QuinStreet, Inc.

QuinStreet, Inc.

QNSTยทNASDAQ

$11.39

-6.2%
Communication ServicesAdvertising Agencies

QuinStreet, Inc., an online performance marketing company, provides customer acquisition services for its clients in the United States and internationally. The company offers online marketing services, such as qualified clicks, leads, calls, applications, and customers through its websites or third-party publishers. It serves financial and home services industries. The company was incorporated in 1999 and is headquartered in Foster City, California.

At a Glance

Live Snapshot
Market Cap$654.30M
EPS0.0833
P/E Ratio136.73
Earnings Date08/06/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal ยท Driver ยท Risk

Signal

High confidence

Valuation multiple is elevated (P/E 136.7).

Valuation inputs: P/E 136.7, earnings yield +0.7%, momentum -6.2%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is soft (ROE +1.9%, ROIC +1.9%).

Profitability stack: net margin +0.4%, ROE +1.9%, ROIC +1.9%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Risk profile is balanced but has notable pressure points to monitor.

Risk factors: liabilities/assets +43.4%, momentum -6.2%, net margin +0.4%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

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QuinStreet, Inc. Market vs Earnings Trajectory

QNST ยท NASDAQ

Loading price and EPS data...

QuinStreet, Inc.

QuinStreet, Inc. Fair Value Envelope

QNST ยท NASDAQ

Our analysis suggests that QNST has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $11.39, this represents a potential HIDDEN relative to our calculated worth for QuinStreet, Inc..

Intrinsic Value
Current Price: $11.39
3Y-186.0%
5Y-76.0%
10Y-121.0%
3Y+88.0%
5Y+123.0%
10Y+267.0%
3Y-190.0%
5Y-74.0%
10Y-126.0%
3Y+196.0%
5Y+78.0%
10Y+8272.0%
3Y+292.0%
5Y+91.0%
10Y-2017.0%
3Y+3.0%
5Y+20.0%
10Y+123.0%
QuinStreet, Inc.

QuinStreet, Inc. Profit Bridge

QNST ยท NASDAQ
Revenue1.09B
Cost of Goods Sold (982.84M)
Gross Profit110.87M
Operating Expenses (104.68M)
Operating Income6.19M
Interest Expense (400.00K)
Other Income/Expense-560.00K
Pretax Income5.63M
Income Tax (926.00K)
Net Income4.71M
Net Income
4.71M

Profitability Analysis

Gross Margin

10.1%

Thin margins leave little room for error. Cost management and pricing strategy are critical.

Operating Margin

0.6%

Minimal operating profit suggests high operating costs or pricing challenges. Scalability is concerning.

Net Profit Margin

0.4%

Minimal profitability after all expenses. Limited financial flexibility for reinvestment or shareholder returns.

Effective Tax Rate

16.4%

Moderate tax rate typical for most corporations. Represents standard tax burden on profits.

Profitability Insight

Efficient profit conversion: Minimal margin compression from gross to net indicates lean operations and favorable tax/interest environment.

10.14%
Gross Profit Margin
34%
3Y+10.0%
5Y-5.0%
10Y+10.0%
0.57%
Operating Profit Margin
-112%
3Y-170.0%
5Y-86.0%
10Y-110.0%
0.43%
Net Profit Margin
-108%
3Y-148.0%
5Y-88.0%
10Y-107.0%
1.93%
Return on Equity
-113%
3Y-205.0%
5Y-73.0%
10Y-113.0%
1.09%
Return on Assets
-113%
3Y-187.0%
5Y-78.0%
10Y-112.0%
1.91%
Return on Invested Capital
-117%
3Y-238.0%
5Y-72.0%
10Y-116.0%
QNST

QuinStreet, Inc. Cash Conversion Engine

QNST ยท NASDAQ
Net Income4.71M
Depreciation & Amortization24.51M
Stock-Based Compensation31.77M
Change in Working Capital4.25M
Others19.37M
Capital Expenditures-2.07M
Free Cash Flow82.91M

Cash Flow Quality Analysis

FCF Conversion Rate

1761.4%

Excellent cash generation. The company converts earnings to cash at or above 100%, indicating high-quality earnings.

CapEx Intensity

2.4%

Asset-light business model. Low capital requirements leave more cash available for shareholders and growth investments.

FCF Growth Trend

+1139.1%

Strong FCF growth demonstrates improving cash generation and business momentum. Positive signal for sustainability.

Working Capital Impact

+$4.25M

Working capital inflow boosted cash flow. Efficient management of receivables, inventory, and payables contributing positively.

Cash Flow Quality Insight

Exceptional cash generation: High-quality earnings converting to growing free cash flow. The company demonstrates strong pricing power, efficient operations, and disciplined capital allocation.

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QuinStreet, Inc. Funding & Solvency Profile

QNST ยท NASDAQ
Cash & Cash Equivalents102.04M
Net Receivables184.78M
Inventory0.00
Other Current Assets8.36M
Total Current Assets295 M
Property, Plant & Equipment24.67M
Goodwill & Intangible Assets333.32M
Long-Term Investments0.00
Other Non-Current Assets6.29M
Total Non-Current Assets31 M
Total Assets
704.34M

Financial Health Analysis

Current Ratio

1.18x

Acceptable liquidity, but monitor closely. Current assets just barely cover current liabilities.

Debt-to-Equity Ratio

1.27x

Elevated leverage. Debt exceeds equity, which amplifies both gains and risks. Monitor debt servicing ability.

Working Capital

46 M

Positive working capital, but relatively tight. The company should monitor cash flow carefully.

Asset Composition

42% Current

Balanced asset mix between current and non-current assets, typical of many stable businesses.

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QuinStreet, Inc. Street Expectations Map

QNST ยท NASDAQ

Wall Street analysts project that QNST stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 15.00, with estimates ranging from a low of 15.00 to a high of 15.00.

Lowest Target
15.00
31.69%
Consensus Target
15.00
31.69%
Highest Target
15.00
31.69%

The consensus 1-year price target stands at 15.00, with estimates ranging from a low of 15.00 to a high of 15.00.

Analyst Consensus Analysis

Upside Potential

+31.7%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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QuinStreet, Inc. Insider Positioning

QNST ยท NASDAQ

During the last 12 months, there has been no insider trading activity reported for QNST.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Neutral

No insider trading activity reported. This could indicate blackout periods, lack of conviction, or regulatory restrictions.

Insider Participation

No Activity

No insider trading activity reported from any insiders in the past year.

No Dividend Yield Data

QNST has not reported any dividend yield values in the available annual periods.

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qnst Dividend History

QNST
10Y CAGR +0%
Latest $0
Annual $0
Stable dividend payments
Last Period: +0%