Blackbaud, Inc.

Valuation Analysis

About the Company

Blackbaud, Inc. en bref

Blackbaud, Inc. (BLKB) is currently trading at 23,60 € with a market capitalization of 1,1 Md €. The trailing P/E ratio stands at 9.17x, with a forward P/E of 4.61x. The 52-week range spans from 22,81 € to 65,35 €; the current price is 63.9% below the yearly high. Year-over-year revenue growth stands at +4.2%. The net profit margin stands at 12.44%.

💰 Dividende

Blackbaud, Inc. currently does not pay a dividend. The company typically reinvests its earnings into growth initiatives and product development.

📊 Avis des analystes

5 analystes évaluent Blackbaud, Inc. (BLKB) au consensus : None. L'objectif de cours moyen est de 44,51 €, soit un potentiel de +88.61% par rapport au cours actuel. La fourchette des objectifs de cours des analystes va de 39,27 € à 56,72 €.

Blackbaud, Inc. : la thèse d'investissement en détail

Blackbaud, Inc. (BLKB) operates in the Technology — specifically Software - Application — and is headquartered in United States. Below is a structured read of the investment case built directly from the latest fundamentals, valuation multiples, analyst positioning and smart-money flows. Each section translates raw numbers into the investment logic they imply, so you can decide whether the risk/reward fits your portfolio.

Le scénario haussier

Earnings growth of 650.6% is outpacing revenue, a sign of operational leverage — fixed costs are being absorbed across a larger base. The combination of a 59.24% gross margin and 18.33% operating margin shows the business converts revenue into profit efficiently — a hallmark of competitive moat. Return on equity of 418.69% places management among the most capital-efficient operators in the public market — every euro of shareholder capital is working hard.

Le scénario baissier

Revenue growth has slowed to just 4.2%, which is below nominal GDP — the business is no longer outgrowing the broader economy. The debt-to-equity ratio of 3457.18% is elevated, meaning the company relies heavily on creditors — refinancing terms will become more important than operational performance in the next economic downturn. Short interest sits at 13.27% of float — a meaningful contingent of professionals is positioned for the share to fall, which deserves attention even if their thesis may turn out to be wrong.

Valorisation en contexte

With a PEG ratio of 0.31, the price-to-earnings multiple is actually below the company's growth rate — classic value-meets-growth territory that Peter Lynch would have called a 'GARP' opportunity. The EV/EBITDA multiple of 9.21x is below the historical equity-market average — strategic acquirers would find the cash-flow profile attractive at this level.

À surveiller

• The forward P/E of 4.61x is meaningfully below the trailing 9.17x — analysts expect earnings to step up; the next earnings release is the test.
• The price sits in the lower quartile of the 52-week range — value hunters often start scaling in around this zone if fundamentals hold.
• The analyst consensus price target implies 88.61% upside — if the next two quarters confirm the underlying thesis, target hikes typically follow.

Thèse d'investissement : forces et faiblesses

Aperçu technique

Price is below both the 50- and 200-day moving averages, with 50d below 200d — a bearish picture (death-cross alignment).

Profil de risque

The data points to market-like volatility, elevated short interest (13.27%), higher leverage relative to equity.

Trading Data

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