Compared to Estimates, BILL Holdings (BILL) Q4 Earnings: A Look at Key Metrics

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how BILL Holdings performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Businesses Using Solutions - BILL AP/AR Customers: 183,300 versus the three-analyst average estimate of 185,163.
• Businesses Using Solutions - BILL Spend & Expense Spending Businesses: 46,500 versus the three-analyst average estimate of 47,208.
• Businesses Using Solutions - Embedded Solutions & Other Customers: 249,500 compared to the 265,033 average estimate based on three analysts.
• Businesses Using Solutions - Total: 479,300 versus 497,405 estimated by three analysts on average.
• Revenue- Subscription and transaction fees: $400.48 million compared to the $396.01 million average estimate based on five analysts. The reported number represents a change of +15.8% year over year.
• Revenue- Interest on funds held for customers: $35.7 million versus the five-analyst average estimate of $34.36 million. The reported number represents a year-over-year change of -4.5%.
• Revenue- Subscription and transaction fees- Subscription fees: $76.2 million versus $76.11 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +10.7% change.
• Revenue- Subscription and transaction fees- Transaction fees: $324.3 million compared to the $319.41 million average estimate based on four analysts. The reported number represents a change of +17% year over year.
• Revenue- Subscription fees- BILL AP/AR: $61.4 million versus the three-analyst average estimate of $62.06 million.
• Revenue- Subscription fees- Embedded and Other Solutions: $14.8 million compared to the $13.63 million average estimate based on three analysts.
• Revenue- Transaction fees- BILL AP/AR: $131.1 million compared to the $132.9 million average estimate based on three analysts.
• Revenue- Subscription and transaction fees- Embedded and Other Solutions: $23.5 million versus the three-analyst average estimate of $21.13 million.

View all Key Company Metrics for BILL Holdings here>>>

Shares of BILL Holdings have returned +11.1% over the past month versus the Zacks S&P 500 composite's +3.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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