Box, Inc.

NYSE:BOX 주식 리포트

시가총액: US$3.7b

Box 배당 및 자사주 매입

배당 기준 점검 0/6

Box 배당금을 지급한 기록이 없습니다.

핵심 정보

n/a

배당 수익률

11.1%

자사주 매입 수익률

총 주주 수익률11.1%
미래 배당 수익률0%
배당 성장률n/a
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향n/a

최근 배당 및 자사주 매입 업데이트

업데이트 없음

Recent updates

내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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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새로운 내러티브 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.

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: 과거에 BOX 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.

배당금 증가: BOX 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.


배당 수익률 vs 시장

Box 배당 수익률 vs 시장
BOX의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (BOX)n/a
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.2%
업계 평균 (Software)1.0%
분석가 예측 (BOX) (최대 3년)0%

주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 BOX 의 배당 수익률을 평가할 수 없습니다.

고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 BOX 의 배당 수익률을 평가할 수 없습니다.


주주 대상 이익 배당

수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 BOX 의 지급 비율을 계산하기에는 데이터가 부족합니다.


주주 현금 배당

현금 흐름 범위: BOX 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/10 04:57
종가2026/06/10 00:00
수익2026/04/30
연간 수익2026/01/31

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
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Box, Inc.는 22명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Edward MagiBerenberg
Joel FishbeinBMO Capital Markets Equity Research
Matthew BullockBofA Global Research