For the quarter ended December 2025, Waystar Holding (WAY Quick QuoteWAY - Free Report) reported revenue of $303.54 million, up 24.4% over the same period last year. EPS came in at $0.36, compared to $0.29 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $294.61 million, representing a surprise of +3.03%. The company delivered an EPS surprise of -8.37%, with the consensus EPS estimate being $0.39.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Waystar performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenue- Volume-based: $134.2 million versus $129.32 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +10.7% change.
• Revenue- Subscription: $167.8 million versus the four-analyst average estimate of $164.99 million. The reported number represents a year-over-year change of +38.1%.
• Revenue- Implementation services and other: $1.53 million compared to the $1.64 million average estimate based on four analysts. The reported number represents a change of +12.3% year over year.

View all Key Company Metrics for Waystar here>>>

Shares of Waystar have returned -26% over the past month versus the Zacks S&P 500 composite's -1.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.