BOX INC - CLASS A (BOX) Fundamental Analysis & Valuation
NYSE:BOX • US10316T1043
24.89 USD
+0.19 (+0.77%)
At close: Mar 13, 2026
25.15 USD
+0.26 (+1.04%)
After Hours: 3/13/2026, 5:13:27 PM
This BOX fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.
Taking everything into account, BOX scores 6 out of 10 in our fundamental rating. BOX was compared to 277 industry peers in the Software industry. While BOX has a great profitability rating, there are some minor concerns on its financial health. BOX is not valued too expensively and it also shows a decent growth rate.
1. BOX Profitability Analysis
1.1 Basic Checks
- BOX had positive earnings in the past year.
- BOX had a positive operating cash flow in the past year.
- BOX had positive earnings in 4 of the past 5 years.
- Each year in the past 5 years BOX had a positive operating cash flow.
1.2 Ratios
- With a decent Return On Assets value of 5.63%, BOX is doing good in the industry, outperforming 75.45% of the companies in the same industry.
- BOX has a Return On Equity of 44.14%. This is amongst the best in the industry. BOX outperforms 94.95% of its industry peers.
- BOX's Return On Invested Capital of 8.84% is amongst the best of the industry. BOX outperforms 82.67% of its industry peers.
- Measured over the past 3 years, the Average Return On Invested Capital for BOX is below the industry average of 10.89%.
- 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 | 44.14% | ||
| 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
- The Profit Margin of BOX (7.39%) is better than 68.23% of its industry peers.
- BOX's Profit Margin has improved in the last couple of years.
- BOX has a better Operating Margin (7.07%) than 71.12% of its industry peers.
- In the last couple of years the Operating Margin of BOX has grown nicely.
- Looking at the Gross Margin, with a value of 79.22%, BOX is in the better half of the industry, outperforming 78.70% of the companies in the same industry.
- BOX's Gross Margin has improved in the last couple of years.
| 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
- BOX has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
- Compared to 1 year ago, BOX has about the same amount of 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 1.81. This is not the best score and indicates that BOX is in the grey zone with still only limited risk for bankruptcy at the moment.
- BOX has a Altman-Z score (1.81) which is comparable to the rest of the industry.
- The Debt to FCF ratio of BOX is 1.43, which is an excellent value as it means it would take BOX, only 1.43 years of fcf income to pay off all of its debts.
- Looking at the Debt to FCF ratio, with a value of 1.43, BOX is in the better half of the industry, outperforming 70.76% of the companies in the same industry.
- BOX has a Debt/Equity ratio of 2.29. This is a high value indicating a heavy dependency on external 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 82.67% of its industry peers.
- 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 | 2.29 | ||
| Debt/FCF | 1.43 | ||
| Altman-Z | 1.81 |
ROIC/WACC0.82
WACC10.73%
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 worse Current ratio (1.11) than 70.04% of its industry peers.
- A Quick Ratio of 1.11 indicates that BOX should not have too much problems paying its short term obligations.
- BOX has a Quick ratio of 1.11. This is in the lower half of the industry: BOX underperforms 69.68% 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.
- The Earnings Per Share has been growing by 15.36% on average over the past years. This is quite good.
- 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
- Based on estimates for the next years, BOX will show a very strong growth in Earnings Per Share. The EPS will grow by 24.23% on average per year.
- BOX is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 10.46% yearly.
EPS Next Y7.91%
EPS Next 2Y14.03%
EPS Next 3Y34.04%
EPS Next 5Y24.23%
Revenue Next Year7.74%
Revenue Next 2Y8.16%
Revenue Next 3Y11.02%
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.
4. BOX Valuation Analysis
4.1 Price/Earnings Ratio
- The Price/Earnings ratio is 17.41, which indicates a rather expensive current valuation of BOX.
- Based on the Price/Earnings ratio, BOX is valued a bit cheaper than 76.53% of the companies in the same industry.
- The average S&P500 Price/Earnings ratio is at 25.71. BOX is valued slightly cheaper when compared to this.
- With a Price/Forward Earnings ratio of 16.13, BOX is valued correctly.
- 73.29% of the companies in the same industry are more expensive than BOX, based on the Price/Forward Earnings ratio.
- BOX's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 23.82.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 17.41 | ||
| Fwd PE | 16.13 |
4.2 Price Multiples
- 66.43% of the companies in the same industry are more expensive than BOX, based on the Enterprise Value to EBITDA ratio.
- Based on the Price/Free Cash Flow ratio, BOX is valued cheaply inside the industry as 87.73% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 11.31 | ||
| EV/EBITDA | 29.35 |
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)2.2
PEG (5Y)1.13
EPS Next 2Y14.03%
EPS Next 3Y34.04%
5. BOX Dividend Analysis
5.1 Amount
- No dividends for BOX!.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0% |
BOX Fundamentals: All Metrics, Ratios and Statistics
24.89
+0.19 (+0.77%)
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 Change0.33%
Ins Owners3.08%
Ins Owner Change-0.33%
Market Cap3.56B
Revenue(TTM)1.18B
Net Income(TTM)87.00M
Analysts75.71
Price Target35.76 (43.67%)
Short Float %8.66%
Short Ratio4.75
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0% |
Yearly Dividend0.1
Dividend Growth(5Y)N/A
DP17.24%
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)0%
EPS NQ rev (3m)0%
EPS NY rev (1m)0%
EPS NY rev (3m)-0.09%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.31%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 17.41 | ||
| Fwd PE | 16.13 | ||
| P/S | 3.03 | ||
| P/FCF | 11.31 | ||
| P/OCF | 10 | ||
| P/B | 18.09 | ||
| P/tB | 173.93 | ||
| EV/EBITDA | 29.35 |
EPS(TTM)1.43
EY5.75%
EPS(NY)1.54
Fwd EY6.2%
FCF(TTM)2.2
FCFY8.84%
OCF(TTM)2.49
OCFY10%
SpS8.22
BVpS1.38
TBVpS0.14
PEG (NY)2.2
PEG (5Y)1.13
Graham Number6.65
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.63% | ||
| ROE | 44.14% | ||
| 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 | 362.31% | ||
| Current Ratio | 1.11 | ||
| Quick Ratio | 1.11 | ||
| Altman-Z | 1.81 |
F-Score6
WACC10.73%
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 Year7.74%
Revenue Next 2Y8.16%
Revenue Next 3Y11.02%
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 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 17.41 and the Price/Book (PB) ratio is 18.09.
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.