Added to YB: 2026-03-03
Pitch date: 2026-02-27
XYZ [neutral]
Block, Inc.
+7.4%
current return
Author Info
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Company Info
Block, Inc., together with its subsidiaries, builds ecosystems focused on commerce and financial products and services in the United States and internationally.
Market Cap
$38.2B
Pitch Price
$60.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.55
P/E
30.29
EV/Sales
1.65
Sector
Financial Services
Category
growth
Block Q4 2025 Snapshot
SQ (earnings): Q4 rev $6.25B (+3.6% YoY) masked strong profitability: GP $2.87B (+24%), GP margin 46% (+760bps), op margin 7% (+780bps), FCF margin 9% (+950bps). Cash App rev -2.9% but GP +33%, margin +1,300bps to 46.9%. Square rev +11.3%, GPV +10.3%. Workforce cut 40% (~4k roles) to AI-native model boosted code output 40%+. FY26 guide: GP $12.2B (+18%), adj op income $3.2B (+54%), adj EPS $3.66. 2.1x EV/Sales, 23x fwd P/E post +23% move.
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