Added to YB: 2026-10-06
Pitch date: 2026-09-30
BILL [bullish]
BILL Holdings, Inc.
+7.71%
current return
Author Info
Kevin Curran spent 25 years as a buy side equity analyst and is now doing his own thing. Focused on financials, fintech, business services, and software, among others. Sign up for the newsletter.
Company Info
BILL Holdings, Inc. provides financial operations platform for small and midsize businesses worldwide.
Market Cap
$3.7B
Pitch Price
$43.56
Price Target
N/A
Dividend
N/A
EV/EBITDA
32.28
P/E
-387.73
EV/Sales
2.23
Sector
Software
Category
value
BILL Charts Suggests it’s in ‘Add Territory’
BILL (added to position): BILL looks worth adding on weakness in the low $40s, though the macro-sensitive position will remain modest. Fiscal 2028 EBITDA estimates have risen 36% to $560M, implying below 7x calendar 2027 EV/EBITDA; the share count is already down 15% since May, and buybacks at the current price versus $55 would add 3% to per-share metrics. Margins are rising and stock compensation is falling, but macro volatility and inconsistent revenue accounting cloud consensus growth estimates.
Read full article (3 min)