EVER (EverQuote) ROIC %: 94.78% (As of Jun. 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

EVER EverQuote Inc EVER
75 GF Score
Price $23.36
GF Value $32.72
Valuation Modestly Undervalued
! 5 Warning Signs
View Full Analysis

What is EverQuote ROIC %?

EverQuote EVER -6.34% 75 ROIC % is 94.78% as of Jun. 2026. GuruFocus rates EVER with a GF Score™ of 75/100 and a GF Value™ of $32.72 (Modestly Undervalued). The stock has 5 warning signs investors should review.

ROIC % measures how well a company generates cash flow relative to the capital it has invested in its business. It is also called ROC %. EverQuote's annualized return on invested capital (ROIC %) for the quarter that ended in Jun. 2026 was 94.78%.

As of today (2026-09-09), EverQuote's WACC % is 6.55%. EverQuote's ROIC % is 131.53% (calculated using TTM income statement data). EverQuote generates higher returns on investment than it costs the company to raise the capital needed for that investment. It is earning excess returns. A firm that expects to continue generating positive excess returns on new investments in the future will see its value increase as growth increases.


EverQuote  (NAS:EVER) ROIC % Explanation

ROIC % measures how well a company generates cash flow relative to the capital it has invested in its business. It is also called ROC %. The reason book values of debt and equity are used is because the book values are the capital the company received when issuing the debt or receiving the equity investments.

There are four key components to this definition. The first is the use of operating income or EBIT rather than net income in the numerator. The second is the tax adjustment to this operating income or EBIT, computed as a hypothetical tax based on an effective or marginal tax rate. The third is the use of book values for invested capital, rather than market values. The final is the timing difference; the capital invested is from the end of the prior year whereas the operating income or EBIT is the current year's number.

Why is ROIC % important?

Because it costs money to raise capital. A firm that generates higher returns on investment than it costs the company to raise the capital needed for that investment is earning excess returns. A firm that expects to continue generating positive excess returns on new investments in the future will see its value increase as growth increases, whereas a firm that earns returns that do not match up to its cost of capital will destroy value as it grows.

As of today, EverQuote's WACC % is 6.55%. EverQuote's ROIC % is 131.53% (calculated using TTM income statement data). EverQuote generates higher returns on investment than it costs the company to raise the capital needed for that investment. It is earning excess returns. A firm that expects to continue generating positive excess returns on new investments in the future will see its value increase as growth increases.


Be Aware

Like ROE % and ROA %, ROIC % is calculated with only 12 months of data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.


EverQuote ROIC % Related Terms


EverQuote ROIC % Historical Data

* Premium members only.

The historical data trend for EverQuote's ROIC % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

EverQuote ROIC % Chart

EverQuote Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -29.77 -35.16 -39.52 58.91 104.21

EverQuote Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
ROIC % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 129.84 172.53 123.42 91.01 94.78

EVER vs NXDR, MOMO, GRPN: ROIC % Comparison

For the Internet Content & Information subindustry, EverQuote's ROIC %, along with its competitors' market caps and ROIC % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


EverQuote ROIC % vs Interactive Media Industry

For the Interactive Media industry and Communication Services sector, EverQuote's ROIC % distribution charts can be found below:

* The bar in red indicates where EverQuote's ROIC % falls into.


EVER
75GF Score
EverQuote Inc EVER
ROIC % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

EverQuote ROIC % Calculation

EverQuote's annualized Return on Invested Capital (ROIC %) for the fiscal year that ended in Dec. 2025 is calculated as:

ROIC % (A: Dec. 2025 )
=NOPAT/Average Invested Capital
=Operating Income * ( 1 - Tax Rate % )/( (Invested Capital (A: Dec. 2024 ) + Invested Capital (A: Dec. 2025 ))/ count )
=66.568 * ( 1 - 0% )/( (48.477 + 79.285)/ 2 )
=66.568/63.881
=104.21 %

where

Invested Capital(A: Dec. 2025 )
=Total Assets - Accounts Payable & Accrued Expense - Excess Cash
=Total Assets - Accounts Payable & Accrued Expense - ( Cash, Cash Equivalents, Marketable Securities - max(0, Total Current Liabilities - Total Current Assets+Cash, Cash Equivalents, Marketable Securities))
=326.913 - 78.561 - ( 171.379 - max(0, 87.222 - 256.289+171.379))
=79.285

EverQuote's annualized Return on Invested Capital (ROIC %) for the quarter that ended in Jun. 2026 is calculated as:

ROIC % (Q: Jun. 2026 )
=NOPAT/Average Invested Capital
=Operating Income * ( 1 - Tax Rate % )/( (Invested Capital (Q: Mar. 2026 ) + Invested Capital (Q: Jun. 2026 ))/ count )
=93.94 * ( 1 - 21.72% )/( (78.461 + 76.715)/ 2 )
=73.536232/77.588
=94.78 %

where

Invested Capital(Q: Jun. 2026 )
=Total Assets - Accounts Payable & Accrued Expense - Excess Cash
=Total Assets - Accounts Payable & Accrued Expense - ( Cash, Cash Equivalents, Marketable Securities - max(0, Total Current Liabilities - Total Current Assets+Cash, Cash Equivalents, Marketable Securities))
=341.006 - 71.973 - ( 192.318 - max(0, 83.392 - 277.692+192.318))
=76.715

Note: The Operating Income data used here is four times the quarterly (Jun. 2026) data. The tax rate is limited to between 0% and 100%.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about ROIC % →
What does a ROIC % of 94.78% mean?
EverQuote (EVER) has a ROIC % of 94.78% as of Jun. 2026. Return on invested capital is the ratio of current-period net income to average two-period invested capital. View historical data on EverQuote and its competitors.
Is EverQuote's ROIC % too high?
EverQuote's current ROIC % is 94.78%. The Interactive Media industry median ROIC % is 1.85. EverQuote's value of 94.78% is 5023.2% above this industry median. Overall, EverQuote has a GF Score™ of 75/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does EverQuote's ROIC % compare to NXDR and MOMO?
EverQuote's ROIC % of 94.78% can be compared against companies in the Interactive Media industry. The industry median ROIC % is 1.85. EverQuote's value of 94.78% is 5023.2% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROIC % for an Interactive Media company?
The median ROIC % among Interactive Media companies is 1.85, based on 558 companies in the industry. Companies in the top quartile (top 25%) have a ROIC % significantly above this median, while those in the bottom quartile fall well below. However, ROIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. EverQuote's current ROIC % of 94.78% is 5023.2% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROIC % mean?
A high ROIC % can signal that a stock is expensive relative to its fundamentals. Return on invested capital is the ratio of current-period net income to average two-period invested capital. View historical data on EverQuote and its competitors. For the Interactive Media industry, the median ROIC % is 1.85 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. EverQuote's current ROIC % is 94.78%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is EverQuote stock overvalued right now?
Based on GuruFocus' analysis, EverQuote (EVER) is currently considered Modestly Undervalued. The stock's GF Value™ is $32.72, compared to a current price of $23.36 — trading 28.6% below its estimated fair value. The current ROIC % is 94.78% and 5023.2% above the Interactive Media industry median of 1.85. EverQuote's overall GF Score™ is 75/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROIC % calculated?
ROIC % is calculated from a company's financial statements. For EverQuote (EVER), the current ROIC % is 94.78% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is EverQuote (EVER) Overvalued in 2026?

Based on GuruFocus' analysis, EverQuote stock appears to be undervalued. The current stock price of $23.36 is trading 28.6% below its estimated GF Value™ of $32.72. GuruFocus considers EverQuote to be Modestly Undervalued.

Key valuation signals for EVER:

  • ROIC %: 94.78%
  • GF Value™: $32.72 vs. price of $23.36 (28.6% below fair value)
  • GF Score™: 75/100 with 5 warning signs
  • Industry Position: 5023.2% above the Interactive Media median

No single metric tells the full story. See the EVER stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


EverQuote Business Description

Other Exchanges EVER:Mexico
Address 141 Portland Street, Cambridge, MA, USA, 02139
EverQuote Inc operates an online marketplace for insurance shopping, connecting consumers with insurance providers, including carriers and agents. Its marketplace is powered by proprietary data and technology platform that delivers high-intent, pre-validated consumer referrals aligned with insurers underwriting and profitability requirements. The platform provides transparency and campaign management tools, enabling providers to evaluate marketing spend performance and manage return on investment. Consumers can visit insurance provider websites, engage by phone, or submit data to receive quotes. Services are free for consumers, and the company derives revenue principally from consumer inquiries sold as referrals to insurance providers. It derives a majority of revenue from Direct channels.
75GF Score

Get the complete analysis for EVER

ROIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$23.36
Price
$32.72
GF Value