BILL Holdings Dirección
Dirección controles de criterios 0/4
El CEO de BILL Holdings es Rene Lacerte , nombrado en Apr 2006, tiene una permanencia de 20.08 años. compensación anual total es $16.14M, compuesta por 3.4% salario y 96.6% primas, incluidas acciones y opciones de la empresa. posee directamente un 2.78% de las acciones de la empresa, por valor de $102.07M. La antigüedad media del equipo directivo y de la junta directiva es de 1.7 años y 2.6 años, respectivamente.
Información clave
Rene Lacerte
Chief Executive Officer (CEO)
US$16.1m
Compensación total
| Porcentaje del salario del CEO | 3.41% |
| Permanencia del CEO | 20.1yrs |
| Participación del CEO | 2.8% |
| Permanencia media de la dirección | 1.7yrs |
| Promedio de permanencia en la Junta Directiva | 2.6yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización del análisis • 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.Seeking Alpha • Apr 22
BILL Holdings: Real AI Concerns, But Priced Accordingly
Summary BILL Holdings trades near all-time lows, reflecting AI disruption fears and post-pandemic valuation compression. Revenue growth remains steady at 12-14% with stable user metrics, but operating leverage and profitability are minimal. Enterprise value sits just above 2x sales, supported by a $400 million net cash position and interest-free convertible debt until 2030. While AI poses a credible threat, BILL's SME focus and integrated platform may delay disruption, warranting cautious observation rather than immediate action. Read the full article on Seeking Alpha
Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.
Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Actualización del análisis • 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.Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Actualización del análisis • 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.Artículo de análisis • 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 AlphaArtículo de análisis • 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...Artículo de análisis • 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
Nuevo análisis • 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.Artículo de análisis • 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...Artículo de análisis • 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...Seeking Alpha • Feb 05
BILL Holdings: Not Chasing The Rally
Summary BILL Holdings, Inc., a cloud-based payment and spend management solution provider for small businesses, has seen its stock surge since its last quarterly report. The company beat both top and bottom-line expectations with that earnings report and has a solid balance sheet. That said, the analyst firm community is mixed on the company's current prospects, and there was a notable pickup in insider selling in the second half of 2024. Can the rally continue? An analysis of BILL Holdings follows in the paragraphs below. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Dec 31 2025 | n/a | n/a | -US$24m |
| Sep 30 2025 | n/a | n/a | US$12m |
| Jun 30 2025 | US$16m | US$550k | US$24m |
| Mar 31 2025 | n/a | n/a | US$38m |
| Dec 31 2024 | n/a | n/a | US$82m |
| Sep 30 2024 | n/a | n/a | US$8m |
| Jun 30 2024 | US$14m | US$613k | -US$29m |
| Mar 31 2024 | n/a | n/a | -US$52m |
| Dec 31 2023 | n/a | n/a | -US$115m |
| Sep 30 2023 | n/a | n/a | -US$170m |
| Jun 30 2023 | US$18m | US$550k | -US$224m |
| Mar 31 2023 | n/a | n/a | -US$293m |
| Dec 31 2022 | n/a | n/a | -US$348m |
| Sep 30 2022 | n/a | n/a | -US$334m |
| Jun 30 2022 | US$14m | US$500k | -US$326m |
| Mar 31 2022 | n/a | n/a | -US$283m |
| Dec 31 2021 | n/a | n/a | -US$223m |
| Sep 30 2021 | n/a | n/a | -US$160m |
| Jun 30 2021 | US$1m | US$445k | -US$99m |
| Mar 31 2021 | n/a | n/a | -US$66m |
| Dec 31 2020 | n/a | n/a | -US$48m |
| Sep 30 2020 | n/a | n/a | -US$38m |
| Jun 30 2020 | US$17m | US$402k | -US$31m |
| Mar 31 2020 | n/a | n/a | -US$26m |
| Dec 31 2019 | n/a | n/a | -US$20m |
| Sep 30 2019 | n/a | n/a | -US$12m |
| Jun 30 2019 | US$5m | US$350k | -US$7m |
Compensación vs. Mercado: La compensación total de Rene($USD16.14M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD7.18M).
Compensación vs. Ingresos: La compensación de Rene ha aumentado mientras la empresa no es rentable.
CEO
Rene Lacerte (57 yo)
20.1yrs
Permanencia
US$16,139,835
Compensación
Mr. Rene A. Lacerte is the Founder of BILL Holdings, Inc. since April 2006 and serves as its Chief Executive Officer since April 2006. He serves as Chairperson of the Board at BILL Holdings, Inc. (formerly...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Founder | 20.1yrs | US$16.14m | 2.78% $ 102.1m | |
| President & COO | 2.5yrs | US$13.90m | 0.21% $ 7.9m | |
| Chief Technology Officer | 3.1yrs | US$7.93m | 0.15% $ 5.7m | |
| EVP and GM of Payments & Financial Services | 1.7yrs | US$11.56m | 0.056% $ 2.1m | |
| Executive VP & GM of Software Solutions | 1yr | US$9.44m | sin datos | |
| Chief Financial Officer & Principal Accounting Officer | less than a year | sin datos | sin datos | |
| Vice President of Investor Relations | less than a year | sin datos | sin datos | |
| General Counsel & Corporate Secretary | less than a year | sin datos | sin datos | |
| Chief People Officer | 1.6yrs | sin datos | sin datos | |
| Chief Customer Officer | 1.9yrs | sin datos | sin datos | |
| VP & Chief Information Security Officer | 4.2yrs | sin datos | sin datos |
1.7yrs
Permanencia media
57yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de BILL no se considera experimentado ( 1.7 años antigüedad media), lo que sugiere un nuevo equipo.
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Founder | 20.1yrs | US$16.14m | 2.78% $ 102.1m | |
| Independent Director | less than a year | sin datos | sin datos | |
| Independent Director | 4yrs | US$239.01k | 0.010% $ 378.2k | |
| Independent Director | 10yrs | US$239.01k | 0.044% $ 1.6m | |
| Independent Director | less than a year | sin datos | sin datos | |
| Lead Independent Director | 5.7yrs | US$275.01k | 0.011% $ 408.7k | |
| Independent Director | less than a year | sin datos | sin datos | |
| Independent Director | 1.3yrs | US$419.48k | 0.0015% $ 56.9k | |
| Independent Director | 6.8yrs | US$253.01k | 0.0086% $ 316.6k | |
| Independent Director | 3.9yrs | US$263.05k | 0.0096% $ 351.4k | |
| Independent Director | 1.3yrs | US$422.46k | 0.0015% $ 56.9k | |
| Independent Director | less than a year | sin datos | sin datos |
2.6yrs
Permanencia media
53yo
Promedio de edad
Junta con experiencia: La junta directiva de BILL no se considera experimentada (2.6 años de permanencia promedio), lo que sugiere una nueva junta directiva.
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/07 14:47 |
| Precio de las acciones al final del día | 2026/05/07 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/06/30 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
BILL Holdings, Inc. está cubierta por 33 analistas. 23 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| David Koning | Baird |
| Gary Prestopino | Barrington Research Associates, Inc. |
| null null | BMO Capital Markets Equity Research |