Box, Inc.
NYSE•BOX
CEO: Mr. Aaron Levie
セクター: Technology
業種: Software - Infrastructure
上場日: 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.
連絡先情報
時価総額
$3.56B
PER (TTM)
35.2
24.4
配当利回り
--
52週高値
$38.80
52週安値
$21.61
52週レンジ
順位33Top 25.7%
4.8
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.8 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q4 2026 データ
売上高
$305.88M+0.00%
直近4四半期の推移
EPS
$0.48+0.00%
直近4四半期の推移
フリーCF
$108.46M+0.00%
直近4四半期の推移
2026 Annual 決算ハイライト
主なハイライト
Revenue Growth Strong Revenue reached $1.18 B USD, marking 8% growth, driven by seat growth and strong Suite attach rates.
RPO Shows Strong Momentum Remaining Performance Obligations grew 17% to $1.71 B USD, indicating solid contracted future revenue base.
Non-GAAP Margin Expansion Non-GAAP Operating Margin improved to 28.3% from 27.9%, reflecting focus on profitability objectives.
Operating Cash Flow Increased Net cash provided by operating activities reached $356.5 M USD, showing a 7% increase from prior period results.
リスク要因
Intense Market Competition Market is fragmented, facing larger competitors like Microsoft, risking lower margins or failure to gain acceptance.
Economic Downturn Sensitivity Adverse economic conditions may cause reduced sales cycles, lower renewal rates, and increased price competition.
AI Technology Adoption Risks Issues with generative AI accuracy, bias, or legal compliance could slow customer adoption and cause harm.
International Expansion Challenges International growth exposes the company to regulatory, economic, and geopolitical risks differing from the U.S.
見通し
Focus on AI Capabilities Continued investment in Box AI, Box Extract, and Box Shield Pro to enhance security and intelligence features.
Strategic Investment Priorities Plans include further investment in R&D, sales, marketing, and public cloud hosting infrastructure scaling.
Expanding Global Footprint Focus efforts on capitalizing on international growth in key regions to expand the worldwide customer base.
Platform Scalability and Innovation Ability to timely and effectively scale technology and innovate new products remains a key strategic focus.
同業比較
売上高 (TTM)
$2.72B
$2.66B
$1.94B
粗利益率 (最新四半期)
84.7%
83.4%
80.1%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| CWAN | $6.82B | -172.3 | -2.2% | 29.1% |
| DOCN | $6.31B | 24.2 | -214.1% | 39.8% |
| OS | $6.28B | -88.4 | -10.9% | 1.4% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
3.5%
緩やかな成長
4四半期純利益CAGR
102.9%
収益性の大幅な改善
キャッシュフロー安定性
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年5月25日
EPS:-
|売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
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データなし