Professional
Added to YB: 2025-02-13
Pitch date: 2025-02-12
BILL [neutral]
BILL Holdings, Inc.
-36.97%
current return
Author Info
Pernas Research is a former CIO of a $3.5B fund that now share actionable stock research. Sign up for the newsletter.
Company Info
BILL Holdings, Inc. provides financial operations platform for small and midsize businesses worldwide.
Market Cap
$6.3B
Pitch Price
$60.73
Price Target
N/A
Dividend
N/A
EV/EBITDA
263.05
P/E
157.60
EV/Sales
4.20
Sector
Software
Category
N/A
Pernas Research Passes On: BILL Holdings, Inc.
BILL pass: AP/AR automation co for SMBs facing rising competition, low switching costs. Upmarket push via Divvy acquisition shows inconsistent execution. 35% drop post-earnings miss, but still not cheap. Slowing growth & competition may challenge valuation without differentiation & mid-market adoption.
Read full article (1 min)