Professional
Added to YB: 2025-02-13
Pitch date: 2025-02-12
BILL [neutral]
BILL Holdings, Inc.
-39.98%
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
$4.0B
Pitch Price
$60.73
Price Target
N/A
Dividend
N/A
EV/EBITDA
78.18
P/E
24.8K
EV/Sales
2.31
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.
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