BILL Holdings マネジメント
マネジメント 基準チェック /04
BILL Holdingsの CEO はRene Lacerteで、 Apr2006年に任命され、 の在任期間は 20.08年です。 の年間総報酬は$ 16.14Mで、 3.4%給与と96.6%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の2.78%を直接所有しており、その価値は$ 102.07M 。経営陣と取締役会の平均在任期間はそれぞれ1.7年と2.6年です。
主要情報
Rene Lacerte
最高経営責任者
US$16.1m
報酬総額
| CEO給与比率 | 3.41% |
| CEO在任期間 | 20.1yrs |
| CEOの所有権 | 2.8% |
| 経営陣の平均在職期間 | 1.7yrs |
| 取締役会の平均在任期間 | 2.6yrs |
経営陣の近況
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
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...Seeking Alpha • Feb 05
BILL Holdings: Not Chasing The Rally
Summary BILL Holdings, Inc., a cloud-based payment and spend management solution provider for small businesses, has seen its stock surge since its last quarterly report. The company beat both top and bottom-line expectations with that earnings report and has a solid balance sheet. That said, the analyst firm community is mixed on the company's current prospects, and there was a notable pickup in insider selling in the second half of 2024. Can the rally continue? An analysis of BILL Holdings follows in the paragraphs below. Read the full article on Seeking AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| 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 |
| Mar 31 2020 | n/a | n/a | -US$26m |
| Dec 31 2019 | n/a | n/a | -US$20m |
| Sep 30 2019 | n/a | n/a | -US$12m |
| Jun 30 2019 | US$5m | US$350k | -US$7m |
報酬と市場: Reneの 総報酬 ($USD 16.14M ) は、 US市場 ($USD 7.18M ) の同規模の企業の平均を上回っています。
報酬と収益: Reneの報酬は増加しましたが、会社は利益を上げていません。
CEO
Rene Lacerte (57 yo)
20.1yrs
在職期間
US$16,139,835
報酬
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...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Founder | 20.1yrs | US$16.14m | 2.78% $ 102.1m | |
| President & COO | 2.5yrs | US$13.90m | 0.21% $ 7.9m | |
| Chief Technology Officer | 3.1yrs | US$7.93m | 0.15% $ 5.7m | |
| EVP and GM of Payments & Financial Services | 1.7yrs | US$11.56m | 0.056% $ 2.1m | |
| Executive VP & GM of Software Solutions | 1yr | US$9.44m | データなし | |
| Chief Financial Officer & Principal Accounting Officer | less than a year | データなし | データなし | |
| Vice President of Investor Relations | less than a year | データなし | データなし | |
| General Counsel & Corporate Secretary | less than a year | データなし | データなし | |
| Chief People Officer | 1.6yrs | データなし | データなし | |
| Chief Customer Officer | 1.9yrs | データなし | データなし | |
| VP & Chief Information Security Officer | 4.2yrs | データなし | データなし |
1.7yrs
平均在職期間
57yo
平均年齢
経験豊富な経営陣: BILLの経営陣は 経験豊富 とはみなされません ( 1.7年の平均在職年数)。これは新しいチームを示唆しています。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Founder | 20.1yrs | US$16.14m | 2.78% $ 102.1m | |
| Independent Director | less than a year | データなし | データなし | |
| Independent Director | 4yrs | US$239.01k | 0.010% $ 378.2k | |
| Independent Director | 10yrs | US$239.01k | 0.044% $ 1.6m | |
| Independent Director | less than a year | データなし | データなし | |
| Lead Independent Director | 5.7yrs | US$275.01k | 0.011% $ 408.7k | |
| Independent Director | less than a year | データなし | データなし | |
| Independent Director | 1.3yrs | US$419.48k | 0.0015% $ 56.9k | |
| Independent Director | 6.8yrs | US$253.01k | 0.0086% $ 316.6k | |
| Independent Director | 3.9yrs | US$263.05k | 0.0096% $ 351.4k | |
| Independent Director | 1.3yrs | US$422.46k | 0.0015% $ 56.9k | |
| Independent Director | less than a year | データなし | データなし |
2.6yrs
平均在職期間
53yo
平均年齢
経験豊富なボード: BILLの 取締役会 は 経験豊富 ではない ( 2.6年の平均在任期間) ため、新しい取締役会が必要であると考えられます。
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 | 2026/05/07 01:41 |
| 終値 | 2026/05/07 00:00 |
| 収益 | 2025/12/31 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 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
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 Koning | Baird |
| Gary Prestopino | Barrington Research Associates, Inc. |
| null null | BMO Capital Markets Equity Research |