Company Analysis

EverCommerce Inc. EVCM

A comprehensive view of key metrics, scores, and financial health for EverCommerce Inc.

Overview of EverCommerce Inc.

EVCM NMS

Technology Software - Infrastructure Framework: Software & SaaS Small Cap

EverCommerce Inc. (EVCM), is a Small Cap company, in the Software - Infrastructure industry, last closed at $7.18, about 94.4% undervalued vs fair value, -39.4% 1Y return, placing in the top 25% of its sector.

Metrics P/E 126.5× Rev Growth 4.8% ROE 2.4% Gross Margin 77.6%

USD 7.18

-9.34%

(Delayed)

• Vol 90d: 62.5%

Market Cap

$1.80B

Enterprise Value

$2.19B

Overall Score

View breakdown

Overall

Growth

Fair

Profitability

Good

Health

Good

Efficiency

Good

Valuation

Good

Growth

Fair

Profitability

Good

Health

Good

Efficiency

Good

Valuation

Good

Completeness: 100%

Confidence: 61%

Updated: Sep 12

Top Beats

Quick Facts

Website https://www.evercommerce.com

HQ Denver, CO

Employees 2,000

Fiscal year Dec 31

Next Events

Earnings Nov 5 Estimated

Fair Value Snapshot

Bear Base Bull

$13

$14

$15

Current: $7.18 +94% vs base

Engine Room Money Flow™

Small Cap

Software & SaaS - Where revenue goes and how value is created

Flow Steps

Total Revenue

$588.9M

4.8%%

Gross Profit

$456.8M

4.4%%

Operating Income (GAAP)

$59.3M

56.7%%

Operating Cash Flow

$111.5M

-1.5%%

Money Flow Bridge

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Flow Direction: Money moves from left to right

Components: Breakdown shows composition of each stage

Industry-Specific: Software & SaaS

Data Quality Notes

Note: 'Free Cash Flow' here is GAAP FCF (Operating Cash Flow − CapEx). Many software companies report an adjusted FCF that also adds back SBC; the Rule of 40 and FCF Margin shown use GAAP FCF, which is the more conservative and investor-relevant figure.
Rule of 40 score is 18.3 — below the 40-point benchmark. The company is not yet balancing growth and profitability at the level typically expected by institutional SaaS investors.

Quality & Reliability Indicators

Gross Margin

77.6%

Excellent

Gross Profit / Revenue — pricing power and product moat (SaaS benchmark: >70%)

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Where It Leaks

Cash Flow Health significant issues

Overall assessment of cash flow efficiency and conversion quality.

Active Leaks

1/6

Improving

High Impact

Critical

Low

Stock-Based Compensation Leak

Current: 25.5%

Conversion Leak

Stable

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Scores based on quantitative metrics and qualitative factors

Full moat analysis

Key strengths

Premium Software Margins Gross margin quality is strong versus peers (score 0.78), consistent with premium software economics.
Returns Hold Over Time Return durability is healthy (score 0.80), indicating durable capital efficiency.

Key risks

Contracted Demand Looks Thin Contracted demand signal is weak (score 0.32), limiting evidence of strong subscription stickiness.
Growth-Profit Balance Looks Weak Innovation payoff is weak (score 0.38), indicating limited return on reinvestment.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate

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Recurring Revenue Stickiness

Developing

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Innovation Engine

Developing

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Cash Scalability

Moderate

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Capital Efficiency

Moderate

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Balance Sheet Resilience

Moderate

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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 96% Coverage

Click axes to expand details. Marker shows current allocation.

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Growth

44th percentile vs peers

Key Signals

Rev Growth YoY 4.8% 38p EPS Growth YoY 1.43 85p Def Rev Growth 2.1% 39p Buyback % -3.1% 83p Revenue CAGR 3Y -1.7% 24p

Strengths

Gross Profit Margin in top 20% of peers (77.6%, 80th percentile)
EPS Growth YoY in top 20% of peers (1.43, 85th percentile)
Consistently strong margins across 4 metrics
Strong liquidity position vs peers

Risks

No significant risks identified for this axis.

Profitability

66th percentile vs peers

Key Signals

Strengths

Risks

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Safety

41th percentile vs peers

Key Signals

Strengths

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Two Futures

Scenario-based fair value ranges for EverCommerce Inc..

WACC X.X%

X%XX%

Rev CAGR 5Y X.X%

-XX%XX%

Op Margin XX.X%

-XX%XX%

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Bear

- - -

- upside

Base

$13.96

- - -

+94.4% vs current

Snapshot base estimate

Bull

- - -

- upside

Fair Value Range Current: $-

$- $- $-

EverCommerce Inc. EVCM

Overview of EverCommerce Inc.

Quick Facts

Next Events

Fair Value Snapshot

Flow Steps

Money Flow Bridge

Data Quality Notes

Quality & Reliability Indicators

Gross Margin

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Stock-Based Compensation Leak

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Key strengths

Key risks

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Pricing Power

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Recurring Revenue Stickiness

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Innovation Engine

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Cash Scalability

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Capital Efficiency

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Balance Sheet Resilience

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Growth

Profitability

Safety

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