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Why Is Dun & Bradstreet (DNB) Up 0.8% Since Last Earnings Report?

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It has been about a month since the last earnings report for Dun & Bradstreet (DNB - Free Report) . Shares have added about 0.8% in that time frame, underperforming the S&P 500.

Will the recent positive trend continue leading up to its next earnings release, or is Dun & Bradstreet due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. <p><strong>Dun &amp; Bradstreet Q2 Earnings Miss Estimates</strong></p><p style="text-align: justify;">The Dun &amp; Bradstreet Corporation reported mixed second-quarter 2018 results, wherein earnings missed the Zacks Consensus Estimate but revenues surpassed the same.</p><p style="text-align: justify;">Adjusted EPS came in at $1.40, missing the consensus mark by 10 cents and remained flat year over year. Total revenues of $439.6 million outpaced the consensus estimate by $37 million and increased 8% year over year, both before and after the effect of foreign exchange.</p><p style="text-align: justify;">Adjusted revenues totaled $394.4 million, which declined a respective 4% and 3% year over year before and after the effect of foreign exchange. The downside can be attributed to the timing shifts of several large contracts. Also, organic revenues decreased 4% on a year-over-year basis.</p><p style="text-align: justify;">As of Jun 30, 2018, deferred revenues were $592.1 million per ASC 606 standards. Per ASC 605 standards, deferred revenues as of June 30, 2018 were $645.3 million, flat year over year.</p><p style="text-align: justify;">Concurrent with the earnings release, Dun &amp; Bradstreet announced that it has agreed to be acquired by an affiliate of CC Capital. The transaction, valued at $6.9 billion, is expected to be completed by the end of this year.</p><p style="text-align: justify;"><strong>Quarter Details</strong></p><p style="text-align: justify;">Revenues at the Americas segment amounted to $367.9 million (84% of total revenues), up 10% year over year, both before and after the effect of foreign exchange. Adjusted revenues of $320.9 million declined 5% year over year, both before and after the foreign exchange impact.</p><p style="text-align: justify;">In terms of product lines, adjusted Risk Management Solutions revenues from Americas totaled $183.1 million, flat year over year, both before and after the effect of foreign exchange. Adjusted Sales and Marketing Solutions revenues from the region came in at $137.8 million, down 10% year over year, both before and after the foreign exchange impact.</p><p style="text-align: justify;">Revenues at the Non-Americas segment summed $71.7 million (16% of total revenues), which declined a respective 4% and 1% year over year before and after the effect of foreign exchange. Adjusted revenues of $73.5 million decreased 1% year over year before the effect of foreign exchange but increased 3% after the impact of the same.</p><p style="text-align: justify;">In terms of product lines, adjusted Risk Management Solutions revenues from Non-Americas were $61 million, up 3% year over year before the foreign exchange impact and 7% after the same. Adjusted Sales and Marketing Solutions revenues from the region amounted to $12.5 million, which decreased a respective 17% and 13% year over year before and after the foreign exchange impact.</p><p style="text-align: justify;">Adjusted operating income decreased 11% year over year to $80.4 million due to the timing shifts of some large contracts.</p>

How Have Estimates Been Moving Since Then?

In the past month, investors have witnessed a downward trend in fresh estimates.

VGM Scores

Currently, Dun & Bradstreet has an average Growth Score of C, however its Momentum Score is doing a bit better with a B. Charting a somewhat similar path, the stock was allocated a grade of C on the value side, putting it in the middle 20% for this investment strategy.

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

Outlook

Estimates have been broadly trending downward for the stock, and the magnitude of this revision indicates a downward shift. It's no surprise Dun & Bradstreet has a Zacks Rank #4 (Sell). We expect a below average return from the stock in the next few months.


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