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Added to YB: 2025-02-10

Pitch date: 2025-02-07

BILL [neutral]

BILL Holdings, Inc.

-13.48%

current return

Author Info

No bio for this author

Company Info

BILL Holdings, Inc. provides financial operations platform for small and midsize businesses worldwide.

Market Cap

$5.0B

Pitch Price

$63.05

Price Target

N/A

Dividend

N/A

EV/EBITDA

1.5K

P/E

-264.94

EV/Sales

3.04

Sector

Software

Category

N/A

Show full summary:
TRADE ALERT: Sell BILL

BILL sell: Turnaround thesis failed. Core revenue growth slowing to 13-15% vs expected 20%. FCF declining despite 14% revenue growth. Valuation at 23x forward FCF no longer attractive. Better to cut losses and redeploy capital to stronger opportunities.

Read full article (4 min)