A Look at BILL Holdings’s Valuation After New Acumatica Partnership Boosts Integration Reach

BILL Holdings (NYSE:BILL) is partnering with Acumatica to embed its Accounts Payable automation directly into Acumatica Cloud ERP. This integration gives business users a streamlined way to manage billing and payments within a single platform. This move expands BILL’s reach among U.S. ERP users and strengthens its product ecosystem.

See our latest analysis for BILL Holdings.

Despite a recent rally, driven in part by the Acumatica partnership and a refreshed board, BILL Holdings’ 1-year total shareholder return sits at -7.9%, and its 3-year total return remains sharply negative. Still, the stock is showing signs of renewed momentum, up 10.6% over the last 90 days, hinting at shifting sentiment as BILL deepens its product integrations and governance bench.

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The question now is whether BILL Holdings’ lackluster long-term returns and recent operational wins mean the stock is trading at a discount, or if the market has already accounted for the next wave of growth.

Most Popular Narrative: 16.8% Undervalued

With BILL Holdings last closing at $50.77, the current consensus narrative points to a fair value of $61.05. This suggests plenty of room for upside, based on how analysts are weighing margin improvements and future growth momentum.

"Expansion of embedded finance capabilities and the Embed 2.0 strategy, including strategic partnerships with large enterprise software platforms, is set to broaden BILL's distribution channels and could significantly increase customer acquisition and transaction volumes. This could translate into higher long-term revenues."

Read the complete narrative.

Wondering what drives this valuation gap? Bold projections on future profit margins, rising transaction volumes, and a shift to recurring revenue are at the core of the bullish consensus. Unpack the analyst debate and find out how these financial forecasts shape BILL Holdings’ fair value.

Result: Fair Value of $61.05 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, ongoing macroeconomic challenges or slower customer spending could limit BILL Holdings' revenue growth and put their ambitious forecasts at risk.

Find out about the key risks to this BILL Holdings narrative.

Build Your Own BILL Holdings Narrative

If you see things differently or want to dig into the numbers on your own terms, it takes just a few minutes to build a narrative from scratch. Do it your way

A great starting point for your BILL Holdings research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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