3 models fit QuinStreet Inc. Common Stock and they disagree: 1 of 3 land within 15% of the average.
Two or more of our models back this value.
Large discount(i)Gold84
Valued as a growth company: Discounted cash flow, P/E comparison, and EV/EBITDA comparison.
ACCE opinionQuinStreet Inc. Common Stock (QNST)
Fair value (3 models)
$26.08
ACCE price target
$20.60
Rating
Undervalued
Horizon
12 months
Fair value published on 21 Oct 2026, 11:06 CEST; previously $18.35 since 16 Oct 2026, 00:00 CEST.
ACCE price target published on 11 Oct 2026, 00:00 CEST.
Rating published on 21 Oct 2026, 11:06 CEST.
Price used: $16.52 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, P/E comparison, and EV/EBITDA comparison.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
36.6% below
+57.8% to fair value
ACCE score
85
out of 100
Analysts
100% buy
6 covering
P/E
11.7x
forward 8.4x
1-year return
+11.2%
Dividend yield
0.00%
QuinStreet Inc. Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
QuinStreet runs performance marketing for financial services, insurance and home services, delivering qualified leads and customers to advertisers and charging per result. Its technology and publisher network allow it to match offers to consumers at scale. The driver is advertiser budgets in auto and home insurance. Revenue grew 42.7% with 28.6% ROE, though the gross margin is only 11.3% and the operating margin 5.1%, at 10.9x trailing earnings.
⚠ Investor warnings · 3 flagsAI-assisted·How I use AI
high
Earnings volatility and sustainability
559% YoY earnings growth is exceptional but suggests a low prior-year base. Operating margin of 5.1% is thin for a digital platform. Verify whether growth is repeatable or driven by one-time gains.
moderate
Insider selling concentration
$17.16M in sales vs $0 in buys over last 10 disclosures signals weak insider conviction, though 3.3% net ownership remains meaningful.
moderate
Short interest elevated
14.8% short ratio is above median for the sector. Combined with thin margins and earnings volatility, suggests skepticism among sophisticated traders.
AI research notes
AI-assisted·How I use AIWritten Oct 11, 2026 · figures from 2026-10-11 · prices to Oct 23, 2026
Why it could do well
Revenue grew 42.7% year over year with a 5-year average of 30.6% annual growth, showing sustained expansion.
Stock trades at 8.4x forward P/E, half the sector median of 16.9x, while analysts rate it 100% Buy or Strong Buy.
Free cash flow yield of 14.0% and ROE of 28.6% demonstrate strong cash generation and capital efficiency.
Why it could disappoint
Net margin of 6.3% is thin, leaving little room to absorb client spending cuts or competitive pressure.
Forward P/E of 8.4x versus analyst mean target of 22.80 implies the market prices in significant execution risk.
Consensus fair value of 18.62 is supported by only 2 of 3 valuation models, suggesting limited agreement on intrinsic value.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Nov 4, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
Walk me through this stock
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Valuation
INVESTOR
Where QNST's valuation models land
Price
$16.52
Model fair value
$26.08
Model range
$10.27 to $42.86
Fair value $26.08
Price $16.52
The price sits inside the model range.
Model
Fair value
Upside
Discounted cash flow
EV/EBITDA comparison
P/E comparison
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Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
+A plain reason under every score
+Conviction breakdown and growth / value / quality / momentum scores