QNST
QuinStreet, Inc.

QuinStreet, Inc.QNST

Communication Services · Advertising Agencies
19.26USD
+5.30%
Nov 05, 2026
QNST overview ready
Online performance marketing services for financial and home services
QuinStreet operates performance-marketing and marketplace-style customer-acquisition channels, primarily monetizing qualified insurance consumer traffic, clicks, calls, leads, applications, and customers sold to carrier and other financial-services clients.
Theme not measured
No economic group is assigned yet.
Advancing price action
Longer-term context reads early trend, with a near-term setup of daily advance.
Fair valuation
The price broadly reflects the cash the business actually produces, with upside and risk reasonably balanced.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Dependence on client advertising budgets.
Market Nov 4Price action Nov 5Research Nov 2

Conviction Level

Theme Momentum has no canonical measurement for this company — a research-profile dimension, not an input to this score.

PriceAction8.6BusinessPerformance9.0BusinessQuality6.4Valuation5.8ThemeMomentum—Accelerating — Revenue growth has accelerated across 3 consecutive quarters, rising from +1.9% to +43% year over year. EPS for this quarter is not in the quarterly data read here; net income moved +496% year over year to $19.1M. — Accelerating describes growth momentum measured in recent filed quarters. It is not proof that the acceleration will continue.

Conviction uses Price Action, Business Performance, Business Quality, Valuation. Theme Momentum is research context, not an input.

Theme momentumPrimary theme · group context, not entry timing
No economic group yet — pending research
Price
Loading price history…

Price Action

Advancing price action
Longer-term context reads early trend, with a near-term setup of daily advance.
EntryBreakout + retest

Price broke through the weekly SMA200, then retested it constructively and recovered — a fresh structural entry rather than a chase.

Key Financials

Market Cap
$995.7M
Provider figure at the stated date
Avg Volume (60D)
942.1K
60 sessions
Revenue Growth YoY
+42.7%
Latest quarter
Gross Margin
+11.3%
Trailing twelve months
Operating Margin
+5.1%
Trailing twelve months
Free Cash Flow Yield
+12.7%
Provider figure at the stated date
P/E
12.4x
Provider figure at the stated date
EV / EBITDA
16.1x
Provider figure at the stated date
EV / Sales
0.7x
Provider figure at the stated date
Market metrics as of Nov 2, 2026

Business Performance

Accelerating

Revenue growth has accelerated across 3 consecutive quarters, rising from +1.9% to +43% year over year. EPS for this quarter is not in the quarterly data read here; net income moved +496% year over year to $19.1M.

Latest reported: Q4 FY2026, ended Jun 30
Revenue growthAccelerating
+43%
$374M in Q4 FY2026 · YoY
YoY growth, last 4 quarters
  1. +2.4%
  2. +1.9%
  3. +28%
  4. +43%
Earnings growthGrowing
+496%
Net income $19.1M. EPS for this quarter is not in the quarterly data read here.
Too few comparable EPS quarters: a loss or a turn to profit has no meaningful percentage.
Operating marginExpanding
5.1%
+3.6 pp YoY · gross margin 13.3% (+2.7 pp)

Business Quality

6.4 / 10

How well the business earns on its assets, converts earnings to cash and funds itself — read from its SEC filings.

Fundamentals & Valuation

Two of the three valuation perspectives say fair; intrinsic is the dissenting view.
This company has a Fair valuation stance because the price broadly reflects the cash the business actually produces, with upside and risk reasonably balanced.

Company Research

Thesis
QuinStreet operates performance-marketing and marketplace-style customer-acquisition channels, primarily monetizing qualified insurance consumer traffic, clicks, calls, leads, applications, and customers sold to carrier and other financial-services clients.
Opportunity
Moderate opportunity
Insurance carriers and distributors increase digital, measurable customer-acquisition spending as underwriting profitability improves and they compete for profitable policy growth, benefiting marketplaces and performance-marketing intermediaries that match high-intent shoppers with carriers and agents.
Key risk
Dependence on client advertising budgets.

Economic classification

Loading the economic classification…

Business & Markets

Communication Services · Advertising Agencies
What they do

QuinStreet, Inc. operates as an online performance marketing company that provides customer acquisition services by delivering qualified clicks, leads, calls, applications, and customers through its own websites and third-party publishers primarily to financial and home services industries.

How it earns

The company generates revenue primarily through transactional performance marketing fees based on customer acquisition outcomes.

Products & services
QuinStreet Rating Platform for insurance agents
CloudControlMedia performance marketing agency and technology services
Customers & end markets
Financial services companies
Home services companies
Market position

Niche player specializing in performance marketing for financial and home services industries.

Demand drivers
Medium cyclicality

Demand for marketing services can fluctuate with economic cycles affecting client advertising budgets.

Peers

Companies validated as economically comparable to QNST — similar business, revenue model and scale.
PRICE ACTIONVALUATIONTHEME
MediaAlpha, Inc.Early Trend — Daily AdvanceExpensive8.0HighUnavailableNot in RS poolLocked$15.05−0.66%
NerdWallet, Inc.Early Recovery — Daily ReclaimCheap6.0MediumUnavailableNot in RS poolLocked$11.81+8.95%