Box, Inc.

NYSE:BOX 株式レポート

時価総額：US$3.7b

Box 将来の成長

Future 基準チェック /26

Box利益と収益がそれぞれ年間12.7%と8.1%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94.3% 12.4%なると予測されています。

主要情報

12.7%

収益成長率

12.36%

EPS成長率

Software 収益成長19.9%
収益成長率8.1%
将来の株主資本利益率94.27%
アナリストカバレッジ

Good

最終更新日01 Jun 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • May 28

BOX: AI Content Automation And Buybacks Will Support Future Shareholder Returns

Analysts have nudged the price target on Box slightly higher, from $32.25 to $32.50, citing recent Street research that points to AI related product traction, low teens revenue growth, and an unchanged margin and cash flow profile that supports modestly stronger topline assumptions. Analyst Commentary Recent research on Box presents a mixed but constructive picture, with some analysts adjusting targets higher on AI related traction and others trimming targets as they reset expectations for software valuations and cash flow.
Seeking Alpha • May 27

Box: RPO Soars As The Company Adds, Not Loses Seats

Summary Box stands out as a value play amid AI-driven market concentration, following a Q1 beat-and-raise and recent share price weakness. BOX trades at 2.8x EV/FY27 revenue and 16.4x FY27 P/E, which I view as unjustifiably low given its robust sales momentum and improved outlook. The company raised FY revenue growth guidance to 9% y/y (10% constant currency) and expects pro forma EPS of $1.56 with a 28% operating margin. Concerns over AI-driven SaaS disruption are overstated for BOX, whose core file-storage and collaboration services remain essential to enterprise IT. Read the full article on Seeking Alpha
ナラティブの更新 • May 03

BOX: AI Content Automation And Buybacks Will Support Future Cash Generation

Analysts have lowered their average price targets on Box to a range of $28 to $36, attributing the change to a modestly reduced implied future P/E ratio along with slight revisions to profit margin and free cash flow expectations. Analyst Commentary Recent research around Box reflects a mix of optimism about execution and free cash flow, alongside a more cautious stance on valuation and sector multiples.
ナラティブの更新 • Apr 18

BOX: AI Content Automation And Buybacks Will Support Long-Term Cash Generation

Analysts have reduced the Box fair value estimate from $35.63 to $32.25, reflecting lower revenue growth assumptions, a more conservative future P/E multiple, and recent cuts to price targets across the Street following updated free cash flow estimates and broader software sector multiples. Analyst Commentary Recent research updates on Box point to a mixed backdrop, with several firms trimming price targets, adjusting free cash flow assumptions, and aligning their models with current software sector multiples.
ナラティブの更新 • Apr 03

BOX: AI Tools And Buybacks Will Offset Tighter Market Focus On Cash

Analyst price targets for Box have been trimmed by a few dollars per share into a tighter $28 to $36 range, as analysts update free cash flow assumptions and adjust their models to reflect current software sector valuation multiples and what they view as a stronger revenue growth starting point based on recent guidance. Analyst Commentary Recent research updates cluster around a common theme: price targets are being reset, even as some analysts highlight solid recent execution and guidance.
ナラティブの更新 • Mar 20

BOX: AI Content Tools And Buybacks Will Support Cash Flow And Measured Outlook

Analysts have trimmed the Box fair value estimate from $26.00 to $25.00, reflecting slightly lower profit margin assumptions and a reduced future P/E multiple, in line with recent cuts to Street price targets that cite modestly lower free cash flow estimates and softer software sector valuations. Analyst Commentary Street research on Box has recently centered on lower price targets tied to updated free cash flow assumptions and softer software valuation multiples.
ナラティブの更新 • Mar 05

BOX: AI Content Tools Will Support Cash Flow Focus And Steady Outlook

Narrative Update on Box The blended analyst price target for Box has moved lower by a few dollars into the high $20s to mid $30s range, as analysts factor in updated post earnings models, stronger profit expectations, and a lower future P/E assumption, alongside sector wide focus on near term cash flow. Analyst Commentary Recent Street commentary around Box centers on lower price targets following the latest earnings update, with analysts recalibrating their models to reflect updated profit expectations, revised revenue assumptions, and a market that is putting more weight on near term cash generation.
ナラティブの更新 • Feb 19

BOX: AI Content Automation And Buybacks Will Drive Long-Term Workflow Upside

Analysts have maintained their Box price target at $35.63, with only small adjustments to assumptions around the discount rate, revenue growth, profit margin, and future P/E, resulting in a broadly unchanged outlook. What's in the News Box announced the general availability of Box Extract, a generative AI offering that turns unstructured content into structured metadata inside Box.
ナラティブの更新 • Feb 05

BOX: AI Partnerships And Content Automation Will Support Long-Term Workflow Upside

Analysts have maintained their fair value estimate for Box at $35.63 per share, incorporating a slightly higher discount rate and a marginally higher future P/E assumption. This reflects a more cautious view on risk while still indicating similar long-term earnings potential.
ナラティブの更新 • Jan 21

BOX: AI Content Agents Will Support Steady Outlook With Softer Margins

Analysts have kept their fair value estimate for Box steady at $26.00, with small tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions. These changes reflect modestly updated views on the company’s risk, earnings power, and longer term valuation profile.
分析記事 • Jan 07

Is Box, Inc. (NYSE:BOX) Trading At A 38% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Box fair value estimate is US$47.29 Box's US$29.13 share price...
ナラティブの更新 • Jan 07

BOX: AI And Cloud Partnerships Will Drive Long-Term Content Workflow Upside

Analysts have lowered their price target on Box by about $0.63, citing slightly higher discount rates, a small adjustment to long term profit margin, and a modestly lower future P/E assumption in their models. What's in the News Autonomy launched an integration with Box that allows autonomous AI agents to read, write, analyze, and act on content stored in Box and connected SaaS tools.
ナラティブの更新 • Dec 18

BOX: AI Partnerships Will Leave Shares Exposed To Softer Profitability

Analysts have modestly raised their price target on Box to $26.00, citing slightly stronger long term revenue growth expectations that more than offset a marginally higher discount rate and a somewhat softer profit margin outlook. What's in the News Box issued guidance for the fourth quarter of fiscal 2026, projecting approximately $304 million in revenue, up about 9% year over year, and full year 2026 revenue of roughly $1.175 billion with a 7% GAAP operating margin (Corporate Guidance).
ナラティブの更新 • Dec 04

BOX: AI Partnerships On AWS And TCS Will Drive Long-Term Upside

Analysts have slightly lowered their price target on Box by 0.50 dollars to 36.25 dollars, citing a modestly higher discount rate and slightly lower profit margin expectations, partially offset by marginally stronger projected revenue growth. What's in the News Box issued new guidance for the fourth quarter of fiscal 2026, projecting approximately 304 million dollars in revenue, up 9 percent year over year, with a GAAP operating margin of about 11 percent and GAAP EPS of roughly 0.06 dollars, including a negative impact from non cash deferred tax expenses (Corporate Guidance).
ナラティブの更新 • Oct 22

Analysts Revise Outlook on Box Amid Strong AI Growth and Strategic Partnerships

Narrative Update on Box Analysts have slightly lowered their fair value estimate for Box to $36.75 from $37.50. Minor adjustments to growth and margin forecasts reflect a cautious but still optimistic outlook, following recent price target increases based on the company's strong fiscal Q2 results and anticipated benefits from artificial intelligence.
ナラティブの更新 • Aug 27

AI And Enterprise Advanced Will Improve Services Amid Margin Challenges

Driven by a higher future P/E ratio and increased discount rate reflecting upward earnings and risk adjustments, Box’s consensus Analyst Price Target has been modestly raised from $35.09 to $36.50. What's in the News Box expects Q3 revenue between $298 million and $299 million, up 8% year-over-year, and FY revenue between $1.170 billion and $1.175 billion, also up 8%; GAAP EPS guidance reflects negative impacts from non-cash deferred tax expenses partially offset by FX benefits.
分析記事 • Jul 31

Is Box (NYSE:BOX) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Jul 15

Box, Inc.'s (NYSE:BOX) Share Price Could Signal Some Risk

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
分析記事 • Jun 30

An Intrinsic Calculation For Box, Inc. (NYSE:BOX) Suggests It's 30% Undervalued

Key Insights The projected fair value for Box is US$48.61 based on 2 Stage Free Cash Flow to Equity Box's US$34.00...
分析記事 • Jun 13

We Like These Underlying Return On Capital Trends At Box (NYSE:BOX)

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 • May 05

Do Box's (NYSE:BOX) Earnings Warrant Your Attention?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Apr 19

Is Box (NYSE:BOX) 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 • Apr 04

Is It Too Late To Consider Buying Box, Inc. (NYSE:BOX)?

Box, Inc. ( NYSE:BOX ), is not the largest company out there, but it received a lot of attention from a substantial...
分析記事 • Mar 19

Earnings Not Telling The Story For Box, Inc. (NYSE:BOX)

Box, Inc.'s ( NYSE:BOX ) price-to-earnings (or "P/E") ratio of 22x might make it look like a sell right now compared to...
Seeking Alpha • Mar 06

Box: Getting Closer, But Wait For A Deeper Dip Before Buying

Summary Box's stock fell post-earnings despite strong Q4 results due to a modest FY25 outlook, but shares have rallied ~20% over the past year. At $32/share, Box's ~13x FCF valuation isn't attractive yet. I recommend waiting for a drop to $28 for a better buying opportunity. Box's revenue and billings growth accelerated slightly in Q4, and the company is expecting ~6% growth in FY26. Box's predictable growth and strong cash flow make it a reliable long-term investment, but timing the buy until the valuation drops further is the best move. Read the full article on Seeking Alpha
分析記事 • Feb 27

An Intrinsic Calculation For Box, Inc. (NYSE:BOX) Suggests It's 33% Undervalued

Key Insights The projected fair value for Box is US$48.92 based on 2 Stage Free Cash Flow to Equity Current share price...
Seeking Alpha • Feb 24

Box, Inc.: Small Company, Big Dreams

Summary Box, Inc. is a founder-led company with a growing customer base, but its net retention rate has been declining, raising concerns about future growth. Box's aggressive growth strategy includes cross-selling, upselling, and leveraging AI to enhance content management, but it faces stiff competition from industry giants like Microsoft and Google. Despite consistent revenue growth and profitability, Box's current stock price does not offer a sufficient margin of safety, making it a hold rather than a buy. I will monitor Box's new product launches and net retention rate before considering an investment, as the risks currently outweigh the potential rewards. Read the full article on Seeking Alpha
分析記事 • Jan 29

We Like These Underlying Return On Capital Trends At Box (NYSE:BOX)

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
分析記事 • Jan 01

When Should You Buy Box, Inc. (NYSE:BOX)?

Box, Inc. ( NYSE:BOX ), might not be a large cap stock, but it saw significant share price movement during recent...
分析記事 • Dec 18

Here's Why We Think Box (NYSE:BOX) Might Deserve Your Attention Today

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Dec 05

Some Confidence Is Lacking In Box, Inc.'s (NYSE:BOX) P/E

With a price-to-earnings (or "P/E") ratio of 37.9x Box, Inc. ( NYSE:BOX ) may be sending very bearish signals at the...
Seeking Alpha • Dec 04

Box: Fair Performance, But Fairly Priced (Rating Downgrade)

Summary Box has seen a 30%+ gain this year, outperforming the S&P 500, despite slowing growth and recent deceleration in billings. The Company's strengths include a large $74 billion TAM, enterprise focus, and improving profit margins, but it faces risks from commoditization and evolving AI requirements. Q3 revenue grew 5.5% y/y, slightly beating expectations, but billings growth was choppy and below revenue growth, posing risks for future estimates. Given BOX's fair valuation at a ~18x forward P/E and ~4x forward revenue, I recommend locking in gains on Box here, and I'm downgrading to a neutral rating. Read the full article on Seeking Alpha
分析記事 • Nov 20

An Intrinsic Calculation For Box, Inc. (NYSE:BOX) Suggests It's 39% Undervalued

Key Insights Box's estimated fair value is US$53.94 based on 2 Stage Free Cash Flow to Equity Box is estimated to be...
分析記事 • Oct 21

These 4 Measures Indicate That Box (NYSE:BOX) Is Using Debt Safely

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Sep 23

We Like These Underlying Return On Capital Trends At Box (NYSE:BOX)

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
分析記事 • Sep 05

Subdued Growth No Barrier To Box, Inc. (NYSE:BOX) With Shares Advancing 26%

Box, Inc. ( NYSE:BOX ) shareholders have had their patience rewarded with a 26% share price jump in the last month. The...
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新しいナラティブ • Sep 02

Aggressive AI Push And High Customer Churn Risk Cloud Future Earnings Growth

Heavy investment in AI and technology, like the acquisition of Alphamoon, shifts Box towards R&D-intensive operations, risking operating margins.

業績と収益の成長予測

NYSE:BOX - 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
1/31/20291,510-2943785963
1/31/20281,3861013974469
1/31/20271,279713583869
4/30/20261,20795326370N/A
1/31/20261,17787315356N/A
10/31/20251,151187308348N/A
7/31/20251,126187302338N/A
4/30/20251,102194296328N/A
1/31/20251,090202302332N/A
10/31/20241,073118294319N/A
7/31/20241,059116304329N/A
4/30/20241,051107304325N/A
1/31/20241,03899297319N/A
10/31/20231,03130298322N/A
7/31/20231,02030298320N/A
4/30/20231,00421295315N/A
1/31/20239919281298N/A
10/31/2022968-15242255N/A
7/31/2022942-39220231N/A
4/30/2022910-48237248N/A
1/31/2022874-54224235N/A
10/31/2021840-50233243N/A
7/31/2021812-37231242N/A
4/30/2021790-32216230N/A
1/31/2021771-43180197N/A
10/31/2020755-69138154N/A
7/31/2020737-104102118N/A
4/30/2020717-1336681N/A
1/31/2020696-144N/A45N/A
10/31/2019676-134N/A61N/A
7/31/2019655-133N/A59N/A
4/30/2019631-135N/A62N/A
1/31/2019608-135N/A55N/A
10/31/2018581-148N/A47N/A
7/31/2018555-150N/A54N/A
4/30/2018529-152N/A45N/A
1/31/2018506-155N/A35N/A
10/31/2017479-159N/A28N/A
7/31/2017453-154N/A7N/A
4/30/2017426-153N/A12N/A
1/31/2017399-152N/A-2N/A
10/31/2016374-165N/A-11N/A
7/31/2016350-182N/A-22N/A
4/30/2016327-194N/A-38N/A
1/31/2016303-203N/A-66N/A
10/31/2015280-205N/A-87N/A
7/31/2015259-202N/A-89N/A

アナリストによる今後の成長予測

収入対貯蓄率: BOXの予測収益成長率 (年間12.7% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: BOXの収益 ( 12.7% ) US市場 ( 16.8% ) よりも低い成長が予測されています。

高成長収益: BOXの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: BOXの収益 ( 8.1% ) US市場 ( 11.8% ) よりも低い成長が予測されています。

高い収益成長: BOXの収益 ( 8.1% ) 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: BOXの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 94.3 %)。

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2026/06/07 13:13
終値2026/06/05 00:00
収益2026/04/30
年間収益2026/01/31

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
  • 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

Box, Inc. 9 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
Edward MagiBerenberg
Joel FishbeinBMO Capital Markets Equity Research
Matthew BullockBofA Global Research