Service International (SCI) Q4 Earnings Preview
Analyst Expectations:
* Revenue: $1.08 billion (2.7% YoY growth)
* Adjusted EPS: $1.05
Key Metrics:
* Funeral services performed: Flat year-over-year (85,743)
Historical Performance:
* Met revenue expectations in Q3
* Narrowly beat estimates for funeral services performed
* Missed revenue estimates only once in the past two years
* Exceeded top-line expectations by 2.1% on average
Peer Comparisons:
* Matthews: Revenue decreased 10.7% YoY, missing estimates by 5.9%
* H&R Block: Revenue flat YoY, topping estimates by 1.4%
Analyst Sentiment:
* Estimates have been reconfirmed over the past 30 days
* Average analyst price target: $88.05
* Current share price: $76.60
Investment Thesis:
* Positive sentiment in specialized consumer services segment
* SCI shares down 1.1% over the past month
* Enterprise software stocks with generative AI capabilities are seen as potential growth drivers in the future