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Blackbaud, Inc. (BLKB)

NEUTRAL
TechnologySoftware - ApplicationUnited States

基本面

70

价格

$47.16

市值

$2.20B

第一部分 · 这家公司值多少

概览

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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资产负债表与流动性

营收

$1.15B

最近12个月(截至2026/6/30)

净利润

$151M

最近12个月(截至2026/6/30)

自由现金流

$258M

股东权益合计

$85M

负债合计

$2.31B

流动比率

0.83

利息覆盖率

3.43

债务/EBITDA

4.18

每股收益

营收与净利润

自由现金流

收入构成

历史财务表

利润率变化

债务变化

债务负担有多重

增长一览表

增长 — 营业收入

公允价值估算

General case被低估

公允价值

$110.66

当前价格

$47.16

安全边际

+57.4%

公允价值区间

$71.93 - $149.39

估算方法

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
分析师共识:强力买入 (7B / 3H / 0S)
最近财报超预期:+2.06%

估值指标

市盈率(P/E)

15.07

ROE

135.2%

市净率(P/B)

32.55

P/FCF

6.63

毛利率

59.6%

ROIC

14.4%

盈利能力雷达图

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.

基本面分析标准

通过(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

未通过(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%

不可用(1)

  • Dividend Payout NaN%

Piotroski F-评分

8/9

财务状况强健

score
criteria

盈利质量

2.25

高质量:盈利有现金流支撑

股权稀释

-4.1%

正在回购股份,对股东友好

公司治理

管理团队

姓名职位年龄
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-

审计风险

6

董事会风险

3

薪酬风险

3

股东权利风险

2

第二部分 · 价格与买入时机

这一部分不判断公司是否值得拥有:它帮助你在基本面说服你之后,选择何时买入。包含:技术分析、潜力、历史回撤、Gamma 敞口。

Latest News

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