返回排名列表

Blackbaud, Inc. (BLKB)

被低估
TechnologySoftware - ApplicationUnited States

基本面

73

价格

$42.34

市值

$1.89B

第一部分 · 这家公司值多少

概览

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.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

Compare

Generated on 2026年9月18日 with claude-haiku-4-5 — shared with all users

P/E: 21.6Score: 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.

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.

资产负债表与流动性

营收

$1.15B

最近12个月(截至2026/6/30)

净利润

$151M

最近12个月(截至2026/6/30)

自由现金流

$258M

股东权益合计

$85M

负债合计

$2.31B

流动比率

0.83

利息覆盖率

3.43

债务/EBITDA

4.18

每股收益

营收与净利润

自由现金流

收入构成

历史财务表

利润率变化

债务变化

债务负担有多重

增长一览表

增长 — 营业收入

公允价值估算

一般情形被低估

公允价值

$107.61

当前价格

$42.34

安全边际

+60.6%

公允价值区间

$69.95 - $145.27

所用估值方法之间的离散区间,并非经过统计校准的置信区间。

估算方法

分析师目标价:$51.50
现金流折现法(DCF):$270.74
市盈率法(P/E):$23.36
格雷厄姆成长公式:$164.74
盈利能力价值(EPV):$38.29
合理市净率(P/B):$46.28
股息折现模型(戈登模型):数据不足,无法计算
P/FFO(运营资金):$70.92
周期中段收益:$48.03
市销率法(P/S):$125.88
分析师共识:强力买入 (7B / 3H / 0S)
最近财报超预期:+2.06%

估值指标

市盈率(P/E)

13.34

ROE

135.2%

市净率(P/B)

28.81

P/FCF

5.87

毛利率

59.6%

ROIC

14.4%

盈利能力雷达图

价值创造(经济护城河)

ROIC

14.4%

WACC

8.3%

ROIC − WACC

+6.2 pp

ROIC 超过资本成本:公司正在为股东创造价值。

基本面分析标准

通过(19)

  • EPS shows upward trend
  • EPS CAGR 7.62%
  • ROIC 14.4%
  • Gross Margin 59.6%
  • P/FCF 5.87
  • 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

未通过(8)

  • Price CAGR -3.92%
  • P/B Ratio 28.81
  • 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%

不可用(1)

  • Dividend Payout NaN%

Piotroski F-评分

8/9

财务状况强健

score
criteria

盈利质量

2.25

高质量:盈利有现金流支撑

股权稀释

-4.1%

正在回购股份,对股东友好

机构持股

公司治理

管理团队

姓名职位年龄
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-

审计风险

6

董事会风险

4

薪酬风险

3

股东权利风险

2

第二部分 · 价格与买入时机

这一部分不判断公司是否值得拥有:它帮助你在基本面说服你之后,选择何时买入。包含:技术分析、潜力、历史回撤、Gamma 敞口。

文件

  • 年度报告(10-K)

    对公司业务、财务业绩和风险的年度概述。

    提交日期:2026-02-18

    查看文件
  • 季度报告(10-Q)

    最近三个月财务表现的最新情况。

    提交日期:2026-07-29

    查看文件
  • 临时报告(8-K)

    关于重大事件(如管理层变动或重要公告)的通知。

    提交日期:2026-08-10

    查看文件

via SEC EDGAR

损益历史

via SEC EDGAR

Latest News

Recent headlines for BLKB, sourced from Markets Gazette.

No recent news for BLKB.