Thryv Holdings, Inc. (THRY) came out with quarterly earnings of $0.23 per share, missing the Zacks Consensus Estimate of $0.43 per share. This compares to a loss of $2.65 per share a year ago.
Thryv is an attractive opportunity, as the S&P 500 reaches new highs and large caps become expensive. THRY is shifting from legacy Yellow Pages to SaaS, targeting the underserved small business software market for future growth. Shares are down over 15% year-to-date, creating a value entry point at just ~5x EBITDA, as the company generates cash flow and reduces debt.
The consensus price target hints at a 55.1% upside potential for Thryv (THRY). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Thryv Holdings, Inc. (THRY) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
The mean of analysts' price targets for Thryv (THRY) points to a 60.2% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Thryv's SaaS revenue grew 48% YoY, with 25% organic growth, and Adjusted EBITDA margins above 20%. Management continues to add new product offerings to the platform, and now 18% of customers use multiple products. With the SaaS and legacy print business generating healthy FCF, the debt on the balance sheet is less of a concern.
Thryv Holdings, Inc. (NASDAQ:THRY ) Q2 2025 Earnings Conference Call July 30, 2025 8:30 AM ET Company Participants Cameron Lessard - Assistant Vice President of Investor Relations, Corporate Development & Treasury Joseph A. Walsh - Chairman & CEO Paul D.
Thryv Holdings, Inc. (THRY) came out with quarterly earnings of $0.42 per share, missing the Zacks Consensus Estimate of $0.46 per share. This compares to earnings of $0.33 per share a year ago.
Thryv continues to make its SaaS transformation, with the company's cloud-based marketing software business now making up over 61% of revenue. However, sentiment for THRY stock continues to zig-zag, as investors question whether the SaaS business will grow fast enough to overcome the demise of Thryv's legacy phone book publishing business. While uncertainty remains, THRY's valuation more than accounts for this, given the current stock price, relative to the company's potential value, when the transformation is completed in 2030.
Thryv Holdings, Inc. (NASDAQ:THRY ) Q1 2025 Earnings Conference Call May 1, 2025 8:30 AM ET Company Participants Cameron Lessard - Head, Investor Relations & Vice President, Corporate Development & Strategy Joe Walsh - Chairman & Chief Executive Officer Grant Freeman - President Paul Rouse - Chief Financial Officer Conference Call Participants Arjun Bhatia - William Blair Scott Berg - Needham Jason Kreyer - Craig-Hallum Zach Cummins - B. Riley Securities Matt Swanson - RBC Operator Thank you for standing by.
Thryv Holdings, Inc. (THRY) came out with a quarterly loss of $0.22 per share versus the Zacks Consensus Estimate of $0.24. This compares to earnings of $0.22 per share a year ago.
Thryv's SaaS business is expected to continue to post organic growth of close to 20%, with solid FCF generation. THRY's SaaS business is valued at a revenue multiple of just 1, representing a large discount to relevant peers. While marketing services revenue continues to decline sharply, FCF expected from it through 2030 should cover a substantial portion of the company's debt.