ValueClick Beats Up on Analysts Yet Again

ValueClick (NAS: VCLK) filed its 10-K on Feb. 27. Here are the numbers you need to know.

The 10-second takeaway
For the quarter ended Dec. 31 (Q4), ValueClick met expectations on revenues and beat expectations on earnings per share.

Compared to the prior-year quarter, revenue expanded. Non-GAAP earnings per share expanded significantly. GAAP earnings per share increased significantly.


Margins expanded across the board.

Revenue details
ValueClick reported revenue of $199.6 million. The 15 analysts polled by S&P Capital IQ looked for revenue of $198.1 million on the same basis. GAAP reported sales were 14% higher than the prior-year quarter's $175.4 million.

Source: S&P Capital IQ. Quarterly periods. Dollar amounts in millions. Non-GAAP figures may vary to maintain comparability with estimates.

EPS details
EPS came in at $0.56. The 14 earnings estimates compiled by S&P Capital IQ predicted $0.52 per share. Non-GAAP EPS of $0.56 for Q4 were 60% higher than the prior-year quarter's $0.35 per share. (The prior-year quarter included $0.02 per share in earnings from discontinued operations.) GAAP EPS of $0.48 for Q4 were 33% higher than the prior-year quarter's $0.36 per share. (The prior-year quarter included $0.02 per share in earnings from discontinued operations.)

Source: S&P Capital IQ. Quarterly periods. Non-GAAP figures may vary to maintain comparability with estimates.

Margin details
For the quarter, gross margin was 64.4%, 390 basis points better than the prior-year quarter. Operating margin was 31.6%, 650 basis points better than the prior-year quarter. Net margin was 18.2%, 150 basis points better than the prior-year quarter.

Looking ahead
Next quarter's average estimate for revenue is $166.8 million. On the bottom line, the average EPS estimate is $0.39.

Next year's average estimate for revenue is $752.7 million. The average EPS estimate is $1.85.

Investor sentiment
The stock has a three-star rating (out of five) at Motley Fool CAPS, with 560 members out of 595 rating the stock outperform, and 35 members rating it underperform. Among 152 CAPS All-Star picks (recommendations by the highest-ranked CAPS members), 138 give ValueClick a green thumbs-up, and 14 give it a red thumbs-down.

Of Wall Street recommendations tracked by S&P Capital IQ, the average opinion on ValueClick is outperform, with an average price target of $20.27.

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The article ValueClick Beats Up on Analysts Yet Again originally appeared on Fool.com.

Seth Jayson had no position in any company mentioned here at the time of publication. You can view his stock holdings here. He is co-advisor of Motley Fool Hidden Gems, which provides new small-cap ideas every month, backed by a real-money portfolio. The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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