BlackLine, Inc.

NasdaqGS:BL 주식 리포트

시가총액: US$1.7b

BlackLine 과거 순이익 실적

과거 기준 점검 2/6

BlackLine은 연평균 59.9%의 비율로 수입이 증가해 온 반면, Software 산업은 수입이 27.2% 증가했습니다. 매출은 연평균 12.5%의 비율로 증가했습니다. BlackLine의 자기자본이익률은 7.7%이고 순이익률은 3.7%입니다.

핵심 정보

59.95%

순이익 성장률

60.27%

주당순이익(EPS) 성장률

Software 산업 성장률17.33%
매출 성장률12.54%
자기자본이익률7.67%
순이익률3.71%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

분석 기사 Feb 17

BlackLine's (NASDAQ:BL) Soft Earnings Are Actually Better Than They Appear

BlackLine, Inc.'s ( NASDAQ:BL ) earnings announcement last week didn't impress shareholders. Despite the soft profit...

Recent updates

Seeking Alpha May 15

BlackLine: The Kind Of Entrenched Software That Won't Get Replaced (Upgrade)

Summary BlackLine is upgraded to a "Buy," driven by compelling value after a ~50% share price decline. BL’s specialized accounting software is highly resistant to AI disruption, serving critical, error-intolerant finance processes. The company’s sub-2% penetration of a $45 billion TAM and recent FedRAMP certification unlock significant growth opportunities. BL balances high single-digit revenue growth with improving low-20s pro forma operating margins, supporting its valuation. Read the full article on Seeking Alpha
내러티브 업데이트 May 10

BL: AI Operations, Governance Changes And Buybacks Will Shape Balanced Outlook

Analysts have trimmed their price target on BlackLine from $35.00 to $32.00 as updated assumptions incorporate slightly different revenue growth, profit margin, and future P/E expectations. What's in the News BlackLine issued earnings guidance for the first quarter of 2026, with expected total GAAP revenue between $180 million and $182 million, and full year 2026 GAAP revenue guidance between $764 million and $768 million.
내러티브 업데이트 Apr 24

BL: AI Agentic Operations Will Unlock Undervalued Upside Over Time

Analysts have reduced their price target on BlackLine from $44.00 to $35.00. They cited updated assumptions around a slightly higher discount rate, a modestly different revenue growth outlook, a small shift in expected profit margins and a lower future P/E multiple.
내러티브 업데이트 Apr 10

BL: Share Repurchases And Board Changes Will Support Stronger Future Returns

Analysts have trimmed their BlackLine price target from about $61.83 to $55.23. The revised target reflects updated views on higher discount rates, slightly different revenue growth expectations, a higher projected profit margin, and a lower assumed future P/E multiple.
내러티브 업데이트 Mar 26

BL: Expanded Buybacks And Activist Cooperation Will Support Future Shareholder Upside

Analysts have kept BlackLine's price target steady at $70.00, citing small adjustments to assumptions around the discount rate, revenue growth, profit margins, and future P/E that offset each other in their updated models. What's in the News BlackLine increased its equity buyback authorization by US$100 million to a total of US$500 million as of March 13, 2026, expanding its capacity to repurchase shares (Key Developments).
내러티브 업데이트 Mar 11

BL: Activist Board Challenge And Buybacks Will Unlock Undervalued Upside

Analysts have lowered their price target on BlackLine from $48.00 to $44.00, reflecting updated assumptions for revenue growth, profit margins, discount rate, and future P/E multiples in their models. What's in the News BlackLine updated its share repurchase activity, buying 600,000 shares, about 1% of shares, for US$33.8 million between October 1, 2025 and December 31, 2025, bringing total buybacks under the November 19, 2024 authorization to 4,464,000 shares, about 7.22% of shares, for US$235.61 million (company filing).
내러티브 업데이트 Feb 25

BL: Activist Board Challenge And Repurchases Will Support Future Shareholder Upside

Analysts have lowered their price target on BlackLine from $73 to $70, citing updated assumptions for revenue growth, profitability and future P/E levels. They still see room for meaningful margins over time.
분석 기사 Feb 17

BlackLine's (NASDAQ:BL) Soft Earnings Are Actually Better Than They Appear

BlackLine, Inc.'s ( NASDAQ:BL ) earnings announcement last week didn't impress shareholders. Despite the soft profit...
내러티브 업데이트 Feb 11

BL: Activist Campaign And Board Changes Will Unlock Future Shareholder Upside

Analysts have trimmed their fair value estimate for BlackLine from US$80.00 to US$73.00, citing updated assumptions that include a slightly higher discount rate, a higher revenue growth outlook, a lower profit margin profile, and a higher future P/E multiple. What's in the News Engaged Capital LLC formally submitted a nomination notice on February 2, 2026 to put three director candidates, including Storm Duncan, Christopher Hallenbeck and Christopher L.
내러티브 업데이트 Jan 26

BL: Activist Sale Push And Modest Margins Will Constrain Future Returns

Analysts have kept their price target for BlackLine steady at US$48.00. They point to only small updates in assumptions for discount rate, revenue growth, profit margin and future P/E as justification for maintaining their view.
내러티브 업데이트 Jan 12

BL: Activist Push For Sale And Modest Margins Will Pressure Shares

Analysts have kept their fair value target for BlackLine steady at US$48.00. This reflects slightly different assumptions around discount rate, revenue growth, profit margin and future P/E that broadly offset one another in their models.
분석 기사 Jan 05

BlackLine (NASDAQ:BL) Is Doing The Right Things To Multiply Its Share Price

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
내러티브 업데이트 Dec 26

BL: Activist Pressure And Modest Profitability Will Weigh On Shares

Analysts have maintained their BlackLine price target at $48.00. This reflects modestly improved assumptions for long-term revenue growth and profitability, which are largely offset by a slightly lower future earnings multiple.
내러티브 업데이트 Dec 12

BL: Softer Margins And Higher Risk Will Pressure Share Price

Analysts have modestly lowered their price target on BlackLine to $48.00. This reflects slightly softer expectations for revenue growth and profit margins, along with a small uptick in the assumed discount rate.
분석 기사 Sep 01

Is Now An Opportune Moment To Examine BlackLine, Inc. (NASDAQ:BL)?

While BlackLine, Inc. ( NASDAQ:BL ) might not have the largest market cap around , it saw a decent share price growth...
분석 기사 Jul 24

BlackLine (NASDAQ:BL) Could Easily Take On More Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Jun 29

Returns At BlackLine (NASDAQ:BL) Are On The Way Up

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
분석 기사 Jun 17

We Ran A Stock Scan For Earnings Growth And BlackLine (NASDAQ:BL) Passed With Ease

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 Feb 18

BlackLine's (NASDAQ:BL) Shareholders Should Assess Earnings With Caution

Strong earnings weren't enough to please BlackLine, Inc.'s ( NASDAQ:BL ) shareholders over the last week. We did some...
Seeking Alpha Feb 13

BlackLine: Worrying Growth Trends (Rating Downgrade)

Summary BlackLine shares slid nearly 20% after the company reported disastrous Q4 results, showing continued deceleration in revenue growth while also suffering large slips in operating margin. The company's FY25 implies growth slowing further to a mere 7-8% range, well below the company's target goal of recovering growth to the mid-teens. BlackLine may be subject to vendor consolidation as its niche finance software faces sharp competition from broader platforms like SAP and Workday. Despite its cheap valuation at <5x forward revenue, BlackLine's consistent deceleration and market challenges lead me to downgrade my rating to a sell. Read the full article on Seeking Alpha
분석 기사 Feb 02

Returns Are Gaining Momentum At BlackLine (NASDAQ:BL)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Seeking Alpha Jan 24

BlackLine: On Stronger Footing With Richer Margins (Upgrade)

Summary I'm upgrading BlackLine to a neutral rating, driven by evidence that the company's growth rates are stabilizing. The company recently issued a press release to note that it expects to meet or exceed the high end of its guidance for Q4. BlackLine's strategic shift to the mid-market segment has helped the company focus on spending, leading to large jumps in operating margins and FCF. The stock trades at a reasonable ~20x forward FCF multiple, which balances out its competitive risks. Read the full article on Seeking Alpha
분석 기사 Jan 20

Is BlackLine (NASDAQ:BL) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Jan 06

Is There Now An Opportunity In BlackLine, Inc. (NASDAQ:BL)?

While BlackLine, Inc. ( NASDAQ:BL ) might not have the largest market cap around , it saw a decent share price growth...
Seeking Alpha Dec 19

BlackLine: Acceleration To Mid-Teens Revenue Growth Is Possible

Summary I reiterate my buy rating for BlackLine due to its potential to accelerate growth to mid-teens, triggering an upward valuation rerating. BL's strategic shift towards larger enterprise customers and the launch of the Studio360 platform are key drivers for achieving mid-teens revenue growth. The new pricing model, allowing unlimited users and consumption-based components, should significantly boost blended pricing as the mix of larger customers grows. Read the full article on Seeking Alpha
분석 기사 Nov 06

If EPS Growth Is Important To You, BlackLine (NASDAQ:BL) Presents An Opportunity

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Seeking Alpha Oct 31

BlackLine Is Expanding Net Profit Margins Fast

Summary BlackLine, a financial automation software firm, targets enterprise customers, automating financial close processes to improve cash flows and financial reporting accuracy. Founded by Therese Tucker, BL has grown significantly, achieving profitability and strong financial metrics like 79% gross margins and 105% net revenue retention. The company’s stock is trending upwards, driven by a sticky customer base and potential increased demand due to year-end taxes and the presidential election. BlackLine's partnerships with accounting firms and focus on digital self-service and generative AI enhance its go-to-market strategy and profitability prospects. Read the full article on Seeking Alpha
분석 기사 Oct 25

BlackLine (NASDAQ:BL) Might Have The Makings Of A Multi-Bagger

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
분석 기사 Oct 13

Are Investors Undervaluing BlackLine, Inc. (NASDAQ:BL) By 23%?

Key Insights The projected fair value for BlackLine is US$72.97 based on 2 Stage Free Cash Flow to Equity BlackLine is...
분석 기사 Oct 01

Getting In Cheap On BlackLine, Inc. (NASDAQ:BL) Is Unlikely

It's not a stretch to say that BlackLine, Inc.'s ( NASDAQ:BL ) price-to-sales (or "P/S") ratio of 5.5x right now seems...
Seeking Alpha Sep 21

BlackLine: Slightly Improved Execution Still Doesn't Warrant My Investment

Summary BlackLine has benefited from the recent rally but struggles with weak fundamentals, remaining down over 10% YTD and underperforming the S&P 500. I'm slightly upgrading the company to a sell rating (from a prior strong sell) due to the company noting stronger pipeline creation, but a number of challenges still remain ahead. The company's ~5x revenue multiple is unfavorable compared to peer software companies growing at a similar pace. Read the full article on Seeking Alpha
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새로운 내러티브 Sep 05

Decisive Expansions And AI Integration Promise Growth Amid Market Risks And Margin Pressure

BlackLine's integration of solutions and focus on strong partnerships, like with SAP, aim to boost revenue through upselling and new acquisitions.
분석 기사 Aug 14

BlackLine's (NASDAQ:BL) Promising Earnings May Rest On Soft Foundations

Unsurprisingly, BlackLine, Inc.'s ( NASDAQ:BL ) stock price was strong on the back of its healthy earnings report. We...

매출 및 비용 세부 내역

BlackLine가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGS:BL 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 2671727387114
31 Dec 2570025378109
30 Sep 2568776378106
30 Jun 2567488372104
31 Mar 25663156370102
31 Dec 24653161370101
30 Sep 2464012735499
30 Jun 24624122355100
31 Mar 2460876352101
31 Dec 2359053348103
30 Sep 2357442352109
30 Jun 2355810355110
31 Mar 23542-31362111
31 Dec 22523-29372109
30 Sep 22498-78362102
30 Jun 22473-7133993
31 Mar 22447-8631484
31 Dec 21426-11529277
30 Sep 21406-9527275
30 Jun 21387-9026071
31 Mar 21368-7324864
31 Dec 20352-4724656
30 Sep 20336-3923949
30 Jun 20321-4023645
31 Mar 20307-3722844
31 Dec 19289-3321543
30 Sep 19271-3220341
30 Jun 19255-2719037
31 Mar 19241-3018534
31 Dec 18228-2917631
30 Sep 18215-2416528
30 Jun 18202-3216327
31 Mar 18189-3315025
31 Dec 17176-3314024
30 Sep 17161-4513123
30 Jun 17148-3911723
31 Mar 17135-3811022
31 Dec 16128-269821
30 Sep 16112-319921
30 Jun 16102-319321
31 Mar 1692-308620
31 Dec 1584-257718
30 Sep 1575-236916

양질의 수익: BL는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: BL의 현재 순 이익률 (3.7%)은 지난해 (23.6%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: BL는 지난 5년 동안 흑자전환하며 연평균 59.9%의 수익 성장을 기록했습니다.

성장 가속화: BL은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: BL은 지난 1년 동안 수익이 감소(-83%)하여 Software 업계 평균(11.8%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: BL의 자본 수익률(7.7%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/31 01:05
종가2026/05/29 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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산업 및 섹터 지표

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분석가 소스

BlackLine, Inc.는 26명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Robert OliverBaird
null nullBMO Capital Markets Equity Research
Daniel JesterBMO Capital Markets Equity Research