BOX INC - CLASS A (BOX) Stock Fundamental Analysis
USA - NYSE:BOX - US10316T1043 - Common Stock
32.3 USD
+0.19 (+0.59%)
Overall BOX gets a fundamental rating of 5 out of 10. We evaluated BOX against 281 industry peers in the Software industry. BOX has only an average score on both its financial health and profitability. BOX has a decent growth rate and is not valued too expensively.
1. Profitability
1.1 Basic Checks
In the past year BOX was profitable.
In the past year BOX had a positive cash flow from operations.
In multiple years BOX reported negative net income over the last 5 years.
BOX had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
Looking at the Return On Assets, with a value of 11.53%, BOX belongs to the top of the industry, outperforming 88.61% of the companies in the same industry.
BOX's Return On Equity of 82.92% is amongst the best of the industry. BOX outperforms 98.58% of its industry peers.
BOX's Return On Invested Capital of 6.99% is fine compared to the rest of the industry. BOX outperforms 76.16% of its industry peers.
The Average Return On Invested Capital over the past 3 years for BOX is below the industry average of 11.95%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 11.53% | ||
| ROE | 82.92% | ||
| ROIC | 6.99% |
ROA(3y)6.93%
ROA(5y)2.74%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)7.17%
ROIC(5y)N/A
1.3 Margins
Looking at the Profit Margin, with a value of 16.64%, BOX belongs to the top of the industry, outperforming 80.43% of the companies in the same industry.
Looking at the Operating Margin, with a value of 6.06%, BOX is in the better half of the industry, outperforming 69.39% of the companies in the same industry.
Looking at the Gross Margin, with a value of 78.99%, BOX is in the better half of the industry, outperforming 78.29% of the companies in the same industry.
BOX's Gross Margin has improved in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 6.06% | ||
| PM (TTM) | 16.64% | ||
| GM | 78.99% |
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y3.43%
GM growth 5Y2.75%
2. Health
2.1 Basic Checks
The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so BOX is destroying value.
BOX has about the same amout of shares outstanding than it did 1 year ago.
The number of shares outstanding for BOX has been reduced compared to 5 years ago.
The debt/assets ratio for BOX is higher compared to a year ago.
2.2 Solvency
An Altman-Z score of 2.16 indicates that BOX is not a great score, but indicates only limited risk for bankruptcy at the moment.
BOX has a Altman-Z score (2.16) which is comparable to the rest of the industry.
BOX has a debt to FCF ratio of 2.17. This is a good value and a sign of high solvency as BOX would need 2.17 years to pay back of all of its debts.
BOX has a Debt to FCF ratio of 2.17. This is in the better half of the industry: BOX outperforms 67.97% of its industry peers.
A Debt/Equity ratio of 1.99 is on the high side and indicates that BOX has dependencies on debt financing.
Looking at the Debt to Equity ratio, with a value of 1.99, BOX is doing worse than 79.00% of the companies in the same industry.
Even though the debt/equity ratio score it not favorable for BOX, it has very limited outstanding debt, so we won't put too much weight on the DE evaluation.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.99 | ||
| Debt/FCF | 2.17 | ||
| Altman-Z | 2.16 |
ROIC/WACC0.65
WACC10.81%
2.3 Liquidity
BOX has a Current Ratio of 1.22. This is a normal value and indicates that BOX is financially healthy and should not expect problems in meeting its short term obligations.
Looking at the Current ratio, with a value of 1.22, BOX is doing worse than 62.28% of the companies in the same industry.
BOX has a Quick Ratio of 1.22. This is a normal value and indicates that BOX is financially healthy and should not expect problems in meeting its short term obligations.
BOX has a worse Quick ratio (1.22) than 61.92% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.22 | ||
| Quick Ratio | 1.22 |
3. Growth
3.1 Past
The earnings per share for BOX have decreased by -6.83% in the last year.
Measured over the past years, BOX shows a very strong growth in Earnings Per Share. The EPS has been growing by 124.22% on average per year.
Looking at the last year, BOX shows a small growth in Revenue. The Revenue has grown by 6.29% in the last year.
The Revenue has been growing by 9.38% on average over the past years. This is quite good.
EPS 1Y (TTM)-6.83%
EPS 3Y25.99%
EPS 5Y124.22%
EPS Q2Q%-25%
Revenue 1Y (TTM)6.29%
Revenue growth 3Y7.63%
Revenue growth 5Y9.38%
Sales Q2Q%8.87%
3.2 Future
The Earnings Per Share is expected to grow by 17.45% on average over the next years. This is quite good.
Based on estimates for the next years, BOX will show a quite strong growth in Revenue. The Revenue will grow by 10.80% on average per year.
EPS Next Y-21.9%
EPS Next 2Y-4.68%
EPS Next 3Y4.99%
EPS Next 5Y17.45%
Revenue Next Year7.81%
Revenue Next 2Y7.7%
Revenue Next 3Y8.16%
Revenue Next 5Y10.8%
3.3 Evolution
Although the future EPS growth is still strong, it is not able to hold up the even more excellent growth rate of the past years.
The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
The Price/Earnings ratio is 21.53, which indicates a rather expensive current valuation of BOX.
72.60% of the companies in the same industry are more expensive than BOX, based on the Price/Earnings ratio.
BOX's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 26.35.
BOX is valuated rather expensively with a Price/Forward Earnings ratio of 20.91.
BOX's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. BOX is cheaper than 71.53% of the companies in the same industry.
BOX is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 33.72, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 21.53 | ||
| Fwd PE | 20.91 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, BOX is valued a bit cheaper than the industry average as 64.41% of the companies are valued more expensively.
BOX's Price/Free Cash Flow ratio is rather cheap when compared to the industry. BOX is cheaper than 86.12% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 15.5 | ||
| EV/EBITDA | 46.83 |
4.3 Compensation for Growth
The decent profitability rating of BOX may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)0.17
EPS Next 2Y-4.68%
EPS Next 3Y4.99%
5. Dividend
5.1 Amount
No dividends for BOX!.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | N/A |
NYSE:BOX (11/12/2025, 10:15:52 AM)
32.3
+0.19 (+0.59%)
Chartmill FA Rating
GICS SectorInformation Technology
GICS IndustryGroupSoftware & Services
GICS IndustrySoftware
Earnings (Last)
Earnings (Next)
Inst Owners109.3%
Inst Owner Change-1.22%
Ins Owners3.21%
Ins Owner Change-0.33%
Market Cap4.68B
Revenue(TTM)1.13B
Net Income(TTM)187.33M
Analysts75.71
Price Target37.5 (16.1%)
Short Float %10.3%
Short Ratio7.57
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | N/A |
Yearly Dividend0.1
Dividend Growth(5Y)N/A
DP8.01%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)9.63%
Min EPS beat(2)4.53%
Max EPS beat(2)14.73%
EPS beat(4)3
Avg EPS beat(4)6.17%
Min EPS beat(4)-0.06%
Max EPS beat(4)14.73%
EPS beat(8)6
Avg EPS beat(8)5.32%
EPS beat(12)10
Avg EPS beat(12)5.98%
EPS beat(16)14
Avg EPS beat(16)5.13%
Revenue beat(2)1
Avg Revenue beat(2)-0.18%
Min Revenue beat(2)-0.46%
Max Revenue beat(2)0.11%
Revenue beat(4)1
Avg Revenue beat(4)-0.53%
Min Revenue beat(4)-0.96%
Max Revenue beat(4)0.11%
Revenue beat(8)1
Avg Revenue beat(8)-0.7%
Revenue beat(12)2
Avg Revenue beat(12)-0.73%
Revenue beat(16)5
Avg Revenue beat(16)-0.38%
PT rev (1m)0%
PT rev (3m)0.78%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-1.41%
EPS NY rev (1m)0%
EPS NY rev (3m)-1.62%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0.54%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.34%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 21.53 | ||
| Fwd PE | 20.91 | ||
| P/S | 4.16 | ||
| P/FCF | 15.5 | ||
| P/OCF | 13.86 | ||
| P/B | 20.71 | ||
| P/tB | 32.24 | ||
| EV/EBITDA | 46.83 |
EPS(TTM)1.5
EY4.64%
EPS(NY)1.54
Fwd EY4.78%
FCF(TTM)2.08
FCFY6.45%
OCF(TTM)2.33
OCFY7.22%
SpS7.77
BVpS1.56
TBVpS1
PEG (NY)N/A
PEG (5Y)0.17
Graham Number7.25
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 11.53% | ||
| ROE | 82.92% | ||
| ROCE | 8.85% | ||
| ROIC | 6.99% | ||
| ROICexc | 397.58% | ||
| ROICexgc | N/A | ||
| OM | 6.06% | ||
| PM (TTM) | 16.64% | ||
| GM | 78.99% | ||
| FCFM | 26.83% |
ROA(3y)6.93%
ROA(5y)2.74%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)7.17%
ROIC(5y)N/A
ROICexc(3y)141.38%
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)9.07%
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y3.43%
GM growth 5Y2.75%
F-Score7
Asset Turnover0.69
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.99 | ||
| Debt/FCF | 2.17 | ||
| Debt/EBITDA | 4.73 | ||
| Cap/Depr | 133.72% | ||
| Cap/Sales | 3.18% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 355.53% | ||
| Profit Quality | 161.22% | ||
| Current Ratio | 1.22 | ||
| Quick Ratio | 1.22 | ||
| Altman-Z | 2.16 |
F-Score7
WACC10.81%
ROIC/WACC0.65
Cap/Depr(3y)65.86%
Cap/Depr(5y)46.57%
Cap/Sales(3y)2.07%
Cap/Sales(5y)1.91%
Profit Quality(3y)1246.15%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-6.83%
EPS 3Y25.99%
EPS 5Y124.22%
EPS Q2Q%-25%
EPS Next Y-21.9%
EPS Next 2Y-4.68%
EPS Next 3Y4.99%
EPS Next 5Y17.45%
Revenue 1Y (TTM)6.29%
Revenue growth 3Y7.63%
Revenue growth 5Y9.38%
Sales Q2Q%8.87%
Revenue Next Year7.81%
Revenue Next 2Y7.7%
Revenue Next 3Y8.16%
Revenue Next 5Y10.8%
EBIT growth 1Y-3.62%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next Year16.43%
EBIT Next 3Y14.64%
EBIT Next 5Y1.46%
FCF growth 1Y0.95%
FCF growth 3Y10.42%
FCF growth 5Y57.36%
OCF growth 1Y5.71%
OCF growth 3Y12.27%
OCF growth 5Y49.35%
BOX INC - CLASS A / BOX FAQ
What is the fundamental rating for BOX stock?
ChartMill assigns a fundamental rating of 5 / 10 to BOX.
What is the valuation status of BOX INC - CLASS A (BOX) stock?
ChartMill assigns a valuation rating of 5 / 10 to BOX INC - CLASS A (BOX). This can be considered as Fairly Valued.
What is the profitability of BOX stock?
BOX INC - CLASS A (BOX) has a profitability rating of 6 / 10.
Can you provide the PE and PB ratios for BOX stock?
The Price/Earnings (PE) ratio for BOX INC - CLASS A (BOX) is 21.53 and the Price/Book (PB) ratio is 20.71.
Can you provide the expected EPS growth for BOX stock?
The Earnings per Share (EPS) of BOX INC - CLASS A (BOX) is expected to decline by -21.9% in the next year.