Institutional Investors in EverQuote, Inc. (NASDAQ:EVER) See US$108m Decrease in Market Cap Last Week, Although Long-term Gains Have Benefitted Them.
Institutional Investors in EverQuote, Inc. (NASDAQ:EVER) See US$108m Decrease in Market Cap Last Week, Although Long-term Gains Have Benefitted Them.
Key Insights
主要见解
- Significantly high institutional ownership implies EverQuote's stock price is sensitive to their trading actions
- 52% of the business is held by the top 11 shareholders
- Recent sales by insiders
- 机构大量持股意味着EverQuote的股价对他们的交易行动非常敏感。
- 排名前11的股东持有该业务的52%。
- 最近由内部人士出售。
A look at the shareholders of EverQuote, Inc. (NASDAQ:EVER) can tell us which group is most powerful. We can see that institutions own the lion's share in the company with 61% ownership. Put another way, the group faces the maximum upside potential (or downside risk).
查看EverQuote,Inc.(纳斯达克:EVER)的股东可以告诉我们其中哪一组最强大。我们可以看到机构拥有公司的大部分股权,占61%,换句话说,该组面临的上行潜力(或下行风险)最大。
Institutional investors endured the highest losses after the company's market cap fell by US$108m last week. However, the 157% one-year return to shareholders might have softened the blow. We would assume however, that they would be on the lookout for weakness in the future.
公司市值上周下跌了1.08亿美元,机构投资者遭受了最大的损失。但是,股东们一年的回报率达157%,这可能有所缓解。但是,我们认为他们将密切关注未来的弱点。
Let's delve deeper into each type of owner of EverQuote, beginning with the chart below.
让我们深入研究EverQuote的每种所有者,从下面的图表开始。
![ownership-breakdown](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240618/0-3d14d450a016869614c1a341fd009e56-0-dea5802d818ab6c1b19afaec8b34641a.png/big)
What Does The Institutional Ownership Tell Us About EverQuote?
机构持股告诉我们有关EverQuote的什么?
Institutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index.
机构投资者通常将自己的回报与常见的指数回报进行比较。因此,他们通常会考虑购买包括在相关基准指数中的较大公司。
EverQuote already has institutions on the share registry. Indeed, they own a respectable stake in the company. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. If multiple institutions change their view on a stock at the same time, you could see the share price drop fast. It's therefore worth looking at EverQuote's earnings history below. Of course, the future is what really matters.
EverQuote已经有机构参与股权登记。事实上,他们拥有公司的相当大的股份。这可能表明该公司在投资界具有一定的信誉度。但是,最好不要过度依赖机构投资者所带来的所谓验证。他们也有时会犯错。如果多个机构同时改变对某只股票的看法,您可能会看到股价迅速下跌。因此,值得看看EverQuote下面的盈利历史。当然,未来才是真正重要的。
![earnings-and-revenue-growth](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240618/0-3d14d450a016869614c1a341fd009e56-1-a93871d2fbba95a5d1c5e15e17fac7fb.png/big)
Investors should note that institutions actually own more than half the company, so they can collectively wield significant power. Hedge funds don't have many shares in EverQuote. Link Equity Partners, LLC is currently the largest shareholder, with 20% of shares outstanding. Driehaus Capital Management LLC is the second largest shareholder owning 5.4% of common stock, and BlackRock, Inc. holds about 4.9% of the company stock. Additionally, the company's CEO Jayme Mendal directly holds 0.5% of the total shares outstanding.
投资者应该注意到,机构实际上拥有公司的一半以上,因此他们可以集体行使重大权力。对EverQuote来说,对冲基金的股份不多。Link Equity Partners,LLC目前是最大的股东,持有20%的流通股份。Driehaus Capital Management LLC是第二大股东,拥有5.4%的普通股,BlackRock,Inc.持有公司股票的约4.9%。此外,该公司的首席执行官Jayme Mendal直接持有总流通股本的0.5%。
After doing some more digging, we found that the top 11 have the combined ownership of 52% in the company, suggesting that no single shareholder has significant control over the company.
经过更深入的研究,我们发现前11位的持股比例为52%,表明没有单一股东对公司有重大控制。
Researching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments. There are a reasonable number of analysts covering the stock, so it might be useful to find out their aggregate view on the future.
研究机构所有权是衡量和过滤股票预期表现的好方法。通过研究分析师的情绪也可以实现同样的目的。由于有相当数量的分析师涵盖这支股票,因此了解他们对未来的整体看法可能会有所帮助。
Insider Ownership Of EverQuote
EverQuote的内部持股
The definition of an insider can differ slightly between different countries, but members of the board of directors always count. Management ultimately answers to the board. However, it is not uncommon for managers to be executive board members, especially if they are a founder or the CEO.
内部人员的定义在不同国家可能略有不同,但董事会成员总是计入内部人员。管理层最终向董事会回答。然而,经理往往会成为执行董事会成员,尤其是如果他们是创始人或CEO。
Insider ownership is positive when it signals leadership are thinking like the true owners of the company. However, high insider ownership can also give immense power to a small group within the company. This can be negative in some circumstances.
当内部人持股情况表明领导层思考和公司真正所有者一样时,内部所有权是积极的。然而,高达内部人士所有权也可能为公司内的小团体带来巨大的权力。在某些情况下,这可能是负面的。
Our most recent data indicates that insiders own some shares in EverQuote, Inc.. It has a market capitalization of just US$666m, and insiders have US$43m worth of shares, in their own names. It is good to see some investment by insiders, but it might be worth checking if those insiders have been buying.
我们最近的数据表明内部股东拥有EverQuote,Inc.的一些股份。它的市值仅为6.66亿美元,并且内部人员拥有价值4300万美元的股份。看到内部人员进行了一些投资是好的,但最好检查这些内部人员是否一直在购买股票。
General Public Ownership
一般大众所有权
With a 11% ownership, the general public, mostly comprising of individual investors, have some degree of sway over EverQuote. This size of ownership, while considerable, may not be enough to change company policy if the decision is not in sync with other large shareholders.
拥有11%的公司所有权的普通公众,主要由个人投资者组成,对EverQuote有一定的影响力。虽然这种所有权规模相当大,但如果决策与其他大型股东不一致,则可能不足以改变公司政策。
Private Equity Ownership
股权投资公司持有8.8%的股份,有能力参与塑造以价值创造为重点的公司策略。一些投资者可能会因此而受到鼓舞,因为股权投资公司有时可以鼓励市场看到公司的价值,从而采取有益的策略。另外,那些持有者可能在将其上市后退出投资。
Private equity firms hold a 20% stake in EverQuote. This suggests they can be influential in key policy decisions. Some investors might be encouraged by this, since private equity are sometimes able to encourage strategies that help the market see the value in the company. Alternatively, those holders might be exiting the investment after taking it public.
私募股权公司持有EverQuote的20%股权。这意味着他们可以在重要的政策决策中发挥影响力。一些投资者可能会因此而感到鼓舞,因为私募股权有时能够鼓励市场看到公司的价值。或者,这些持有者可能在上市后退出投资。
Next Steps:
下一步:
While it is well worth considering the different groups that own a company, there are other factors that are even more important. Consider for instance, the ever-present spectre of investment risk. We've identified 2 warning signs with EverQuote , and understanding them should be part of your investment process.
尽管考虑拥有一家公司的不同群体是非常值得的,但还有其他更重要的因素。例如,不断存在的投资风险。我们已经确定了EverQuote的2个警告,了解它们应该成为您的投资过程的一部分。
But ultimately it is the future, not the past, that will determine how well the owners of this business will do. Therefore we think it advisable to take a look at this free report showing whether analysts are predicting a brighter future.
但最终,决定该业务所有者将获得多大利益的是未来而非过去。因此,我们认为最好查看此免费报告,以了解分析师是否预测更光明的未来。
NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.
注:本文中的数据是使用最后一个财务报表日期结束的为期12个月的数据计算的。这可能与全年年度报告数据不一致。
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
对本文有反馈?关于内容有所顾虑?直接和我们联系。或者,发送电子邮件至editorial-team (at) simplywallst.com。
这篇文章是Simply Wall St的一般性文章。我们根据历史数据和分析师预测提供评论,只使用公正的方法论,我们的文章并不意味着提供任何金融建议。文章不构成买卖任何股票的建议,也不考虑您的目标或您的财务状况。我们的目标是带给您基本数据驱动的长期关注分析。请注意,我们的分析可能不考虑最新的价格敏感公司公告或定性材料。Simply Wall St没有任何股票头寸。
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
对本文有反馈?关于内容有所顾虑?直接和我们联系。或者发送电子邮件至editorial-team@simplywallst.com。