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Dec 31, 2023

Paysign Q4 2023 Earnings Report

Reported solid fourth quarter and full-year 2023 financial results, meeting or exceeding revenue and adjusted EBITDA guidance.

Key Takeaways

Paysign reported a strong year with a 24% increase in revenue and a 21% increase in adjusted EBITDA. The patient affordability business experienced significant growth, and the company anticipates continued upward trajectory across all business units in the coming year.

Revenue increased by 24% year-over-year.

Adjusted EBITDA increased by 21% year-over-year.

Plasma revenue grew by 21%.

Patient affordability business experienced 172% revenue growth.

Total Revenue
$13.7M
Previous year: $10.6M
+28.9%
EPS
$0.1
Previous year: $0.01
+900.0%
Avg. Revenue/Center
$8.3K
Gross Profit
$5.96M
Previous year: $5.51M
+8.2%
Cash and Equivalents
$17M
Previous year: $9.7M
+75.3%
Free Cash Flow
$23.4M
Previous year: -$5.67M
-512.9%
Total Assets
$147M
Previous year: $108M
+35.4%

Paysign

Paysign

Paysign Revenue by Segment

Forward Guidance

Paysign expects continued growth in 2024, with revenue projected to be between $54.5 million and $56.7 million. Pharma revenue is expected to grow significantly, and the company anticipates continued investments in people and technology.

Positive Outlook

  • Total revenues are expected to be in the range of $54.5 million to $56.7 million, reflecting year-over-year growth of 15% to 20%.
  • Pharma revenue is expected to grow at least 100% year-over-year.
  • Gross profit margins are expected to be between 52.0% to 54.0%.
  • The company expects to generate interest income of $2.6 million to $2.9 million.
  • Net income is expected to be in the range of $2.0 million to $3.0 million, or $0.04 to $0.06 per diluted share, and adjusted EBITDA to be in the range of $8.0 million to $9.0 million, or $0.15 to $0.17 per diluted share.

Challenges Ahead

  • Revenue for the first quarter of 2024 is expected to reflect the seasonal impact of tax refunds on the plasma business.
  • Operating expenses are expected to be between $29.0 and $31.0 million as we continue to make investments in people and technology.
  • Operating expenses for Q1 2024 are expected to be between $7.0 million to $7.5 million.
  • Depreciation and amortization are expected to be between $6.0 million and $6.5 million.
  • Stock-based compensation is expected to be between $2.7 million and $3.0 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income