BlackLine 過去の業績
過去 基準チェック /26
BlackLineは、平均年間59.9%の収益成長を遂げていますが、 Software業界の収益は、年間 成長しています。収益は、平均年間22.5% 12.5%収益成長率で 成長しています。 BlackLineの自己資本利益率は7.7%であり、純利益率は3.7%です。
主要情報
59.95%
収益成長率
60.27%
EPS成長率
| Software 業界の成長 | 17.33% |
| 収益成長率 | 12.54% |
| 株主資本利益率 | 7.67% |
| ネット・マージン | 3.71% |
| 前回の決算情報 | 31 Mar 2026 |
最近の業績更新
Recent updates
Seeking Alpha • May 15
BlackLine: The Kind Of Entrenched Software That Won't Get Replaced (Upgrade)
Summary BlackLine is upgraded to a "Buy," driven by compelling value after a ~50% share price decline. BL’s specialized accounting software is highly resistant to AI disruption, serving critical, error-intolerant finance processes. The company’s sub-2% penetration of a $45 billion TAM and recent FedRAMP certification unlock significant growth opportunities. BL balances high single-digit revenue growth with improving low-20s pro forma operating margins, supporting its valuation. Read the full article on Seeking Alpha
ナラティブの更新 • May 10
BL: AI Operations, Governance Changes And Buybacks Will Shape Balanced Outlook
Analysts have trimmed their price target on BlackLine from $35.00 to $32.00 as updated assumptions incorporate slightly different revenue growth, profit margin, and future P/E expectations. What's in the News BlackLine issued earnings guidance for the first quarter of 2026, with expected total GAAP revenue between $180 million and $182 million, and full year 2026 GAAP revenue guidance between $764 million and $768 million.ナラティブの更新 • Apr 24
BL: AI Agentic Operations Will Unlock Undervalued Upside Over Time
Analysts have reduced their price target on BlackLine from $44.00 to $35.00. They cited updated assumptions around a slightly higher discount rate, a modestly different revenue growth outlook, a small shift in expected profit margins and a lower future P/E multiple.
ナラティブの更新 • Apr 10
BL: Share Repurchases And Board Changes Will Support Stronger Future Returns
Analysts have trimmed their BlackLine price target from about $61.83 to $55.23. The revised target reflects updated views on higher discount rates, slightly different revenue growth expectations, a higher projected profit margin, and a lower assumed future P/E multiple.
ナラティブの更新 • Mar 26
BL: Expanded Buybacks And Activist Cooperation Will Support Future Shareholder Upside
Analysts have kept BlackLine's price target steady at $70.00, citing small adjustments to assumptions around the discount rate, revenue growth, profit margins, and future P/E that offset each other in their updated models. What's in the News BlackLine increased its equity buyback authorization by US$100 million to a total of US$500 million as of March 13, 2026, expanding its capacity to repurchase shares (Key Developments).ナラティブの更新 • Mar 11
BL: Activist Board Challenge And Buybacks Will Unlock Undervalued Upside
Analysts have lowered their price target on BlackLine from $48.00 to $44.00, reflecting updated assumptions for revenue growth, profit margins, discount rate, and future P/E multiples in their models. What's in the News BlackLine updated its share repurchase activity, buying 600,000 shares, about 1% of shares, for US$33.8 million between October 1, 2025 and December 31, 2025, bringing total buybacks under the November 19, 2024 authorization to 4,464,000 shares, about 7.22% of shares, for US$235.61 million (company filing).ナラティブの更新 • Feb 25
BL: Activist Board Challenge And Repurchases Will Support Future Shareholder Upside
Analysts have lowered their price target on BlackLine from $73 to $70, citing updated assumptions for revenue growth, profitability and future P/E levels. They still see room for meaningful margins over time.分析記事 • Feb 17
BlackLine's (NASDAQ:BL) Soft Earnings Are Actually Better Than They Appear
BlackLine, Inc.'s ( NASDAQ:BL ) earnings announcement last week didn't impress shareholders. Despite the soft profit...ナラティブの更新 • Feb 11
BL: Activist Campaign And Board Changes Will Unlock Future Shareholder Upside
Analysts have trimmed their fair value estimate for BlackLine from US$80.00 to US$73.00, citing updated assumptions that include a slightly higher discount rate, a higher revenue growth outlook, a lower profit margin profile, and a higher future P/E multiple. What's in the News Engaged Capital LLC formally submitted a nomination notice on February 2, 2026 to put three director candidates, including Storm Duncan, Christopher Hallenbeck and Christopher L.ナラティブの更新 • Jan 26
BL: Activist Sale Push And Modest Margins Will Constrain Future Returns
Analysts have kept their price target for BlackLine steady at US$48.00. They point to only small updates in assumptions for discount rate, revenue growth, profit margin and future P/E as justification for maintaining their view.ナラティブの更新 • Jan 12
BL: Activist Push For Sale And Modest Margins Will Pressure Shares
Analysts have kept their fair value target for BlackLine steady at US$48.00. This reflects slightly different assumptions around discount rate, revenue growth, profit margin and future P/E that broadly offset one another in their models.分析記事 • Jan 05
BlackLine (NASDAQ:BL) Is Doing The Right Things To Multiply Its Share Price
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...ナラティブの更新 • Dec 26
BL: Activist Pressure And Modest Profitability Will Weigh On Shares
Analysts have maintained their BlackLine price target at $48.00. This reflects modestly improved assumptions for long-term revenue growth and profitability, which are largely offset by a slightly lower future earnings multiple.ナラティブの更新 • Dec 12
BL: Softer Margins And Higher Risk Will Pressure Share Price
Analysts have modestly lowered their price target on BlackLine to $48.00. This reflects slightly softer expectations for revenue growth and profit margins, along with a small uptick in the assumed discount rate.分析記事 • Sep 01
Is Now An Opportune Moment To Examine BlackLine, Inc. (NASDAQ:BL)?
While BlackLine, Inc. ( NASDAQ:BL ) might not have the largest market cap around , it saw a decent share price growth...分析記事 • Jul 24
BlackLine (NASDAQ:BL) Could Easily Take On More Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Jun 29
Returns At BlackLine (NASDAQ:BL) Are On The Way Up
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...分析記事 • Jun 17
We Ran A Stock Scan For Earnings Growth And BlackLine (NASDAQ:BL) Passed With Ease
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • Feb 18
BlackLine's (NASDAQ:BL) Shareholders Should Assess Earnings With Caution
Strong earnings weren't enough to please BlackLine, Inc.'s ( NASDAQ:BL ) shareholders over the last week. We did some...Seeking Alpha • Feb 13
BlackLine: Worrying Growth Trends (Rating Downgrade)
Summary BlackLine shares slid nearly 20% after the company reported disastrous Q4 results, showing continued deceleration in revenue growth while also suffering large slips in operating margin. The company's FY25 implies growth slowing further to a mere 7-8% range, well below the company's target goal of recovering growth to the mid-teens. BlackLine may be subject to vendor consolidation as its niche finance software faces sharp competition from broader platforms like SAP and Workday. Despite its cheap valuation at <5x forward revenue, BlackLine's consistent deceleration and market challenges lead me to downgrade my rating to a sell. Read the full article on Seeking Alpha分析記事 • Feb 02
Returns Are Gaining Momentum At BlackLine (NASDAQ:BL)
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Seeking Alpha • Jan 24
BlackLine: On Stronger Footing With Richer Margins (Upgrade)
Summary I'm upgrading BlackLine to a neutral rating, driven by evidence that the company's growth rates are stabilizing. The company recently issued a press release to note that it expects to meet or exceed the high end of its guidance for Q4. BlackLine's strategic shift to the mid-market segment has helped the company focus on spending, leading to large jumps in operating margins and FCF. The stock trades at a reasonable ~20x forward FCF multiple, which balances out its competitive risks. Read the full article on Seeking Alpha分析記事 • Jan 20
Is BlackLine (NASDAQ:BL) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jan 06
Is There Now An Opportunity In BlackLine, Inc. (NASDAQ:BL)?
While BlackLine, Inc. ( NASDAQ:BL ) might not have the largest market cap around , it saw a decent share price growth...Seeking Alpha • Dec 19
BlackLine: Acceleration To Mid-Teens Revenue Growth Is Possible
Summary I reiterate my buy rating for BlackLine due to its potential to accelerate growth to mid-teens, triggering an upward valuation rerating. BL's strategic shift towards larger enterprise customers and the launch of the Studio360 platform are key drivers for achieving mid-teens revenue growth. The new pricing model, allowing unlimited users and consumption-based components, should significantly boost blended pricing as the mix of larger customers grows. Read the full article on Seeking Alpha分析記事 • Nov 06
If EPS Growth Is Important To You, BlackLine (NASDAQ:BL) Presents An Opportunity
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Seeking Alpha • Oct 31
BlackLine Is Expanding Net Profit Margins Fast
Summary BlackLine, a financial automation software firm, targets enterprise customers, automating financial close processes to improve cash flows and financial reporting accuracy. Founded by Therese Tucker, BL has grown significantly, achieving profitability and strong financial metrics like 79% gross margins and 105% net revenue retention. The company’s stock is trending upwards, driven by a sticky customer base and potential increased demand due to year-end taxes and the presidential election. BlackLine's partnerships with accounting firms and focus on digital self-service and generative AI enhance its go-to-market strategy and profitability prospects. Read the full article on Seeking Alpha分析記事 • Oct 25
BlackLine (NASDAQ:BL) Might Have The Makings Of A Multi-Bagger
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...分析記事 • Oct 13
Are Investors Undervaluing BlackLine, Inc. (NASDAQ:BL) By 23%?
Key Insights The projected fair value for BlackLine is US$72.97 based on 2 Stage Free Cash Flow to Equity BlackLine is...分析記事 • Oct 01
Getting In Cheap On BlackLine, Inc. (NASDAQ:BL) Is Unlikely
It's not a stretch to say that BlackLine, Inc.'s ( NASDAQ:BL ) price-to-sales (or "P/S") ratio of 5.5x right now seems...Seeking Alpha • Sep 21
BlackLine: Slightly Improved Execution Still Doesn't Warrant My Investment
Summary BlackLine has benefited from the recent rally but struggles with weak fundamentals, remaining down over 10% YTD and underperforming the S&P 500. I'm slightly upgrading the company to a sell rating (from a prior strong sell) due to the company noting stronger pipeline creation, but a number of challenges still remain ahead. The company's ~5x revenue multiple is unfavorable compared to peer software companies growing at a similar pace. Read the full article on Seeking Alpha
新しいナラティブ • Sep 05
Decisive Expansions And AI Integration Promise Growth Amid Market Risks And Margin Pressure
BlackLine's integration of solutions and focus on strong partnerships, like with SAP, aim to boost revenue through upselling and new acquisitions.分析記事 • Aug 14
BlackLine's (NASDAQ:BL) Promising Earnings May Rest On Soft Foundations
Unsurprisingly, BlackLine, Inc.'s ( NASDAQ:BL ) stock price was strong on the back of its healthy earnings report. We...収支内訳
収支内訳
BlackLine の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 717 | 27 | 387 | 114 |
| 31 Dec 25 | 700 | 25 | 378 | 109 |
| 30 Sep 25 | 687 | 76 | 378 | 106 |
| 30 Jun 25 | 674 | 88 | 372 | 104 |
| 31 Mar 25 | 663 | 156 | 370 | 102 |
| 31 Dec 24 | 653 | 161 | 370 | 101 |
| 30 Sep 24 | 640 | 127 | 354 | 99 |
| 30 Jun 24 | 624 | 122 | 355 | 100 |
| 31 Mar 24 | 608 | 76 | 352 | 101 |
| 31 Dec 23 | 590 | 53 | 348 | 103 |
| 30 Sep 23 | 574 | 42 | 352 | 109 |
| 30 Jun 23 | 558 | 10 | 355 | 110 |
| 31 Mar 23 | 542 | -31 | 362 | 111 |
| 31 Dec 22 | 523 | -29 | 372 | 109 |
| 30 Sep 22 | 498 | -78 | 362 | 102 |
| 30 Jun 22 | 473 | -71 | 339 | 93 |
| 31 Mar 22 | 447 | -86 | 314 | 84 |
| 31 Dec 21 | 426 | -115 | 292 | 77 |
| 30 Sep 21 | 406 | -95 | 272 | 75 |
| 30 Jun 21 | 387 | -90 | 260 | 71 |
| 31 Mar 21 | 368 | -73 | 248 | 64 |
| 31 Dec 20 | 352 | -47 | 246 | 56 |
| 30 Sep 20 | 336 | -39 | 239 | 49 |
| 30 Jun 20 | 321 | -40 | 236 | 45 |
| 31 Mar 20 | 307 | -37 | 228 | 44 |
| 31 Dec 19 | 289 | -33 | 215 | 43 |
| 30 Sep 19 | 271 | -32 | 203 | 41 |
| 30 Jun 19 | 255 | -27 | 190 | 37 |
| 31 Mar 19 | 241 | -30 | 185 | 34 |
| 31 Dec 18 | 228 | -29 | 176 | 31 |
| 30 Sep 18 | 215 | -24 | 165 | 28 |
| 30 Jun 18 | 202 | -32 | 163 | 27 |
| 31 Mar 18 | 189 | -33 | 150 | 25 |
| 31 Dec 17 | 176 | -33 | 140 | 24 |
| 30 Sep 17 | 161 | -45 | 131 | 23 |
| 30 Jun 17 | 148 | -39 | 117 | 23 |
| 31 Mar 17 | 135 | -38 | 110 | 22 |
| 31 Dec 16 | 128 | -26 | 98 | 21 |
| 30 Sep 16 | 112 | -31 | 99 | 21 |
| 30 Jun 16 | 102 | -31 | 93 | 21 |
| 31 Mar 16 | 92 | -30 | 86 | 20 |
| 31 Dec 15 | 84 | -25 | 77 | 18 |
| 30 Sep 15 | 75 | -23 | 69 | 16 |
質の高い収益: BLは 高品質の収益 を持っています。
利益率の向上: BLの現在の純利益率 (3.7%)は、昨年(23.6%)よりも低くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: BL過去 5 年間で収益を上げており、収益は年間59.9%増加しています。
成長の加速: BLは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。
収益対業界: BLは過去 1 年間で収益成長率がマイナス ( -83% ) となったため、 Software業界平均 ( 11.7% ) と比較することが困難です。
株主資本利益率
高いROE: BLの 自己資本利益率 ( 7.7% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/28 22:42 |
| 終値 | 2026/05/28 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
BlackLine, Inc. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26
| アナリスト | 機関 |
|---|---|
| Robert Oliver | Baird |
| null null | BMO Capital Markets Equity Research |
| Daniel Jester | BMO Capital Markets Equity Research |