SelectQuote faces mounting challenges, including weaker growth in its core SelectRx segment and heightened industry headwinds impacting policy sales and retention. SLQT's revenue mix is shifting toward recurring pharmacy benefits, but razor-thin margins and recent member losses raise concerns about long-term profitability. Despite trading at a low 5x EV/FY26 adjusted EBITDA, SLQT's high debt load and uncertain outlook make its valuation less compelling.
SelectQuote, Inc. ( SLQT ) Q1 2026 Earnings Call November 6, 2025 8:30 AM EST Company Participants Matthew Gunter Timothy Danker - CEO & Director Ryan Clement - Chief Financial Officer William Grant - Chief Operating Officer Conference Call Participants Michael Murray - RBC Capital Markets, Research Division Patrick McCann - NOBLE Capital Markets, Inc., Research Division Presentation Operator Welcome to SelectQuote's First Quarter Earnings Conference Call. [Operator Instructions] It is now my pleasure to introduce Matt Gunter, SelectQuote Investor Relations.
SelectQuote (SLQT) came out with a quarterly loss of $0.26 per share versus the Zacks Consensus Estimate of a loss of $0.27. This compares to a loss of $0.26 per share a year ago.
| Insurance Industry | Financials Sector | Timothy Robert Danker CEO | XDUS Exchange | US8163073005 ISIN |
| US Country | 4,292 Employees | - Last Dividend | - Last Split | 21 May 2020 IPO Date |
SelectQuote, Inc. is a leading provider leveraging technology for direct-to-consumer insurance distribution and healthcare services within the United States. The company, founded in 1999 and based in Overland Park, Kansas, caters to a diverse range of insurance needs through its multiple segments: Senior, Life, and Auto & Home. By offering an extensive variety of insurance products and healthcare services, SelectQuote simplifies the process for consumers to shop for the insurance that best suits their requirements, underlined by a commitment to ease, efficiency, and value.
The company provides Medicare Advantage, Medicare Supplement, Medicare Part D, and various ancillary senior health related products covering prescription drugs, dental, vision, and hearing plans. These offerings cater to the unique needs of seniors, ensuring they have comprehensive health coverage.
Options include term life, final expense, and ancillary products such as critical illness, accidental death, and juvenile insurance. These life insurance solutions offer financial security and peace of mind to individuals and families at various stages of life.
These policies cover homeowners, auto, dwelling fire, and other ancillary insurance products, alongside non-commercial auto and home property, and casualty policies. SelectQuote’s offerings in this segment ensure that customers' most valuable assets are protected against unforeseen events.
An accredited patient-centered pharmacy home pharmacy that offers essential prescription medications, OTC medications, customized medication packaging, medication therapy management, and long-term pharmacy care. This service simplifies the medication management process for individuals, particularly those with chronic conditions, ensuring they receive the right medication at the right time.
A service designed to assist members in understanding the benefits available under their health plans. The company also contracts with insurance carriers to offer this tailored guidance, helping individuals navigate the often complex landscape of healthcare benefits and insurance coverage.