Box Resultados de beneficios anteriores
Pasado controles de criterios 2/6
Box ha aumentado sus beneficios a una tasa media anual de 66%, mientras que los beneficios de la industria de Software han experimentado un crecimiento de 22.4% anual. Los ingresos han ido creciendo a una tasa media de 7.7% al año. La rentabilidad financiera de Box es de 58.5%, y sus márgenes netos son de 7.4%.
Información clave
65.99%
Tasa de crecimiento de los beneficios
65.79%
Tasa de crecimiento del BPA
| Crecimiento de la industria Software | 17.33% |
| Tasa de crecimiento de los ingresos | 7.65% |
| Rentabilidad financiera | 58.54% |
| Margen neto | 7.39% |
| Próxima actualización de resultados | 26 May 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Actualización de narrativa • May 03
BOX: AI Content Automation And Buybacks Will Support Future Cash Generation
Analysts have lowered their average price targets on Box to a range of $28 to $36, attributing the change to a modestly reduced implied future P/E ratio along with slight revisions to profit margin and free cash flow expectations. Analyst Commentary Recent research around Box reflects a mix of optimism about execution and free cash flow, alongside a more cautious stance on valuation and sector multiples.Actualización de narrativa • Apr 18
BOX: AI Content Automation And Buybacks Will Support Long-Term Cash Generation
Analysts have reduced the Box fair value estimate from $35.63 to $32.25, reflecting lower revenue growth assumptions, a more conservative future P/E multiple, and recent cuts to price targets across the Street following updated free cash flow estimates and broader software sector multiples. Analyst Commentary Recent research updates on Box point to a mixed backdrop, with several firms trimming price targets, adjusting free cash flow assumptions, and aligning their models with current software sector multiples.
Actualización de narrativa • Apr 03
BOX: AI Tools And Buybacks Will Offset Tighter Market Focus On Cash
Analyst price targets for Box have been trimmed by a few dollars per share into a tighter $28 to $36 range, as analysts update free cash flow assumptions and adjust their models to reflect current software sector valuation multiples and what they view as a stronger revenue growth starting point based on recent guidance. Analyst Commentary Recent research updates cluster around a common theme: price targets are being reset, even as some analysts highlight solid recent execution and guidance.Actualización de narrativa • Mar 20
BOX: AI Content Tools And Buybacks Will Support Cash Flow And Measured Outlook
Analysts have trimmed the Box fair value estimate from $26.00 to $25.00, reflecting slightly lower profit margin assumptions and a reduced future P/E multiple, in line with recent cuts to Street price targets that cite modestly lower free cash flow estimates and softer software sector valuations. Analyst Commentary Street research on Box has recently centered on lower price targets tied to updated free cash flow assumptions and softer software valuation multiples.Actualización de narrativa • Mar 05
BOX: AI Content Tools Will Support Cash Flow Focus And Steady Outlook
Narrative Update on Box The blended analyst price target for Box has moved lower by a few dollars into the high $20s to mid $30s range, as analysts factor in updated post earnings models, stronger profit expectations, and a lower future P/E assumption, alongside sector wide focus on near term cash flow. Analyst Commentary Recent Street commentary around Box centers on lower price targets following the latest earnings update, with analysts recalibrating their models to reflect updated profit expectations, revised revenue assumptions, and a market that is putting more weight on near term cash generation.Actualización de narrativa • Feb 19
BOX: AI Content Automation And Buybacks Will Drive Long-Term Workflow Upside
Analysts have maintained their Box price target at $35.63, with only small adjustments to assumptions around the discount rate, revenue growth, profit margin, and future P/E, resulting in a broadly unchanged outlook. What's in the News Box announced the general availability of Box Extract, a generative AI offering that turns unstructured content into structured metadata inside Box.Actualización de narrativa • Feb 05
BOX: AI Partnerships And Content Automation Will Support Long-Term Workflow Upside
Analysts have maintained their fair value estimate for Box at $35.63 per share, incorporating a slightly higher discount rate and a marginally higher future P/E assumption. This reflects a more cautious view on risk while still indicating similar long-term earnings potential.Actualización de narrativa • Jan 21
BOX: AI Content Agents Will Support Steady Outlook With Softer Margins
Analysts have kept their fair value estimate for Box steady at $26.00, with small tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions. These changes reflect modestly updated views on the company’s risk, earnings power, and longer term valuation profile.Artículo de análisis • Jan 07
Is Box, Inc. (NYSE:BOX) Trading At A 38% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Box fair value estimate is US$47.29 Box's US$29.13 share price...Actualización de narrativa • Jan 07
BOX: AI And Cloud Partnerships Will Drive Long-Term Content Workflow Upside
Analysts have lowered their price target on Box by about $0.63, citing slightly higher discount rates, a small adjustment to long term profit margin, and a modestly lower future P/E assumption in their models. What's in the News Autonomy launched an integration with Box that allows autonomous AI agents to read, write, analyze, and act on content stored in Box and connected SaaS tools.Actualización de narrativa • Dec 18
BOX: AI Partnerships Will Leave Shares Exposed To Softer Profitability
Analysts have modestly raised their price target on Box to $26.00, citing slightly stronger long term revenue growth expectations that more than offset a marginally higher discount rate and a somewhat softer profit margin outlook. What's in the News Box issued guidance for the fourth quarter of fiscal 2026, projecting approximately $304 million in revenue, up about 9% year over year, and full year 2026 revenue of roughly $1.175 billion with a 7% GAAP operating margin (Corporate Guidance).Seeking Alpha • Dec 05
Box Q3: Limited Alpha Ahead
Summary Box is rated Hold with a $36 price target, implying a modest 13.2% upside versus current levels. Q3 results highlight stable cash generation, 9% revenue growth, and durable gross margins near 80%, but EPS softness persists due to tax normalization and R&D investment. Management is executing a strategic shift toward AI-driven content infrastructure, with new partnerships and a subscription-first model supporting long-term value creation. Read the full article on Seeking AlphaActualización de narrativa • Dec 04
BOX: AI Partnerships On AWS And TCS Will Drive Long-Term Upside
Analysts have slightly lowered their price target on Box by 0.50 dollars to 36.25 dollars, citing a modestly higher discount rate and slightly lower profit margin expectations, partially offset by marginally stronger projected revenue growth. What's in the News Box issued new guidance for the fourth quarter of fiscal 2026, projecting approximately 304 million dollars in revenue, up 9 percent year over year, with a GAAP operating margin of about 11 percent and GAAP EPS of roughly 0.06 dollars, including a negative impact from non cash deferred tax expenses (Corporate Guidance).Actualización de narrativa • Oct 22
Analysts Revise Outlook on Box Amid Strong AI Growth and Strategic Partnerships
Narrative Update on Box Analysts have slightly lowered their fair value estimate for Box to $36.75 from $37.50. Minor adjustments to growth and margin forecasts reflect a cautious but still optimistic outlook, following recent price target increases based on the company's strong fiscal Q2 results and anticipated benefits from artificial intelligence.Actualización de narrativa • Aug 27
AI And Enterprise Advanced Will Improve Services Amid Margin Challenges
Driven by a higher future P/E ratio and increased discount rate reflecting upward earnings and risk adjustments, Box’s consensus Analyst Price Target has been modestly raised from $35.09 to $36.50. What's in the News Box expects Q3 revenue between $298 million and $299 million, up 8% year-over-year, and FY revenue between $1.170 billion and $1.175 billion, also up 8%; GAAP EPS guidance reflects negative impacts from non-cash deferred tax expenses partially offset by FX benefits.Artículo de análisis • Jul 31
Is Box (NYSE:BOX) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Artículo de análisis • Jul 15
Box, Inc.'s (NYSE:BOX) Share Price Could Signal Some Risk
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...Artículo de análisis • Jun 30
An Intrinsic Calculation For Box, Inc. (NYSE:BOX) Suggests It's 30% Undervalued
Key Insights The projected fair value for Box is US$48.61 based on 2 Stage Free Cash Flow to Equity Box's US$34.00...Artículo de análisis • Jun 13
We Like These Underlying Return On Capital Trends At Box (NYSE:BOX)
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Artículo de análisis • May 05
Do Box's (NYSE:BOX) Earnings Warrant Your Attention?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Artículo de análisis • Apr 19
Is Box (NYSE:BOX) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Artículo de análisis • Apr 04
Is It Too Late To Consider Buying Box, Inc. (NYSE:BOX)?
Box, Inc. ( NYSE:BOX ), is not the largest company out there, but it received a lot of attention from a substantial...Artículo de análisis • Mar 19
Earnings Not Telling The Story For Box, Inc. (NYSE:BOX)
Box, Inc.'s ( NYSE:BOX ) price-to-earnings (or "P/E") ratio of 22x might make it look like a sell right now compared to...Seeking Alpha • Mar 06
Box: Getting Closer, But Wait For A Deeper Dip Before Buying
Summary Box's stock fell post-earnings despite strong Q4 results due to a modest FY25 outlook, but shares have rallied ~20% over the past year. At $32/share, Box's ~13x FCF valuation isn't attractive yet. I recommend waiting for a drop to $28 for a better buying opportunity. Box's revenue and billings growth accelerated slightly in Q4, and the company is expecting ~6% growth in FY26. Box's predictable growth and strong cash flow make it a reliable long-term investment, but timing the buy until the valuation drops further is the best move. Read the full article on Seeking AlphaArtículo de análisis • Feb 27
An Intrinsic Calculation For Box, Inc. (NYSE:BOX) Suggests It's 33% Undervalued
Key Insights The projected fair value for Box is US$48.92 based on 2 Stage Free Cash Flow to Equity Current share price...Seeking Alpha • Feb 24
Box, Inc.: Small Company, Big Dreams
Summary Box, Inc. is a founder-led company with a growing customer base, but its net retention rate has been declining, raising concerns about future growth. Box's aggressive growth strategy includes cross-selling, upselling, and leveraging AI to enhance content management, but it faces stiff competition from industry giants like Microsoft and Google. Despite consistent revenue growth and profitability, Box's current stock price does not offer a sufficient margin of safety, making it a hold rather than a buy. I will monitor Box's new product launches and net retention rate before considering an investment, as the risks currently outweigh the potential rewards. Read the full article on Seeking AlphaArtículo de análisis • Jan 29
We Like These Underlying Return On Capital Trends At Box (NYSE:BOX)
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...Artículo de análisis • Jan 01
When Should You Buy Box, Inc. (NYSE:BOX)?
Box, Inc. ( NYSE:BOX ), might not be a large cap stock, but it saw significant share price movement during recent...Artículo de análisis • Dec 18
Here's Why We Think Box (NYSE:BOX) Might Deserve Your Attention Today
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Artículo de análisis • Dec 05
Some Confidence Is Lacking In Box, Inc.'s (NYSE:BOX) P/E
With a price-to-earnings (or "P/E") ratio of 37.9x Box, Inc. ( NYSE:BOX ) may be sending very bearish signals at the...Seeking Alpha • Dec 04
Box: Fair Performance, But Fairly Priced (Rating Downgrade)
Summary Box has seen a 30%+ gain this year, outperforming the S&P 500, despite slowing growth and recent deceleration in billings. The Company's strengths include a large $74 billion TAM, enterprise focus, and improving profit margins, but it faces risks from commoditization and evolving AI requirements. Q3 revenue grew 5.5% y/y, slightly beating expectations, but billings growth was choppy and below revenue growth, posing risks for future estimates. Given BOX's fair valuation at a ~18x forward P/E and ~4x forward revenue, I recommend locking in gains on Box here, and I'm downgrading to a neutral rating. Read the full article on Seeking AlphaArtículo de análisis • Nov 20
An Intrinsic Calculation For Box, Inc. (NYSE:BOX) Suggests It's 39% Undervalued
Key Insights Box's estimated fair value is US$53.94 based on 2 Stage Free Cash Flow to Equity Box is estimated to be...Artículo de análisis • Oct 21
These 4 Measures Indicate That Box (NYSE:BOX) Is Using Debt Safely
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Artículo de análisis • Sep 23
We Like These Underlying Return On Capital Trends At Box (NYSE:BOX)
There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...Artículo de análisis • Sep 05
Subdued Growth No Barrier To Box, Inc. (NYSE:BOX) With Shares Advancing 26%
Box, Inc. ( NYSE:BOX ) shareholders have had their patience rewarded with a 26% share price jump in the last month. The...
Nueva narrativa • Sep 02
Aggressive AI Push And High Customer Churn Risk Cloud Future Earnings Growth
Heavy investment in AI and technology, like the acquisition of Alphamoon, shifts Box towards R&D-intensive operations, risking operating margins.Seeking Alpha • Aug 28
Box: Strong Billings And Still Underappreciated
Summary Box shares jumped after posting strong Q2 results, with billings growth accelerating to 10% growth after slightly declining in the previous quarter. The company raised its FY25 guidance, now expecting 8% higher EPS on a 27.5% operating margin (50bps higher than its prior outlook). Box's revenue growth rates are nearly doubling that of its largest rival, Dropbox. BOX stock still trades at a very reasonable ~4x FY26 revenue and ~17x FY26 P/E. Read the full article on Seeking AlphaArtículo de análisis • Aug 24
Is It Too Late To Consider Buying Box, Inc. (NYSE:BOX)?
While Box, Inc. ( NYSE:BOX ) might not have the largest market cap around , it saw a decent share price growth of 14...Desglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero Box. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Jan 26 | 1,177 | 87 | 550 | 290 |
| 31 Oct 25 | 1,151 | 187 | 552 | 287 |
| 31 Jul 25 | 1,126 | 187 | 537 | 277 |
| 30 Apr 25 | 1,102 | 194 | 526 | 271 |
| 31 Jan 25 | 1,090 | 202 | 518 | 265 |
| 31 Oct 24 | 1,073 | 118 | 501 | 258 |
| 31 Jul 24 | 1,059 | 116 | 492 | 251 |
| 30 Apr 24 | 1,051 | 107 | 484 | 249 |
| 31 Jan 24 | 1,038 | 99 | 478 | 249 |
| 31 Oct 23 | 1,031 | 30 | 476 | 248 |
| 31 Jul 23 | 1,020 | 30 | 469 | 246 |
| 30 Apr 23 | 1,004 | 21 | 464 | 244 |
| 31 Jan 23 | 991 | 9 | 458 | 244 |
| 31 Oct 22 | 968 | -15 | 437 | 242 |
| 31 Jul 22 | 942 | -39 | 440 | 239 |
| 30 Apr 22 | 910 | -48 | 433 | 229 |
| 31 Jan 22 | 874 | -54 | 418 | 219 |
| 31 Oct 21 | 840 | -50 | 419 | 208 |
| 31 Jul 21 | 812 | -37 | 395 | 202 |
| 30 Apr 21 | 790 | -32 | 381 | 199 |
| 31 Jan 21 | 771 | -43 | 381 | 201 |
| 31 Oct 20 | 755 | -69 | 388 | 206 |
| 31 Jul 20 | 737 | -104 | 405 | 207 |
| 30 Apr 20 | 717 | -133 | 416 | 207 |
| 31 Jan 20 | 696 | -144 | 420 | 200 |
| 31 Oct 19 | 676 | -134 | 415 | 188 |
| 31 Jul 19 | 655 | -133 | 414 | 180 |
| 30 Apr 19 | 631 | -135 | 410 | 172 |
| 31 Jan 19 | 608 | -135 | 405 | 164 |
| 31 Oct 18 | 581 | -148 | 408 | 157 |
| 31 Jul 18 | 555 | -150 | 402 | 149 |
| 30 Apr 18 | 529 | -152 | 396 | 142 |
| 31 Jan 18 | 506 | -155 | 388 | 137 |
| 31 Oct 17 | 479 | -159 | 374 | 133 |
| 31 Jul 17 | 453 | -154 | 356 | 128 |
| 30 Apr 17 | 426 | -153 | 338 | 123 |
| 31 Jan 17 | 399 | -152 | 323 | 116 |
| 31 Oct 16 | 374 | -165 | 319 | 111 |
| 31 Jul 16 | 350 | -182 | 319 | 108 |
| 30 Apr 16 | 327 | -194 | 316 | 106 |
| 31 Jan 16 | 303 | -203 | 313 | 103 |
| 31 Oct 15 | 280 | -205 | 303 | 94 |
| 31 Jul 15 | 259 | -202 | 291 | 85 |
Ingresos de calidad: BOX tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio(7.4%) de BOX son inferiores a los del año pasado (18.5%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: BOX ha pasado a ser rentable en los últimos 5 años, con un crecimiento de los beneficios de 66% al año.
Acelerando crecimiento: BOX ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.
Beneficios vs. Industria: BOX tuvo un crecimiento negativo de los beneficios (-56.8%) durante el año pasado, lo que dificulta la comparación con la media de la industria Software (11.7%).
Rentabilidad financiera
Alta ROE: Aunque la rentabilidad financiera (58.54%) de BOX es excepcional, esta métrica está sesgada debido a su alto nivel de deuda.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/21 22:26 |
| Precio de las acciones al final del día | 2026/05/21 00:00 |
| Beneficios | 2026/01/31 |
| Ingresos anuales | 2026/01/31 |
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
Box, Inc. está cubierta por 22 analistas. 9 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 |
|---|---|
| Edward Magi | Berenberg |
| Joel Fishbein | BMO Capital Markets Equity Research |
| Matthew Bullock | BofA Global Research |