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Cimpress (CMPR) Down 2.3% Since Earnings Report: Can It Rebound?

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A month has gone by since the last earnings report for Cimpress N.V (CMPR - Free Report) . Shares have lost about 2.3% in that time frame.

Will the recent negative trend continue leading up to its next earnings release, or is CMPR due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.

Cimpress Misses on Q3 Earnings, Beats Revenue Estimates

Cimpress reported mixed third-quarter fiscal 2018 results with GAAP loss of $2.3 million or loss of 7 cents per share compared with loss of $42.9 million or loss of $1.38 per share in the year-ago quarter. The narrower loss on a year-over-year basis was primarily driven by higher revenues in the reported quarter. Excluding stock-based compensation expenses, adjusted earnings for the reported quarter were 28 cents per share, which missed the Zacks Consensus Estimate of 35 cents.

Quarter Details

Total revenues in fiscal 2018 third quarter were $636.1 million compared with $550.6 million in the year-ago quarter. It comfortably surpassed the Zacks Consensus Estimate of $612 million. The year-over-year increase in revenues was largely due to organic growth of 11% and favorable currency movements.

The National Pen segment recorded revenues of $82 million, up 39% year over year due to diligent execution of operational plans. Furthermore, the Vistaprint segment — the largest revenue generating segment of the company — showed a healthy rise in revenues. Aggregate quarterly revenues from Vistaprint came in at $358 million, up from $323 million in the year-ago quarter. The restructuring initiatives at the segment have been beneficial, as evident from the profit margin of 16% and a year-over-year margin expansion of 4%. Also, Upload and Print segment’s revenues increased significantly to $184 million from $142 million in the year-earlier quarter, due to improved operating metrics led by decentralized operations. It reported segment profit margin of 9%.

However, revenues from All Other Businesses decreased 33% year over year to $19 million. The Albumprinter divestiture at the end of first-quarter fiscal 2018 led to this decline. It reported segmental loss margin of 50%.

Overall gross margin in the reported quarter contracted to 49.8% from 51.2% in the year-ago period owing to the divesture of Albumprinter and stronger growth in the low-margin businesses of Upload and Print units.

Balance Sheet and Cash Flow

As of Mar 31, 2018, Cimpress had $49.9 million in cash and cash equivalents and long-term debt of $786.4 million. Cimpress repurchased 321,113 shares during the reported quarter for $39.6 million at an average price of $123.23 per share, bringing its tally for the fiscal to 895,377 shares for $94.7 million at an average price of $105.78 per share. For the first nine months of fiscal 2018, the company generated $144.6 million of cash from operating activities compared with $123.6 million in the year-ago period.

How Have Estimates Been Moving Since Then?

Analysts were quiet during the last two month period as none of them issued any earnings estimate revisions.

Cimpress N.V Price and Consensus

 

Cimpress N.V Price and Consensus | Cimpress N.V Quote

VGM Scores

Currently, CMPR has an average Growth Score of C, a grade with the same score on the momentum front. The stock was allocated a grade of D on the value side, putting it in the bottom 40% for this investment strategy.

Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.

Zacks style scores indicate that the company's stock is suitable for growth and momentum investors.

Outlook

CMPR has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.


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