identical at $21, with a “Buy” consensus, but the absence of any variation among targets limits the ability to assess a broad range of analyst views. The target is below the 52-week high of $22.29 and above the low of $10.29, while no usable price-to-earnings multiple is available; therefore, the stock's valuation rests primarily on achieving expected fiscal 2027 revenue growth of 16% and expected adjusted earnings before interest, taxes, depreciation, and amortization growth of 38% at the midpoints of the respective ranges.
Figures in the text are as of 2026-09-02; the live price is shown at the top of the page.
Management expects fiscal 2027 revenue of between $1.45 billion and $1.55 billion, equivalent to 16% growth at the midpoint. Growth depends on strength in auto insurance, expansion in home services following the integration of HomeBuddy, and increased spending by existing clients in digital performance marketplaces. The company also expects QRP and 360 Quote to generate more than $20 million combined during fiscal 2027.
The auto insurance business grew 37% year over year in fiscal Q4 2026 and contributed to financial services revenue reaching $232.3 million. Management attributed this growth primarily to increased insurer demand and continued consumer searches for savings, rather than significant market share gains. Management estimated that the shift of insurer budgets toward digital and performance channels had reached only about 20% of its potential trajectory.
Home services revenue rose 88% to $141.6 million in fiscal Q4 2026 and represented 38% of total revenue. Management said the integration of HomeBuddy added broad operating capacity to meet demand and that the segment had reached an annual run rate exceeding $500 million. Savings have been realized across clients, media, products, and overlapping resources, but a large portion of the original savings program has not yet been completed.
The adjusted earnings before interest, taxes, depreciation, and amortization margin reached 11.1% in fiscal Q4 2026, up 270 basis points year over year. For fiscal 2026, the margin was 8.7% after expanding by 130 basis points. Management is targeting a 10.3% margin in fiscal 2027, representing an additional 160 basis points of expansion at the midpoint of the outlook.
QuinStreet uses artificial intelligence in programming, advertising material production, and consumer interface design, and management cited significant productivity gains in these areas during the August 6, 2026 call. It also uses artificial intelligence to prequalify clients within call centers, improve conversion, reduce costs, and enable employees to perform direct analyses. The company is connected with OpenAI across most of its verticals, including auto insurance and home services, but clarified that traffic volume from language model platforms remains small.
The most important risks are the dependence of auto insurance growth on continued strength in insurer demand, after that demand was the primary driver of the segment's 37% growth in fiscal Q4 2026. The company must also execute the remaining HomeBuddy savings and maintain efficient media purchasing in a market where competition centers on media supply. Additional risks include expected revenue growth slowing to 16% at the midpoint of the fiscal 2027 range, alongside $17.4 million in net insider sales during the three months through August 18, 2026, with the possibility that those sales were prearranged.
