NASDAQ$EVCM

EverCommerce Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Reported strong financial and operating metrics with Revenue and Adjusted EBITDA exceeding the top end of guidance range.

EverCommerce reported revenue of $170.1 million, a 5.6% increase year-over-year, and an adjusted EBITDA of $40.9 million. The company repurchased 1.2 million shares of common stock for approximately $12.1 million during the quarter.

  • Revenue reached $170.1 million, up 5.6% compared to the same quarter last year.
  • Subscription and transaction fee revenue increased by 8.8% to $134.7 million.
  • Net loss improved to $16.3 million, or $(0.09) per share, compared to a net loss of $20.8 million, or $(0.11) per share, in the prior year.
  • Adjusted EBITDA was $40.9 million, compared to $31.9 million for the same quarter last year.

Headline financials

Total Revenue

$170M

Previous: $161M+5.6%
EPS

-$0.09

Previous: -$0.11+18.2%
Adjusted EBITDA

$38.7M

Previous: $31.9M+21.0%
Pro Forma Revenue

$132M

No prior period
Pro Forma Subscription and Transaction Fees Revenue

$128M

No prior period
Adjusted Gross Profit

$106M

No prior period
Capital Expenditures

-$402K

Previous: -$476K+15.5%
Free Cash Flow

-$16.7M

Previous: -$21.3M+21.3%
Net Income

-$16.3M

Previous: -$20.8M+21.4%
Operating Income

-$4.61M

Previous: -$5.29M+12.8%
Gross Profit

-$56.8M

Previous: -$55.9M-1.5%
Cash & Equivalents

$90M

Previous: $69.8M+28.9%
Total Assets

$1.48B

Previous: $1.55B-4.4%
R&D Expense

$20.2M

No prior period
Stock-Based Comp

$5.58M

Previous: $7.51M-25.8%

Revenue & EPS history

EverCommerce · Revenue · Quarterly

$170M

Q1 2024+5.6%vs Q1 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

EverCommerce · $138M total across 2 segments · Q3 2023

  • Subscription and transaction fees
    $133M+10.5%
  • Other
    $5.26M+198.2%

Forward guidance

For the second quarter of 2024, EverCommerce expects revenue to be in the range of $169.5 million to $173.5 million and Adjusted EBITDA to be in the range of $39 million to $42 million. For the full year 2024, revenue is expected to be in the range of $676 million to $696 million and Adjusted EBITDA to be in the range of $167 million to $176 million.

Tailwinds

  • Revenue is expected to be between $169.5 million and $173.5 million for Q2 2024.
  • Adjusted EBITDA is projected to be between $39 million and $42 million for Q2 2024.
  • Full year revenue is anticipated to range from $676 million to $696 million in 2024.
  • Adjusted EBITDA for the full year is expected to be between $167 million and $176 million in 2024.
  • The company's divestiture of fitness assets was completed, focusing on core business.

Headwinds

  • Unavailability of GAAP reconciliation for Adjusted EBITDA on a forward-looking basis due to high variability and complexity.
  • Potential material impact from stock-based compensation expense due to unpredictable stock price fluctuations.
  • Guidance excludes EverCommerce’s fitness assets due to the divestiture.
  • Dependence on payment card networks and processors.
  • Intense competition in the industries in which they operate.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-1.4%

Avg return

Earnings day

-3.8%

Avg return

5 days after

-4.1%

Avg return

30 days after

57%

13 / 23 earnings

Positive

+19.7%

Q4 2022

Best reaction

-19.2%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+6.1%-8.3%-16.9%
Q4 2025-16.5%-16.4%-9.4%
Q3 2025-19.2%-26.7%-14.2%
Q1 2025+6.9%+3.5%-0.9%
Q4 2024+4.6%+12.0%+12.7%
Q3 2024-8.3%-8.5%-1.1%
Q2 2024-5.2%-6.7%-2.1%
Q1 2024+2.3%+5.3%-4.4%
Q4 2023-11.1%-6.1%-8.0%
Q3 2023-15.3%-17.2%+0.3%
Q2 2023+3.2%-0.6%-5.9%
Q1 2023+3.2%-6.3%-6.9%
Q4 2022+19.7%+10.9%+26.9%
Q3 2022-11.6%-12.8%-19.6%
Q2 2022+0.3%+1.4%-5.4%
Q4 2021+2.7%-1.5%+10.8%
Q4 2019-2.0%-4.1%+4.1%
Q3 2020-0.1%+1.5%-20.3%
Q3 2021+7.8%+2.7%-15.5%
Q4 2020+1.7%-2.5%-4.8%
Q2 2020+1.7%-2.5%-4.8%
Q1 2021+1.7%-2.5%-4.8%
Q2 2021-5.4%-2.7%-3.7%
Q1 2020

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