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Blackbaud, Inc. (BLKB)

NEUTRAL
TechnologySoftware - ApplicationUnited States

Fundamental

70

Preço

$47.16

Capitalização de Mercado

$2.20B

Parte 1 · Quanto vale a empresa

Visão Geral

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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Balanço & Liquidez

Receita

$1.15B

Últimos 12 meses (até 30/06/2026)

Resultado Líquido

$151M

Últimos 12 meses (até 30/06/2026)

Fluxo de Caixa Livre

$258M

Capital Próprio Total

$85M

Passivo Total

$2.31B

Rácio de Liquidez

0.83

Cobertura de Juros

3.43

Dívida/EBITDA

4.18

Resultados Por Ação

Receita & Resultado Líquido

Fluxo de Caixa Livre

Decomposição dos Resultados

Demonstração histórica

Margens ao longo do tempo

A dívida ao longo do tempo

Quanto pesa a dívida

Grelha do crescimento

Crescimento — Receitas

Estimativa de Valor Justo

General caseSubvalorizada

Valor Justo

$110.66

Preço Atual

$47.16

Margem de Segurança

+57.4%

Intervalo de Valor Justo

$71.93 - $149.39

Métodos de Estimativa

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 dos Analistas:Compra Forte (7B / 3H / 0S)
Última Surpresa de Resultados:+2.06%

Métricas de Avaliação

Rácio P/E

15.07

ROE

135.2%

Rácio P/B

32.55

P/FCF

6.63

Margem Bruta

59.6%

ROIC

14.4%

Radar de Rentabilidade

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.

Critérios de Análise Fundamental

Aprovado (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

Reprovado (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%

Indisponível (1)

  • Dividend Payout NaN%

Piotroski F-Score

8/9

Saúde financeira sólida

score
criteria

Qualidade dos Resultados

2.25

Alta qualidade: resultados respaldados por caixa

Diluição de Ações

-4.1%

A recomprar ações. Favorável ao acionista

Governação

Equipa Executiva

NomeCargoIdade
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-

Risco de Auditoria

6

Risco do Conselho

3

Risco de Remuneração

3

Risco dos Direitos dos Acionistas

2

Parte 2 · O preço e o momento de entrar

Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.

Latest News

Recent headlines for BLKB, sourced from Markets Gazette.

No recent news for BLKB.