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Blackbaud, Inc. (BLKB)

NEUTRAL
TechnologySoftware - ApplicationUnited States

Fundamental

70

Kurs

$47.57

Marktkapitalisierung

$2.20B

Teil 1 · Was das Unternehmen wert ist

Übersicht

Blackbaud, Inc. engages in the providing AI-powered solutions in the United States and internationally. The company offers fundraising and engagement solutions, including Blackbaud Raiser's Edge NXT, Blackbaud CRM, Blackbaud Luminate Online, Blackbaud TeamRaiser, JustGiving from Blackbaud, Blackbaud Fundraiser Performance Management, and Blackbaud Altru; financial management solutions, such as Blackbaud Financial Edge NXT, Blackbaud Purchase Cards, Blackbaud Tuition Management, Blackbaud Financial Aid Management, and Blackbaud Billing Management; and grant and award management solutions, which includes Blackbaud Grantmaking and Blackbaud Award Management. It also offers education solutions, including Blackbaud Student Information System, Blackbaud Learning Management System, Blackbaud Enrollment Management System, and Blackbaud School Website System; social responsibility, employee giving, and volunteering solutions, such as YourCause GrantsConnect and YourCause CSRconnect, and Blackbaud Impact Edge; and payment services, which includes Blackbaud Merchant Services. In addition, the company provides data intelligence solutions; professional and managed services, such as system implementation, data conversion, business process analysis and application customization, database merging and enrichment, database production activities, website design services, and outcome-based and prescriptive services; and training solutions. The company sells its solutions and related services through its direct sales force. Blackbaud, Inc. was founded in 1981 and is headquartered in Charleston, South Carolina.

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Bilanz & Liquidität

Umsatz

$1.15B

Letzte 12 Monate (bis 30.6.2026)

Nettogewinn

$151M

Letzte 12 Monate (bis 30.6.2026)

Freier Cashflow

$258M

Gesamtes Eigenkapital

$85M

Gesamtverbindlichkeiten

$2.31B

Current Ratio

0.83

Zinsdeckungsgrad

3.43

Schulden/EBITDA

4.18

Gewinn je Aktie

Umsatz & Nettogewinn

Freier Cashflow

Ertragsaufschlüsselung

Historische Aufstellung

Margen im Zeitverlauf

Verschuldung im Zeitverlauf

Wie schwer die Schulden wiegen

Wachstumsraster

Wachstum — Umsatz

Innerer-Wert-Schätzung

General caseUnterbewertet

Innerer Wert

$110.66

Aktueller Kurs

$47.57

Sicherheitsmarge

+57.0%

Innerer-Wert-Spanne

$71.93 - $149.39

Bewertungsmethoden

Analyst price target:$53.40
Discounted cash flow (DCF):$280.66
Earnings multiple (P/E):$22.81
Graham growth formula:$164.74
Earnings power value (EPV):$39.18
Justified P/B:$47.71
Dividend discount (Gordon):Not enough data to compute it
P/FFO, funds from operations:Not enough data to compute it
Mid-cycle earnings:$46.97
Revenue multiple:Not enough data to compute it
Analystenkonsens:Starker Kauf (7B / 3H / 0S)
Letzte Gewinnüberraschung:+2.06%

Bewertungskennzahlen

P/E-Verhältnis

15.07

ROE

135.2%

P/B-Verhältnis

32.55

P/FCF

6.63

Bruttomarge

59.6%

ROIC

14.4%

Rentabilitäts-Radar

Value Creation (Economic Moat)

ROIC

14.4%

WACC

8.2%

ROIC − WACC

+6.2 pp

ROIC exceeds the cost of capital — the company is creating value for shareholders.

Fundamentalanalyse-Kriterien

Bestanden (19)

  • EPS shows upward trend
  • EPS CAGR 7.62%
  • ROIC 14.4%
  • Gross Margin 59.6%
  • P/FCF 6.63
  • Operating Margin 19.8%
  • Positive Free Cash Flow
  • CapEx intensity
  • Current Ratio
  • Interest Coverage
  • Debt/EBITDA
  • Return on Tangible Assets
  • ROE 204.4%
  • Analyst Consensus 70% Buy
  • PEG Ratio 0.19
  • Earnings Quality (OCF/NI) 2.25
  • Share Dilution -4.1%
  • Net Margin Trend 13.1% vs -26.1%
  • Piotroski F-Score 8/9

Nicht bestanden (8)

  • Price CAGR -2.93%
  • P/B Ratio 32.55
  • Debt/Equity ratio
  • Low reliance on intangibles
  • Price below Graham Number
  • DCF valuation (Fairly valued)
  • Revenue Growth 5Y 4.3%
  • Earnings Surprise avg 1.4%

Nicht verfügbar (1)

  • Dividend Payout NaN%

Piotroski F-Score

8/9

Starke finanzielle Gesundheit

score
criteria

Gewinnqualität

2.25

Hohe Qualität: Gewinne durch Cashflow gedeckt

Aktienverwässerung

-4.1%

Aktienrückkäufe. Aktionärsfreundlich

Unternehmensführung

Führungsteam

NamePositionAlter
Mr. Michael P. GianoniPresident, CEO & Non-Independent Vice Chairman of the Board64
Mr. Chad M. AndersonExecutive VP & CFO52
Mr. Kevin P. GregoireExecutive VP & COO57
Mr. Kevin R. McDearisExecutive VP & CTO57
Mr. David J. BenjaminExecutive VP & Chief Commercial Officer53
Mr. Chris LindnerChief Information Officer-
Mr. Tom BarthHead of Investor Relations-
Mr. Jon W. Olson J.D.Chief Legal Officer & Corporate Secretary61
Nicole McGouganPublic Relations Manager-
Ms. Margaret DriscollChief People & Culture Officer-

Prüfungsrisiko

6

Vorstandsrisiko

3

Vergütungsrisiko

3

Aktionärsrechterisiko

2

Teil 2 · Der Preis und der Einstiegszeitpunkt

Dieser Teil sagt nicht, ob das Unternehmen etwas taugt: Er hilft bei der Wahl des Kaufzeitpunkts, nachdem die Fundamentaldaten überzeugt haben. Enthalten: technische Analyse, Potenzial, historische Drawdowns, Gamma-Exposure.

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