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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
$4.34B
P/E (TTM)
19.1
29.3
Dividend Yield
--
52W High
$38.80
52W Low
$28.00
52W Range
19%
Rank33Top 25.7%
4.8
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4.8 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q3 2026 Data

Revenue

$301.11M+9.13%
4-Quarter Trend

EPS

$0.05-10.15%
4-Quarter Trend

FCF

$71.31M+14.44%
4-Quarter Trend

2026 Q3 Earnings Highlights

Key Highlights

Revenue Growth Nine Months Nine months revenue reached $871.4M, marking 7% growth; 3-month revenue was $301.1M, up 9% versus prior year.
Strong RPO Expansion Remaining Performance Obligations totaled $1.5B as of October 31, 2025, reflecting an 18% increase from the prior year period.
Operating Cash Generation Nine months net cash provided by operating activities was $246.1M, an increase of $16.0M compared to the prior period.
Share Buyback Expansion Board authorized $150M expansion of Class A common stock repurchase plan through December 1, 2026, with $35.5M remaining.

Risk Factors

Intense Competitive Pressure Intense competition, especially from Microsoft and Google, pressures pricing and slows adoption of higher-tiered Enterprise Advanced plans.
Revenue Recognition Timing Lag Downturns in new business are not immediately reflected in operating results due to ratable subscription revenue recognition over contract term.
Cybersecurity and AI Risks Perceived or actual security vulnerabilities, including AI integration risks, could harm reputation and incur significant liability costs.
Debt Servicing Requirements Future debt servicing, including potential cash settlement of Convertible Notes upon conversion, may strain liquidity and working capital.

Outlook

AI Product Innovation Focus Launching Box AI Extract, Automate, and Shield Pro solutions to enhance platform capabilities and security features for customers.
Expense Management Trajectory Expect R&D and Sales/Marketing expenses to increase in absolute dollars but decrease as percentage of revenue over time.
Net Retention Rate Goal Expect Net Retention Rate to remain above 100% long-term, driven by expansion within existing enterprise customer base deployments.
International Growth Strategy Key growth element involves expanding international operations and developing a worldwide customer base, despite regulatory challenges.

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%
+1.4pp
Qualys, Inc.QLYS
83.6%
+2.4pp
Box, Inc.BOX
79.5%
-0.3pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
CWAN$6.95B16.136.1%30.6%
WEX$5.27B18.625.8%9.1%
S$5.07B-12.6-26.2%0.0%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
2.5%
Moderate Growth
4Q Net Income CAGR
-61.4%
Declining Profitability
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Mar 3, 2026
|
EPS:$0.33
|
Revenue:-
Reports
All Years

  • Form 10-Q - Q3 2026

    Period End: Oct 31, 2025|Filed: Dec 3, 2025|
    Revenue: $301.11M+9.1%
    |
    EPS: $0.05-10.2%
    Miss

  • Form 10-Q - Q2 2026

    Period End: Jul 31, 2025|Filed: Aug 27, 2025|
    Revenue: $294.00M+8.9%
    |
    EPS: $0.06-43.8%
    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