Blackbaud バランスシートの健全性
財務の健全性 基準チェック /26
Blackbaudの総株主資本は$34.6M 、総負債は$1.2Bで、負債比率は3433.7%となります。総資産と総負債はそれぞれ$2.1Bと$2.1Bです。 Blackbaudの EBIT は$224.6Mで、利息カバレッジ比率3.8です。現金および短期投資は$34.9Mです。
主要情報
3,433.70%
負債資本比率
US$1.19b
負債
| インタレスト・カバレッジ・レシオ | 3.8x |
| 現金 | US$34.87m |
| エクイティ | US$34.55m |
| 負債合計 | US$2.07b |
| 総資産 | US$2.11b |
財務の健全性に関する最新情報
更新なし
Recent updates
ナラティブの更新 • Jun 26
BLKB: Higher Discount Rate Will Be Offset By Growing AI Monetization Potential
Analysts have revised their Blackbaud price target from $74 to $65, citing updated assumptions around fair value, a higher discount rate and a lower future P/E multiple, even though their models reflect slightly higher revenue growth and profit margin expectations. Analyst Commentary Recent Street research on Blackbaud shows a mix of caution on valuation and optimism around execution, with some bullish analysts highlighting potential for the stock to perform better than previously expected despite a trimmed headline target.分析記事 • Jun 17
Blackbaud (BLKB) Stock Could Be 45.1% Undervalued After Financial Edge NXT Update
Blackbaud (BLKB) stock is back in focus after the company introduced a Chart of Accounts Health Advisor for its Financial Edge NXT platform, a product update aimed at nonprofit finance teams seeking clearer, more actionable financial data. See our latest analysis for Blackbaud. Despite the product launch and the recent $68.4 million shelf registration tied to an ESOP offering, Blackbaud's share price return is down 52.94% year to date and the 5 year total shareholder return is down 64.15%...
ナラティブの更新 • Jun 12
BLKB: AI Roadmap And Buybacks Will Support Future Upside Potential
Analysts have nudged Blackbaud's price target to $51.00, with the updated view reflecting a slightly higher assumed discount rate and future P/E multiple after mixed recent research that included both an upgrade and a separate $5 price target reduction. Analyst Commentary Recent research on Blackbaud points in two directions, with one upgrade and a separate US$5 trim to the price target highlighting both confidence in the story and ongoing questions around execution and valuation.ナラティブの更新 • May 29
BLKB: AI Execution And Buybacks Will Drive Future Upside Potential
Analysts kept Blackbaud's price target steady at $51, citing recent research that balances one firm's upgrade with another firm's $5 trim and reflecting only small tweaks to assumptions around discount rate, revenue growth, profit margins, and future P/E. Analyst Commentary Recent research updates point to a mixed but generally constructive view on Blackbaud, with one set of analysts upgrading the stock while another trims the price target by US$5.ナラティブの更新 • May 10
BLKB: AI Execution And Buybacks Will Support Future Upside Potential
Analysts have trimmed the Blackbaud fair value estimate from $59.80 to $51.00, reflecting recent reductions in published price targets, as well as updated assumptions for discount rate, revenue growth, profit margins, and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts have upgraded their stance, suggesting they see execution trends or product positioning that, in their view, support the current valuation despite recent target cuts from other firms.Seeking Alpha • Apr 29
Blackbaud: 2026 Renewals Will Be The Major Test (Upgrade)
Summary Blackbaud delivered better-than-expected Q1 results, stabilizing organic revenue growth after several quarters of deceleration. BLKB's valuation has compressed to a single-digit P/E and ~10x FCF, creating a more balanced risk/reward profile and prompting a rating upgrade to "Neutral." Revenue growth opportunities exist through a larger 2026 renewal cohort and potential price increases, assuming steady or improving renewal rates. Risks include elevated churn in FY26 amid a tougher macro backdrop and a substantial net debt load exceeding $1 billion, limiting financial flexibility. Read the full article on Seeking Alphaナラティブの更新 • Apr 26
BLKB: AI Execution And Buybacks Will Support Future Repricing Potential
Analysts have adjusted their price target on Blackbaud to $59.80. The change reflects modest tweaks to assumptions on discount rate, revenue growth, profit margins, and future P/E, while incorporating recent target cuts from several research firms.ナラティブの更新 • Apr 11
BLKB: AI Rollout And Buybacks Will Support Future Repricing
Analysts have reduced their Blackbaud price targets by roughly $20 to $25, reflecting updated views on risk and profitability. The fair value estimate remains at $59.80, with only slight adjustments to growth, margin, and future P/E assumptions.ナラティブの更新 • Mar 28
BLKB: Higher Discount Rate And AI Launch Will Support Future Repricing
Narrative Update on Blackbaud Analysts have trimmed their average price target on Blackbaud by roughly $20 to $25, reflecting updated views on the stock that are now captured in a slightly higher discount rate and modestly adjusted P/E assumptions while fair value remains at $59.80. Analyst Commentary Recent research updates have focused on resetting expectations around Blackbaud, with price targets reduced by roughly $20 to $25 and fair value now referenced at about $59.80.ナラティブの更新 • Mar 13
BLKB: Higher Discount Rate Will Support Future Earnings Repricing Opportunity
Analysts have reduced their average 12‑month price target for Blackbaud by $25, reflecting updated assumptions for discount rates, revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research updates all point to lower 12‑month price targets for Blackbaud, with cuts in the range of $20 to $25 as analysts refresh their models for discount rates, revenue growth, profit margins, and future P/E multiples.新しいナラティブ • Mar 01
AI Data Moat And Longer Contracts Will Support Durable Earnings Power
Catalysts About Blackbaud Blackbaud provides cloud software, data and payments solutions that serve as a system of record for nonprofits and social impact organizations. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Feb 27
BLKB: Higher Discount Rate Will Set Up Future Earnings Repricing Potential
Analysts have reduced their price targets on Blackbaud by $20 to $25. Our updated view reflects a slightly higher discount rate and a modestly lower future P/E assumption to remain aligned with this more cautious stance.
新しいナラティブ • Feb 13
AI Adoption And Contract Renewals Will Shape Long Term Stability For This Software Provider
Catalysts About Blackbaud Blackbaud provides software and payments solutions that serve as a system of record for social impact and nonprofit organizations. What are the underlying business or industry changes driving this perspective?分析記事 • Feb 13
Blackbaud, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Last week saw the newest yearly earnings release from Blackbaud, Inc. ( NASDAQ:BLKB ), an important milestone in the...ナラティブの更新 • Feb 13
BLKB: Expanded Buybacks And AI Initiatives Will Support Future Earnings Power
Analysts have reduced their price expectations for Blackbaud, with the updated fair value estimate moving from $74.50 to $59.80 as they recalibrate discount rates, revenue growth, profit margin assumptions, and future P/E levels in line with recent target cuts from several research firms. Analyst Commentary Recent research updates cluster around a common theme, with multiple firms trimming their price targets and prompting a closer look at what is driving both optimism and caution on Blackbaud.分析記事 • Jan 12
Blackbaud (NASDAQ:BLKB) Knows How To Allocate Capital Effectively
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...ナラティブの更新 • Jan 09
BLKB: AI Features And Expanded Buybacks Will Support Stronger Earnings Power
Analysts have kept their price target for Blackbaud broadly unchanged at about US$74.50. This reflects only marginal tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E that do not materially alter their view of the stock's valuation.ナラティブの更新 • Dec 16
BLKB: AI And Buybacks Will Drive Stronger Earnings Power Ahead
Analysts have nudged their price target on Blackbaud slightly higher to reflect modestly improved margin expectations and a marginally lower discount rate, while keeping overall fair value essentially unchanged at approximately $74.50 per share. What's in the News Blackbaud expanded its AI strategy with the launch of its agentic AI suite, Agents for Good.ナラティブの更新 • Dec 01
BLKB: Next-Generation AI Tools Will Strengthen Earnings Outlook And Market Position
Analysts have maintained Blackbaud's price target at $74.50, citing only minor adjustments to underlying model assumptions that do not materially impact their overall valuation outlook. What's in the News Blackbaud launched its bi-annual Product Update Briefings, highlighting innovations in fundraising, financial management, grantmaking, corporate social responsibility, and education management solutions.ナラティブの更新 • Nov 17
BLKB: Advancing AI Integration Will Drive Sector Leadership And Shareholder Returns
Narrative Update on Blackbaud: Analyst Price Target Adjustment Analysts have slightly reduced their fair value estimate for Blackbaud from $75.17 to $74.50, noting that modest improvements in profit margins and revenue growth have been offset by a lowered future price-to-earnings projection. What's in the News Blackbaud reiterated its earnings guidance for the full year 2025, projecting GAAP revenue between $1.120 billion and $1.130 billion (Key Developments).ナラティブの更新 • Oct 22
Analysts Maintain Blackbaud Price Target as AI Initiatives Drive Steady Valuation and Outlook
Analysts have maintained their price target for Blackbaud at $75.17 per share. This reflects steady expectations and minimal changes in key financial estimates.ナラティブの更新 • Oct 08
AI And Cloud Will Revolutionize Nonprofit Education And Healthcare
Analysts have slightly lowered their price target for Blackbaud from $76.83 to $75.17. This reflects a modest shift in valuation based on updated financial assumptions.分析記事 • Oct 01
Blackbaud (NASDAQ:BLKB) Might Have The Makings Of A Multi-Bagger
What are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Aug 19
Blackbaud, Inc.'s (NASDAQ:BLKB) Revenues Are Not Doing Enough For Some Investors
NasdaqGS:BLKB 1 Year Share Price vs Fair Value Explore Blackbaud's Fair Values from the Community and select yours With...分析記事 • Jul 12
Blackbaud, Inc. (NASDAQ:BLKB) Shares Could Be 29% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, Blackbaud fair value estimate is US$90.00 Current share price...分析記事 • Apr 25
When Should You Buy Blackbaud, Inc. (NASDAQ:BLKB)?
Blackbaud, Inc. ( NASDAQ:BLKB ), is not the largest company out there, but it received a lot of attention from a...分析記事 • Apr 02
Is Blackbaud, Inc. (NASDAQ:BLKB) Trading At A 26% Discount?
Key Insights The projected fair value for Blackbaud is US$86.27 based on 2 Stage Free Cash Flow to Equity Blackbaud is...Seeking Alpha • Feb 19
Blackbaud: Growth Rates Deteriorate Further In Q4, Invest Elsewhere
Summary Blackbaud's growth rates deteriorated further in Q4, especially after its sale of underperforming subsidiary EVERFI. Blackbaud's reliance on M&A has led to a highly leveraged balance sheet with $1 billion in net debt and poor acquisition outcomes. The company's new pricing strategy, involving significant rate increases, risks higher customer churn, further stalling revenue growth. Despite challenges, BLKB stock isn't cheap either at ~25x forward FCF. Sell this stock and invest elsewhere. Read the full article on Seeking AlphaSeeking Alpha • Nov 28
Blackbaud: This Story Is Souring Quickly (Rating Downgrade)
Summary I'm downgrading Blackbaud to a sell rating, especially as weaker ESG activity impacts the company's EVERFI division. Q3 results showed decelerating revenue growth, and in my view, trends are likely to worsen in FY25 as the company laps its pricing actions this year. The company’s aggressive buyback program is unsustainable due to insufficient cash flow and high debt levels, raising concerns about future financial stability. Blackbaud isn't expensive, but neither is it a value stock at ~18x P/E and ~22x FCF. Read the full article on Seeking Alpha財務状況分析
短期負債: BLKBの 短期資産 ( $642.2M ) は 短期負債 ( $866.7M ) をカバーしていません。
長期負債: BLKBの短期資産 ( $642.2M ) は 長期負債 ( $1.2B ) をカバーしていません。
デット・ツー・エクイティの歴史と分析
負債レベル: BLKBの 純負債対資本比率 ( 3332.8% ) は 高い と見なされます。
負債の削減: BLKBの負債対資本比率は、過去 5 年間で132.7%から3433.7%に増加しました。
債務返済能力: BLKBの負債は 営業キャッシュフロー によって 十分にカバー されています ( 26.6% )。
インタレストカバレッジ: BLKBの負債に対する 利息支払い は EBIT ( 3.8 x coverage) によって 十分にカバーされています。
貸借対照表
健全な企業の発掘
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 | 2026/06/29 17:21 |
| 終値 | 2026/06/26 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
この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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
Blackbaud, Inc. 5 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。22
| アナリスト | 機関 |
|---|---|
| Robert Oliver | Baird |
| Mark Schappel | Benchmark Company |
| Kevin Liu | B. Riley Securities, Inc. |