Professional
Added to YB: 2025-01-24
Pitch date: 2025-01-23
BOX [bullish]
Box, Inc.
-4.2%
current return
Author Info
White Brook is a small/mid-cap investment manager that maintains a concentrated portfolio of 8-15 positions in companies valued between $1-18 billion, focusing on undervalued stocks with improving business fundamentals and holding them long-term. The firm follows an ethical investment approach, avoiding sectors like defense and companies with poor environmental or customer relations records. Sign up for the newsletter.
Company Info
Box, Inc. provides a cloud content management platform that enables organizations of various sizes to manage and share their content from anywhere on any device in the United States and Japan.
Market Cap
$4.8B
Pitch Price
$31.45
Price Target
N/A
Dividend
N/A
EV/EBITDA
46.61
P/E
26.34
EV/Sales
4.67
Sector
Software
Category
growth
WBC Partners Position Overview - Box, Inc.
BOX: Solid 2024 despite JPY headwind. Metrics flat, but underlying growth reaccelerating. AI to boost customer value, enabling quick AI agent development. Accessible data layer for AI, document automation, workflow tools. AI-agnostic vision to reduce churn, accelerate acquisition. Expecting stock outperformance.
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