Quinstreet (QNST) AI Stock Analysis

• Market Cap: $820.63M
• Dividend Yield: N/A
• Average Volume (3M): 505.42K
• Price to Earnings (P/E): 81.6
• Beta (1Y): 1.11
• 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: 56,751,575
• 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: 1.03
• Enterprise Value/Revenue: 0.77
• Enterprise Value/Gross Profit: 7.74
• Enterprise Value/Ebitda: 23.53
• 1Y Price Target: $20.67
• Price Target Upside: 42.95% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 4
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 69 Neutral
• Price Target: $15.50 ▲(7.19% Upside)

QuinStreet's overall stock score reflects strong financial performance and positive earnings call sentiment, bolstered by strategic acquisitions. However, high valuation metrics and neutral technical indicators temper the score, indicating a balanced outlook with potential for growth contingent on operational improvements and market conditions.

Positive Factors

Revenue Growth

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

Strategic Acquisition

The acquisition of HomeBuddy enhances QuinStreet's platform and market reach, potentially boosting revenue and profitability sustainably.

Cash Flow Strength

Strong cash flow growth indicates efficient cash generation, providing financial flexibility for strategic investments and growth initiatives.

Negative Factors

Operational Efficiency

Low EBIT and EBITDA margins highlight potential inefficiencies, which could hinder profitability and require strategic focus to improve.

Financial Services Segment Decline

Decline in a major revenue segment suggests challenges in maintaining growth, potentially impacting overall revenue stability.

Tariff Uncertainty

Tariff uncertainties could limit growth in key segments, affecting revenue potential and requiring strategic adjustments.

Quinstreet Business Overview & Revenue Model

Company Description

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.

How the Company Makes Money

Quinstreet generates revenue primarily through performance-based marketing, where it earns commissions for successfully generating leads or conversions for its clients. This model includes pay-per-click (PPC) advertising, where clients pay for clicks on their ads, and pay-per-lead (PPL) arrangements, where clients compensate Quinstreet for each lead generated. Additionally, the company may engage in partnerships with advertisers and affiliate marketing programs, further diversifying its income streams. Quinstreet's ability to leverage its proprietary technology and data analytics enhances its effectiveness in targeting and converting leads, significantly contributing to its earnings.

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	35.99M	30.54M	-5.76M	-1.42M	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	110.05M	82.91M	6.69M	-3.17M	21.16M	48.65M
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: Positive
• Last Price: 14.46
• 50DMA: Positive
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For QNST, the sentiment is Positive. The current price of 14.46 is above the 20-day moving average (MA) of 14.41, above the 50-day MA of 14.32, and below the 200-day MA of 15.68, indicating a neutral trend. The MACD of 0.12 indicates Negative momentum. The RSI at 54.16 is Neutral, neither overbought nor oversold. The STOCH value of 50.16 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for QNST.

Quinstreet Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
CRTO	77 Outperform	$1.02B	6.60	15.37%	―	0.32%	69.78%
DLX	72 Outperform	$1.01B	12.29	12.96%	5.35%	-0.94%	47.48%
QNST	69 Neutral	$820.63M	81.56	4.55%	―	43.12%	―
ZD	69 Neutral	$1.41B	14.41	6.26%	―	5.70%	97.88%
STGW	65 Neutral	$1.31B	66.49	3.80%	―	6.76%	1841.46%
EEX	62 Neutral	$927.72M	217.13	1.21%	1.28%	11.18%	―
Sector *	60 Neutral	$48.67B	4.58	-11.27%	4.14%	2.83%	-41.78%

Quinstreet Corporate Events

QuinStreet Acquires HomeBuddy to Boost Home Services

On November 30, 2025, QuinStreet, Inc. entered into a definitive agreement to acquire HomeBuddy, a digital marketplace platform that connects homeowners with home services professionals. The acquisition, valued at $115 million in cash and $75 million in post-closing payments, aims to integrate HomeBuddy into QuinStreet’s Modernize Home Services business, enhancing its platform with new products and expanding its market reach. This strategic move is expected to be accretive to QuinStreet’s revenue and adjusted EBITDA, with significant growth anticipated as synergies are realized. The transaction is subject to customary closing conditions and is expected to close in the first quarter of 2026.

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.