Added to YB: 2025-09-02
Pitch date: 2025-08-29
BILL [null]
BILL Holdings, Inc.
+20.5%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.
Company Info
BILL Holdings, Inc. provides financial operations platform for small and midsize businesses worldwide.
Market Cap
$5.0B
Pitch Price
$45.27
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.5K
P/E
-264.94
EV/Sales
3.04
Sector
Software
Category
growth
Bill.com Q2 2025 Earnings Analysis
BILL (earnings update): Q2 rev $383M (+11.5% YoY) beat by 1.9%, EPS $0.53 beat by 29.3%. TPV $86B (+13% YoY), 4.7K net AP/AR adds. Divvy debit vol +600% YoY, AI drove $200M credit increases. Guidance disappoints: Q3 $385-395M vs est, FY $1.59-1.63B vs est. Tariffs pressuring SMB spend on travel/ads, hurting take rates.
Read full article (8 min)