Análisis Argos
BILL
BILLCara
Bill.com Holdings, Inc. · Technology
US$ 40.48
precio al 2026-07-04
Valor justo Argos*
US$ 25–27
vs. su valor justo
49% por encima
Score Argos
53/100
LA RESPUESTA
El mercado le pide crezca 19.7% al año — más de lo que ha demostrado (2.4%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Cotiza 19% por debajo de su valor justo.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Balance frágil: la deuda pesa sobre el negocio.
VALOR1/6FUTURO6/6PASADO2/6SALUD1/6DIVIDENDO5/6
El Iris de calidad
VALOR1/6FUTURO6/6PASADO2/6SALUD1/6DIVIDENDO5/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos53de 100Cara
Ingresos13%
US$ 1.5 B
Margen operativo59%
-5.5%
Flujo de caja libre19%
US$ 0.3 B
Deuda neta
US$ 0.6 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 4.0B
P/E169.4x
EV/EBITDA527.6x
FCF yield7.7%
ROIC-1.4%
Margen operativo-5.5%
Crecim. ingresos+13.4%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

businesswire.com · 25 jun
BILL Names Jonathan Leaf as Chief Revenue Officer to Accelerate Growth and Elevate Customer Experience
SAN JOSE, Calif.--(BUSINESS WIRE)--BILL (NYSE: BILL), the intelligent financial operations platform trusted by nearly half a million businesses to manage, move, and maximize their money, today announced Jonathan Leaf will join BILL as Chief Revenue Officer on July 6th. In this newly expanded role, Leaf will lead BILL's global revenue organization, spanning sales, marketing, embedded partnerships, and customer experience. Leaf will join the executive leadership team, and report directly to CEO an.
zacks.com · 16 jun
Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
247wallst.com · 10 jun
Here Are Wednesday’s Top Wall Street Analyst Research Calls: BILL Holdings, Cava Group, Entergy, GlobalFoundries, Hess Midstream, Nike, Pfizer, SharkNinja, STMicroelectronics, and More
Pre-Market Stock Futures: Futures are trading lower after the stock market tried to take a cue from Monday's action, and things didn't work out quite as well on Tuesday. Once again, the market gapped open higher as the "Buy the dip" legions came in to ride what they thought would be another wave higher, only... Here Are Wednesday's Top Wall Street Analyst Research Calls: BILL Holdings, Cava Group, Entergy, GlobalFoundries, Hess Midstream, Nike, Pfizer, SharkNinja, STMicroelectronics, and More
seekingalpha.com · 3 jun
BILL Holdings, Inc. (BILL) Presents at Bank of America 2026 Global Technology Conference Transcript
BILL Holdings, Inc. (BILL) Presents at Bank of America 2026 Global Technology Conference Transcript
zacks.com · 3 jun
Wall Street Analysts Think BILL Holdings (BILL) Could Surge 42.47%: Read This Before Placing a Bet
The average of price targets set by Wall Street analysts indicates a potential upside of 42.5% in BILL Holdings (BILL). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
newsfilecorp.com · 2 jun
Precoro Announces API Integration with BILL to Deliver Intelligent Financial Automation to Mid-Market Organizations
New York, New York--(Newsfile Corp. - June 2, 2026) - Precoro, a procurement centralization and automation platform that delivers enterprise-level capabilities to mid-market organizations, today announced an API integration with BILL (NYSE: BILL), the intelligent finance platform trusted by nearly half a million businesses to manage, move, and maximize their money. Through this integration, mid-market finance and procurement teams can now connect purchasing workflows directly to payment execution, helping them reduce manual work, eliminate financial blind spots, and automate the full procure-to-pay cycle.
seekingalpha.com · 29 may
BILL Holdings: Very Low Valuation With AI Fears Overdone
BILL Holdings is a category-leading SMB financial operations SaaS platform, trading at 1.9x FY2028e core revenue and 8.1x adjusted FCF multiple. Despite a 16% stock decline since May 2025, BILL continues to outperform guidance, expand margins, and accelerate AI-native transformation. A $1B share repurchase (25%+ of market cap) and raised FY26 operating income guidance underscore management's confidence in long-term growth and FCF generation.
zacks.com · 28 may
BILL or PLTR: Which Is the Better Value Stock Right Now?
Investors looking for stocks in the Internet - Software sector might want to consider either BILL Holdings (BILL) or Palantir Technologies Inc. (PLTR). But which of these two stocks presents investors with the better value opportunity right now?

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.