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Box, Inc.

Box, Inc.

NYSE•BOX
CEO: Mr. Aaron Levie
Sector: Technology
Industry: Software - Infrastructure
Listing Date: 2015-01-23
Box, Inc. provides a cloud content management platform that enables organizations of various sizes to manage and share their content from anywhere on any device. The company's Software-as-a-Service platform enables users to work with their content as they need from secure external collaboration and sharing, workspaces and portals, e-signature processes, and content workflows improving employee productivity and accelerating business processes. It also offers web, mobile, and desktop applications for cloud content management on a platform for developing custom applications. The company had approximately 100,000 paying organizations, and its solution was offered in 25 languages. It serves financial services, health care, government, and legal services industries in the United States and internationally. The company was formerly known as Box.net, Inc. and changed its name to Box, Inc. in November 2011. Box, Inc. was incorporated in 2005 and is headquartered in Redwood City, California.
Contact Information
900 Jefferson Avenue, Redwood City, CA, 94063, United States
877-729-4269
www.box.com
Market Cap
$4.54B
P/E (TTM)
20.4
47.3
Dividend Yield
--
52W High
$38.80
52W Low
$28.00
52W Range
31%
4.4
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4.4 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q2 2026 Data

Revenue

$294.00M+8.87%
4-Quarter Trend

EPS

$0.06-39.70%
4-Quarter Trend

FCF

$43.89M+47.36%
4-Quarter Trend

2026 Q2 Earnings Highlights

Key Highlights

Revenue and Billings Growth Six months revenue grew 7% to $570.3M; billings increased 13% to $507.2M for the six months ended July 31, 2025.
RPO Expansion Strong Remaining Performance Obligations reached $1.476B as of July 31, 2025, marking a 16% increase from the prior year period.
Stockholder Deficit Improved Total stockholders' deficit decreased to $269.4M by July 31, 2025, from $297.0M at January 31, 2025, showing balance sheet improvement.
Cash Position Solid Cash, equivalents, and short-term investments totaled $759.6M, deemed sufficient to meet working capital needs for at least 12 months.

Risk Factors

Net Income Declines Sharply Net income attributable to common stockholders fell to $11.6M for six months, down significantly from $25.9M in the comparable prior period.
Competitive Pressures Intensify Intense competition, longer enterprise sales cycles, and increased pricing pressure may negatively impact future operating results and margins.
AI Integration Security Risks Use of generative AI introduces new cybersecurity risks, potential legal liability, and regulatory scrutiny concerns that could harm business.
Operating Expenses Rising R&D and S&M expenses increased in absolute dollars due to headcount growth and workforce reorganization charges incurred this period.

Outlook

RPO Revenue Recognition Expect to recognize $1.5B in RPO over next 24 months, with 55% expected revenue recognition within the next 12 months.
Future Expense Management Expect R&D and G&A expenses to increase in absolute dollars but decrease as percentage of revenue over time due to scale.
Maintain High Retention Expect net retention rate to remain above 100% long-term despite current heightened budget scrutiny impacting seat expansion.
Share Repurchase Authorized Board authorized additional $150M for share repurchases; $112.1M remained available for opportunistic repurchases as of July 31, 2025.

Peer Comparison

Revenue (TTM)

WEX Inc.WEX
$2.62B
-1.1%
StoneCo Ltd.STNE
$2.42B
+12.0%
ACI Worldwide, Inc.ACIW
$1.73B
+7.0%

Gross Margin (Latest Quarter)

Cellebrite DI Ltd.CLBT
84.4%
+1.4 pp
Qualys, Inc.QLYS
83.6%
+2.4 pp
Box, Inc.BOX
79.1%
-0.4 pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
QLYS$5.44B28.537.6%5.3%
S$5.43B-13.0-27.0%0.5%
ACIW$5.05B20.417.8%30.2%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
+2.1%
Moderate Growth
4Q Net Income CAGR
-14.4%
Declining Profitability
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Reports
All Years

  • Form 10-Q - Q2 2026

    Period End: Jul 31, 2025|Filed: Aug 27, 2025|
    Revenue: $294.00M+8.9%
    |
    EPS: $0.06-39.7%
    Miss

  • Form 10-Q - Q1 2026

    Period End: Apr 30, 2025|Filed: May 29, 2025|
    Revenue: $276.27M+4.4%
    |
    EPS: $0.02-83.3%
    Miss

  • Form 10-K - FY 2025

    Period End: Jan 31, 2025|Filed: Mar 10, 2025|
    Revenue: $1.09B+5.0%
    |
    EPS: $1.40+102.9%
    Beat

  • Form 10-Q - Q3 2025

    Period End: Oct 31, 2024|Filed: Dec 4, 2024|
    Revenue: $275.91M+5.5%
    |
    EPS: $0.05-28.1%
    Miss

  • Form 10-Q - Q2 2025

    Period End: Jul 31, 2024|Filed: Aug 30, 2024|
    Revenue: $270.04M+3.3%
    |
    EPS: $0.10+33.0%
    Miss

  • Form 10-Q - Q1 2025

    Period End: Apr 30, 2024|Filed: May 30, 2024|
    Revenue: $264.66M+5.1%
    |
    EPS: $0.12+108.0%
    Miss

  • Form 10-K - FY 2024

    Period End: Jan 31, 2024|Filed: Mar 11, 2024|
    Revenue: $1.04B+4.7%
    |
    EPS: $0.69+263.2%
    Miss

  • Form 10-Q - Q3 2024

    Period End: Oct 31, 2023|Filed: Dec 6, 2023|
    Revenue: $261.54M+4.6%
    |
    EPS: $0.07+111.4%
    Miss