BILL Holdings, Inc.

NYSE:BILL 株式レポート

時価総額：US$4.1b

BILL Holdings 将来の成長

Future 基準チェック /46

BILL Holdings利益と収益がそれぞれ年間56.1%と12.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に5.6% 54.3%なると予測されています。

主要情報

56.1%

収益成長率

54.28%

EPS成長率

Software 収益成長19.7%
収益成長率12.3%
将来の株主資本利益率5.63%
アナリストカバレッジ

Good

最終更新日11 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • 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
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
ナラティブ更新 • 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.
分析記事 • 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 Alpha
分析記事 • 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...
分析記事 • 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
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新しいナラティブ • 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.
分析記事 • 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...
分析記事 • 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...

業績と収益の成長予測

NYSE:BILL - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
6/30/20282,10717353058911
6/30/20271,8517443150223
6/30/20261,647735141623
3/31/20261,6000327389N/A
12/31/20251,552-24333386N/A
9/30/20251,50012310359N/A
6/30/20251,46324310351N/A
3/31/20251,42338314345N/A
12/31/20241,38882286313N/A
9/30/20241,3448292314N/A
6/30/20241,290-29258279N/A
3/31/20241,242-52258281N/A
12/31/20231,192-115219248N/A
9/30/20231,134-170192223N/A
6/30/20231,058-224157188N/A
3/31/2023963-2936997N/A
12/31/2022857-3486889N/A
9/30/2022754-334421N/A
6/30/2022642-326-34-18N/A
3/31/2022520-283-410N/A
12/31/2021413-223-32-18N/A
9/30/2021310-160-33-14N/A
6/30/2021238-99-175N/A
3/31/2021202-66-38-14N/A
12/31/2020184-48-35-12N/A
9/30/2020169-38-21-4N/A
6/30/2020158-31-17-4N/A
3/31/2020147-26-12-5N/A
12/31/2019134-20N/A-6N/A
9/30/2019121-12N/A-4N/A
6/30/2019108-7N/A-4N/A
6/30/201865-7N/A-8N/A

アナリストによる今後の成長予測

収入対貯蓄率: BILLの予測収益成長率 (年間56.1% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: BILLの収益 ( 56.1% ) はUS市場 ( 16.8% ) よりも速いペースで成長すると予測されています。

高成長収益: BILLの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: BILLの収益 ( 12.3% ) US市場 ( 11.6% ) よりも速いペースで成長すると予測されています。

高い収益成長: BILLの収益 ( 12.3% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: BILLの 自己資本利益率 は、3年後には低くなると予測されています ( 5.6 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/12 17:55
終値2026/05/12 00:00
収益2026/03/31
年間収益2025/06/30

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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

BILL Holdings, Inc. 23 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。33

アナリスト機関
David KoningBaird
Gary PrestopinoBarrington Research Associates, Inc.
null nullBMO Capital Markets Equity Research