BOX INC - CLASS A (BOX) Fundamental Analysis & Valuation
NYSE:BOX • US10316T1043
Current stock price
24.17 USD
+0.15 (+0.62%)
At close:
24 USD
-0.17 (-0.7%)
After Hours:
This BOX fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.
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.
- In the past 5 years BOX always reported a positive cash flow from operatings.
1.2 Ratios
- BOX's Return On Assets of 5.63% is fine compared to the rest of the industry. BOX outperforms 76.00% of its industry peers.
- BOX has a better Return On Equity (44.17%) than 95.27% of its industry peers.
- The Return On Invested Capital of BOX (8.84%) is better than 82.18% of its industry peers.
- Measured over the past 3 years, the Average Return On Invested Capital for BOX is below the industry average of 10.99%.
- The 3 year average ROIC (8.14%) for BOX is below the current ROIC(8.84%), indicating increased profibility in the last year.
| Industry Rank | Sector 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
1.3 Margins
- Looking at the Profit Margin, with a value of 7.39%, BOX is in the better half of the industry, outperforming 69.09% of the companies in the same industry.
- BOX's Profit Margin has improved in the last couple of years.
- The Operating Margin of BOX (7.07%) is better than 70.91% of its industry peers.
- BOX's Operating Margin has improved in the last couple of years.
- BOX has a Gross Margin of 79.22%. This is in the better half of the industry: BOX outperforms 78.55% of its industry peers.
- In the last couple of years the Gross Margin of BOX has grown nicely.
| Industry Rank | Sector 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%
2. BOX Health Analysis
2.1 Basic Checks
- The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so BOX is destroying value.
- Compared to 1 year ago, BOX has less shares outstanding
- Compared to 5 years ago, BOX has less shares outstanding
- Compared to 1 year ago, BOX has an improved debt to assets ratio.
2.2 Solvency
- BOX has an Altman-Z score of 1.72. This is a bad value and indicates that BOX is not financially healthy and even has some risk of bankruptcy.
- Looking at the Altman-Z score, with a value of 1.72, BOX is in line with its industry, outperforming 52.00% of the companies in the same industry.
- 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.
- BOX has a Debt to FCF ratio of 1.43. This is in the better half of the industry: BOX outperforms 69.09% of its industry peers.
- A Debt/Equity ratio of 2.29 is on the high side and indicates that BOX has dependencies on debt financing.
- BOX's Debt to Equity ratio of 2.29 is on the low side compared to the rest of the industry. BOX is outperformed by 81.82% 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 Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 2.29 | ||
| Debt/FCF | 1.43 | ||
| Altman-Z | 1.72 |
ROIC/WACC0.83
WACC10.7%
2.3 Liquidity
- A Current Ratio of 1.11 indicates that BOX should not have too much problems paying its short term obligations.
- BOX has a Current ratio of 1.11. This is in the lower half of the industry: BOX underperforms 70.55% 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.
- The Quick ratio of BOX (1.11) is worse than 70.18% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.11 | ||
| Quick Ratio | 1.11 |
3. BOX Growth Analysis
3.1 Past
- The earnings per share for BOX have decreased strongly by -15.88% in the last year.
- Measured over the past years, BOX shows a quite strong growth in Earnings Per Share. The EPS has been growing by 15.36% on average per year.
- BOX shows a small growth in Revenue. In the last year, the Revenue has grown by 7.99%.
- 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 3Y8.93%
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.
- When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
4. BOX Valuation Analysis
4.1 Price/Earnings Ratio
- A Price/Earnings ratio of 16.90 indicates a correct valuation of BOX.
- Based on the Price/Earnings ratio, BOX is valued a bit cheaper than the industry average as 75.27% of the companies are valued more expensively.
- BOX's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 26.17.
- With a Price/Forward Earnings ratio of 15.66, BOX is valued correctly.
- Based on the Price/Forward Earnings ratio, BOX is valued a bit cheaper than the industry average as 73.45% of the companies are valued more expensively.
- BOX is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 23.05, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 16.9 | ||
| Fwd PE | 15.66 |
4.2 Price Multiples
- BOX's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. BOX is cheaper than 67.64% of the companies in the same industry.
- 88.36% of the companies in the same industry are more expensive than BOX, based on the Price/Free Cash Flow ratio.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 10.62 | ||
| EV/EBITDA | 27.53 |
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.
- BOX has an outstanding profitability rating, which may justify a higher PE ratio.
- BOX's earnings are expected to grow with 34.04% in the coming years. This may justify a more expensive valuation.
PEG (NY)2.14
PEG (5Y)1.1
EPS Next 2Y14.03%
EPS Next 3Y34.04%
5. BOX Dividend Analysis
5.1 Amount
- BOX does not give a dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0% |
BOX Fundamentals: All Metrics, Ratios and Statistics
24.17
+0.15 (+0.62%)
Chartmill FA Rating
GICS SectorInformation Technology
GICS IndustryGroupSoftware & Services
GICS IndustrySoftware
Earnings (Last)03-03 2026-03-03/amc
Earnings (Next)05-25 2026-05-25
Inst Owners103.95%
Inst Owner Change0%
Ins Owners3.08%
Ins Owner Change-0.01%
Market Cap3.35B
Revenue(TTM)1.18B
Net Income(TTM)87.05M
Analysts75.71
Price Target33.21 (37.4%)
Short Float %9.69%
Short Ratio4.7
Dividend
| Industry Rank | Sector 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)-7.15%
PT rev (3m)-7.03%
EPS NQ rev (1m)14.33%
EPS NQ rev (3m)14.33%
EPS NY rev (1m)0%
EPS NY rev (3m)0%
Revenue NQ rev (1m)2.63%
Revenue NQ rev (3m)2.63%
Revenue NY rev (1m)0.55%
Revenue NY rev (3m)0.55%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 16.9 | ||
| Fwd PE | 15.66 | ||
| P/S | 2.84 | ||
| P/FCF | 10.62 | ||
| P/OCF | 9.39 | ||
| P/B | 16.98 | ||
| P/tB | 163.26 | ||
| EV/EBITDA | 27.53 |
EPS(TTM)1.43
EY5.92%
EPS(NY)1.54
Fwd EY6.38%
FCF(TTM)2.28
FCFY9.42%
OCF(TTM)2.57
OCFY10.65%
SpS8.5
BVpS1.42
TBVpS0.15
PEG (NY)2.14
PEG (5Y)1.1
Graham Number6.77
Profitability
| Industry Rank | Sector 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 Rank | Sector 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 | 1.72 |
F-Score6
WACC10.7%
ROIC/WACC0.83
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 3Y8.93%
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.
Can you provide the valuation status for BOX INC - CLASS A?
ChartMill assigns a valuation rating of 6 / 10 to BOX INC - CLASS A (BOX). This can be considered as Fairly Valued.
How profitable is BOX INC - CLASS A (BOX) stock?
BOX INC - CLASS A (BOX) has a profitability rating of 8 / 10.
Can you provide the expected EPS growth for BOX stock?
The Earnings per Share (EPS) of BOX INC - CLASS A (BOX) is expected to grow by 7.91% in the next year.
Is the dividend of BOX INC - CLASS A sustainable?
The dividend rating of BOX INC - CLASS A (BOX) is 0 / 10 and the dividend payout ratio is 17.23%.