Box マネジメント
マネジメント 基準チェック /44
Boxの CEO はAaron Levieで、 Apr2005年に任命され、 の在任期間は 21.42年です。 の年間総報酬は$ 257.08Kで、 63%給与と37%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2.1%を直接所有しており、その価値は$ 99.15M 。経営陣と取締役会の平均在任期間はそれぞれ6年と7.4年です。
主要情報
Aaron Levie
最高経営責任者
US$257.1k
報酬総額
| CEO給与比率 | 63.02% |
| CEO在任期間 | 21.4yrs |
| CEOの所有権 | 2.1% |
| 経営陣の平均在職期間 | 6yrs |
| 取締役会の平均在任期間 | 7.4yrs |
経営陣の近況
Recent updates
ナラティブ更新 • Aug 26
BOX: AI Content Automation And Enterprise Upgrades Will Drive Future Upside Potential
Analysts have increased their fair value estimate for Box to $37.50 from $32.50, citing a series of higher price targets across the Street that highlight stronger traction in Enterprise Advanced, growing AI use cases, and recent signs of revenue acceleration and record bookings. Analyst Commentary Recent research on Box points to a more constructive tone around growth, AI adoption, and the Enterprise Advanced offering, while still flagging execution and durability risks that matter for valuation today.Seeking Alpha • Aug 26
Box: Double-Digit Constant-Currency Growth Is Impressive For Such A Cheap Stock
Summary Box remains a compelling value play, demonstrating resilience and margin expansion amid sector volatility. Q2 results highlight strong backlog growth, durable net retention, and AI-driven tailwinds supporting the bullish thesis. BOX distinguishes itself from Dropbox with enterprise-grade features and advanced security, sustaining customer loyalty and spending. At 3.6x EV/FY27 revenue and improving margins, BOX offers attractive upside as it grows into its multiples. Read the full article on Seeking Alpha
ナラティブ更新 • Jun 25
BOX: AI Upsell And Automation Prospects Will Offset Measured Cash Flow Outlook
Analysts have raised Box's implied fair value target to $29, a $1 increase supported by research that highlights expanding content automation and AI-driven upsell opportunities, while still basing the valuation on largely unchanged margin and cash flow expectations. Analyst Commentary Recent research on Box points to growing interest in the company’s content automation and AI offerings, with several firms updating their views and price targets based on a larger potential market across existing and adjacent use cases.ナラティブ更新 • Jun 11
BOX: AI Content Automation And Buybacks Will Drive Future Upside Potential
Narrative Update Overview The analyst price target for Box has been updated to $32.50. This level reflects analysts' views on a sizable $8b tier-upgrade opportunity, an additional $5b share gain potential from legacy migration, and improving AI driven revenue trends alongside largely steady margins and free cash flow expectations.ナラティブ更新 • 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.ナラティブ更新 • 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...CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Jul 31 2026 | n/a | n/a | US$100m |
| Apr 30 2026 | n/a | n/a | US$95m |
| Jan 31 2026 | US$257k | US$162k | US$87m |
| Oct 31 2025 | n/a | n/a | US$187m |
| Jul 31 2025 | n/a | n/a | US$187m |
| Apr 30 2025 | n/a | n/a | US$194m |
| Jan 31 2025 | US$13m | US$162k | US$202m |
| Oct 31 2024 | n/a | n/a | US$118m |
| Jul 31 2024 | n/a | n/a | US$116m |
| Apr 30 2024 | n/a | n/a | US$107m |
| Jan 31 2024 | US$211k | US$164k | US$99m |
| Oct 31 2023 | n/a | n/a | US$30m |
| Jul 31 2023 | n/a | n/a | US$30m |
| Apr 30 2023 | n/a | n/a | US$21m |
| Jan 31 2023 | US$274k | US$180k | US$9m |
| Oct 31 2022 | n/a | n/a | -US$15m |
| Jul 31 2022 | n/a | n/a | -US$39m |
| Apr 30 2022 | n/a | n/a | -US$48m |
| Jan 31 2022 | US$293k | US$180k | -US$54m |
| Oct 31 2021 | n/a | n/a | -US$50m |
| Jul 31 2021 | n/a | n/a | -US$37m |
| Apr 30 2021 | n/a | n/a | -US$32m |
| Jan 31 2021 | US$288k | US$180k | -US$43m |
| Oct 31 2020 | n/a | n/a | -US$69m |
| Jul 31 2020 | n/a | n/a | -US$104m |
| Apr 30 2020 | n/a | n/a | -US$133m |
| Jan 31 2020 | US$233k | US$180k | -US$144m |
報酬と市場: Aaronの 総報酬 ($USD 257.08K ) は、 US市場 ($USD 6.88M ) の同様の規模の企業の平均を下回っています。
報酬と収益: Aaronの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Aaron Levie (41 yo)
21.4yrs
在職期間
US$257,076
報酬
Mr. Aaron Levie is Co-Founder of Box, Inc. and serves as Chief Executive Officer and Director since April 2021. At Box, Inc., he also served as Chairman and Chief Executive Officer from December 2013 to Ap...
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 |
|---|---|---|---|---|
| Co-Founder | 21.4yrs | US$257.08k | 2.1% $ 99.1m | |
| Co-Founder & CFO | 21.4yrs | US$4.68m | 0.97% $ 46.1m | |
| Chief Operating Officer | 2.8yrs | US$4.61m | 0.079% $ 3.7m | |
| VP, Chief Accounting Officer & Controller | 5.4yrs | データなし | 0.077% $ 3.6m | |
| Chief Technology Officer | no data | データなし | データなし | |
| Global Chief Information Officer | 5.3yrs | データなし | データなし | |
| Vice President of Investor Relations | no data | データなし | データなし | |
| Chief Legal Officer & Corporate Secretary | 8.3yrs | データなし | データなし | |
| Chief Marketing Officer | 2.1yrs | データなし | データなし | |
| Chief People Officer & Senior VP | 6.7yrs | データなし | データなし | |
| Chief Customer Officer | no data | データなし | データなし | |
| Chairman & Representative Director K.K. Box Japan | no data | データなし | データなし |
6.0yrs
平均在職期間
48yo
平均年齢
経験豊富な経営陣: BOXの経営陣は経験豊富で経験豊富です（平均在職期間は6年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | 21.4yrs | US$257.08k | 2.1% $ 99.1m | |
| Lead Independent Director | 14.8yrs | US$286.87k | 0.083% $ 3.9m | |
| Independent Director | 6.5yrs | US$281.87k | 0.018% $ 874.5k | |
| Independent Director | 16.7yrs | US$259.37k | 0.042% $ 2.0m | |
| Independent Director | 8.3yrs | US$269.37k | 0.044% $ 2.1m | |
| Independent Chairman of the Board | 6.4yrs | US$384.25k | 0.051% $ 2.4m | |
| Independent Director | 2.3yrs | US$266.87k | 0.012% $ 589.6k | |
| Independent Director | 4.1yrs | US$259.37k | 0.025% $ 1.2m |
7.4yrs
平均在職期間
61.5yo
平均年齢
経験豊富なボード: BOXの 取締役会 は 経験豊富 であると考えられます ( 7.4年の平均在任期間)。
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 | 2026/09/10 21:16 |
| 終値 | 2026/09/10 00:00 |
| 収益 | 2026/07/31 |
| 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 |
| |
| 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
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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 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. 8 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。23
| アナリスト | 機関 |
|---|---|
| Edward Magi | Berenberg |
| Joel Fishbein | BMO Capital Markets Equity Research |
| Matthew Bullock | BofA Global Research |