BILL Holdings Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 1/6
BILL Holdings verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 42.4%, während die Gewinne der Branche Software jährlich um gewachsen und zwar um 27.2%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 29.1%. Die Eigenkapitalrendite von BILL Holdings beträgt 0% und die Nettomargen betragen 0.01%.
Wichtige Informationen
42.44%
Wachstumsrate der Gewinne
44.52%
EPS-Wachstumsrate
| Software Wachstum der Industrie | 17.33% |
| Wachstumsrate der Einnahmen | 29.05% |
| Eigenkapitalrendite | 0.0043% |
| Netto-Marge | 0.01% |
| Letzte Ertragsaktualisierung | 31 Mar 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Seeking Alpha • May 29
BILL Holdings: Very Low Valuation With AI Fears Overdone
Summary BILL Holdings is a category-leading SMB financial operations SaaS platform, trading at 1.9x FY2028e core revenue and 8.1x adjusted FCF multiple. Despite a 16% stock decline since May 2025, BILL continues to outperform guidance, expand margins, and accelerate AI-native transformation. A $1B share repurchase (25%+ of market cap) and raised FY26 operating income guidance underscore management's confidence in long-term growth and FCF generation. I see 65% upside to a $66/share target, driven by AI monetization, operating leverage, and resilient embedded customer workflows despite macro and competitive risks. Read the full article on Seeking Alpha
Narrativ-Update • May 23
BILL: Cost Cuts And $1b Buyback Will Drive Future Upside Repricing
Analysts have trimmed the fair value estimate for BILL Holdings to about $75 from roughly $78, reflecting slightly softer revenue growth assumptions, a modestly higher discount rate, and a lower forward P/E, partly offset by higher projected profit margins tied to recent cost actions and the new $1b buyback authorization. Analyst Commentary Recent Street research on BILL highlights a split view, with some firms trimming targets while others move higher, particularly where cost actions and the new US$1b buyback are front and center.Narrativ-Update • May 01
BILL: Expected Private Equity Deal Talks Will Drive Future Upside Repricing
The Analyst Price Target for BILL Holdings has moved modestly lower by about $1, as analysts factor in slightly softer revenue growth and profit margin assumptions, along with a higher projected P/E multiple informed by recent target cuts and acquisition chatter across the Street. Analyst Commentary Recent Street research on BILL Holdings reflects a mix of recalibrated targets and shifting expectations, with several firms revisiting their valuation frameworks and deal scenarios.
Narrativ-Update • Apr 16
BILL: Takeover Talks And Execution Risks Will Shape Future Returns Outlook
Analysts have raised their average price target on BILL Holdings by a low single-digit dollar amount, citing updated assumptions around slightly stronger revenue growth, modestly better profit margins, and a marginally lower discount rate, while keeping fair value estimates around $42 unchanged. Analyst Commentary Street research on BILL Holdings has been mixed, with some firms nudging price targets slightly higher while others are taking a more cautious stance and revisiting their assumptions.Narrativ-Update • Apr 01
BILL: Takeover Talks And Execution Risks Will Shape Future Market Perception
The analyst price target for BILL Holdings has shifted by a few dollars as firms fine-tune their models in response to slightly higher revenue growth and profit margins. At the same time, they are weighing mixed target revisions and continuing to debate the company’s potential as a takeout candidate.Narrativ-Update • Mar 18
BILL: Expected Private Equity Interest Will Drive Future Upside Repricing
Analysts have nudged their average price targets for BILL Holdings slightly higher, with modest $1 to $2 upward revisions from some firms partially offsetting cuts of $6 to $13 from others. These changes reflect updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples.Narrativ-Update • Mar 04
BILL: Potential Private Equity Takeover Will Drive Future Upside Repricing
Analysts have modestly reduced their blended price target for BILL Holdings to about $78, down from roughly $80, as they factor in updated views on revenue growth, margins, future P/E assumptions and mixed recent research moves that include both price target cuts and small increases. Analyst Commentary Recent Street research on BILL Holdings reflects a mix of trimmed and lifted price targets, along with growing discussion around potential corporate activity.Narrativ-Update • Feb 18
BILL: Mixed Takeover Interest And Execution Risks Will Shape Future Multiple
The analyst price target for BILL Holdings has been adjusted to $42.00 from $43.75, reflecting a balance of mixed target revisions and updated views on growth, profitability, future P/E assumptions, and ongoing takeover interest at levels up to $70.00 per share. Analyst Commentary Recent research on BILL Holdings reflects a mixed but generally cautious tone, with several bearish analysts resetting expectations around valuation, growth, and the likelihood and timing of any potential transaction.Narrativ-Update • Feb 04
BILL: Activist Pressure And Sale Exploration Will Drive Takeover Upside Potential
Analysts have trimmed their implied fair value for BILL Holdings from about $80.33 to $79.75 per share, reflecting slightly higher discount assumptions, modestly adjusted long term growth and margin expectations, and lower future P/E estimates along with reduced Street price targets in recent research. Analyst Commentary Recent research on BILL Holdings has centered on recalibrated price targets and takeover scenarios, with analysts fine tuning their models around growth, margins, and sector P/E benchmarks.Narrativ-Update • Jan 20
BILL: Sale Exploration And Activist Pressure Will Test Premium Earnings Multiple
Narrative update on BILL Holdings The updated analyst price target for BILL Holdings reflects a slight upward adjustment in estimated fair value to about $43.75, as analysts refine their models following recent price target resets, modest tweaks to revenue growth and margin assumptions, and lower sector P/E multiples referenced in recent research. Analyst Commentary Recent research on BILL Holdings reflects a mix of cautious adjustments and supportive views.Narrativ-Update • Jan 06
BILL: Sale Exploration Will Test Sustainability Of Premium Earnings Multiple
Analysts have made a modest upward adjustment to their assessed fair value for BILL Holdings to about US$43.55. This reflects updated assumptions on revenue growth and discount rates, alongside mixed price target changes on the Street, including reductions to US$60 and US$54 and a new initiation at US$71.Narrativ-Update • Dec 16
BILL: Activist Pressure And Sale Exploration Will Unlock Upside Potential
The analyst price target for BILL Holdings has been trimmed modestly by about $1 to reflect a slightly lower fair value and profit margin outlook, with analysts citing recent target reductions amid more conservative assumptions for net adds and core revenue growth, partly offset by still solid mid-teens growth expectations and support from new Buy initiations. Analyst Commentary Bullish analysts remain constructive on BILL Holdings despite modest target reductions, highlighting a combination of operational execution, activist involvement and an improving growth trajectory as key supports for valuation.
Narrativ-Update • Dec 02
BILL: Activist Investors And Potential Sale Discussions Will Unlock Shareholder Value
The analyst price target for BILL Holdings has edged slightly lower, from $60.91 to $60.86, as analysts cite modestly tempered revenue growth projections and a compression in comparable company multiples across the industry following recent results. Analyst Commentary Recent Street research reflects a mixture of optimism and caution among analysts regarding BILL Holdings' valuation, execution, and growth prospects.Narrativ-Update • Nov 18
BILL: Activist Involvement Will Drive Operational Improvements and Unlock Shareholder Value
Analysts have modestly lowered their price target for BILL Holdings to $60.91 from $61.95, citing softer near-term revenue growth and profit margin expectations. They also anticipate that operational improvements and new partnerships could support long-term upside.Narrativ-Update • Nov 03
BILL: Activist Involvement And Upgrades Will Drive Share Price Momentum
The average analyst price target for BILL Holdings has inched up from $61.05 to $61.95, as analysts cite improving revenue growth estimates and growing optimism about operational and strategic initiatives following recent upgrades and involvement from activist investors. Analyst Commentary Recent research notes reflect a mix of optimism and caution among analysts following BILL Holdings, with perspectives shaped by upgraded ratings, changing price targets, and the involvement of activist investors.Narrativ-Update • Oct 20
AI And Embedded Finance Will Transform Digital Workflows
The analyst price target for BILL Holdings has increased modestly from $60.10 to $61.05. Analysts cite improving margin prospects, activist investor involvement, and expectations of a rebound in core revenue growth as supporting factors for this upward revision.Narrativ-Update • Oct 05
AI And Embedded Finance Will Transform Digital Workflows
BILL Holdings’ fair value estimate has been increased from $58.95 to $60.10 per share. Analysts cite renewed optimism around core revenue growth prospects, activist investor involvement, and improving estimates as key drivers for the adjustment.Narrativ-Update • Sep 20
AI And Embedded Finance Will Transform Digital Workflows
Analysts have raised BILL Holdings’ price target as expectations of a revenue reacceleration from embedded partnerships and potential operational improvements from activist involvement outweigh near-term sector and consumer headwinds, resulting in a new fair value of $58.95. Analyst Commentary Bullish analysts cite upside to revenue estimates, expecting core revenue growth to trough and then re-accelerate as embedded solutions partnerships contribute to top-line gains.Analyseartikel • Sep 10
Investors Shouldn't Be Too Comfortable With BILL Holdings' (NYSE:BILL) Earnings
Unsurprisingly, BILL Holdings, Inc.'s ( NYSE:BILL ) stock price was strong on the back of its healthy earnings report...Analyseartikel • Sep 08
BILL Holdings, Inc.'s (NYSE:BILL) Shares Bounce 27% But Its Business Still Trails The Industry
BILL Holdings, Inc. ( NYSE:BILL ) shares have had a really impressive month, gaining 27% after a shaky period...Analyseartikel • Aug 31
BILL Holdings, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
It's been a good week for BILL Holdings, Inc. ( NYSE:BILL ) shareholders, because the company has just released its...Narrativ-Update • Aug 29
AI Platform Upgrades And New Products Will Strengthen Fintech's Market Position
Analysts have lowered their price target for BILL Holdings to $57.45, reflecting sector underperformance, macroeconomic risks, and increased competition from Xero's Melio acquisition, despite some optimism regarding valuation and fintech sentiment. Analyst Commentary Bullish analysts cite improving sentiment for the FinTech sector and expectations for solid overall earnings, believing recent underperformance creates an attractive setup.Analyseartikel • May 09
Investors Still Aren't Entirely Convinced By BILL Holdings, Inc.'s (NYSE:BILL) Revenues Despite 26% Price Jump
Those holding BILL Holdings, Inc. ( NYSE:BILL ) shares would be relieved that the share price has rebounded 26% in the...Seeking Alpha • Apr 17
BILL Holdings: Eroding Underlying Demand Limits Growth Potential
Summary I am negative on Bill.com due to weakening SMB demand, slower customer adds, and lower TPV per customer impacting BILL's financials. Macro uncertainty and rising inflation risks from recent tariffs are likely to further erode BILL’s growth outlook and financial health. Customer growth and platform engagement are decelerating, with declining TPV per customer indicating deteriorating underlying demand. Read the full article on Seeking AlphaAnalyseartikel • Apr 04
Should You Investigate BILL Holdings, Inc. (NYSE:BILL) At US$42.60?
BILL Holdings, Inc. ( NYSE:BILL ), might not be a large cap stock, but it received a lot of attention from a...Analyseartikel • Mar 10
Does BILL Holdings (NYSE:BILL) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Mar 10
BILL Holdings: Why I'm Neutral After A Tough Selloff
Summary BILL Holdings demonstrates strong revenue growth rates, indicating robust business expansion and potential for future profitability. The stock valuation of BILL Holdings appears attractive, suggesting it is currently undervalued relative to its growth prospects. The investment thesis highlights the company's market position and innovative solutions as key drivers for sustained growth. The bottom line emphasizes a positive outlook for BILL Holdings, recommending it as a compelling investment opportunity, but competitive pressures make me wary. Read the full article on Seeking Alpha
Neues Narrativ • Feb 17
AI-Powered Solutions Will Expand SMB Financial Operations Platform
BILL's strategic focus on AI and innovative payment solutions aims to boost market penetration, transaction volumes, and product adoption for future revenue growth.Analyseartikel • Feb 12
Investors Don't See Light At End Of BILL Holdings, Inc.'s (NYSE:BILL) Tunnel And Push Stock Down 26%
To the annoyance of some shareholders, BILL Holdings, Inc. ( NYSE:BILL ) shares are down a considerable 26% in the last...Analyseartikel • Feb 08
Is BILL Holdings, Inc. (NYSE:BILL) Trading At A 27% Discount?
Key Insights The projected fair value for BILL Holdings is US$85.28 based on 2 Stage Free Cash Flow to Equity Current...Aufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie BILL Holdings Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 31 Mar 26 | 1,600 | 0 | 978 | 328 |
| 31 Dec 25 | 1,552 | -24 | 959 | 340 |
| 30 Sep 25 | 1,500 | 12 | 927 | 342 |
| 30 Jun 25 | 1,463 | 24 | 898 | 340 |
| 31 Mar 25 | 1,423 | 38 | 873 | 330 |
| 31 Dec 24 | 1,388 | 82 | 847 | 325 |
| 30 Sep 24 | 1,344 | 8 | 826 | 326 |
| 30 Jun 24 | 1,290 | -29 | 816 | 337 |
| 31 Mar 24 | 1,242 | -52 | 746 | 339 |
| 31 Dec 23 | 1,192 | -115 | 733 | 336 |
| 30 Sep 23 | 1,134 | -170 | 763 | 329 |
| 30 Jun 23 | 1,058 | -224 | 745 | 315 |
| 31 Mar 23 | 963 | -293 | 764 | 300 |
| 31 Dec 22 | 857 | -348 | 718 | 281 |
| 30 Sep 22 | 754 | -334 | 619 | 253 |
| 30 Jun 22 | 642 | -326 | 545 | 220 |
| 31 Mar 22 | 520 | -283 | 487 | 182 |
| 31 Dec 21 | 413 | -223 | 363 | 144 |
| 30 Sep 21 | 310 | -160 | 262 | 114 |
| 30 Jun 21 | 238 | -99 | 181 | 90 |
| 31 Mar 21 | 202 | -66 | 108 | 75 |
| 31 Dec 20 | 184 | -48 | 118 | 67 |
| 30 Sep 20 | 169 | -38 | 109 | 60 |
| 30 Jun 20 | 158 | -31 | 99 | 53 |
| 31 Mar 20 | 147 | -26 | 91 | 48 |
| 31 Dec 19 | 134 | -20 | 79 | 42 |
| 30 Sep 19 | 121 | -12 | 68 | 35 |
| 30 Jun 19 | 108 | -7 | 59 | 29 |
| 30 Jun 18 | 65 | -7 | 35 | 18 |
Qualität der Erträge: BILL hat einen großen einmalig Verlust von $14.3M verbucht, der sich auf die Finanzergebnisse der letzten 12 Monate bis zum 31st March, 2026 auswirkt.
Wachsende Gewinnspanne: BILLDie aktuellen Gewinnspannen (0.01%) sind niedriger als im letzten Jahr (2.7%).
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: BILL ist in den letzten 5 Jahren profitabel geworden und hat seinen Gewinn um 42.4% pro Jahr gesteigert.
Beschleunigtes Wachstum: BILLDas Unternehmen hat im vergangenen Jahr ein negatives Gewinnwachstum verzeichnet, so dass es nicht mit seinem 5-Jahres-Durchschnitt verglichen werden kann.
Erträge im Vergleich zur Industrie: BILL hatte im vergangenen Jahr ein negatives Gewinnwachstum (-99.6%), was einen Vergleich mit dem Branchendurchschnitt Software (11.8%) erschwert.
Eigenkapitalrendite
Hohe Eigenkapitalrendite: BILLDie Eigenkapitalrendite des Unternehmens (0%) wird als niedrig angesehen.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/31 21:25 |
| Aktienkurs zum Tagesende | 2026/05/29 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/06/30 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
BILL Holdings, Inc. wird von 33 Analysten beobachtet. 23 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| David Koning | Baird |
| Gary Prestopino | Barrington Research Associates, Inc. |
| Daniel Jester | BMO Capital Markets Equity Research |