(QNST) QuinStreet - Overview
Sector: Communication Services | Industry: Advertising Agencies | Exchange: NASDAQ (USA) | Market Cap: 706m USD | Total Return: -19.6% in 12m
Avg Turnover: 12.1M
Qual. Beats: 0
Rev. Trend: 94.4%
Qual. Beats: 0
Warnings
Altman Z'' 0.21 < 1.0 - financial distress zone
Tailwinds
No distinct edge detected
QuinStreet, Inc. (QNST) operates as an online performance marketing firm specializing in customer acquisition for the financial and home services sectors. The company generates revenue by providing high-intent leads, including qualified clicks, calls, and applications, through its proprietary web properties and a network of third-party publishers.
The business model relies on a pay-for-performance structure, meaning clients typically only pay when a specific action, such as a lead generation or a sale, occurs. This model reduces risk for advertisers compared to traditional brand awareness campaigns and is a standard practice within the Interactive Media & Services industry. In addition to lead generation, QuinStreet offers specialized software solutions like the QuinStreet Rating Platform for insurance agents and the CloudControlMedia agency services.
Founded in 1999 and based in California, the company maintains a presence in highly competitive digital markets where cost-per-acquisition is a primary metric for success. For a more detailed breakdown of these performance metrics, consider exploring the data available on ValueRay. The firms ability to scale depends largely on its technology stack and the volume of high-quality traffic it can direct toward its diverse client base.
- Auto insurance carrier marketing spend recovery drives core revenue growth
- Mortgage rate fluctuations impact lead demand in the home services segment
- Regulatory oversight of performance marketing data privacy affects lead generation costs
- Expansion of the proprietary rating platform increases insurance industry market share
- Third-party publisher traffic acquisition costs influence overall adjusted EBITDA margins
| Net Income: 65.3m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.14 > 0.02 and ΔFCF/TA -1.81 > 1.0 |
| NWC/Revenue: 3.89% < 20% (prev 6.96%; Δ -3.07% < -1%) |
| CFO/TA 0.15 > 3% & CFO 108.1m > Net Income 65.3m |
| Net Debt (-23.6m) to EBITDA (42.8m): -0.55 < 3 |
| Current Ratio: 1.18 > 1.5 & < 3 |
| Outstanding Shares: last quarter (58.2m) vs 12m ago -0.71% < -2% |
| Gross Margin: 10.48% > 18% (prev 0.10%; Δ 1.04k% > 0.5%) |
| Asset Turnover: 210.8% > 50% (prev 246.9%; Δ -36.10% > 0%) |
| Interest Coverage Ratio: 8.72 > 6 (EBITDA TTM 42.8m / Interest Expense TTM 2.32m) |
| A: 0.07 (Total Current Assets 295.2m - Total Current Liabilities 249.2m) / Total Assets 704.3m |
| B: -0.09 (Retained Earnings -63.6m / Total Assets 704.3m) |
| C: 0.04 (EBIT TTM 20.3m / Avg Total Assets 560.8m) |
| D: -0.16 (Book Value of Equity -63.8m / Total Liabilities 394.0m) |
| Altman-Z'' = 0.21 = B |
| DSRI: 1.17 (Receivables 184.8m/137.2m, Revenue 1.18b/1.03b) |
| GMI: 0.93 (GM 10.48% / 9.75%) |
| AQI: 1.41 (AQ_t 0.55 / AQ_t-1 0.39) |
| SGI: 1.15 (Revenue 1.18b / 1.03b) |
| TATA: -0.06 (NI 65.3m - CFO 108.1m) / TA 704.3m) |
| Beneish M = -2.66 (Cap -4..+1) = A |
As of May 30, 2026, the stock is trading at USD 12.52 with a total of 1,135,062 shares traded.
Over the past week, the price has changed by +4.33%,
over one month by -3.40%,
over three months by +6.83% and
over the past year by -19.64%.
QuinStreet has received a consensus analysts rating of 4.50. Therefore, it is recommended to buy QNST.
- StrongBuy: 4
- Buy: 1
- Hold: 1
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 19 | 51.8% |
P/E Trailing = 10.9732
P/E Forward = 8.658
P/S = 0.5974
P/B = 2.2755
P/EG = 1.1288
Revenue TTM = 1.18b USD
EBIT TTM = 20.3m USD
EBITDA TTM = 42.8m USD
Long Term Debt = 70.0m USD (from longTermDebt, last quarter)
Short Term Debt = 2.81m USD (from shortTermDebt, last fiscal year)
Debt = 78.4m USD (corrected: LT Debt 70.0m + ST Debt 2.81m) + Leases 5.63m
Net Debt = -23.6m USD (calculated: Debt 78.4m - CCE 102.0m)
Enterprise Value = 682.4m USD (706.0m + Debt 78.4m - CCE 102.0m)
Interest Coverage Ratio = 8.72 (Ebit TTM 20.3m / Interest Expense TTM 2.32m)
EV/FCF = 6.86x (Enterprise Value 682.4m / FCF TTM 99.5m)
FCF Yield = 14.58% (FCF TTM 99.5m / Enterprise Value 682.4m)
FCF Margin = 8.42% (FCF TTM 99.5m / Revenue TTM 1.18b)
Net Margin = 5.53% (Net Income TTM 65.3m / Revenue TTM 1.18b)
Gross Margin = 10.48% ((Revenue TTM 1.18b - Cost of Revenue TTM 1.06b) / Revenue TTM)
Gross Margin QoQ = 11.94% (prev 9.63%)
Tobins Q-Ratio = 0.97 (Enterprise Value 682.4m / Total Assets 704.3m)
Interest Expense / Debt = 2.96% (Interest Expense 2.32m / Debt 78.4m)
Taxrate = 10.04% (822k / 8.18m)
NOPAT = 18.2m (EBIT 20.3m * (1 - 10.04%))
Current Ratio = 1.18 (Total Current Assets 295.2m / Total Current Liabilities 249.2m)
Debt / Equity = 0.25 (Debt 78.4m / totalStockholderEquity, last quarter 310.4m)
Debt / EBITDA = -0.55 (Net Debt -23.6m / EBITDA 42.8m)
Debt / FCF = -0.24 (Net Debt -23.6m / FCF TTM 99.5m)
Total Stockholder Equity = 273.9m (last 4 quarters mean from totalStockholderEquity)
RoA = 11.65% (Net Income 65.3m / Total Assets 704.3m)
RoE = 19.36% (Net Income TTM 65.3m / Total Stockholder Equity 337.5m)
RoCE = 4.97% (EBIT 20.3m / Capital Employed (Equity 337.5m + L.T.Debt 70.0m))
RoIC = 4.10% (NOPAT 18.2m / Invested Capital 444.9m)
WACC = 7.17% (E(706.0m)/V(784.4m) * Re(7.67%) + D(78.4m)/V(784.4m) * Rd(2.96%) * (1-Tc(0.10)))
Discount Rate = 7.67% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 73.33 | Cagr: 2.78%
[DCF] Terminal Value 77.97% ; FCFF base≈86.3m ; Y1≈98.9m ; Y5≈145.6m
[DCF] Fair Price = 38.54 (EV 2.19b - Net Debt -23.6m = Equity 2.21b / Shares 57.4m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: N/A | EPS CAGR: N/A | SUE: -0.45 | # QB: 0
Revenue Correlation: 94.39 | Revenue CAGR: 39.90% | SUE: 0.38 | # QB: 0
EPS next Quarter (2026-09-30): EPS=0.34 | Chg30d=-4.44% | Revisions=-33% | Analysts=5
EPS current Year (2026-06-30): EPS=1.21 | Chg30d=-3.96% | Revisions=-60% | GrowthEPS=+37.7% | GrowthRev=+17.0%
EPS next Year (2027-06-30): EPS=1.52 | Chg30d=-4.69% | Revisions=-43% | GrowthEPS=+25.7% | GrowthRev=+13.9%
[Analyst] Revisions Ratio: -60%