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Blackbaud NasdaqGS:BLKB Stock Report

Last Price

US$76.19

Market Cap

US$3.8b

7D

-5.1%

1Y

-11.9%

Updated

19 Dec, 2024

Data

Company Financials +

Blackbaud, Inc.

NasdaqGS:BLKB Stock Report

Market Cap: US$3.8b

BLKB Stock Overview

Provides cloud software solutions to nonprofits, foundations, education institutions, and healthcare organizations in the United States and internationally. More details

BLKB fundamental analysis
Snowflake Score
Valuation2/6
Future Growth3/6
Past Performance1/6
Financial Health2/6
Dividends0/6

Rewards

Trading at 43.7% below our estimate of its fair value

Earnings are forecast to grow 25.46% per year

Became profitable this year

Risk Analysis

Has a high level of debt

Large one-off items impacting financial results

Significant insider selling over the past 3 months


My Notes

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Community Narratives

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WA
Analyst Price Target
Consensus Narrative from 5 Analysts

AI Investments And Partnerships Will Draw Customers And Strengthen Client Services

Key Takeaways Investment in AI, partnerships, and software solutions is expected to attract customers and enhance revenue growth and client value. Strategic moves, including rightsizing and stock repurchases, aim to improve net margins and drive EPS growth while maintaining a stable customer base.
View narrative
US$82.40
FV
7.5% undervalued intrinsic discount
5.57%
Revenue growth p.a.
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1 day ago author updated this narrative

Blackbaud, Inc. Competitors

Alarm.com Holdings

NasdaqGS:ALRM

US$3.2b

Box

NYSE:BOX

US$4.6b

BlackLine

NasdaqGS:BL

US$3.9b

Agilysys

NasdaqGS:AGYS

US$3.6b

Price History & Performance

Summary of share price highs, lows and changes for Blackbaud
Historical stock prices
Current Share PriceUS$76.19
52 Week HighUS$88.95
52 Week LowUS$66.48
Beta1.07
1 Month Change-8.75%
3 Month Change-10.09%
1 Year Change-11.95%
3 Year Change-6.68%
5 Year Change-3.24%
Change since IPO791.11%

Recent News & Updates

Blackbaud: This Story Is Souring Quickly (Rating Downgrade)

Nov 28

Recent updates

Blackbaud: This Story Is Souring Quickly (Rating Downgrade)

Nov 28

Blackbaud: Good Value As The Company Steps Up Buybacks, Improves Margins

Sep 17

Blackbaud: With Offer On The Table, This Company Is Convinced It's Worth More

Jun 28

Unpleasant Surprises Could Be In Store For Blackbaud, Inc.'s (NASDAQ:BLKB) Shares

Apr 15
Unpleasant Surprises Could Be In Store For Blackbaud, Inc.'s (NASDAQ:BLKB) Shares

Does Blackbaud (NASDAQ:BLKB) Have A Healthy Balance Sheet?

Mar 28
Does Blackbaud (NASDAQ:BLKB) Have A Healthy Balance Sheet?

Is There An Opportunity With Blackbaud, Inc.'s (NASDAQ:BLKB) 41% Undervaluation?

Mar 06
Is There An Opportunity With Blackbaud, Inc.'s (NASDAQ:BLKB) 41% Undervaluation?

What Does Blackbaud, Inc.'s (NASDAQ:BLKB) Share Price Indicate?

Feb 02
What Does Blackbaud, Inc.'s (NASDAQ:BLKB) Share Price Indicate?

Blackbaud: Improving Trends, Wrong Price

Jan 30

The Returns On Capital At Blackbaud (NASDAQ:BLKB) Don't Inspire Confidence

Dec 28
The Returns On Capital At Blackbaud (NASDAQ:BLKB) Don't Inspire Confidence

Blackbaud (NASDAQ:BLKB) Has A Pretty Healthy Balance Sheet

Dec 11
Blackbaud (NASDAQ:BLKB) Has A Pretty Healthy Balance Sheet

A Look At The Fair Value Of Blackbaud, Inc. (NASDAQ:BLKB)

Nov 25
A Look At The Fair Value Of Blackbaud, Inc. (NASDAQ:BLKB)

Is Now The Time To Look At Buying Blackbaud, Inc. (NASDAQ:BLKB)?

Oct 26
Is Now The Time To Look At Buying Blackbaud, Inc. (NASDAQ:BLKB)?

Blackbaud (NASDAQ:BLKB) Is Reinvesting At Lower Rates Of Return

Sep 25
Blackbaud (NASDAQ:BLKB) Is Reinvesting At Lower Rates Of Return

Blackbaud (NASDAQ:BLKB) Seems To Use Debt Quite Sensibly

Aug 31
Blackbaud (NASDAQ:BLKB) Seems To Use Debt Quite Sensibly

Estimating The Fair Value Of Blackbaud, Inc. (NASDAQ:BLKB)

Aug 07
Estimating The Fair Value Of Blackbaud, Inc. (NASDAQ:BLKB)

Is It Too Late To Consider Buying Blackbaud, Inc. (NASDAQ:BLKB)?

Jul 15
Is It Too Late To Consider Buying Blackbaud, Inc. (NASDAQ:BLKB)?

Should You Think About Buying Blackbaud, Inc. (NASDAQ:BLKB) Now?

Mar 28
Should You Think About Buying Blackbaud, Inc. (NASDAQ:BLKB) Now?

Estimating The Intrinsic Value Of Blackbaud, Inc. (NASDAQ:BLKB)

Feb 27
Estimating The Intrinsic Value Of Blackbaud, Inc. (NASDAQ:BLKB)

Blackbaud (NASDAQ:BLKB) May Have Issues Allocating Its Capital

Feb 06
Blackbaud (NASDAQ:BLKB) May Have Issues Allocating Its Capital

We Think Blackbaud (NASDAQ:BLKB) Has A Fair Chunk Of Debt

Dec 26
We Think Blackbaud (NASDAQ:BLKB) Has A Fair Chunk Of Debt

Is Now The Time To Look At Buying Blackbaud, Inc. (NASDAQ:BLKB)?

Nov 26
Is Now The Time To Look At Buying Blackbaud, Inc. (NASDAQ:BLKB)?

Is Blackbaud, Inc. (NASDAQ:BLKB) Trading At A 44% Discount?

Oct 30
Is Blackbaud, Inc. (NASDAQ:BLKB) Trading At A 44% Discount?

Shareholder Returns

BLKBUS SoftwareUS Market
7D-5.1%-3.9%-3.5%
1Y-11.9%21.3%22.1%

Return vs Industry: BLKB underperformed the US Software industry which returned 22.9% over the past year.

Return vs Market: BLKB underperformed the US Market which returned 24% over the past year.

Price Volatility

Is BLKB's price volatile compared to industry and market?
BLKB volatility
BLKB Average Weekly Movement5.8%
Software Industry Average Movement8.0%
Market Average Movement6.3%
10% most volatile stocks in US Market17.0%
10% least volatile stocks in US Market3.1%

Stable Share Price: BLKB has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: BLKB's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19813,000Mike Gianoniwww.blackbaud.com

Blackbaud, Inc. provides cloud software solutions to nonprofits, foundations, education institutions, and healthcare organizations in the United States and internationally. The company offers fundraising and engagement solutions, such as Blackbaud Raiser's Edge NXT, Blackbaud CRM, Blackbaud eTapestry, Blackbaud Luminate Online, Blackbaud TeamRaiser, JustGiving, Blackbaud Fundraiser Performance Management, Blackbaud Guided Fundraising, and Blackbaud Altru; and financial management solutions comprising Blackbaud Financial Edge NXT, Blackbaud Tuition Management, and Blackbaud Financial Aid and Billing Management. It also provides grant and award management solutions, consisting of Blackbaud Grantmaking and Blackbaud Award Management; education solutions, such as Blackbaud Student Information System, Blackbaud Learning Management System, Blackbaud Enrollment Management System, and Blackbaud School Website System; social responsibility solutions, which includes YourCause GrantsConnect and YourCause CSRconnect, and EVERFI; Blackbaud Merchant Services and Blackbaud Purchase Cards payment services; and Blackbaud’s Intelligence for Good solutions, as well as Data Health, Insights, and Performance solutions and services.

Blackbaud, Inc. Fundamentals Summary

How do Blackbaud's earnings and revenue compare to its market cap?
BLKB fundamental statistics
Market capUS$3.75b
Earnings (TTM)US$52.99m
Revenue (TTM)US$1.15b

71.3x

P/E Ratio

3.3x

P/S Ratio

Is BLKB overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
BLKB income statement (TTM)
RevenueUS$1.15b
Cost of RevenueUS$514.26m
Gross ProfitUS$634.02m
Other ExpensesUS$581.03m
EarningsUS$52.99m

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)1.07
Gross Margin55.21%
Net Profit Margin4.61%
Debt/Equity Ratio184.9%

How did BLKB perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/19 04:41
End of Day Share Price 2024/12/19 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Blackbaud, Inc. is covered by 29 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Peter HeckmannAvondale Partners
Robert OliverBaird
Mark SchappelBenchmark Company