Pricing and mixpositive · 4 filings
“However, this decrease was offset by an increase in Annualized Average Revenue per Company due to price increases on our title insurance software.”10-Q · Apr 28, 2026 ↗
Porch Group, Inc.
PRCH
Market read
Porch Group, Inc.'s move is being confirmed by its market group.
PRCH accounts for 8.6% of the group's measured movement across 1.2 effective names. all 2 measured members are rising in raw terms, but 1 of 2 session-normalized paths align to the upside. Capital-flow agreement is 23%, so confirmation is not yet clean. No verified headline preceded the measured group move.
MOVE ANATOMY
Session-normalized 5m pathsIs this move genuinely shared?
Role in the moveFlat / inactive path#2 of 2 by movement share
Group movement share8.6%Absolute path energy—not portfolio weight
Relative path-0.06%flat
Effective breadth1.2 / 2concentrated
Relative alignment1/2upside path · 0 counter-moving
Capital-flow agreement23%not yet clean
SEQUENCE READ
KMPR moved materially before PRCH. PRCH crossed its material path threshold at 15:15 ET, 10 minutes after the first measured mover.
EVIDENCE COVERAGE
2 of 2 members in Residential Property Services are active. No disclosed relationship network is available for this name; the confirmation read above is market-derived.
What would change this read
Watch this read- At least 2 of 2 durable members become active together.
- Capital-flow agreement rises above 55%.
- A filing-linked outsider such as AFG begins moving with the group.
Invalidation: The live read weakens if participation falls to 1 of 2 members or fewer.
Research brief
The story so far
PRCH accounts for 8.6% of the group's measured movement across 1.2 effective names. all 2 measured members are rising in raw terms, but 1 of 2 session-normalized paths align to the upside. Capital-flow agreement is 23%, so confirmation is not yet clean. No verified headline preceded the measured group move.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- At least 2 of 2 durable members become active together.
- Capital-flow agreement rises above 55%.
- A filing-linked outsider such as AFG begins moving with the group.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods7
Price observations338
Usable filing statements147
Verified relationships0
Evidence supporting the case
- Latest annual revenue changed +33.7% year over year.
- Operating margin changed +29.3 percentage points in the latest annual period.
- Net margin changed +9.7 percentage points in the latest annual period.
- Pricing and mix has repeated favorable evidence across 4 filings.
Evidence challenging the case
- Diluted shares increased 4.1% in the latest annual period.
Questions before a position
No credible peer-relative valuation comparison is available yet.
Longer-term price context
Price as of Oct 7, 2026
17.316m+140.1%12m-2.9%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-12-31$192.4M+166.2%$-1.14—
2022-12-31$275.9M+43.4%$-1.61+3.7%
2023-12-31$287.5M+4.2%$-1.39-1.3%
2024-12-31$313.3M+9.0%$-0.33+3.7%
2025-12-31$418.9M+33.7%$-0.03+4.1%
What management says matters
Persistent and emerging business drivers
Restructuring and cost reductionsnegative · 1 filings
“Losses due to impairment of long-lived assets are included in product and technology expense in the Consolidated Statements of Operations and Comprehensive Loss.”10-K · Feb 20, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Scenario scaffold
Scenarios are withheld for Financial Services until sector-specific earnings and capital metrics are available; generic revenue/P/S scaffolds would be misleading.
Price action
How the market is pricing the story
17.31+0.8% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 7 Oct, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for PRCH. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for PRCH. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind PRCH
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
No filing peers are available for this name yet.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
PRCH is currently a Leader in the organic co-movement group Residential Property Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.