Blackbaud, Inc. (BLKB)

Sous-évalué

TechnologySoftware - ApplicationUnited States

Fondamental

Prix

$42.77

Capitalisation boursière

$1.89B

Yahoo Finance TradingView Actualités Site web

Partie 1 · Ce que vaut l'entreprise

Vue d'ensemble

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

Compare

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

Salesforce IncCRM

P/E: 20.9Score: 73Market 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.

Microsoft CorporationMSFT

P/E: 28.6Score: 72Market 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.

Sources: Blackbaud, Inc. — Annual Report on Form 10-K for fiscal year 2024 (SEC EDGAR)Benevity — Wikipedia Top YourCause from Blackbaud Alternatives & Competitors — G2 Top Blackbaud alternatives for growing nonprofits — Bonterra

Bilan & Liquidités

Chiffre d'affaires

$1.15B

12 derniers mois (au 30/06/2026)

Résultat net

$151M

12 derniers mois (au 30/06/2026)

Flux de trésorerie libre

$258M

Capitaux propres totaux

$85M

Passif total

$2.31B

Ratio de liquidité général

0.83

Couverture des intérêts

3.43

Dette/EBITDA

4.18

Bénéfice par action

Chiffre d'affaires & Résultat net

Flux de trésorerie libre

Décomposition du résultat

État historique

Marges dans le temps

La dette dans le temps

Le poids de la dette

Grille de la croissance

Croissance — Chiffre d'affaires

Estimation de la juste valeur

Cas généralSous-évalué

Juste valeur

$107.61

Prix actuel

$42.77

Marge de sécurité

+60.3%

Fourchette de juste valeur

$69.95 - $145.27

Écart entre les méthodes de valorisation utilisées, pas un intervalle de confiance calibré statistiquement.

Méthodes d'estimation

Objectif de cours des analystes:$51.50

Flux de trésorerie actualisés (DCF):$270.74

Multiple de résultat (P/E):$23.36

Formule de croissance de Graham:$164.74

Valeur de la capacité bénéficiaire (EPV):$38.29

P/B justifié:$46.28

Actualisation des dividendes (Gordon):Données insuffisantes pour le calculer

P/FFO, les fonds provenant de l'exploitation:$70.92

Bénéfices de milieu de cycle:$48.10

Multiple sur le chiffre d'affaires:$130.56

Consensus des analystes:Achat fort (7B / 3H / 0S)

Dernière surprise sur les résultats:+2.06%

Indicateurs de valorisation

Ratio P/E

13.05

ROE

135.2%

Ratio P/B

28.18

P/FCF

5.74

Marge brute

59.6%

ROIC

14.4%

Radar de rentabilité

Création de valeur (avantage concurrentiel)

ROIC

14.4%

WACC

8.3%

ROIC − WACC

+6.2 pp

Le ROIC dépasse le coût du capital — l'entreprise crée de la valeur pour les actionnaires.

Critères d'analyse fondamentale

Réussi (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

Échoué (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%

Indisponible (1)

Dividend Payout NaN%

Score F de Piotroski

8/9

Santé financière solide

score

criteria

Qualité des bénéfices

2.25

Qualité élevée : bénéfices soutenus par la trésorerie

Dilution du capital

-4.1%

Rachat d'actions. Favorable aux actionnaires

Participations institutionnelles

Gouvernance

Équipe dirigeante

Nom	Titre	Âge
Mr. Michael P. Gianoni	President, CEO & Non-Independent Vice Chairman of the Board	64
Mr. Chad M. Anderson	Executive VP & CFO	52
Mr. Kevin P. Gregoire	Executive VP & COO	57
Mr. Kevin R. McDearis	Executive VP & CTO	57
Mr. Anthony W. Boor	Executive VP of Corporate Development & Strategy and Director	62
Mr. David J. Benjamin	Executive VP & Chief Commercial Officer	53
Mr. Chris Lindner	Chief Information Officer	-
Mr. Tom Barth	Head of Investor Relations	-
Mr. Jon W. Olson J.D.	Chief Legal Officer & Corporate Secretary	61
Nicole McGougan	Public Relations Manager	-

Risque d'audit

Risque du conseil

Risque de rémunération

Risque droits des actionnaires

Partie 2 · Le prix et le moment d'entrer

Cette partie ne dit pas si l'entreprise vaut la peine : elle aide à choisir quand l'acheter, une fois que les fondamentaux vous ont convaincu. À l'intérieur : analyse technique, potentiel, baisses historiques, exposition gamma.

Documents

Rapport annuel (10-K)
Un aperçu annuel de l'activité, des résultats financiers et des risques de l'entreprise.
Déposé le 2026-02-18
Voir le document
Rapport trimestriel (10-Q)
Une mise à jour de la performance financière des trois derniers mois.
Déposé le 2026-07-29
Voir le document
Rapport d'événement important (8-K)
Un avis concernant un événement important, comme un changement de direction ou une annonce majeure.
Déposé le 2026-08-10
Voir le document

via SEC EDGAR

Historique des résultats

via SEC EDGAR

Latest News

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