Held · Bookmarked
1 · 0
portfolio · users
Avg position size
0.0%
of holders' portfolios
13F filers
2
institutions
Market cap
$4.2B
85M shares
52-week range
$31.41 – $57.21
72% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NYSE
CS
P/S (TTM)
3.0
EV / FCF (TTM)
12.2
BILL Holdings Inc is the intelligent finance platform trusted by nearly half a million businesses and their accountants to manage, move, and maximize their money. It powers businesses ranging from fast-moving startups to growing companies with complex operations. It use artificial intelligence (AI) to deliver strategic finance capabilities in one integrated platform that includes accounts payable (AP), accounts receivable (AR), expenses, forecasting, procurement, and more. The company operates as one operating segment. Its products are Accounts Payable, Accounts Receivable, Accountant Console, Pay By Card, ACH Payments, International Payments, Invoicing, Approvals, Integrations, Controls, Mobile App, and Security. Its solutions are Construction, Education, Healthcare, Hospitality, etc.
www.bill.com| Trader / Portfolio | Conviction |
|---|---|
| Interactive Brokers - XUS ValueLiam | — |
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-03-31 | 476,186 | $21.9M |
| Bridgewater Associates |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | 13.0% | 47.3% | ||||
| Profit Margin % | -0.7% | -14.7% | ||||
| Free Cash Flow Margin % | 25.6% | 15.3% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +5.9% on the P/E track.
At today's price, your expected annual return is +14.3% on the P/E track.
At today's price, your expected annual return is +19.7% on the P/E track.
| 65,743 |
| $2.5M |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $1.8B | +11.1% | $3.76 | $3.43–$3.85 | 13.3× | 12 |
| 2028 | $2.0B | +11.1% | $4.40 | $4.24–$4.55 | 11.4× | 11 |
| 2029 | $2.2B | +7.1% | $5.39 | $4.13–$6.30 | 9.3× | 4 |
| 2030 | $2.5B | +13.0% | $6.64 | $5.82–$6.93 | 7.5× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-19 | $0.71 | $0.84 | +18.6% |
| 2026-05-07 | $0.55 | $0.68 | +23.6% |
| 2026-02-05 | $0.56 | $0.64 | +14.3% |
| 2025-11-06 | $0.51 | $0.61 | +19.1% |
| 2025-08-27 | $0.41 | $0.53 | +29.3% |
| 2025-05-08 | $0.37 | $0.50 | +35.1% |
| 2025-02-06 | $0.43 | $0.56 | +30.2% |
| 2024-11-07 | $0.51 |
| $0.63 |
| +23.5% |
| $3.2B |
| — |
| CWANClearwater Analytics Holdings, Inc. | $24.56 | +0.00% | $7.3B | — |
| DGNXDiginex Limited | $1.44 | +2.50% | $42M | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$BILL This one turned up on Equibles. BILL Holdings, Inc. CEO Lacerte Rene A. reported selling 100,899 BILL shares on September 2, 2026, worth about $4.9 million, in a non-derivative Form 4.
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$BILL Payments software for small business. Revenue comes partly from float, which behaves completely differently from subscription revenue when rates move. Techdamentals IV Calculator 👇 https://techdamentals.com/v/BILL Educational, not advice.
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$BILL SEC filing shows Blackrock bought 10% even as BILL is buying back stock. Time will reveal if this is more than just a portfolio bet...
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@cubie @itsphd @Jeremymartin007 @jenbunn @ZY786 @jeremy4 @TraderRapp @Tradermikes40 @tonyctl @zuby34 Ribbey did $BILL for $INTU
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$BILL it’s just growing too slow for the market and the guidance over the past 2 years had been reduced time and time again. It’s a solid company though. Just tough time in the markets
View on StockTwits ↗$BILL Buy BMO raises target price to $55 from $46 Jefferies raises target price to $56 from $50 UBS raises target price to $60 from $55
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@cubie @itsphd @Jeremymartin007 @judgeyoung2 @jenbunn @TraderRapp @Tradermikes40 @tonyctl @Jeremy4 @zuby34 $WMT -8% $BILL crushie
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$BILL (+4.9% pre) BILL shares rise as Q4 profitability improves despite softer FY27 growth outlook https://ooc.bz/l/111724
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$BILL conference call was also boring and outdated. Ai will kill this company 🩸🩸🩸🩸🩸🩸🩸🩸🩸🩸🩸🩸🩸🩸🩸🩸🩸🩸🩸🩸
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$BILL reported 0.84 EPS and 436.19 revenue for Q4. http://www.estimize.com/intro/bill?chart=historical&metric_name=eps&utm_content=BILL&utm
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Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
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