Market rotation favors growth at a reasonable price; SelectQuote, Inc. is an under-the-radar opportunity with strong upside potential. SelectQuote's FY26 guidance is bullish, with 11% revenue growth and 7% adjusted EBITDA growth, yet the stock remains modestly valued. SelectQuote is stabilizing its business with recurring revenue from its SelectRx division, and is expected to deliver higher profit over time (up to a goal of 20% adjusted EBITDA margins).
SelectQuote, Inc. (NYSE:SLQT ) Q4 2025 Earnings Conference Call August 21, 2025 8:30 AM ET Company Participants Matthew Gunter - Corporate Participant Robert Clay Grant - President Ryan M. Clement - Chief Financial Officer Timothy Robert Danker - CEO & Director William Thomas Grant - Chief Operating Officer Conference Call Participants Benjamin Hendrix - RBC Capital Markets, Research Division George Frederick Sutton - Craig-Hallum Capital Group LLC, Research Division Patrick Joseph McCann - NOBLE Capital Markets, Inc., Research Division Operator Welcome to SelectQuote's Fourth Quarter Earnings Conference Call.
SelectQuote (SLQT) came out with a quarterly loss of $0.17 per share versus the Zacks Consensus Estimate of a loss of $0.18. This compares to a loss of $0.18 per share a year ago.
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Insurance - Brokers Industry | Financial Services Sector | Timothy Robert Danker CEO | NYSE Exchange | 816307300 Cusip |
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.