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Blackbaud, Inc. (BLKB)

NEUTRAL
TechnologySoftware - ApplicationUnited States

Fundamental

70

Precio

$47.16

Capitalización Bursátil

$2.20B

Parte 1 · Cuánto vale la empresa

Resumen

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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Direct competitors

Who this company fights with for the same customers

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No competitor list for this company yet.

Balance y Liquidez

Ingresos

$1.15B

Últimos 12 meses (hasta 30/6/2026)

Beneficio Neto

$151M

Últimos 12 meses (hasta 30/6/2026)

Flujo de Caja Libre

$258M

Patrimonio Neto Total

$85M

Pasivo Total

$2.31B

Ratio de Liquidez

0.83

Cobertura de Intereses

3.43

Deuda/EBITDA

4.18

Beneficio Por Acción

Ingresos y Beneficio Neto

Flujo de Caja Libre

Desglose de Ingresos

Estado histórico

Márgenes en el tiempo

La deuda en el tiempo

Cuánto pesa la deuda

Cuadro de crecimiento

Crecimiento — Ingresos

Estimación de Valor Justo

General caseInfravalorado

Valor Justo

$110.66

Precio Actual

$47.16

Margen de Seguridad

+57.4%

Rango de Valor Justo

$71.93 - $149.39

Métodos de Estimación

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
Consenso de Analistas:Compra Fuerte (7B / 3H / 0S)
Última Sorpresa de Resultados:+2.06%

Métricas de Valoración

Ratio P/E

15.07

ROE

135.2%

Ratio P/B

32.55

P/FCF

6.63

Margen Bruto

59.6%

ROIC

14.4%

Radar de Rentabilidad

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.

Criterios de Análisis Fundamental

Superado (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

Fallido (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%

No disponible (1)

  • Dividend Payout NaN%

Piotroski F-Score

8/9

Solidez financiera fuerte

score
criteria

Calidad de los Beneficios

2.25

Alta calidad: beneficios respaldados por efectivo

Dilución de Acciones

-4.1%

Recomprando acciones. Favorable para el accionista

Gobernanza

Equipo Directivo

NombreCargoEdad
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-

Riesgo de Auditoría

6

Riesgo del Consejo

3

Riesgo de Compensación

3

Riesgo de Derechos del Accionista

2

Parte 2 · El precio y el momento de entrar

Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.

Latest News

Recent headlines for BLKB, sourced from Markets Gazette.

No recent news for BLKB.