EverCommerce (EVCM)
Market Price (5/22/2026): $10.45 | Market Cap: $1.9 BilSector: Information Technology | Industry: Technology Hardware, Storage & Peripherals
EverCommerce (EVCM)
Market Price (5/22/2026): $10.45Market Cap: $1.9 BilSector: Information TechnologyIndustry: Technology Hardware, Storage & Peripherals
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 18%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 12% Megatrend and thematic driversMegatrends include Cloud Computing, Fintech & Digital Payments, and Digitalization of Services. Themes include Software as a Service (SaaS), Show more. | Weak multi-year price returns2Y Excs Rtn is -43%, 3Y Excs Rtn is -89% | Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.4% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -2.3% Significant short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 18.33 Key risksEVCM key risks include [1] a substantial debt load and high financial leverage, Show more. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 18%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 12% |
| Megatrend and thematic driversMegatrends include Cloud Computing, Fintech & Digital Payments, and Digitalization of Services. Themes include Software as a Service (SaaS), Show more. |
| Weak multi-year price returns2Y Excs Rtn is -43%, 3Y Excs Rtn is -89% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.4% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -2.3% |
| Significant short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 18.33 |
| Key risksEVCM key risks include [1] a substantial debt load and high financial leverage, Show more. |
Qualitative Assessment
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EverCommerce (EVCM) stock has lost about 15% since 1/31/2026 because of the following key factors:
1. EverCommerce's stock experienced a significant decline following its Q4 2025 earnings report. The company reported Q4 2025 earnings per share (EPS) of $0.03 on March 12, 2026, missing the consensus estimate of $0.04. This earnings miss contributed to a substantial 16.60% drop in the stock price on the day the results were announced.
2. Profitability margins were compressed due to strategic investments in AI. In the first quarter of 2026, EverCommerce's Adjusted EBITDA from continuing operations decreased to $40.7 million, down from $44.9 million in the prior-year quarter. This resulted in a 400-basis-point year-over-year decline in the Adjusted EBITDA margin to 27.6%, largely attributed to increased operating expenses driven by targeted AI investments.
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1. EverCommerce's stock experienced a significant decline following its Q4 2025 earnings report. The company reported Q4 2025 earnings per share (EPS) of $0.03 on March 12, 2026, missing the consensus estimate of $0.04. This earnings miss contributed to a substantial 16.60% drop in the stock price on the day the results were announced.
2. Profitability margins were compressed due to strategic investments in AI. In the first quarter of 2026, EverCommerce's Adjusted EBITDA from continuing operations decreased to $40.7 million, down from $44.9 million in the prior-year quarter. This resulted in a 400-basis-point year-over-year decline in the Adjusted EBITDA margin to 27.6%, largely attributed to increased operating expenses driven by targeted AI investments.
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Stock Movement Drivers
Fundamental Drivers
The -13.3% change in EVCM stock from 1/31/2026 to 5/21/2026 was primarily driven by a -16.7% change in the company's P/S Multiple.| (LTM values as of) | 1312026 | 5212026 | Change |
|---|---|---|---|
| Stock Price ($) | 12.05 | 10.45 | -13.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 581 | 594 | 2.2% |
| P/S Multiple | 3.8 | 3.1 | -16.7% |
| Shares Outstanding (Mil) | 181 | 178 | 1.9% |
| Cumulative Contribution | -13.3% |
Market Drivers
1/31/2026 to 5/21/2026| Return | Correlation | |
|---|---|---|
| EVCM | -13.3% | |
| Market (SPY) | 7.6% | 19.8% |
| Sector (XLK) | 24.3% | 15.8% |
Fundamental Drivers
The -9.8% change in EVCM stock from 10/31/2025 to 5/21/2026 was primarily driven by a -15.2% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 5212026 | Change |
|---|---|---|---|
| Stock Price ($) | 11.59 | 10.45 | -9.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 574 | 594 | 3.5% |
| P/S Multiple | 3.7 | 3.1 | -15.2% |
| Shares Outstanding (Mil) | 183 | 178 | 2.8% |
| Cumulative Contribution | -9.8% |
Market Drivers
10/31/2025 to 5/21/2026| Return | Correlation | |
|---|---|---|
| EVCM | -9.8% | |
| Market (SPY) | 9.5% | 13.5% |
| Sector (XLK) | 19.1% | 7.1% |
Fundamental Drivers
The 7.1% change in EVCM stock from 4/30/2025 to 5/21/2026 was primarily driven by a 5.7% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 4302025 | 5212026 | Change |
|---|---|---|---|
| Stock Price ($) | 9.76 | 10.45 | 7.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 562 | 594 | 5.7% |
| P/S Multiple | 3.2 | 3.1 | -2.0% |
| Shares Outstanding (Mil) | 184 | 178 | 3.4% |
| Cumulative Contribution | 7.1% |
Market Drivers
4/30/2025 to 5/21/2026| Return | Correlation | |
|---|---|---|
| EVCM | 7.1% | |
| Market (SPY) | 35.5% | 23.6% |
| Sector (XLK) | 71.1% | 16.0% |
Fundamental Drivers
The -13.4% change in EVCM stock from 4/30/2023 to 5/21/2026 was primarily driven by a -16.7% change in the company's P/S Multiple.| (LTM values as of) | 4302023 | 5212026 | Change |
|---|---|---|---|
| Stock Price ($) | 12.07 | 10.45 | -13.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 621 | 594 | -4.3% |
| P/S Multiple | 3.8 | 3.1 | -16.7% |
| Shares Outstanding (Mil) | 193 | 178 | 8.6% |
| Cumulative Contribution | -13.4% |
Market Drivers
4/30/2023 to 5/21/2026| Return | Correlation | |
|---|---|---|
| EVCM | -13.4% | |
| Market (SPY) | 85.6% | 40.0% |
| Sector (XLK) | 141.8% | 33.5% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| EVCM Return | -11% | -53% | 48% | -0% | 10% | -15% | -41% |
| Peers Return | -29% | -33% | 13% | 3% | -3% | -20% | -57% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 9% | 98% |
Monthly Win Rates [3] | |||||||
| EVCM Win Rate | 33% | 33% | 33% | 50% | 58% | 20% | |
| Peers Win Rate | 38% | 38% | 50% | 57% | 43% | 40% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 60% | |
Max Drawdowns [4] | |||||||
| EVCM Max Drawdown | - | -62% | -39% | -23% | -34% | -26% | |
| Peers Max Drawdown | -47% | -52% | -43% | -33% | -38% | -38% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: TTAN, ROL, PHR, TDOC, FTDR.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/21/2026 (YTD)
How Low Can It Go
| Event | EVCM | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -17.4% | -18.8% |
| % Gain to Breakeven | 21.1% | 23.1% |
| Time to Breakeven | 57 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -11.6% | -7.8% |
| % Gain to Breakeven | 13.1% | 8.5% |
| Time to Breakeven | 85 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -32.5% | -9.5% |
| % Gain to Breakeven | 48.1% | 10.5% |
| Time to Breakeven | 250 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -16.5% | -6.7% |
| % Gain to Breakeven | 19.8% | 7.1% |
| Time to Breakeven | 6 days | 31 days |
In The Past
EverCommerce's stock fell -17.4% during the 2025 US Tariff Shock. Such a loss loss requires a 21.1% gain to breakeven.
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| Event | EVCM | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -32.5% | -9.5% |
| % Gain to Breakeven | 48.1% | 10.5% |
| Time to Breakeven | 250 days | 24 days |
In The Past
EverCommerce's stock fell -17.4% during the 2025 US Tariff Shock. Such a loss loss requires a 21.1% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About EverCommerce (EVCM)
EverCommerce Inc., together with its subsidiaries, engages in providing integrated software-as-a-service solutions for service-based small and medium sized businesses in the United States and internationally. The company's solutions include business management software, including route-based dispatching, medical practice management, and gym member management solutions; billing and payment solutions that comprise e-invoicing, mobile payments, and integrated payment processing; customer engagement applications, which include reputation management and messaging solutions; and marketing technology solutions that cover websites, hosting, and digital lead generation. It also provides EverPro suite of solutions in home services; EverHealth suite of solutions within health services; and EverWell suite of solutions in fitness and wellness services. In addition, the company offers professional services, including implementation, configuration, installation, or training services. It serves home service professionals, such as home improvement contractors and home maintenance technicians; physician practices and therapists in the health services industry; and personal trainers and salon owners in the fitness and wellness sectors. The company was formerly known as PaySimple Holdings, Inc. and changed its name to EverCommerce Inc. in December 2020. The company was incorporated in 2016 and is headquartered in Denver, Colorado.
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Here are a few analogies to describe EverCommerce (EVCM):
- Shopify for service businesses.
- Square for the home, health, and wellness service industries.
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```htmlMajor Products and Services of EverCommerce (EVCM)
- Business Management Software: Provides solutions for operational tasks such as route-based dispatching, medical practice management, and gym member management.
- Billing & Payment Solutions: Offers tools for e-invoicing, mobile payments, and integrated payment processing.
- Customer Engagement Applications: Includes features for reputation management and messaging to connect with clients.
- Marketing Technology Solutions: Delivers services such as website development, hosting, and digital lead generation.
- EverPro Suite: A specialized set of solutions tailored for professionals in home services.
- EverHealth Suite: A comprehensive package of solutions designed for health services providers.
- EverWell Suite: Dedicated solutions catering to businesses in the fitness and wellness sectors.
- Professional Services: Supports clients with implementation, configuration, installation, and training for their software solutions.
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```htmlEverCommerce (EVCM) primarily sells its software-as-a-service solutions to other companies, specifically a wide range of service-based small and medium-sized businesses. Given the nature of its customer base, it does not have a few major identifiable corporate customers that can be listed by name and stock symbol. Instead, its customers are categorized into the following sectors:
- Home Service Professionals: This category includes businesses such as home improvement contractors, plumbers, electricians, landscapers, cleaning services, and other home maintenance technicians.
- Physician Practices and Therapists: Within the health services industry, EverCommerce serves various healthcare providers, including medical offices, clinics, mental health therapists, and other physician practices.
- Personal Trainers and Salon Owners: In the fitness and wellness sectors, its customers include fitness studios, personal trainers, massage therapists, barbers, and beauty salon owners.
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- Amazon.com, Inc. (AMZN)
- Alphabet Inc. (GOOGL)
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Eric Remer
Chief Executive Officer
Eric Remer is the Chief Executive Officer of EverCommerce. He co-founded and served as CEO of PaySimple, guiding its growth to a $50 million revenue company. Prior to PaySimple, Mr. Remer founded and was part of the management teams of several startups, including the Conclave Group, a direct marketing services company, and I-Behavior, a behavioral targeting and database marketing organization. I-Behavior successfully sold its online division, Acerno, to Akamai, and its offline data division to the KBM Group.
Ryan Siurek
Chief Financial Officer
Ryan Siurek was appointed Chief Financial Officer of EverCommerce effective September 6, 2024. He previously served as the company's Chief Accounting Officer since July 2023. Prior to EverCommerce, Mr. Siurek was the Chief Accounting Officer at Biodesix, Inc., a publicly traded lung diagnostics solutions company, where he helped scale and grow the company. He also served as Senior Vice President and Chief Accounting Officer at Vail Resorts, assisting in the integration of 28 resorts and expanding global accounting operations. His career includes various finance and accounting leadership roles at Sprint Corporation.
Matt Feierstein
President, EverCommerce & CEO, EverPro
Matt Feierstein is the President of EverCommerce, overseeing holistic business operations and responsible for the revenue and profitability of its subsidiaries. He also serves as CEO of EverPro. Mr. Feierstein has over two decades of cross-functional management experience in the online software space, including seven years as President of PaySimple and four years as COO of IAC's Pronto division.
Ellora Sengupta
Chief Information Officer
Ellora Sengupta is the Chief Information Officer of EverCommerce, responsible for enhancing and maintaining the company's corporate systems, infrastructure, security, enterprise technology, IT platforms, data infrastructure, and analytics. She brings over 25 years of experience leading information technology and digital transformation at various organizations, ranging from startups to large enterprises.
Lisa Storey
Chief Legal Officer, Corporate Secretary, and Chief Compliance Officer
Lisa Storey serves as EverCommerce's Chief Legal Officer, Corporate Secretary, and Chief Compliance Officer.
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The key risks to EverCommerce's business include its significant financial leverage, intense competition coupled with slowing organic growth, and substantial regulatory compliance and cybersecurity challenges.
- High Financial Leverage and Debt Burden: EverCommerce carries a substantial debt load, estimated at around $1.2 billion in 2025, resulting in a high leverage multiple (e.g., 6.4x Debt-to-Adjusted EBITDA). This makes the company highly sensitive to interest rate fluctuations and impacts its ability to generate sufficient cash flow for growth initiatives, posing a significant structural threat to its financial stability. Servicing this debt requires consistent cash flow generation, often relying on the success of acquired businesses to deleverage.
- Intense Competition and Slowing Organic Revenue Growth: EverCommerce operates in a highly competitive Software-as-a-Service (SaaS) market across its various verticals. Despite strategic acquisitions, the company faces challenges in maintaining market share. Its core business performance, without the boost of new acquisitions, shows a slower organic growth rate (e.g., 5.3% year-over-year in Q3 2025) which trails the broader U.S. Software industry's growth forecast (e.g., 12% per annum), indicating potential difficulties in sustained growth solely from its existing portfolio.
- Regulatory Compliance and Cybersecurity Risks: As a provider of integrated software and payment solutions, particularly in health services, EverCommerce is subject to stringent and evolving regulations related to privacy, data protection, and information security. Failure to comply with these laws, as well as the requirements of payment card networks and processors, could lead to significant legal liabilities, financial penalties, reputational damage, or the suspension/termination of critical agreements, especially given the sensitive nature of the data it handles.
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The clear emerging threats to EverCommerce are:
- Expansion of Large Platform Ecosystems: Major technology companies such as Google and Meta are increasingly integrating and offering comprehensive business management tools (including scheduling, booking, payments, and marketing) directly within their widely used consumer-facing platforms (e.g., Google Search, Maps, Facebook, and Instagram). This trend could enable service-based small and medium-sized businesses (SMBs) to manage their operations and customer interactions directly on these platforms, potentially reducing their reliance on third-party SaaS providers like EverCommerce.
- Payment Processors Evolving into All-in-One SMB Operating Systems: Companies that originated as payment processors, most notably Square (Block) and Stripe, are aggressively expanding their offerings beyond just payment processing into comprehensive software suites for SMBs. These suites often include features such as point-of-sale (POS), scheduling, customer relationship management (CRM), payroll, and marketing, directly competing with EverCommerce's integrated solutions, particularly in the home services, health, and fitness/wellness verticals. Their ability to bundle payments with software provides a strong incentive for SMBs to adopt their platforms as a complete operating system.
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EverCommerce (EVCM) operates in a total addressable market (TAM) of $1.6 trillion globally, catering to over 450 million global service-based small and medium-sized businesses. The addressable markets for EverCommerce's main products and services are as follows:- Business Management Products: The global total addressable market for business management products is approximately $860 billion.
- Payments Processing: The global total addressable market for payments processing is over $190 billion.
- Home and Field Services: The global total addressable market for home and field services is approximately $170 billion.
- Health Services: The global total addressable market for health services is approximately $270 billion.
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EverCommerce (EVCM) is expected to drive future revenue growth over the next 2-3 years through several key initiatives:
- AI-Driven Product Innovation: EverCommerce is aggressively investing in and integrating artificial intelligence (AI) into its platforms to enhance customer experiences and create new revenue streams. The company is developing "native AI-agentic features" across its solutions, with early successes such as the EverHealth Scribe AI tool, which has a high satisfaction rate and a waitlist of providers, and an AI-powered no-show predictor that has significantly reduced patient no-shows. This focus on AI is expected to accelerate revenue growth by delivering enhanced customer experiences and operational efficiencies.
- Expansion of Multi-Solution Offerings and Integrated Payment Solutions: A significant driver for EverCommerce is the increased adoption of multiple solutions by its customer base and the expansion of its integrated payment processing capabilities. Multi-solution customers demonstrate higher revenue generation and stronger retention. The company is focused on enabling payments at the point of initial SaaS sale and driving cross-sell into its existing customer base. Payments processing represents a high-margin opportunity, with the company's top six solutions driving significant total payment volume (TPV) growth and contributing substantially to incremental gross margins.
- Enhanced Go-to-Market Strategies and Operational Efficiency: EverCommerce is investing in its go-to-market organization and operational excellence to drive durable growth. This includes efforts to improve sales execution and achieve efficiencies, particularly after its strategic transformation in 2025, which involved divesting non-core assets like the Marketing Technology Solutions business to focus on its core verticals of EverHealth, EverPro, and EverWell. These investments are anticipated to lead to continued operating leverage and accelerate growth in key business segments.
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Share Repurchases
- In June 2022, EverCommerce announced a $50 million share repurchase program.
- By May 2024, the company's Board of Directors increased the program authorization by $50 million and extended it through December 31, 2025, bringing the total authorized amount to $200 million. Through May 21, 2024, EverCommerce had repurchased approximately 14.6 million shares for $136 million.
- In November 2025, the Board approved another $50 million increase, extending the program through December 31, 2026, for a total authorization of $300 million since the program's inception. As of December 31, 2025, $47.7 million remained available under this program, and the company repurchased 2.5 million shares for approximately $24.8 million in Q4 2025.
Share Issuance
- EverCommerce issued common stock through its Employee Stock Purchase Plan, with proceeds of $3.036 million and $3.310 million (in thousands) reported for various periods.
Outbound Investments
- In September 2025, EverCommerce acquired ZyraTalk, an AI-powered customer engagement solution, to expand and accelerate AI capabilities across its SaaS solutions, initially within its EverPro vertical.
- In November 2021, the company completed the acquisition of DrChrono Inc., a mobile-first platform, to enhance its EverHealth suite of solutions for independent medical practices.
- In July 2021, EverCommerce acquired Medical Design Technologies (MDTech), a provider of mobile charge capture solutions, further integrating it into the EverHealth suite.
Capital Expenditures
- EverCommerce's capital expenditures were $15 million in 2021, $18 million in 2022, $23 million in 2023, and $19 million in 2024.
- In Q3 2025, the company invested $941,000 in capital expenditures, representing an 88.6% increase from the prior quarter.
- For 2026, EverCommerce plans continued investment in AI-based features, payments enablement, and go-to-market organization, with strategic capital investments in product.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| EverCommerce Stock Shares Sink 5.8% In A Day, Should You Buy The Stock? | 12/16/2025 | |
| Is EverCommerce Stock Outperforming Its Rivals? | 12/16/2025 | |
| Would You Still Hold EverCommerce Stock If It Fell Another 30%? | 10/17/2025 | |
| EverCommerce (EVCM) Operating Cash Flow Comparison | 08/08/2025 | |
| EverCommerce (EVCM) Net Income Comparison | 08/08/2025 | |
| EverCommerce (EVCM) EBITDA Comparison | 08/08/2025 | |
| EverCommerce (EVCM) Tax Expense Comparison | 08/08/2025 | |
| EverCommerce (EVCM) Revenue Comparison | 08/08/2025 | |
| EverCommerce (EVCM) Debt Comparison | 08/08/2025 | |
| EverCommerce (EVCM) Operating Income Comparison | 08/08/2025 | |
| ARTICLES | ||
| How Does EverCommerce Stock Compare With Peers? | 12/16/2025 | |
| Buy or Sell EverCommerce Stock? | 12/16/2025 |
Trade Ideas
Select ideas related to EVCM.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 04302026 | PLTR | Palantir Technologies | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.0% | 0.0% | 0.0% |
| 04102026 | ADSK | Autodesk | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 8.5% | 8.5% | 0.0% |
| 04102026 | BSY | Bentley Systems | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 4.2% | 4.2% | 0.0% |
| 04102026 | ENPH | Enphase Energy | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 5.7% | 5.7% | 0.0% |
| 04102026 | BL | BlackLine | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | 3.2% | 3.2% | -3.0% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 31.73 |
| Mkt Cap | 3.1 |
| Rev LTM | 1,540 |
| Op Inc LTM | 26 |
| FCF LTM | 106 |
| FCF 3Y Avg | 169 |
| CFO LTM | 199 |
| CFO 3Y Avg | 311 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 11.5% |
| Rev Chg 3Y Avg | 8.1% |
| Rev Chg Q | 8.3% |
| QoQ Delta Rev Chg LTM | 1.8% |
| Op Inc Chg LTM | 19.3% |
| Op Inc Chg 3Y Avg | 31.6% |
| Op Mgn LTM | 4.2% |
| Op Mgn 3Y Avg | 6.9% |
| QoQ Delta Op Mgn LTM | 0.1% |
| CFO/Rev LTM | 16.6% |
| CFO/Rev 3Y Avg | 16.1% |
| FCF/Rev LTM | 11.6% |
| FCF/Rev 3Y Avg | 14.5% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 3.1 |
| P/S | 2.6 |
| P/Op Inc | 5.2 |
| P/EBIT | 5.0 |
| P/E | 32.5 |
| P/CFO | 14.1 |
| Total Yield | 1.1% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 4.7% |
| D/E | 0.2 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -3.5% |
| 3M Rtn | -1.2% |
| 6M Rtn | -6.7% |
| 12M Rtn | -5.8% |
| 3Y Rtn | -26.7% |
| 1M Excs Rtn | -8.8% |
| 3M Excs Rtn | -11.0% |
| 6M Excs Rtn | -20.1% |
| 12M Excs Rtn | -33.8% |
| 3Y Excs Rtn | -104.8% |
Price Behavior
Price Behavior
| Market Price | $10.45 | |
| Market Cap ($ Bil) | 1.9 | |
| First Trading Date | 07/01/2021 | |
| Distance from 52W High | -22.0% | |
| 50 Days | 200 Days | |
| DMA Price | $11.20 | $11.11 |
| DMA Trend | indeterminate | up |
| Distance from DMA | -6.7% | -5.9% |
| 3M | 1YR | |
| Volatility | 68.1% | 55.0% |
| Downside Capture | 116.45 | 106.98 |
| Upside Capture | 101.91 | 79.88 |
| Correlation (SPY) | 17.1% | 23.4% |
EVCM Betas & Captures as of 4/30/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.92 | 1.01 | 1.10 | 0.84 | 1.12 | 1.17 |
| Up Beta | -0.03 | 0.26 | 0.63 | 0.80 | 1.34 | 1.20 |
| Down Beta | 0.91 | -0.46 | 0.54 | 0.96 | 1.42 | 1.14 |
| Up Capture | 77% | 162% | 140% | 74% | 79% | 106% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 11 | 22 | 31 | 63 | 128 | 387 |
| Down Capture | 835% | 180% | 151% | 89% | 98% | 107% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 11 | 21 | 32 | 60 | 118 | 350 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with EVCM | |
|---|---|---|---|---|
| EVCM | 2.7% | 55.0% | 0.25 | - |
| Sector ETF (XLK) | 54.0% | 20.6% | 1.99 | 15.6% |
| Equity (SPY) | 26.8% | 12.1% | 1.67 | 23.5% |
| Gold (GLD) | 37.5% | 26.8% | 1.16 | -9.9% |
| Commodities (DBC) | 43.5% | 18.6% | 1.80 | -19.4% |
| Real Estate (VNQ) | 12.0% | 13.4% | 0.59 | 15.5% |
| Bitcoin (BTCUSD) | -27.2% | 41.8% | -0.65 | 12.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with EVCM | |
|---|---|---|---|---|
| EVCM | -9.8% | 49.5% | -0.04 | - |
| Sector ETF (XLK) | 22.3% | 24.8% | 0.79 | 40.6% |
| Equity (SPY) | 13.8% | 17.0% | 0.64 | 44.3% |
| Gold (GLD) | 19.3% | 18.0% | 0.87 | 2.9% |
| Commodities (DBC) | 10.8% | 19.4% | 0.44 | 3.3% |
| Real Estate (VNQ) | 3.8% | 18.8% | 0.10 | 37.5% |
| Bitcoin (BTCUSD) | 9.3% | 55.6% | 0.37 | 25.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with EVCM | |
|---|---|---|---|---|
| EVCM | -5.0% | 49.5% | -0.04 | - |
| Sector ETF (XLK) | 25.1% | 24.4% | 0.93 | 40.6% |
| Equity (SPY) | 15.5% | 17.9% | 0.74 | 44.3% |
| Gold (GLD) | 13.2% | 16.0% | 0.68 | 2.9% |
| Commodities (DBC) | 7.8% | 17.9% | 0.35 | 3.3% |
| Real Estate (VNQ) | 5.4% | 20.7% | 0.22 | 37.5% |
| Bitcoin (BTCUSD) | 67.3% | 66.9% | 1.06 | 25.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 3/12/2026 | -16.6% | -13.4% | -3.7% |
| 11/6/2025 | -19.3% | -24.8% | -14.0% |
| 8/6/2025 | 9.8% | 5.6% | 10.9% |
| 3/13/2025 | 4.6% | 11.6% | 12.7% |
| 11/12/2024 | -7.0% | -6.5% | 0.3% |
| 8/6/2024 | -5.3% | -7.1% | -2.2% |
| 3/14/2024 | -9.6% | -3.3% | -8.1% |
| 11/6/2023 | -15.3% | -17.5% | 0.3% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 6 | 5 | 6 |
| # Negative | 9 | 10 | 9 |
| Median Positive | 5.5% | 5.6% | 10.3% |
| Median Negative | -9.6% | -6.8% | -6.6% |
| Max Positive | 20.0% | 11.6% | 27.2% |
| Max Negative | -19.3% | -24.8% | -22.4% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/07/2026 | 10-Q |
| 12/31/2025 | 03/12/2026 | 10-K |
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 08/06/2025 | 10-Q |
| 03/31/2025 | 05/08/2025 | 10-Q |
| 12/31/2024 | 03/13/2025 | 10-K |
| 09/30/2024 | 11/12/2024 | 10-Q |
| 06/30/2024 | 08/06/2024 | 10-Q |
| 03/31/2024 | 05/09/2024 | 10-Q |
| 12/31/2023 | 03/14/2024 | 10-K |
| 09/30/2023 | 11/07/2023 | 10-Q |
| 06/30/2023 | 08/08/2023 | 10-Q |
| 03/31/2023 | 05/10/2023 | 10-Q |
| 12/31/2022 | 03/16/2023 | 10-K |
| 09/30/2022 | 11/10/2022 | 10-Q |
| 06/30/2022 | 08/09/2022 | 10-Q |
Recent Forward Guidance [BETA]
Latest: Q1 2026 Earnings Reported 5/7/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q2 2026 Revenue | 150.50 Mil | 152.00 Mil | 153.50 Mil | 3.4% | Raised | Guidance: 147.00 Mil for Q1 2026 | |
| Q2 2026 Adjusted EBITDA | 41.00 Mil | 42.00 Mil | 43.00 Mil | 5.0% | Raised | Guidance: 40.00 Mil for Q1 2026 | |
| 2026 Revenue | 612.00 Mil | 622.00 Mil | 632.00 Mil | 0 | Affirmed | Guidance: 622.00 Mil for 2026 | |
| 2026 Adjusted EBITDA | 183.00 Mil | 187.00 Mil | 191.00 Mil | 0 | Affirmed | Guidance: 187.00 Mil for 2026 | |
Prior: Q4 2025 Earnings Reported 3/12/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q1 2026 Revenue | 145.50 Mil | 147.00 Mil | 148.50 Mil | -2.0% | Lower New | Guidance: 150.00 Mil for Q4 2025 | |
| Q1 2026 Adjusted EBITDA | 39.00 Mil | 40.00 Mil | 41.00 Mil | -1.2% | Lower New | Guidance: 40.50 Mil for Q4 2025 | |
| 2026 Revenue | 612.00 Mil | 622.00 Mil | 632.00 Mil | 5.8% | Higher New | Guidance: 588.00 Mil for 2025 | |
| 2026 Adjusted EBITDA | 183.00 Mil | 187.00 Mil | 191.00 Mil | 5.6% | Higher New | Guidance: 177.00 Mil for 2025 | |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Remer, Eric Richard | Chief Executive Officer | Direct | Sell | 5212026 | 10.23 | 3,210 | 32,827 | 29,202,773 | Form |
| 2 | Remer, Eric Richard | Chief Executive Officer | Direct | Sell | 5212026 | 10.27 | 8,536 | 87,685 | 29,366,819 | Form |
| 3 | Remer, Eric Richard | Chief Executive Officer | Direct | Sell | 5212026 | 10.20 | 7,454 | 76,058 | 29,257,231 | Form |
| 4 | Remer, Eric Richard | Chief Executive Officer | Direct | Sell | 5132026 | 9.66 | 9,145 | 88,352 | 27,790,664 | Form |
| 5 | Remer, Eric Richard | Chief Executive Officer | Direct | Sell | 5132026 | 10.25 | 10,055 | 103,095 | 29,587,043 | Form |
Industry Resources
| Technology Hardware, Storage & Peripherals Resources |
| The Verge |
| TechRadar |
| Tom’s Hardware |
| PCMag |
| CNET |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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