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Blackbaud, Inc. (BLKB)

Subavaliada
TechnologySoftware - ApplicationUnited States

Fundamental

73

Preço

$41.62

Capitalização de Mercado

$1.89B

Parte 1 · Quanto vale a empresa

Visão Geral

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 setembro 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.

Balanço & Liquidez

Receita

$1.15B

Últimos 12 meses (até 30/06/2026)

Resultado Líquido

$151M

Últimos 12 meses (até 30/06/2026)

Fluxo de Caixa Livre

$258M

Capital Próprio Total

$85M

Passivo Total

$2.31B

Rácio de Liquidez

0.83

Cobertura de Juros

3.43

Dívida/EBITDA

4.18

Resultados Por Ação

Receita & Resultado Líquido

Fluxo de Caixa Livre

Decomposição dos Resultados

Demonstração histórica

Margens ao longo do tempo

A dívida ao longo do tempo

Quanto pesa a dívida

Grelha do crescimento

Crescimento — Receitas

Estimativa de Valor Justo

Caso geralSubvalorizada

Valor Justo

$107.61

Preço Atual

$41.62

Margem de Segurança

+61.3%

Intervalo de Valor Justo

$69.95 - $145.27

Dispersão entre os métodos de avaliação utilizados, não um intervalo de confiança calibrado estatisticamente.

Métodos de Estimativa

Preço-alvo dos analistas:$51.50
Fluxo de caixa descontado (DCF):$270.74
Multiplicador de lucros (P/E):$23.36
Fórmula de crescimento de Graham:$164.74
Valor da capacidade de gerar lucro (EPV):$38.29
P/B justificado:$46.28
Desconto de dividendos (Gordon):Dados insuficientes para o calcular
P/FFO, fundos de operações:$70.92
Lucros de meio de ciclo:$48.10
Multiplicador sobre as receitas:$130.56
Consenso dos Analistas:Compra Forte (7B / 3H / 0S)
Última Surpresa de Resultados:+2.06%

Métricas de Avaliação

Rácio P/E

13.05

ROE

135.2%

Rácio P/B

28.18

P/FCF

5.74

Margem Bruta

59.6%

ROIC

14.4%

Radar de Rentabilidade

Criação de Valor (Vantagem Competitiva)

ROIC

14.4%

WACC

8.3%

ROIC − WACC

+6.2 pp

O ROIC supera o custo do capital — a empresa está a criar valor para os acionistas.

Critérios de Análise Fundamental

Aprovado (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

Reprovado (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%

Indisponível (1)

  • Dividend Payout NaN%

Piotroski F-Score

8/9

Saúde financeira sólida

score
criteria

Qualidade dos Resultados

2.25

Alta qualidade: resultados respaldados por caixa

Diluição de Ações

-4.1%

A recomprar ações. Favorável ao acionista

Participações institucionais

Governação

Equipa Executiva

NomeCargoIdade
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-

Risco de Auditoria

6

Risco do Conselho

4

Risco de Remuneração

3

Risco dos Direitos dos Acionistas

2

Parte 2 · O preço e o momento de entrar

Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.

Documentos

  • Relatório anual (10-K)

    Uma visão anual do negócio, dos resultados financeiros e dos riscos da empresa.

    Arquivado em 2026-02-18

    Ver documento
  • Relatório trimestral (10-Q)

    Uma atualização sobre o desempenho financeiro dos últimos três meses.

    Arquivado em 2026-07-29

    Ver documento
  • Relatório de fato relevante (8-K)

    Um aviso sobre um fato relevante, como uma mudança na liderança ou um grande anúncio.

    Arquivado em 2026-08-10

    Ver documento

via SEC EDGAR

Histórico de Resultados

via SEC EDGAR

Latest News

Recent headlines for BLKB, sourced from Markets Gazette.

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