eHealth, Inc.
NASDAQ•EHTH
CEO: Mr. Francis Samuel Soistman Jr.
セクター: Financial Services
業種: Insurance - Brokers
上場日: 2006-10-20
eHealth, Inc. operates a health insurance marketplace that provides consumer engagement, education, and health insurance enrollment solutions in the United States. The company operates in two segments, Medicare; and Employer and Individual. The Medicare segment offers sale of Medicare-related health insurance plans, which includes Medicare advantage, Medicare Supplement, and Medicare Part D prescription drug plans to Medicare-eligible customers including but not limited to, dental, and vision insurance, as well as advertising program for marketing and other services. The Employer and Individual segment engages in the sale of individual, family, and small business health insurance plans; and ancillary products to non-Medicare-eligible customers including but not limited to, dental, vision, and short and long term disability insurance. In addition, the company provides ecommerce platforms and consumer engagement solutions, which includes market leading information, decision support, customer engagement, and transactional services to group of health insurance consumers; and organize and present the insurance information in objective format to individuals, families, and small businesses to research, analyze, compare and purchase health insurance plans. Further, it markets health insurance plans through its websites, including eHealth.com, eHealthInsurance.com, eHealthMedicare.com, Medicare.com, PlanPrescriber.com, and GoMedigap.com. The company also offers online sponsorship and advertising, non-broker of record, lead referral, technology licensing, as well as performs various post-enrollment services for members in Medicare health insurance plans. eHealth, Inc. was incorporated in 1997 and is headquartered in Austin, Texas.
連絡先情報
13620 Ranch Road 620 North, Suite A250, Austin, TX, 78717, United States
737-248-2340
時価総額
$51.99M
PER (TTM)
1.3
20.3
配当利回り
--
52週高値
$8.55
52週安値
$1.20
52週レンジ
順位55Top 80.0%
2.6
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 2.6 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q4 2025 データ
売上高
$326.24M+0.00%
直近4四半期の推移
EPS
$2.43+0.00%
直近4四半期の推移
フリーCF
-$35.95M+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
Total Revenue Increased 4% Total revenue reached $554.0M in 2025, marking a 4% increase from $532.4M in 2024, driven by Medicare segment growth.
Net Income Substantially Improved Net income was $40.0M in 2025, a significant improvement from $10.1M in 2024, reflecting better operational leverage.
Medicare Commission Revenue Up Commission revenue grew 8% to $498.0M in 2025, largely due to $43.0M net adjustment revenue recognized from prior periods.
Medicare Acquisition Costs Decreased Total acquisition cost per MA-equivalent member fell 1% to $749 in 2025, primarily driven by lower variable marketing spend.
リスク要因
Intense Market Competition Risks Market competition from government exchanges and carriers could increase customer acquisition costs and reduce traffic and conversions.
Carrier Relationship Dependency Business success relies on maintaining favorable relationships with over 180 carriers; termination impacts plan variety and profitability.
Regulatory Compliance Complexity Marketing and sales are subject to complex, frequently changing federal/state laws, risking fines, litigation, and license issues.
Seasonality Impacts Cash Flow Financial results fluctuate due to concentrated enrollment periods, potentially causing negative operating cash flow relative to revenue recognition timing.
見通し
Maximize Lifetime Advisory Model Focus on increasing member lifetime value and retention through the consumer-first, lifetime advisory model for Medicare segment.
Drive Employer Growth Diversification Accelerate diversification in the under 65 market by leveraging ICHRA capabilities and extending platform to brokers.
Improve Retention Conversion Rates Prioritize consumer centricity, personalization, and evolving telesales organization to boost conversion rates and member retention.
Advance Digital Technology Leadership Continue advancing digital technology leadership, utilizing AI Center of Excellence to guide initiatives and fortify carrier portfolio management.
同業比較
売上高 (TTM)
$960.24M
$738.34M
$554.01M
粗利益率 (最新四半期)
237.3%
203.7%
99.0%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| NOAH | $768.94M | 1.7 | 6.6% | 0.5% |
| RILY | $232.58M | 0.8 | -70.8% | 0.0% |
| PEBK | $200.26M | 15.8 | 13.5% | 0.9% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
42.3%
高成長
4四半期純利益CAGR
254.9%
収益性の大幅な改善
キャッシュフロー安定性
25%
キャッシュフローに注意が必要
深度リサーチ
次回決算:2026年5月5日
EPS:-
|売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし