BOX INC - CLASS A (BOX) Fundamental Analysis & Valuation

NYSE:BOX • US10316T1043

Current stock price

23.07 USD
-0.75 (-3.15%)
At close:
23.07 USD
0 (0%)
After Hours:

This BOX fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

8

1. BOX Profitability Analysis

1.1 Basic Checks

  • In the past year BOX was profitable.
  • BOX had a positive operating cash flow in the past year.
  • Of the past 5 years BOX 4 years were profitable.
  • Each year in the past 5 years BOX had a positive operating cash flow.
BOX Yearly Net Income VS EBIT VS OCF VS FCFBOX Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0 100M -100M 200M -200M 300M

1.2 Ratios

  • Looking at the Return On Assets, with a value of 5.63%, BOX is in the better half of the industry, outperforming 76.26% of the companies in the same industry.
  • BOX has a Return On Equity of 44.17%. This is amongst the best in the industry. BOX outperforms 95.32% of its industry peers.
  • BOX has a better Return On Invested Capital (8.84%) than 82.73% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for BOX is below the industry average of 10.92%.
  • The 3 year average ROIC (8.14%) for BOX is below the current ROIC(8.84%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 5.63%
ROE 44.17%
ROIC 8.84%
ROA(3y)8.57%
ROA(5y)4.51%
ROE(3y)102.93%
ROE(5y)N/A
ROIC(3y)8.14%
ROIC(5y)N/A
BOX Yearly ROA, ROE, ROICBOX Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0 -200 -400 -600 -800 -1K

1.3 Margins

  • With a decent Profit Margin value of 7.39%, BOX is doing good in the industry, outperforming 69.06% of the companies in the same industry.
  • BOX's Profit Margin has improved in the last couple of years.
  • BOX has a Operating Margin of 7.07%. This is in the better half of the industry: BOX outperforms 71.22% of its industry peers.
  • BOX's Operating Margin has improved in the last couple of years.
  • BOX has a better Gross Margin (79.22%) than 78.78% of its industry peers.
  • In the last couple of years the Gross Margin of BOX has grown nicely.
Industry RankSector Rank
OM 7.07%
PM (TTM) 7.39%
GM 79.22%
OM growth 3Y23.87%
OM growth 5YN/A
PM growth 3Y104.5%
PM growth 5YN/A
GM growth 3Y2.06%
GM growth 5Y2.26%
BOX Yearly Profit, Operating, Gross MarginsBOX Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0 50 -50

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ROAROEROICOperating and Profit MarginShow most profitable peers

5

2. BOX Health Analysis

2.1 Basic Checks

  • BOX has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
  • The number of shares outstanding for BOX has been reduced compared to 1 year ago.
  • The number of shares outstanding for BOX has been reduced compared to 5 years ago.
  • The debt/assets ratio for BOX has been reduced compared to a year ago.
BOX Yearly Shares OutstandingBOX Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 50M 100M 150M
BOX Yearly Total Debt VS Total AssetsBOX Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 500M 1B 1.5B

2.2 Solvency

  • BOX has an Altman-Z score of 1.71. This is a bad value and indicates that BOX is not financially healthy and even has some risk of bankruptcy.
  • BOX has a Altman-Z score of 1.71. This is comparable to the rest of the industry: BOX outperforms 50.72% of its industry peers.
  • BOX has a debt to FCF ratio of 1.43. This is a very positive value and a sign of high solvency as it would only need 1.43 years to pay back of all of its debts.
  • The Debt to FCF ratio of BOX (1.43) is better than 69.78% of its industry peers.
  • BOX has a Debt/Equity ratio of 2.29. This is a high value indicating a heavy dependency on external financing.
  • BOX has a Debt to Equity ratio of 2.29. This is amonst the worse of the industry: BOX underperforms 82.37% of its industry peers.
  • Although BOX's pure debt/equity ratio does not look good, it has limited outstanding debt compared to the Free Cash Flow. We will not put too much weight on the debt/equity number as it may be because of low equity, which could be a consequence of a share buyback program for instance. This needs to be investigated.
Industry RankSector Rank
Debt/Equity 2.29
Debt/FCF 1.43
Altman-Z 1.71
ROIC/WACC0.82
WACC10.75%
BOX Yearly LT Debt VS Equity VS FCFBOX Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0 100M -100M 200M 300M 400M

2.3 Liquidity

  • A Current Ratio of 1.11 indicates that BOX should not have too much problems paying its short term obligations.
  • BOX's Current ratio of 1.11 is on the low side compared to the rest of the industry. BOX is outperformed by 70.14% of its industry peers.
  • BOX has a Quick Ratio of 1.11. 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 (1.11) than 69.78% of its industry peers.
Industry RankSector Rank
Current Ratio 1.11
Quick Ratio 1.11
BOX Yearly Current Assets VS Current LiabilitesBOX Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 200M 400M 600M 800M 1B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

6

3. BOX Growth Analysis

3.1 Past

  • The earnings per share for BOX have decreased strongly by -15.88% in the last year.
  • BOX shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 15.36% yearly.
  • Looking at the last year, BOX shows a small growth in Revenue. The Revenue has grown by 7.99% in the last year.
  • Measured over the past years, BOX shows a quite strong growth in Revenue. The Revenue has been growing by 8.84% on average per year.
EPS 1Y (TTM)-15.88%
EPS 3Y5.44%
EPS 5Y15.36%
EPS Q2Q%16.67%
Revenue 1Y (TTM)7.99%
Revenue growth 3Y5.91%
Revenue growth 5Y8.84%
Sales Q2Q%9.43%

3.2 Future

  • The Earnings Per Share is expected to grow by 24.23% on average over the next years. This is a very strong growth
  • The Revenue is expected to grow by 10.46% on average over the next years. This is quite good.
EPS Next Y7.91%
EPS Next 2Y14.03%
EPS Next 3Y34.04%
EPS Next 5Y24.23%
Revenue Next Year8.33%
Revenue Next 2Y8.24%
Revenue Next 3Y8.91%
Revenue Next 5Y10.46%

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
BOX Yearly Revenue VS EstimatesBOX Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 500M 1B 1.5B 2B
BOX Yearly EPS VS EstimatesBOX Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 0 5 -5

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Find the best growth stocksShow best growing peers

6

4. BOX Valuation Analysis

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 16.13, which indicates a correct valuation of BOX.
  • BOX's Price/Earnings ratio is a bit cheaper when compared to the industry. BOX is cheaper than 76.26% of the companies in the same industry.
  • The average S&P500 Price/Earnings ratio is at 24.88. BOX is valued slightly cheaper when compared to this.
  • Based on the Price/Forward Earnings ratio of 14.95, the valuation of BOX can be described as correct.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of BOX indicates a somewhat cheap valuation: BOX is cheaper than 74.10% of the companies listed in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 22.19. BOX is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 16.13
Fwd PE 14.95
BOX Price Earnings VS Forward Price EarningsBOX Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of BOX indicates a somewhat cheap valuation: BOX is cheaper than 67.99% of the companies listed in the same industry.
  • 88.13% of the companies in the same industry are more expensive than BOX, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 10.13
EV/EBITDA 27.29
BOX Per share dataBOX EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 2 4 6 8

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates BOX does not grow enough to justify the current Price/Earnings ratio.
  • The excellent profitability rating of BOX may justify a higher PE ratio.
  • A more expensive valuation may be justified as BOX's earnings are expected to grow with 34.04% in the coming years.
PEG (NY)2.04
PEG (5Y)1.05
EPS Next 2Y14.03%
EPS Next 3Y34.04%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

0

5. BOX Dividend Analysis

5.1 Amount

  • BOX does not give a dividend.
Industry RankSector Rank
Dividend Yield 0%

More info and screens

Find the best dividend stocksShow peers with best dividend

BOX Fundamentals: All Metrics, Ratios and Statistics

BOX INC - CLASS A

NYSE:BOX (3/27/2026, 8:04:00 PM)

After market: 23.07 0 (0%)

23.07

-0.75 (-3.15%)

Chartmill FA Rating
GICS IndustryGroupSoftware & Services
GICS IndustrySoftware
Earnings (Last)03-03
Earnings (Next)05-25
Inst Owners103.95%
Inst Owner Change0.33%
Ins Owners3.08%
Ins Owner Change-0.33%
Market Cap3.19B
Revenue(TTM)1.18B
Net Income(TTM)87.05M
Analysts75.71
Price Target33.21 (43.95%)
Short Float %8.77%
Short Ratio4.35
Dividend
Industry RankSector Rank
Dividend Yield 0%
Yearly Dividend0.11
Dividend Growth(5Y)N/A
DP17.23%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)20.78%
Min EPS beat(2)-2.21%
Max EPS beat(2)43.77%
EPS beat(4)3
Avg EPS beat(4)15.21%
Min EPS beat(4)-2.21%
Max EPS beat(4)43.77%
EPS beat(8)6
Avg EPS beat(8)10.24%
EPS beat(12)9
Avg EPS beat(12)8.61%
EPS beat(16)13
Avg EPS beat(16)7.29%
Revenue beat(2)0
Avg Revenue beat(2)-0.4%
Min Revenue beat(2)-0.47%
Max Revenue beat(2)-0.32%
Revenue beat(4)1
Avg Revenue beat(4)-0.29%
Min Revenue beat(4)-0.47%
Max Revenue beat(4)0.11%
Revenue beat(8)1
Avg Revenue beat(8)-0.45%
Revenue beat(12)2
Avg Revenue beat(12)-0.6%
Revenue beat(16)3
Avg Revenue beat(16)-0.59%
PT rev (1m)0%
PT rev (3m)-1.62%
EPS NQ rev (1m)14.33%
EPS NQ rev (3m)14.33%
EPS NY rev (1m)0%
EPS NY rev (3m)-0.09%
Revenue NQ rev (1m)2.63%
Revenue NQ rev (3m)2.63%
Revenue NY rev (1m)0.55%
Revenue NY rev (3m)0.86%
Valuation
Industry RankSector Rank
PE 16.13
Fwd PE 14.95
P/S 2.71
P/FCF 10.13
P/OCF 8.96
P/B 16.21
P/tB 155.83
EV/EBITDA 27.29
EPS(TTM)1.43
EY6.2%
EPS(NY)1.54
Fwd EY6.69%
FCF(TTM)2.28
FCFY9.87%
OCF(TTM)2.57
OCFY11.16%
SpS8.5
BVpS1.42
TBVpS0.15
PEG (NY)2.04
PEG (5Y)1.05
Graham Number6.77
Profitability
Industry RankSector Rank
ROA 5.63%
ROE 44.17%
ROCE 11.19%
ROIC 8.84%
ROICexc 24.77%
ROICexgc 74.07%
OM 7.07%
PM (TTM) 7.39%
GM 79.22%
FCFM 26.77%
ROA(3y)8.57%
ROA(5y)4.51%
ROE(3y)102.93%
ROE(5y)N/A
ROIC(3y)8.14%
ROIC(5y)N/A
ROICexc(3y)117.39%
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)10.3%
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3Y-36.5%
ROICexc growth 5YN/A
OM growth 3Y23.87%
OM growth 5YN/A
PM growth 3Y104.5%
PM growth 5YN/A
GM growth 3Y2.06%
GM growth 5Y2.26%
F-Score6
Asset Turnover0.76
Health
Industry RankSector Rank
Debt/Equity 2.29
Debt/FCF 1.43
Debt/EBITDA 3.88
Cap/Depr 125.34%
Cap/Sales 3.5%
Interest Coverage 250
Cash Conversion 307.03%
Profit Quality 362.08%
Current Ratio 1.11
Quick Ratio 1.11
Altman-Z 1.71
F-Score6
WACC10.75%
ROIC/WACC0.82
Cap/Depr(3y)99.31%
Cap/Depr(5y)67.27%
Cap/Sales(3y)2.68%
Cap/Sales(5y)2.18%
Profit Quality(3y)271.61%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-15.88%
EPS 3Y5.44%
EPS 5Y15.36%
EPS Q2Q%16.67%
EPS Next Y7.91%
EPS Next 2Y14.03%
EPS Next 3Y34.04%
EPS Next 5Y24.23%
Revenue 1Y (TTM)7.99%
Revenue growth 3Y5.91%
Revenue growth 5Y8.84%
Sales Q2Q%9.43%
Revenue Next Year8.33%
Revenue Next 2Y8.24%
Revenue Next 3Y8.91%
Revenue Next 5Y10.46%
EBIT growth 1Y4.46%
EBIT growth 3Y31.19%
EBIT growth 5YN/A
EBIT Next Year19.69%
EBIT Next 3Y-4.25%
EBIT Next 5Y4.96%
FCF growth 1Y4.35%
FCF growth 3Y3.84%
FCF growth 5Y11.81%
OCF growth 1Y7.28%
OCF growth 3Y6.15%
OCF growth 5Y12.61%

BOX INC - CLASS A / BOX Fundamental Analysis FAQ

What is the fundamental rating for BOX stock?

ChartMill assigns a fundamental rating of 6 / 10 to BOX.


What is the valuation status for BOX stock?

ChartMill assigns a valuation rating of 6 / 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 8 / 10.


What are the PE and PB ratios of BOX INC - CLASS A (BOX) stock?

The Price/Earnings (PE) ratio for BOX INC - CLASS A (BOX) is 16.13 and the Price/Book (PB) ratio is 16.21.


What is the financial health of BOX INC - CLASS A (BOX) stock?

The financial health rating of BOX INC - CLASS A (BOX) is 5 / 10.