This AI-powered fintech is making all the right moves to reward shareholders.
Financial stocks continued to rise following the election.
The company closed the business week with a very impressive earnings report.
BILL's first-quarter fiscal 2025 results reflect strong growth in TPV and core revenues.
Bill Holdings revenue and earnings exceeded management's expectations for the first quarter of its fiscal 2025.
Although the revenue and EPS for BILL Holdings (BILL) give a sense of how its business performed in the quarter ended September 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
BILL Holdings, Inc. (NYSE:BILL ) Q1 2025 Earnings Conference Call November 7, 2024 4:30 PM ET Company Participants Karen Sansot - Vice President, Investor Relations Rene Lacerte - Chairman, Chief Executive Officer and Founder John Rettig - President and Chief Financial Officer Conference Call Participants Andrew Schmidt - Citigroup Bryan Keane - Deutsche Bank Tien-Tsin Huang - JPMorgan James Friedman - SIG Brad Sills - Bank of America Keith Weiss - Morgan Stanley Taylor McGinnis - UBS Ian Black - Needham & Company Operator Good afternoon, and welcome to BILL's First Quarter Fiscal 2025 Earnings Conference Call. Joining us today are BILL's CEO and Founder, Rene Lacerte; President and CFO, John Rettig; and Vice President of Investor Relations, Karen Sansot.
BILL Holdings (BILL) came out with quarterly earnings of $0.63 per share, beating the Zacks Consensus Estimate of $0.49 per share. This compares to earnings of $0.54 per share a year ago.
Evaluate the expected performance of BILL Holdings (BILL) for the quarter ended September 2024, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Bill.com's services are saving SMBs time and money by automating many manual/labor-intensive tasks involving payments. Because of the liquidity in the business model, this company is built to grow aggressively in low-interest rate environment or expand margins in high-interest rate environment. Bill.com is approaching the point of inflection in profitability and trading for 18.5x EV/TTM FCF. This is a very attractive valuation.
These two companies consistently beat expectations when they report their financial results.
BILL Holdings is forecasted to return to 20%+ revenue growth, driven by effective sales execution, new partnerships, and growing acceptance of its platform. The company's CEO and COO have made significant open market purchases, signaling strong confidence in the growth thesis. Despite conservative revenue forecasts, BILL's current valuation and macroeconomic tailwinds present a compelling buying opportunity.