NYSE$MMI

Marcus & Millichap · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Marcus & Millichap's Q3 2024 financial results were reported, showing increased total revenue and improved net loss compared to the same quarter last year.

Marcus & Millichap reported a 4.0% increase in total revenue, reaching $168.5 million, and a reduced net loss of $5.4 million, or $0.14 per share, for the third quarter of 2024. The company's brokerage commissions increased by 1.5% to $142.0 million, and financing fees rose by 19.3% to $20.6 million.

  • Total revenue increased by 4.0% to $168.5 million compared to Q3 2023.
  • Brokerage commissions rose by 1.5% to $142.0 million year-over-year.
  • Financing fees increased significantly by 19.3% to $20.6 million compared to the same period last year.
  • Net loss improved to $5.4 million, or $0.14 per share, from a net loss of $9.2 million, or $0.24 per share, in Q3 2023.

Headline financials

Total Revenue

$169M

Previous: $162M+4.0%
EPS (adj)

-$0.14

Previous: -$0.24+41.7%
Capital Expenditures

-$6.34M

Previous: -$7.69M+17.5%
Free Cash Flow

-$11.7M

Previous: -$16.9M+30.7%
Net Income

-$5.39M

Previous: -$9.24M+41.7%
Operating Income

-$11.5M

Previous: -$15.4M+25.7%
Gross Profit

$0.00

Previous: -$23K+100.0%
Stock-Based Comp

$6.07M

Previous: $5.45M+11.5%

Revenue & EPS history

Marcus & Millichap · Revenue · Quarterly

$169M

Q3 2024+4%vs Q3 2023
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Revenue by segment

Marcus & Millichap · $163M total across 4 segments · Q1 2021

  • Private Client Market
    $105M
  • Larger Transaction Market
    $30.6M
  • Middle Market
    $20.6M
  • Less than $1 million
    $6.14M

Forward guidance

The company anticipates that improvements in sales and financing volume will remain inconsistent due to interest rate volatility and price discovery, but continue on a solid positive trend. They believe they are well-positioned for long-term growth due to their experienced management team, infrastructure investments, market research, and proprietary technology.

Tailwinds

  • Record capital on the sideline coupled with price adjustments are motivating buyers to re-enter the market.
  • More sellers are motivated to sell assets.
  • Disciplined approach to platform investments and expense management.
  • Strong capital position.
  • Leveraging proprietary technology and strategic initiatives to drive growth.

Headwinds

  • Volatility in transactional activity and investor sentiment due to elevated cost of debt capital.
  • Persistent bid-ask spread between buyers and sellers.
  • Risks of a potential recession or inflationary pressure.
  • Potential tax and other policy changes may influence transaction velocity.
  • Global geopolitical uncertainty may cause investors to refrain from transacting.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

+1.5%

Avg return

Earnings day

-0.1%

Avg return

5 days after

-0.7%

Avg return

30 days after

66%

33 / 50 earnings

Positive

+16.9%

Q1 2015

Best reaction

-29.3%

Q3 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.2%+3.6%+3.7%
Q4 2025+3.4%+2.9%+1.6%
Q3 2025-0.5%+2.8%-1.9%
Q1 2025+2.6%+4.2%+1.1%
Q4 2024+5.4%+3.6%-7.2%
Q3 2024+4.3%+2.5%+2.4%
Q2 2024-0.5%-5.6%-1.9%
Q1 2024+2.0%+1.0%-8.3%
Q4 2023-3.4%-7.5%-17.4%
Q3 2023+8.7%+3.9%+17.9%
Q2 2023+0.5%-2.8%-9.8%
Q1 2023-4.9%-8.7%-0.0%
Q4 2022-2.2%-1.8%-12.8%
Q3 2022+2.3%-1.9%+7.9%
Q2 2022+0.1%-2.3%-9.4%
Q1 2022-5.2%-9.4%-8.4%
Q4 2021+5.4%+0.4%+3.3%
Q3 2021+6.5%+1.9%-2.4%
Q2 2021-1.1%-1.2%+0.1%
Q1 2021+3.0%-0.1%+6.3%
Q4 2020+4.2%+4.0%-10.4%
Q3 2020+2.1%+10.7%+17.1%
Q2 2020-0.1%+3.0%+8.2%
Q1 2020+9.5%-5.4%+21.2%
Q4 2019+1.0%-9.5%-34.9%
Q3 2019-7.3%-4.1%+1.9%
Q2 2019+10.0%+12.5%+15.7%
Q1 2019-15.1%-18.0%-28.7%
Q4 2018+1.0%-2.3%-4.2%
Q3 2018+5.1%+5.4%-0.8%
Q2 2018-3.0%-3.8%-10.2%
Q1 2018+6.6%+6.0%+9.9%
Q4 2017+9.3%+10.1%+5.9%
Q3 2017+5.5%+3.7%+7.8%
Q2 2017+5.4%-0.6%+0.5%
Q1 2017-3.7%-6.4%-0.7%
Q4 2016-1.0%-2.4%-8.7%
Q3 2016+2.0%+4.4%+18.0%
Q2 2016+5.2%+4.9%-1.7%
Q1 2016+10.5%
Q4 2015+2.9%
Q3 2015-29.3%
Q2 2015-4.3%
Q1 2015+16.9%
Q4 2014-6.1%
Q3 2014+2.1%
Q2 2014+8.2%
Q1 2014+11.0%
Q4 2013-3.0%
Q3 2013+1.6%
Q2 2013
Q1 2013
Q4 2012
Q3 2012

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