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Earnings Beat: Remitly Global, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Earnings Beat: Remitly Global, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

盈利超預期:Remitly全球貨幣公司剛剛超過了分析師的預測,分析師們一直在更新他們的模型
Simply Wall St ·  11/02 22:28

The investors in Remitly Global, Inc.'s (NASDAQ:RELY) will be rubbing their hands together with glee today, after the share price leapt 22% to US$17.95 in the week following its third-quarter results. Remitly Global beat expectations by 5.0% with revenues of US$337m. It also surprised on the earnings front, with an unexpected statutory profit of US$0.01 per share a nice improvement on the losses that the analysts forecast. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

Remitly Global, Inc.(NASDAQ:RELY)的投資者們在今天會高興地握手致意,因爲股價在第三季度業績公佈之後的一週暴漲22%,達到了17.95美元。 Remitly Global以33700萬美元的營業收入,超出預期5.0%。在盈利方面也令人驚喜,每股0.01美元的意外法定盈利,大幅改善了分析師預測的虧損。業績公佈後,分析師們已更新了他們的盈利模型,想知道他們是否認爲公司前景發生了巨大變化,還是一切如常。我們認爲讀者會很感興趣地看到分析師對明年最新(法定)盈利預測。

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NasdaqGS:RELY Earnings and Revenue Growth November 2nd 2024
NasdaqGS:RELY 2024年11月2日盈利和營收增長

Following the latest results, Remitly Global's eight analysts are now forecasting revenues of US$1.56b in 2025. This would be a substantial 33% improvement in revenue compared to the last 12 months. The loss per share is expected to greatly reduce in the near future, narrowing 71% to US$0.098. Yet prior to the latest earnings, the analysts had been forecasting revenues of US$1.56b and losses of US$0.052 per share in 2025. While next year's revenue estimates held steady, there was also a sizeable expansion in loss per share expectations, suggesting the consensus has a bit of a mixed view on the stock.

根據最新業績, Remitly Global的八位分析師預測2025年營收將達到15.6億美元,較過去12個月的營收大幅增長33%。每股虧損預計在不久的將來大幅減少,降至0.098美元,縮減71%。然而,在最新業績公佈之前,分析師們曾預測2025年的營收爲156億美元,每股虧損爲0.052美元。雖然明年的營收預估保持不變,但每股虧損的預期卻有相當大的擴張,表明市場的共識對股票持有較爲矛盾的看法。

Despite expectations of heavier losses next year,the analysts have lifted their price target 12% to US$23.22, perhaps implying these losses are not expected to be recurring over the long term. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. Currently, the most bullish analyst values Remitly Global at US$30.00 per share, while the most bearish prices it at US$16.00. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business.

儘管預計明年虧損加劇,但分析師已將目標股價上調12%,至23.22美元,或許這暗示這些虧損並不會在長期內持續。審視分析師的估值範圍也或許會有所收穫,以評估那些離群值觀點與平均值有多大不同。目前,最看好的分析師認爲Remitly Global的價值爲每股30.00美元,而最看淡的分析師將其定爲每股16.00美元。注意到分析師股價目標之間的巨大差距了嗎?這對我們來說意味着這家公司的基礎業務可能有相當廣泛的可能性情景。

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. It's pretty clear that there is an expectation that Remitly Global's revenue growth will slow down substantially, with revenues to the end of 2025 expected to display 25% growth on an annualised basis. This is compared to a historical growth rate of 36% over the past five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 4.7% annually. Even after the forecast slowdown in growth, it seems obvious that Remitly Global is also expected to grow faster than the wider industry.

要更好地了解這些預測的背景,一種方法是看看它們與過去業績以及同行業其他公司的表現相比。很明顯,市場預期Remitly Global的營業收入增長將大幅放緩,預計到2025年底,年增長率將達到25%。這與過去五年36%的歷史增長率相比。作爲比較,該行業其他被分析師覆蓋的公司預計每年收入增長4.7%。即使在預測的增長放緩之後,Remitly Global預計也將比整個行業增長更快。

The Bottom Line

最重要的事情是分析師增加了它對下一年每股虧損的估計。令人欣慰的是,營收預測未發生重大變化,業務仍有望比整個行業增長更快。共識價格目標穩定在28.50美元,最新估計不足以對價格目標產生影響。

The most important thing to take away is that the analysts increased their loss per share estimates for next year. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.

最重要的是分析師們上調了他們對明年每股虧損的估計。幸運的是,他們還重申了他們的營業收入數據,並暗示其與預期走勢一致。此外,我們的數據顯示,營業收入預計將比整個行業增長更快。價格目標也有不錯的增長,分析師明顯覺得該公司的內在價值正在提高。

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have forecasts for Remitly Global going out to 2026, and you can see them free on our platform here.

記住,我們仍然認爲業務的長期發展軌跡對投資者來說更爲重要。我們對Remitly Global截至2026年的預測已經出爐,您可以在我們的平台上免費查看。

Plus, you should also learn about the 1 warning sign we've spotted with Remitly Global .

此外,您還應該了解我們發現的Remitly Global的1個警示信號。

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

對本文有任何反饋?對內容有任何疑慮?請直接與我們聯繫。或者,發送電子郵件至editorial-team@simplywallst.com。
這篇文章是Simply Wall St的一般性文章。我們根據歷史數據和分析師預測提供評論,只使用公正的方法論,我們的文章並不意味着提供任何金融建議。文章不構成買賣任何股票的建議,也不考慮您的目標或您的財務狀況。我們的目標是帶給您基本數據驅動的長期關注分析。請注意,我們的分析可能不考慮最新的價格敏感公司公告或定性材料。Simply Wall St沒有任何股票頭寸。

譯文內容由第三人軟體翻譯。


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