A profitable company with growing sales. Institutions are trimming.
Going well
Sales up 14% in the latest quarter vs a year ago
Profitable
Sales up 13% last year
Money moves
No insider buying or selling in the last 30 days
Institutions cut 3.6% from their holdings in the quarter ending June 2026 (162 bought, 185 sold)
Held by George Soros (Soros Fund), Ray Dalio (Bridgewater)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$49.92-1.5% that day
Company value
$4.3B
Share price times all shares
Price vs sales
2.6x
No profit over the last year, so this compares value with sales instead
Cash vs value
24%
Cash as a share of company value
Debt vs value
43%
Debt as a share of company value
From BILL's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26 (worked out from yearly totals)
$436.2M+14% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $1.7B, up 13% from the 12 months before. Over 5 years, sales grew about 56% a year.
What the price assumes
Your guesses, our math
Move the sliders to your own view of BILL. Starting points are the company's recent numbers (it isn't profitable yet, so the margin starts at a 10% guess).
Sales in 5 years$3.0B
Profit in 5 years$305M
Price these guesses point to$50.98+2.1% vs $49.92 todayAbout +0.4% a year, before dividends
What today's price needs: with a 10% margin and a 15x P/E, sales would have to grow about 13% a year for 5 years just to match today's price.
Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.