BILL Holdings Gestion
Gestion contrôle des critères 1/4
Le PDG BILL Holdings est Rene Lacerte, nommé en Apr2006, a un mandat de 20.25 ans. La rémunération annuelle totale est $ 16.14M, composée du salaire de 3.4% et des bonus 96.6%, y compris les actions et options de la société. détient directement 2.78% des actions de la société, d'une valeur de $ 108.82M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 0.9 ans et 2.8 ans.
Informations clés
Rene Lacerte
Directeur général
US$16.1m
Rémunération totale
| Pourcentage du salaire du PDG | 3.41% |
| Durée du mandat du directeur général | 20.3yrs |
| Propriété du PDG | 2.8% |
| Durée moyenne d'occupation des postes de direction | less than a year |
| Durée moyenne du mandat des membres du conseil d'administration | 2.8yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Jul 08
BILL: AI Shift And Cost Cuts Will Drive Mixed Returns Outlook
The analyst fair value estimate for BILL Holdings has been lowered to $38 from $42 as analysts weigh mixed Street price targets, updated expectations for revenue growth and profit margins, and a more moderate future P/E multiple. Analyst Commentary Street research on BILL Holdings reflects a mixed backdrop, with some firms highlighting improving fundamentals while others flag risks around growth durability, acquisition optionality, and valuation.
Mise à jour du récit • Jun 24
BILL: Cost Cuts And AI Platform Shift Will Drive Future Upside
Analysts trimmed their fair value estimate for BILL Holdings by about $1 to $53.77, reflecting a slightly higher discount rate and modest tweaks to long term growth and profitability assumptions after mixed shifts in Street price targets and expectations for core revenue trends. Analyst Commentary Recent research on BILL Holdings shows a split tape, with some firms emphasizing the company’s position in small business payments and others focusing on potential headwinds around growth visibility and competition.Mise à jour du récit • Jun 07
BILL: Cost Cuts And Buybacks Will Unlock Future Shareholder Value
Narrative Update on BILL Holdings The analyst price target for BILL has been reduced by a mid single digit dollar amount, with recent moves such as JPMorgan trimming its target to $50 from $60 and Truist edging its target to $45 from $46 as analysts refresh their models to reflect updated revenue assumptions and cost actions. Analyst Commentary Recent research on BILL reflects a mix of optimism around profitability and cost actions, alongside some caution on the growth outlook and valuation assumptions.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
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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 AlphaArticle d’analyse • 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...Article d’analyse • 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 AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$163k |
| 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$31m |
Rémunération vs marché: La rémunération totale de Rene ($USD 16.14M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 6.98M ).
Rémunération et revenus: La rémunération de Rene a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Rene Lacerte (58 yo)
20.3yrs
Titularisation
US$16,139,835
Compensation
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Founder | 20.3yrs | US$16.14m | 2.78% $ 108.8m | |
| Chief Strategy & Transformation Officer | less than a year | US$13.90m | 0.21% $ 8.4m | |
| Advisor | less than a year | US$7.93m | 0.17% $ 6.5m | |
| Advisor | 1.8yrs | US$11.56m | 0.068% $ 2.7m | |
| Chief Product Officer | 1.2yrs | US$9.44m | 0.0010% $ 39.1k | |
| Chief Financial Officer & Principal Accounting Officer | 1yr | pas de données | pas de données | |
| Chief Technology Officer | less than a year | pas de données | pas de données | |
| Vice President of Investor Relations | less than a year | pas de données | pas de données | |
| General Counsel & Corporate Secretary | less than a year | pas de données | pas de données | |
| Chief People Officer | 1.8yrs | pas de données | pas de données | |
| VP & Chief Information Security Officer | 4.3yrs | pas de données | pas de données | |
| Chief Revenue Officer | no data | pas de données | pas de données |
0.9yrs
Durée moyenne de l'emploi
57yo
Âge moyen
Gestion expérimentée: L'équipe de direction de BILL n'est pas considérée comme expérimentée (ancienneté moyenne 0.9 ans), ce qui suggère une nouvelle équipe.
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Founder | 20.3yrs | US$16.14m | 2.78% $ 108.8m | |
| Independent Director | less than a year | pas de données | pas de données | |
| Independent Director | 4.2yrs | US$239.01k | 0.010% $ 401.2k | |
| Independent Director | 10.2yrs | US$239.01k | 0.044% $ 1.7m | |
| Independent Director | less than a year | pas de données | pas de données | |
| Lead Independent Director | 5.8yrs | US$275.01k | 0.011% $ 433.3k | |
| Independent Director | less than a year | pas de données | pas de données | |
| Independent Director | 1.5yrs | US$419.48k | 0.0015% $ 60.3k | |
| Independent Director | 7yrs | US$253.01k | 0.0086% $ 335.4k | |
| Independent Director | 4.1yrs | US$263.05k | 0.0095% $ 372.6k | |
| Independent Director | 1.5yrs | US$422.46k | 0.0015% $ 60.3k | |
| Independent Director | less than a year | pas de données | pas de données |
2.8yrs
Durée moyenne de l'emploi
54yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la BILL n'est pas considéré comme expérimenté ( 2.8 années d'ancienneté moyenne), ce qui suggère un nouveau conseil d'administration.
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/09 23:03 |
| Cours de l'action en fin de journée | 2026/07/09 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/06/30 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
BILL Holdings, Inc. est couverte par 34 analystes. 23 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| David Koning | Baird |
| Gary Prestopino | Barrington Research Associates, Inc. |
| null null | BMO Capital Markets Equity Research |