Professional
Added to YB: 2025-11-28
Pitch date: 2025-10-27
BILL [neutral]
BILL Holdings, Inc.
+6.42%
current return
Author Info
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Company Info
BILL Holdings, Inc. provides financial operations platform for small and midsize businesses worldwide.
Market Cap
$5.0B
Pitch Price
$50.90
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.5K
P/E
-264.94
EV/Sales
3.04
Sector
Software
Category
value
Show full summary:
13D Activist Fund Portfolio Holding: BILL Holdings, Inc.
BILL (holding update): Starboard (8.5% stake) + Elliott push for margin expansion at SMB fintech platform. Rev grew $158M→$1.46B (2020-25) but SG&A rose proportionally, never profitable. Now 12-15% growth vs former hyper-growth. Rule of 40 achievable via R&D cuts (23% of rev), SG&A rationalization. Potential Intuit acquisition target. 3x P/S vs 60x peak.
Read full article (4 min)