BOX INC - CLASS A (BOX) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:BOX - US10316T1043 - Common Stock
25.85 USD
-0.72 (-2.71%)
25.67 USD
-0.18 (-0.7%)
Overall BOX gets a fundamental rating of 5 out of 10. We evaluated BOX against 277 industry peers in the Software industry. BOX has only an average score on both its financial health and profitability. BOX has a correct valuation and a medium growth rate.
1. Profitability
1.1 Basic Checks
- In the past year BOX was profitable.
- BOX had a positive operating cash flow in the past year.
- The reported net income has been mixed in the past 5 years: BOX reported negative net income in multiple years.
- Each year in the past 5 years BOX had a positive operating cash flow.
1.2 Ratios
- BOX's Return On Assets of 11.60% is amongst the best of the industry. BOX outperforms 88.09% of its industry peers.
- Looking at the Return On Equity, with a value of 89.21%, BOX belongs to the top of the industry, outperforming 98.56% of the companies in the same industry.
- The Return On Invested Capital of BOX (7.30%) is better than 76.53% of its industry peers.
- The Average Return On Invested Capital over the past 3 years for BOX is below the industry average of 10.78%.
- The 3 year average ROIC (7.17%) for BOX is below the current ROIC(7.30%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 11.6% | ||
| ROE | 89.21% | ||
| ROIC | 7.3% |
ROA(3y)6.93%
ROA(5y)2.74%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)7.17%
ROIC(5y)N/A
1.3 Margins
- The Profit Margin of BOX (16.21%) is better than 79.06% of its industry peers.
- The Operating Margin of BOX (6.07%) is better than 69.68% of its industry peers.
- BOX's Gross Margin of 78.92% is fine compared to the rest of the industry. BOX outperforms 77.26% of its industry peers.
- In the last couple of years the Gross Margin of BOX has grown nicely.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 6.07% | ||
| PM (TTM) | 16.21% | ||
| GM | 78.92% |
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y3.43%
GM growth 5Y2.75%
2. Health
2.1 Basic Checks
- With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), BOX is destroying value.
- BOX has about the same amout of shares outstanding than it did 1 year ago.
- Compared to 5 years ago, BOX has less shares outstanding
- BOX has a worse debt/assets ratio than last year.
2.2 Solvency
- Based on the Altman-Z score of 1.76, we must say that BOX is in the distress zone and has some risk of bankruptcy.
- BOX has a Altman-Z score of 1.76. This is comparable to the rest of the industry: BOX outperforms 46.21% of its industry peers.
- BOX has a debt to FCF ratio of 2.12. This is a good value and a sign of high solvency as BOX would need 2.12 years to pay back of all of its debts.
- With a decent Debt to FCF ratio value of 2.12, BOX is doing good in the industry, outperforming 67.15% of the companies in the same industry.
- BOX has a Debt/Equity ratio of 2.15. This is a high value indicating a heavy dependency on external financing.
- Looking at the Debt to Equity ratio, with a value of 2.15, BOX is doing worse than 81.95% of the companies in the same industry.
- 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 | 2.15 | ||
| Debt/FCF | 2.12 | ||
| Altman-Z | 1.76 |
ROIC/WACC0.67
WACC10.91%
2.3 Liquidity
- BOX has a Current Ratio of 1.20. This is a normal value and indicates that BOX is financially healthy and should not expect problems in meeting its short term obligations.
- BOX has a Current ratio of 1.20. This is in the lower half of the industry: BOX underperforms 65.70% of its industry peers.
- BOX has a Quick Ratio of 1.20. This is a normal value and indicates that BOX is financially healthy and should not expect problems in meeting its short term obligations.
- BOX has a Quick ratio of 1.20. This is in the lower half of the industry: BOX underperforms 64.26% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.2 | ||
| Quick Ratio | 1.2 |
3. Growth
3.1 Past
- The earnings per share for BOX have decreased strongly by -20.00% in the last year.
- Measured over the past years, BOX shows a very strong growth in Earnings Per Share. The EPS has been growing by 124.22% on average per year.
- The Revenue has been growing slightly by 7.21% in the past year.
- Measured over the past years, BOX shows a quite strong growth in Revenue. The Revenue has been growing by 9.38% on average per year.
EPS 1Y (TTM)-20%
EPS 3Y25.99%
EPS 5Y124.22%
EPS Q2Q%-31.11%
Revenue 1Y (TTM)7.21%
Revenue growth 3Y7.63%
Revenue growth 5Y9.38%
Sales Q2Q%9.13%
3.2 Future
- Based on estimates for the next years, BOX will show a quite strong growth in Earnings Per Share. The EPS will grow by 17.56% on average per year.
- BOX is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 10.24% yearly.
EPS Next Y-21.57%
EPS Next 2Y-4.72%
EPS Next 3Y3.03%
EPS Next 5Y17.56%
Revenue Next Year7.99%
Revenue Next 2Y7.87%
Revenue Next 3Y8.11%
Revenue Next 5Y10.24%
3.3 Evolution
- Although the future EPS growth is still strong, it is not able to hold up the even more excellent growth rate of the past years.
- The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
- With a Price/Earnings ratio of 19.01, BOX is valued on the expensive side.
- Based on the Price/Earnings ratio, BOX is valued a bit cheaper than the industry average as 75.81% of the companies are valued more expensively.
- BOX's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 27.38.
- A Price/Forward Earnings ratio of 16.75 indicates a correct valuation of BOX.
- BOX's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. BOX is cheaper than 78.70% of the companies in the same industry.
- BOX's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 24.29.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 19.01 | ||
| Fwd PE | 16.75 |
4.2 Price Multiples
- BOX's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. BOX is cheaper than 65.70% of the companies in the same industry.
- Compared to the rest of the industry, the Price/Free Cash Flow ratio of BOX indicates a rather cheap valuation: BOX is cheaper than 89.17% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 12.01 | ||
| EV/EBITDA | 35.42 |
4.3 Compensation for Growth
- BOX has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)0.15
EPS Next 2Y-4.72%
EPS Next 3Y3.03%
5. Dividend
5.1 Amount
- BOX does not give a dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0% |
25.85
-0.72 (-2.71%)
Chartmill FA Rating
GICS SectorInformation Technology
GICS IndustryGroupSoftware & Services
GICS IndustrySoftware
Earnings (Last)12-02 2025-12-02/amc
Earnings (Next)03-03 2026-03-03/amc
Inst Owners107.97%
Inst Owner Change1.31%
Ins Owners3.1%
Ins Owner Change-0.34%
Market Cap3.70B
Revenue(TTM)1.15B
Net Income(TTM)186.60M
Analysts75.71
Price Target35.76 (38.34%)
Short Float %8.53%
Short Ratio5.07
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0% |
Yearly Dividend0.1
Dividend Growth(5Y)N/A
DP8.04%
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)1.16%
Min EPS beat(2)-2.21%
Max EPS beat(2)4.53%
EPS beat(4)2
Avg EPS beat(4)4.25%
Min EPS beat(4)-2.21%
Max EPS beat(4)14.73%
EPS beat(8)6
Avg EPS beat(8)5.78%
EPS beat(12)9
Avg EPS beat(12)5.52%
EPS beat(16)13
Avg EPS beat(16)4.69%
Revenue beat(2)1
Avg Revenue beat(2)-0.11%
Min Revenue beat(2)-0.32%
Max Revenue beat(2)0.11%
Revenue beat(4)1
Avg Revenue beat(4)-0.41%
Min Revenue beat(4)-0.96%
Max Revenue beat(4)0.11%
Revenue beat(8)1
Avg Revenue beat(8)-0.52%
Revenue beat(12)2
Avg Revenue beat(12)-0.63%
Revenue beat(16)4
Avg Revenue beat(16)-0.5%
PT rev (1m)-1.62%
PT rev (3m)-4.63%
EPS NQ rev (1m)0%
EPS NQ rev (3m)0.3%
EPS NY rev (1m)0.43%
EPS NY rev (3m)0.43%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0.03%
Revenue NY rev (1m)0.17%
Revenue NY rev (3m)0.17%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 19.01 | ||
| Fwd PE | 16.75 | ||
| P/S | 3.22 | ||
| P/FCF | 12.01 | ||
| P/OCF | 10.63 | ||
| P/B | 17.7 | ||
| P/tB | 102.14 | ||
| EV/EBITDA | 35.42 |
EPS(TTM)1.36
EY5.26%
EPS(NY)1.54
Fwd EY5.97%
FCF(TTM)2.15
FCFY8.33%
OCF(TTM)2.43
OCFY9.41%
SpS8.04
BVpS1.46
TBVpS0.25
PEG (NY)N/A
PEG (5Y)0.15
Graham Number6.68
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 11.6% | ||
| ROE | 89.21% | ||
| ROCE | 9.24% | ||
| ROIC | 7.3% | ||
| ROICexc | 207.35% | ||
| ROICexgc | N/A | ||
| OM | 6.07% | ||
| PM (TTM) | 16.21% | ||
| GM | 78.92% | ||
| FCFM | 26.8% |
ROA(3y)6.93%
ROA(5y)2.74%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)7.17%
ROIC(5y)N/A
ROICexc(3y)141.38%
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)9.07%
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y3.43%
GM growth 5Y2.75%
F-Score7
Asset Turnover0.72
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 2.15 | ||
| Debt/FCF | 2.12 | ||
| Debt/EBITDA | 4.52 | ||
| Cap/Depr | 133.67% | ||
| Cap/Sales | 3.46% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 349.23% | ||
| Profit Quality | 165.28% | ||
| Current Ratio | 1.2 | ||
| Quick Ratio | 1.2 | ||
| Altman-Z | 1.76 |
F-Score7
WACC10.91%
ROIC/WACC0.67
Cap/Depr(3y)65.86%
Cap/Depr(5y)46.57%
Cap/Sales(3y)2.07%
Cap/Sales(5y)1.91%
Profit Quality(3y)1246.15%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-20%
EPS 3Y25.99%
EPS 5Y124.22%
EPS Q2Q%-31.11%
EPS Next Y-21.57%
EPS Next 2Y-4.72%
EPS Next 3Y3.03%
EPS Next 5Y17.56%
Revenue 1Y (TTM)7.21%
Revenue growth 3Y7.63%
Revenue growth 5Y9.38%
Sales Q2Q%9.13%
Revenue Next Year7.99%
Revenue Next 2Y7.87%
Revenue Next 3Y8.11%
Revenue Next 5Y10.24%
EBIT growth 1Y-15.62%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next Year17.3%
EBIT Next 3Y13.23%
EBIT Next 5Y1.46%
FCF growth 1Y2.98%
FCF growth 3Y10.42%
FCF growth 5Y57.36%
OCF growth 1Y8.29%
OCF growth 3Y12.27%
OCF growth 5Y49.35%
BOX INC - CLASS A / BOX FAQ
What is the fundamental rating for BOX stock?
ChartMill assigns a fundamental rating of 5 / 10 to BOX.
What is the valuation status for BOX stock?
ChartMill assigns a valuation rating of 5 / 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 6 / 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 19.01 and the Price/Book (PB) ratio is 17.7.
What is the financial health of BOX INC - CLASS A (BOX) stock?
The financial health rating of BOX INC - CLASS A (BOX) is 4 / 10.