NYSE$MMI

Marcus & Millichap · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Reported strong revenue growth and net income recovery in Q4 2024.

Marcus & Millichap reported a strong fourth quarter with a 44.4% increase in revenue compared to Q4 2023, driven by increased exclusive inventory, client outreach, and a favorable interest rate environment. Net income improved significantly, reaching $8.5 million, compared to a net loss of $10.2 million in the same period last year.

  • Total revenue increased by 44.4% to $240.1 million compared to Q4 2023.
  • Brokerage commissions rose by 40.3% to $202.8 million year-over-year.
  • Net income was $8.5 million, a significant improvement from the $10.2 million net loss in Q4 2023.
  • Financing fees increased by 96.6% to $31.2 million compared to the prior year.

Headline financials

Total Revenue

$240M

Previous: $166M+44.4%
EPS (adj)

$0.22

Previous: -$0.27+181.5%
Brokerage Sales Volume

$12.3B

No prior period
Financing Sales Volume

$3.48B

No prior period
Investment Sales Professionals

1.6K

No prior period
Financing Professionals

103

No prior period
Avg Transactions per Sales Pro

1.09

No prior period
Avg Commission per Transaction

$116K

Previous: $102K+13.8%
Average Commission Rate

1.6%

No prior period
Avg Brokerage Transaction Size

$7.05M

No prior period
Avg Transactions per Financing Pro

4.13

No prior period
Avg Fee per Financing Transaction

$59.2K

No prior period
Average Financing Fee Rate

0.7%

No prior period
Avg Financing Transaction Size

$8.18M

No prior period
Total Brokerage Transactions

1.7K

No prior period
Total Financing Transactions

425

No prior period
Net Income

$8.5M

Previous: -$10.2M+183.1%
Operating Income

$6.7M

Previous: -$17.2M+139.0%

Revenue & EPS history

Marcus & Millichap · Revenue · Quarterly

$240M

Q4 2024+44.4%vs Q4 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 commercial real estate transaction market is expected to face near-term challenges in the first half of 2025 due to price discovery and wider bid/ask spreads, but the company believes it is well-positioned for long-term growth.

Tailwinds

  • Price adjustments and higher motivations to transact are expected to increase transaction activity year over year.
  • Experienced management team.
  • Infrastructure investments.
  • Industry-leading market research.
  • Proprietary technology.

Headwinds

  • Higher and still-volatile interest rates.
  • Volatility in transactional activity and investor sentiment.
  • Elevated cost of debt capital.
  • Interest rate uncertainty.
  • Potential for rising inflation.

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 Q4 2024

Historical avgQ4 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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