BILL Holdings, Inc.

NYSE:BILL Stock Report

Market Cap: US$4.7b

BILL Holdings Management

Management criteria checks 2/4

BILL Holdings' CEO is Rene Lacerte, appointed in Apr 2006, has a tenure of 19.42 years. total yearly compensation is $14.38M, comprised of 4.3% salary and 95.7% bonuses, including company stock and options. directly owns 2.67% of the company’s shares, worth $125.81M. The average tenure of the management team and the board of directors is 1.8 years and 4.8 years respectively.

Key information

Rene Lacerte

Chief executive officer

US$14.4m

Total compensation

CEO salary percentage4.27%
CEO tenure19.4yrs
CEO ownership2.7%
Management average tenure1.8yrs
Board average tenure4.8yrs

Recent management updates

Recent updates

BILL Holdings, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Aug 31
BILL Holdings, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

BILL Holdings: The Turnaround Is Here

Aug 28

Investors Still Aren't Entirely Convinced By BILL Holdings, Inc.'s (NYSE:BILL) Revenues Despite 26% Price Jump

May 09
Investors Still Aren't Entirely Convinced By BILL Holdings, Inc.'s (NYSE:BILL) Revenues Despite 26% Price Jump

BILL Holdings: Eroding Underlying Demand Limits Growth Potential

Apr 17

Should You Investigate BILL Holdings, Inc. (NYSE:BILL) At US$42.60?

Apr 04
Should You Investigate BILL Holdings, Inc. (NYSE:BILL) At US$42.60?

Does BILL Holdings (NYSE:BILL) Have A Healthy Balance Sheet?

Mar 10
Does BILL Holdings (NYSE:BILL) Have A Healthy Balance Sheet?

BILL Holdings: Why I'm Neutral After A Tough Selloff

Mar 10
User avatar

AI-Powered Solutions Will Expand SMB Financial Operations Platform

BILL's strategic focus on AI and innovative payment solutions aims to boost market penetration, transaction volumes, and product adoption for future revenue growth.

Investors Don't See Light At End Of BILL Holdings, Inc.'s (NYSE:BILL) Tunnel And Push Stock Down 26%

Feb 12
Investors Don't See Light At End Of BILL Holdings, Inc.'s (NYSE:BILL) Tunnel And Push Stock Down 26%

Is BILL Holdings, Inc. (NYSE:BILL) Trading At A 27% Discount?

Feb 08
Is BILL Holdings, Inc. (NYSE:BILL) Trading At A 27% Discount?

BILL Holdings: Not Chasing The Rally

Feb 05

Why BILL Holdings, Inc. (NYSE:BILL) Could Be Worth Watching

Dec 27
Why BILL Holdings, Inc. (NYSE:BILL) Could Be Worth Watching

BILL Holdings, Inc. (NYSE:BILL) Stock Rockets 59% As Investors Are Less Pessimistic Than Expected

Dec 05
BILL Holdings, Inc. (NYSE:BILL) Stock Rockets 59% As Investors Are Less Pessimistic Than Expected

Calculating The Intrinsic Value Of BILL Holdings, Inc. (NYSE:BILL)

Nov 08
Calculating The Intrinsic Value Of BILL Holdings, Inc. (NYSE:BILL)

Bill Holdings: Rapidly Growing Accounting SaaS At Discounted Price

Oct 31

BILL Holdings: Assessing The Potential For A Growth Inflection

Oct 25

Is BILL Holdings (NYSE:BILL) Using Too Much Debt?

Oct 18
Is BILL Holdings (NYSE:BILL) Using Too Much Debt?

What Does BILL Holdings, Inc.'s (NYSE:BILL) Share Price Indicate?

Sep 27
What Does BILL Holdings, Inc.'s (NYSE:BILL) Share Price Indicate?

Revenues Not Telling The Story For BILL Holdings, Inc. (NYSE:BILL) After Shares Rise 26%

Sep 06
Revenues Not Telling The Story For BILL Holdings, Inc. (NYSE:BILL) After Shares Rise 26%

BILL Holdings: Stock Looks Unattractive In The Near-Term

Aug 24

Are Investors Undervaluing BILL Holdings, Inc. (NYSE:BILL) By 39%?

Jun 28
Are Investors Undervaluing BILL Holdings, Inc. (NYSE:BILL) By 39%?

BILL Holdings: Still A Sell? Maybe Not (Rating Upgrade)

Jun 14

BILL Holdings, Inc. (NYSE:BILL) Not Flying Under The Radar

Jun 09
BILL Holdings, Inc. (NYSE:BILL) Not Flying Under The Radar

BILL Holdings: I'm Buying At YTD Lows (Rating Upgrade)

May 26

BILL Holdings (NYSE:BILL) Has Debt But No Earnings; Should You Worry?

May 22
BILL Holdings (NYSE:BILL) Has Debt But No Earnings; Should You Worry?

BILL Holdings: Competition With Intuit And Overvaluation Make It A Sell

May 04

Is It Too Late To Consider Buying BILL Holdings, Inc. (NYSE:BILL)?

Apr 15
Is It Too Late To Consider Buying BILL Holdings, Inc. (NYSE:BILL)?

BILL Holdings: Avoid This Stock (Rating Downgrade)

Apr 12

Estimating The Fair Value Of BILL Holdings, Inc. (NYSE:BILL)

Mar 25
Estimating The Fair Value Of BILL Holdings, Inc. (NYSE:BILL)

BILL Holdings, Inc.: New Game Plan For Success In 2024

Feb 12

Is BILL Holdings (NYSE:BILL) Weighed On By Its Debt Load?

Feb 11
Is BILL Holdings (NYSE:BILL) Weighed On By Its Debt Load?

CEO Compensation Analysis

How has Rene Lacerte's remuneration changed compared to BILL Holdings's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 30 2025n/an/a

US$24m

Mar 31 2025n/an/a

US$38m

Dec 31 2024n/an/a

US$82m

Sep 30 2024n/an/a

US$8m

Jun 30 2024US$14mUS$613k

-US$29m

Mar 31 2024n/an/a

-US$52m

Dec 31 2023n/an/a

-US$115m

Sep 30 2023n/an/a

-US$170m

Jun 30 2023US$18mUS$550k

-US$224m

Mar 31 2023n/an/a

-US$293m

Dec 31 2022n/an/a

-US$348m

Sep 30 2022n/an/a

-US$334m

Jun 30 2022US$14mUS$500k

-US$326m

Mar 31 2022n/an/a

-US$283m

Dec 31 2021n/an/a

-US$223m

Sep 30 2021n/an/a

-US$160m

Jun 30 2021US$1mUS$445k

-US$99m

Mar 31 2021n/an/a

-US$66m

Dec 31 2020n/an/a

-US$48m

Sep 30 2020n/an/a

-US$38m

Jun 30 2020US$17mUS$402k

-US$31m

Mar 31 2020n/an/a

-US$26m

Dec 31 2019n/an/a

-US$20m

Sep 30 2019n/an/a

-US$12m

Jun 30 2019US$5mUS$350k

-US$7m

Compensation vs Market: Rene's total compensation ($USD14.38M) is above average for companies of similar size in the US market ($USD7.21M).

Compensation vs Earnings: Rene's compensation has been consistent with company performance over the past year.

CEO

Rene Lacerte (57 yo)

19.4yrs
Tenure
US$14,377,971
Compensation

Mr. Rene A. Lacerte is the Founder of BILL Holdings, Inc. since April 2006 and serves as its Chief Executive Officer since April 2006. He serves as Chairperson of the Board at BILL Holdings, Inc. (formerly...

Leadership Team

NamePositionTenureCompensationOwnership
Rene Lacerte
Founder19.4yrsUS$14.38m2.67%
$ 125.8m
John Rettig
President & COO1.8yrsUS$10.56m0.17%
$ 8.0m
Rajesh Aji
Chief Legal & Compliance Officer and Secretary9.1yrsUS$2.88m0.0092%
$ 431.7k
Rohini Jain
Chief Financial Officerless than a yearno datano data
Germaine Cota
Senior Vice President of Finance & Accounting3.7yrsno data0.0094%
$ 441.6k
Kenneth Moss
Chief Technology Officer2.4yrsno data0.10%
$ 4.9m
Karen Sansot
VP of Investor Relationsno datano datano data
Bobbie Grafeld
Chief People Officerless than a yearno datano data
Sarah Acton
Chief Customer Officer1.3yrsno datano data
Rinki Sethi
VP & Chief Information Security Officer3.5yrsno datano data
Mary Bowman
EVP and GM of Payments & Financial Servicesless than a yearno datano data
Mike Cieri
Executive VP & GM of Software Solutionsless than a yearno datano data
1.8yrs
Average Tenure
57yo
Average Age

Experienced Management: BILL's management team is not considered experienced ( 1.8 years average tenure), which suggests a new team.

Board Members

NamePositionTenureCompensationOwnership
Rene Lacerte
Founder19.4yrsUS$14.38m2.67%
$ 125.8m
Brian Jacobs
Independent Director18.1yrsUS$239.99k0.22%
$ 10.6m
Steven Cakebread
Independent Director6.3yrsUS$252.49k0.0063%
$ 299.1k
Aida Alvarez
Independent Director3.3yrsUS$236.49k0.0080%
$ 376.5k
David Hornik
Independent Director9.3yrsUS$236.49k0.041%
$ 1.9m
Katherine M. Kline
Lead Independent Director5yrsUS$250.49k0.0088%
$ 414.7k
Alison Wagonfeld
Independent Director2.9yrsUS$239.99kno data
Stephen Fisher
Independent Director4.6yrsUS$247.49k0.0073%
$ 343.4k
Daniel Wernikoff
Directorless than a yearno datano data
Allison Mnookin
Independent Director6.2yrsUS$249.15k0.0063%
$ 299.1k
Tina Reich
Independent Director3.3yrsUS$257.99k0.0073%
$ 343.0k
Keri Gohman
Directorless than a yearno datano data
4.8yrs
Average Tenure
57yo
Average Age

Experienced Board: BILL's board of directors are considered experienced (4.8 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/09/02 16:09
End of Day Share Price 2025/08/29 00:00
Earnings2025/06/30
Annual Earnings2025/06/30

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.

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 Github.

Analyst Sources

BILL Holdings, Inc. is covered by 34 analysts. 24 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David KoningBaird
Ishan MajumdarBaptista Research
Daniel JesterBMO Capital Markets Equity Research