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Blackbaud, Inc. (BLKB)

Infravalorada
TechnologySoftware - ApplicationUnited States

Fundamental

73

Precio

$41.62

Capitalización Bursátil

$1.89B

Parte 1 · Cuánto vale la empresa

Resumen

Blackbaud, Inc. engages in the providing AI-powered solutions in the United States and internationally. The company offers fundraising and engagement solutions, including Blackbaud Raiser's Edge NXT, Blackbaud CRM, Blackbaud Luminate Online, Blackbaud TeamRaiser, JustGiving from Blackbaud, Blackbaud Fundraiser Performance Management, and Blackbaud Altru; financial management solutions, such as Blackbaud Financial Edge NXT, Blackbaud Purchase Cards, Blackbaud Tuition Management, Blackbaud Financial Aid Management, and Blackbaud Billing Management; and grant and award management solutions, which includes Blackbaud Grantmaking and Blackbaud Award Management. It also offers education solutions, including Blackbaud Student Information System, Blackbaud Learning Management System, Blackbaud Enrollment Management System, and Blackbaud School Website System; social responsibility, employee giving, and volunteering solutions, such as YourCause GrantsConnect and YourCause CSRconnect, and Blackbaud Impact Edge; and payment services, which includes Blackbaud Merchant Services. In addition, the company provides data intelligence solutions; professional and managed services, such as system implementation, data conversion, business process analysis and application customization, database merging and enrichment, database production activities, website design services, and outcome-based and prescriptive services; and training solutions. The company sells its solutions and related services through its direct sales force. Blackbaud, Inc. was founded in 1981 and is headquartered in Charleston, South Carolina.

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Direct competitors

Who this company fights with for the same customers

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Generated on 18 de septiembre de 2026 with claude-haiku-4-5 — shared with all users

P/E: 20.9Score: 81Market cap: $187.04B

Blackbaud names Salesforce in its 10-K: its Nonprofit Cloud is the main alternative platform for large charities, universities and foundations choosing a donor-relationship system.

P/E: 28.6Score: 80Market cap: $3.70T

Named in Blackbaud's 10-K among general business software vendors: Dynamics 365 configured for nonprofits is bought instead of a Blackbaud suite for CRM and back-office needs.

Bonterra (Bonterra Tech, Inc., formerly EveryAction / Social Solutions / CyberGrants / Network for Good)Not tracked

Bonterra sells fundraising CRM, case management and corporate grantmaking software to the same nonprofits, foundations and corporate giving teams that buy Raiser's Edge NXT and YourCause.

Benevity, Inc.Not tracked

Benevity competes head-on with Blackbaud's YourCause CSRconnect for corporate employee-giving, volunteering and grants budgets at large employers.

Community Brands Holdings, LLCNot tracked

Community Brands sells fundraising, membership and K-12 school administration suites to the same associations, private schools and nonprofits served by Blackbaud's education and fundraising products.

GoFundMe, Inc.Not tracked

Blackbaud's 10-K cites consumer fundraising platforms like GoFundMe, which capture peer-to-peer and campaign donations that would otherwise flow through Blackbaud's giving and payment products.

Balance y Liquidez

Ingresos

$1.15B

Últimos 12 meses (hasta 30/6/2026)

Beneficio Neto

$151M

Últimos 12 meses (hasta 30/6/2026)

Flujo de Caja Libre

$258M

Patrimonio Neto Total

$85M

Pasivo Total

$2.31B

Ratio de Liquidez

0.83

Cobertura de Intereses

3.43

Deuda/EBITDA

4.18

Beneficio Por Acción

Ingresos y Beneficio Neto

Flujo de Caja Libre

Desglose de Ingresos

Estado histórico

Márgenes en el tiempo

La deuda en el tiempo

Cuánto pesa la deuda

Cuadro de crecimiento

Crecimiento — Ingresos

Estimación de Valor Justo

Caso generalInfravalorado

Valor Justo

$107.61

Precio Actual

$41.62

Margen de Seguridad

+61.3%

Rango de Valor Justo

$69.95 - $145.27

Dispersión entre los métodos de valoración utilizados, no un intervalo de confianza calibrado estadísticamente.

Métodos de Estimación

Precio objetivo de los analistas:$51.50
Flujo de caja descontado (DCF):$270.74
Múltiplo sobre beneficios (P/E):$23.36
Fórmula de crecimiento de Graham:$164.74
Valor de la capacidad de generar beneficios (EPV):$38.29
P/B justificado:$46.28
Descuento de dividendos (Gordon):Datos insuficientes para calcularlo
P/FFO, fondos de operaciones:$70.92
Beneficios de mitad de ciclo:$48.10
Múltiplo sobre ingresos:$130.56
Consenso de Analistas:Compra Fuerte (7B / 3H / 0S)
Última Sorpresa de Resultados:+2.06%

Métricas de Valoración

Ratio P/E

13.05

ROE

135.2%

Ratio P/B

28.18

P/FCF

5.74

Margen Bruto

59.6%

ROIC

14.4%

Radar de Rentabilidad

Creación de Valor (Ventaja Competitiva)

ROIC

14.4%

WACC

8.3%

ROIC − WACC

+6.2 pp

El ROIC supera el coste del capital: la empresa está creando valor para los accionistas.

Criterios de Análisis Fundamental

Superado (19)

  • EPS shows upward trend
  • EPS CAGR 7.62%
  • ROIC 14.4%
  • Gross Margin 59.6%
  • P/FCF 5.74
  • Operating Margin 19.8%
  • Positive Free Cash Flow
  • CapEx intensity
  • Current Ratio
  • Interest Coverage
  • Debt/EBITDA
  • Return on Tangible Assets
  • ROE 204.4%
  • Analyst Consensus 70% Buy
  • PEG Ratio 0.18
  • Earnings Quality (OCF/NI) 2.25
  • Share Dilution -4.1%
  • Net Margin Trend 13.1% vs -26.1%
  • Piotroski F-Score 8/9

Fallido (8)

  • Price CAGR -3.92%
  • P/B Ratio 28.18
  • Debt/Equity ratio
  • Low reliance on intangibles
  • Price below Graham Number
  • DCF valuation (Fairly valued)
  • Revenue Growth 5Y 4.3%
  • Earnings Surprise avg 1.4%

No disponible (1)

  • Dividend Payout NaN%

Piotroski F-Score

8/9

Solidez financiera fuerte

score
criteria

Calidad de los Beneficios

2.25

Alta calidad: beneficios respaldados por efectivo

Dilución de Acciones

-4.1%

Recomprando acciones. Favorable para el accionista

Participaciones institucionales

Gobernanza

Equipo Directivo

NombreCargoEdad
Mr. Michael P. GianoniPresident, CEO & Non-Independent Vice Chairman of the Board64
Mr. Chad M. AndersonExecutive VP & CFO52
Mr. Kevin P. GregoireExecutive VP & COO57
Mr. Kevin R. McDearisExecutive VP & CTO57
Mr. Anthony W. BoorExecutive VP of Corporate Development & Strategy and Director62
Mr. David J. BenjaminExecutive VP & Chief Commercial Officer53
Mr. Chris LindnerChief Information Officer-
Mr. Tom BarthHead of Investor Relations-
Mr. Jon W. Olson J.D.Chief Legal Officer & Corporate Secretary61
Nicole McGouganPublic Relations Manager-

Riesgo de Auditoría

6

Riesgo del Consejo

4

Riesgo de Compensación

3

Riesgo de Derechos del Accionista

2

Parte 2 · El precio y el momento de entrar

Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.

Documentos

  • Informe anual (10-K)

    Un resumen anual del negocio, los resultados financieros y los riesgos de la empresa.

    Presentado el 2026-02-18

    Ver documento
  • Informe trimestral (10-Q)

    Una actualización del desempeño financiero de los últimos tres meses.

    Presentado el 2026-07-29

    Ver documento
  • Informe de hecho relevante (8-K)

    Un aviso sobre un hecho relevante, como un cambio de dirección o un anuncio importante.

    Presentado el 2026-08-10

    Ver documento

via SEC EDGAR

Historial de Resultados

via SEC EDGAR

Latest News

Recent headlines for BLKB, sourced from Markets Gazette.

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