Quinstreet (QNST) AI Stock Analysis

• Market Cap: $863.99M
• Dividend Yield: N/A
• Average Volume (3M): 505.42K
• Price to Earnings (P/E): 191.8
• Beta (1Y): 1.13
• Revenue Growth: 43.12%
• EPS Growth: N/A
• Country: US
• Employees: 899
• Sector: Communication Services
• Sector Strength: 97
• Industry: Advertising Agencies
• EPS (TTM): 0.22
• Shares Outstanding: 57,446,365
• 10 Day Avg. Volume: 567,570
• 30 Day Avg. Volume: 505,424
• PEG Ratio: -1.69
• Price to Book (P/B): 3.73
• Price to Sales (P/S): 0.83
• P/FCF Ratio: 10.97
• Enterprise Value/Market Cap: 0.98
• Enterprise Value/Revenue: 0.77
• Enterprise Value/Gross Profit: 7.74
• Enterprise Value/Ebitda: 28.06
• 1Y Price Target: $20.67
• Price Target Upside: 50.00% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 4
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 65 Neutral
• Price Target: $15.00 ▲(8.85% Upside)

Quinstreet's overall stock score is driven by strong financial performance and positive earnings call sentiment. However, technical indicators suggest bearish momentum, and the stock appears overvalued based on its high P/E ratio. The company's strategic initiatives and share repurchase program provide a positive outlook, but challenges in certain segments and macroeconomic uncertainties pose risks.

Positive Factors

Revenue Growth

Record revenue achievement indicates strong demand and effective business strategies, supporting long-term growth prospects.

AI Integration

AI integration enhances operational efficiency and customer satisfaction, positioning the company for sustained competitive advantage.

Financial Stability

Strong cash reserves and no debt enhance financial flexibility, enabling strategic investments and resilience against economic fluctuations.

Negative Factors

Financial Services Decline

Decline in a major revenue segment could impact overall growth, necessitating strategic adjustments to mitigate long-term risks.

Tariff Uncertainty

Tariff uncertainties can hinder growth in key segments, affecting revenue potential and requiring strategic navigation of regulatory landscapes.

Noninsurance Financial Services Challenges

Challenges in noninsurance financial services highlight vulnerability to macroeconomic conditions, potentially affecting diversification and revenue stability.

Quinstreet Business Overview & Revenue Model

Company Description

Quinstreet, Inc. is a digital performance marketing company that specializes in online customer acquisition and lead generation. Operating primarily in the financial services, education, and home services sectors, Quinstreet connects consumers with relevant products and services through its proprietary technology and marketing strategies. The company focuses on delivering qualified leads to its clients, which include financial institutions, educational institutions, and service providers, thereby facilitating their customer outreach and engagement efforts.

How the Company Makes Money

Quinstreet generates revenue primarily through a performance-based model, earning fees for each qualified lead it delivers to its clients. This model allows the company to charge its clients on a cost-per-lead (CPL) basis, where clients pay for leads that meet specific criteria, ensuring they receive high-quality prospects. Additionally, Quinstreet may earn revenue through affiliate marketing arrangements, where it partners with businesses to promote their products and services and receives a commission for successful referrals. Key partnerships with major brands and service providers in its target sectors enhance Quinstreet's ability to attract and convert leads, thereby driving its earnings. The company's investments in technology and data analytics also play a crucial role in optimizing its marketing campaigns and improving lead quality, contributing to its overall financial performance.

Quinstreet Financial Statement Overview

Summary

Quinstreet demonstrates solid financial health with strong revenue growth and improved profitability. The balance sheet reflects low leverage, enhancing financial stability, while cash flow metrics indicate efficient cash generation. However, there is room for improvement in operational efficiency and asset management to sustain long-term growth.

Income Statement

Quinstreet has shown strong revenue growth, particularly in the TTM period with a 60.7% increase. Gross profit margin is stable at around 10%, and net profit margin has improved to 0.96% in the TTM, indicating a return to profitability. However, the EBIT and EBITDA margins remain low, suggesting room for operational efficiency improvements.

Balance Sheet

The company maintains a low debt-to-equity ratio of 0.028, indicating low leverage and financial stability. Return on equity has improved to 4.46% in the TTM, showing better utilization of equity. However, the equity ratio has decreased slightly, suggesting a need for better asset management.

Cash Flow

Quinstreet's cash flow performance is strong, with a significant 40.4% growth in free cash flow in the TTM. The operating cash flow to net income ratio is healthy at 0.69, and the free cash flow to net income ratio is robust at 0.96, indicating efficient cash generation relative to earnings.

Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	1.10B	1.09B	613.51M	580.62M	582.10M	578.49M
Gross Profit	109.41M	110.87M	46.25M	48.52M	53.73M	70.53M
EBITDA	30.18M	30.54M	-5.76M	-2.50M	11.23M	46.83M
Net Income	10.61M	4.71M	-31.33M	-68.87M	-5.25M	23.55M
Balance Sheet
Total Assets	442.64M	431.11M	368.55M	337.15M	419.91M	449.51M
Cash, Cash Equivalents and Short-Term Investments	101.30M	101.08M	50.49M	73.68M	96.44M	110.32M
Total Debt	7.00M	10.20M	10.97M	4.58M	3.86M	8.54M
Total Liabilities	195.94M	187.06M	151.72M	107.35M	133.91M	154.37M
Stockholders Equity	246.70M	244.04M	216.82M	229.80M	286.00M	295.15M
Cash Flow
Free Cash Flow	113.11M	82.91M	6.69M	-3.17M	21.16M	45.52M
Operating Cash Flow	118.29M	84.98M	12.04M	11.84M	28.67M	50.62M
Investing Cash Flow	-12.93M	-11.44M	-22.73M	-15.13M	-9.22M	-36.46M
Financing Cash Flow	-29.09M	-23.00M	-12.51M	-19.46M	-33.31M	-11.31M

Quinstreet Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 13.78
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For QNST, the sentiment is Negative. The current price of 13.78 is below the 20-day moving average (MA) of 14.49, below the 50-day MA of 15.29, and below the 200-day MA of 16.83, indicating a bearish trend. The MACD of -0.24 indicates Positive momentum. The RSI at 37.68 is Neutral, neither overbought nor oversold. The STOCH value of 30.73 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for QNST.

Quinstreet Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
CRTO	78 Outperform	$1.18B	7.19	15.37%	―	0.32%	69.78%
DLX	72 Outperform	$931.66M	11.35	12.96%	6.60%	-0.94%	47.48%
QNST	65 Neutral	$863.99M	191.84	4.55%	―	43.12%	―
ZD	63 Neutral	$1.34B	22.43	6.26%	―	5.70%	97.88%
Sector *	60 Neutral	$48.67B	4.58	-11.27%	4.14%	2.83%	-41.78%
STGW	59 Neutral	$1.22B	62.84	3.80%	―	6.76%	1841.46%
EEX	53 Neutral	$803.10M	187.96	1.21%	1.37%	11.18%	―

Quinstreet Corporate Events

QuinStreet Reports Record Revenue and Optimistic Outlook

QuinStreet’s recent earnings call painted a picture of optimism and strategic growth, despite some challenges. The company reported record-breaking revenue and strong performance in key segments such as auto insurance and home services. Investments in AI and new media are already yielding positive results, although a decline in the Financial Services client vertical and tariff-related uncertainties pose challenges. Overall, the company’s outlook remains positive, bolstered by a strong financial position and strategic investments.

QuinStreet Reports Record Revenue and Strong Outlook

QuinStreet, Inc. is a prominent player in the performance marketplaces and technologies sector, focusing on financial and home services industries, known for its innovative online marketplace solutions connecting consumers with brands.

QuinStreet Holds Annual Meeting of Stockholders

On October 30, 2025, QuinStreet, Inc. held its Annual Meeting of Stockholders, where 91.02% of the company’s shares were represented. During the meeting, stockholders elected three Class I nominees to the Board of Directors for a three-year term, ratified PricewaterhouseCoopers LLP as the independent auditor for the fiscal year ending June 30, 2026, and approved the executive compensation on a non-binding advisory basis.

The most recent analyst rating on (QNST) stock is a Hold with a $18.00 price target. To see the full list of analyst forecasts on Quinstreet stock, see the QNST Stock Forecast page.

QuinStreet’s Earnings Call Highlights Robust Growth Amid Challenges

QuinStreet’s recent earnings call painted a picture of robust financial growth and strategic positioning, marked by significant revenue and EBITDA expansion. However, the company faces challenges such as tariff uncertainties impacting auto insurance spending and margin compression due to necessary investments, which temper the overall positive sentiment.

QuinStreet Reports Strong FY2025 Financial Turnaround

QuinStreet, Inc. is a prominent player in performance marketplaces and technologies, primarily serving the financial services and home services sectors, known for its innovative online marketplace solutions that connect consumers with brands in digital media.