ValueClick and Western Union Company Shares Head in Opposite Directions After Earnings

ValueClick Inc. (NASDAQ:VCLK) reported net income above Wall Street’s expectations for the fourth quarter. Net income for the advertising agency rose to $29.4 million (35 cents per share) vs. $21.1 million (26 cents per share) in the same quarter a year earlier. This marks a rise of 39.5% from the year earlier quarter. Revenue rose 41.8% to $182.6 million from the year earlier quarter. ValueClick Inc. reported adjusted net income of 47 cents per share. By that measure, the company beat the mean estimate of 29 cents per share. It beat the average revenue estimate of $175.6 million.

“We completed a successful 2011 with strong fourth quarter results, including Media segment results that were driven by 20 percent organic growth in our display business, double digit growth in the Affiliate Marketing and Technology segments, and very strong performance by our recent acquisitions,” said Jim Zarley, chief executive officer of ValueClick.

Competitors to Watch: Inuvo, Inc. (AMEX:INUV), Harte-Hanks, Inc. (NYSE:HHS), interCLICK Inc (NASDAQ:ICLK), National CineMedia, Inc. (NASDAQ:NCMI), SuperMedia Inc (NASDAQ:SPMD), Lamar Advertising Company (NASDAQ:LAMR), AOL Inc (NYSE:AOL), Digital River (NASDAQ:DRIV), Google (NASDAQ:GOOG), Yahoo (NASDAQ:YHOO), Microsoft (NASDAQ:MSFT), Interpublic Group of Companies, Inc. (NYSE:IPG), and Omnicom Group Inc. (NYSE:OMC).

The Western Union Company (WU) reported its results for the fourth quarter. Net income for The Western Union Company rose to $452.3 million (73 cents per share) vs. $242.6 million (37 cents per share) in the same quarter a year earlier. This marks a rise of 86.4% from the year earlier quarter. Revenue rose 5.5% to $1.43 billion from the year earlier quarter. The Western Union Company reported adjusted net income of 40 cents per share. By that measure, the company fell short of mean estimate of 41 cents per share. Analysts were expecting revenue of $1.44 billion.

Western Union President and Chief Executive Officer Hikmet Ersek commented, “We realized many accomplishments in 2011. We exceeded our initial outlook for earnings per share, and delivered our highest full year revenue growth rate since 2008. Each of our consumer-to-consumer regions grew, with strong performance in electronic channels. Consumer bill payments continued its turnaround, and Western Union Business Solutions delivered double-digit revenue growth. We also returned $1 billion to shareholders through share repurchase and dividends.”

Competitors to Watch: MoneyGram Intl., Inc. (NYSE:MGI), Euronet Worldwide, Inc. (NASDAQ:EEFT), MasterCard Incorporated (NYSE:MA), Visa (NYSE:V), Discover (NYSE:DFS), American Express (NYSE:AXP), Wright Express Corporation (NYSE:WXS), Heartland Payment Systems, Inc. (NYSE:HPY), Global Payments Inc. (NYSE:GPN), Newtek Business Services, Inc. (NASDAQ:NEWT), FleetCor Tech., Inc. (NYSE:FLT), Green Dot Corporation (NYSE:GDOT), and M&F Worldwide Corp. (NYSE:MFW).