CoverageForm 410-K10-Q8-K13D13G13F

BILL · Bill Holdings, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · BILL

Income Statement

Line itemQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '24Q2 '24Q3 '24Q2 '23Q3 '23
Revenue$406.56M$414.67M$395.74M$362.55M$358.22M$358.45M$318.50M$323.03M$260.01M$272.56M
Cost of Revenue$74.71M$83.59M$77.00M$66.61M$67.21M$64.70M$58.38M$55.01M$47.47M$48.85M
Gross Profit$331.86M$331.08M$318.74M$295.95M$291.00M$293.75M$260.12M$268.02M$212.54M$223.71M
R&D$74.39M$82.81M$80.29M$84.78M$86.54M$78.69M$86.49M$81.59M$78.91M$78.76M
SG&A$72.29M$79.50M$76.92M$71.12M$73.85M$66.77M$85.58M$81.57M$69.38M$71.72M
Total Operating Expenses$332.25M$349.16M$339.46M$317.66M$319.95M$301.45M$327.79M$295.64M$325.00M$277.92M
D&A$8.48M$8.38M$8.07M$7.86M$7.86M$9.01M$12.32M$12.26M$12.03M$12.09M
Operating Income($399.0K)($18.08M)($20.72M)($21.71M)($28.95M)($7.70M)($67.67M)($27.62M)($112.46M)($54.22M)
Interest Expense----------
Income Tax$1.99M$522.0K$149.0K$45.0K$1.29M$1.27M$1.67M$370.0K($365.0K)$542.0K
Net Income$12.79M($2.59M)($2.96M)$33.55M($11.59M)$8.91M($40.42M)$31.81M($95.08M)($31.14M)
EPS - Basic$0.13($0.03)($0.03)$0.33($0.11)$0.08($0.38)$0.30($0.78)($0.29)
EPS - Diluted$0.12($0.03)($0.03)($0.06)($0.11)$0.08($0.38)$0.00($0.78)($0.29)

Balance Sheet

Line itemQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '24Q2 '24Q3 '24Q2 '23Q3 '23
Cash & Equivalents$994.67M$1.09B$1.10B$1.04B$1.05B$853.47M$985.94M$952.47M$1.62B$1.59B
Accounts Receivable$32.14M$41.16M$32.11M$32.34M$26.66M$31.93M$28.05M$29.89M$28.23M$34.06M
Inventory----------
Accounts Payable$7.15M$5.04M$7.00M$16.29M$9.30M$11.18M$7.45M$6.82M$8.52M$9.14M
Current Assets$7.28B$7.33B$7.33B$7.24B$6.80B$6.20B$6.31B$6.23B$6.67B$6.41B
Total Assets$10.08B$10.13B$10.15B$10.06B$9.63B$9.05B$9.18B$9.12B$9.64B$9.38B
Current Liabilities$4.39B$4.43B$4.38B$4.59B$4.02B$4.06B$4.06B$3.83B$3.75B$3.34B
Long-term Debt$1.83B$1.83B$1.87B$1.71B$1.68B$914.82M$914.00M$1.15B$1.84B$1.84B
Total Liabilities$6.28B$6.32B$6.27B$6.15B$5.76B$5.03B$5.04B$5.06B$5.55B$5.28B
Stockholders' Equity$3.80B$3.81B$3.88B$3.91B$3.87B$4.01B$4.13B$4.06B$4.09B$4.10B
Retained Earnings($1.77B)($1.73B)($1.60B)($1.51B)($1.47B)($1.29B)($1.10B)($1.10B)($856.17M)($779.68M)

Cash Flow

Line itemQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '24Q2 '24Q3 '24Q2 '23Q3 '23
Operating Cash Flow--$96.86M--$88.58M----
Investing Cash Flow--($108.72M)--($139.54M)----
Financing Cash Flow--$1.10M--($105.15M)----
CapEx--$1.30M--$403.0K----
Free Cash Flow--$95.56M--$88.18M----

Ratios

MetricQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '24Q2 '24Q3 '24Q2 '23Q3 '23
Profitability
Gross margin81.6%79.8%80.5%81.6%81.2%82.0%81.7%83.0%81.7%82.1%
Operating margin-0.1%-4.4%-5.2%-6.0%-8.1%-2.1%-21.2%-8.6%-43.3%-19.9%
EBITDA margin2.0%-2.3%-3.2%-3.8%-5.9%0.4%-17.4%-4.8%-38.6%-15.5%
Net margin3.1%-0.6%-0.7%9.3%-3.2%2.5%-12.7%9.8%-36.6%-11.4%
Free cash flow margin--24.1%--24.6%----
FCF / Net income---32.26--9.89----
R&D / Revenue18.3%20.0%20.3%23.4%24.2%22.0%27.2%25.3%30.3%28.9%
SG&A / Revenue17.8%19.2%19.4%19.6%20.6%18.6%26.9%25.3%26.7%26.3%
Effective tax rate13.5%--0.1%-12.5%-1.1%--
Return on assets0.1%-0.0%-0.0%0.3%-0.1%0.1%-0.4%0.3%-1.0%-0.3%
Return on equity0.3%-0.1%-0.1%0.9%-0.3%0.2%-1.0%0.8%-2.3%-0.8%
Return on invested capital-0.0%-0.3%-0.3%-0.4%-0.4%-0.1%-1.1%-0.5%-1.5%-0.7%
Liquidity
Current ratio1.661.651.671.581.691.531.551.631.781.92
Quick ratio1.661.651.671.581.691.531.551.631.781.92
Cash ratio0.230.250.250.230.260.210.240.250.430.48
Leverage
Debt / Equity0.480.480.480.440.430.230.220.280.450.45
Debt / Assets0.180.180.180.170.170.100.100.130.190.20
Debt / EBITDA227.09----695.68----
Interest coverage----------
Equity multiplier2.652.662.612.572.492.252.222.252.362.29
Liabilities / Assets0.620.620.620.610.600.560.550.560.580.56
Efficiency
Asset turnover0.040.040.040.040.040.040.030.040.030.03
Inventory turnover----------
Days sales outstanding29d36d30d33d27d33d32d34d40d46d
Days inventory outstanding----------
Days payable outstanding35d22d33d89d51d63d47d45d66d68d
Cash conversion cycle----------
Valuation
P / E319.2x----659.5x----
P / B1.1x1.4x1.4x1.2x1.2x1.4x1.3x1.9x3.0x2.1x
P / S10.6x13.2x13.6x13.3x13.1x15.8x17.5x23.7x47.6x30.9x
EV / EBITDA638.1x----4352.6x----
Growth
Revenue growth (YoY)13.5%14.4%-13.8%10.9%55.9%22.5%18.5%66.2%63.3%
Revenue CAGR (3y)14.3%16.8%19.8%32.3%29.0%98.0%80.6%75.5%115.4%87.7%
Revenue CAGR (5y)46.7%50.3%53.7%69.4%54.1%-----
Gross profit growth (YoY)14.0%11.9%-13.8%8.6%58.9%22.4%19.8%74.1%72.7%
Operating income growth (YoY)98.6%16.7%-67.9%-4.8%91.2%39.8%49.1%-47.8%34.8%
Net income growth (YoY)------57.5%--18.2%64.1%
EPS growth (YoY)-50.0%-84.2%--51.3%---
EPS CAGR (3y)----------
EPS CAGR (5y)----------
FCF growth (YoY)-----425.6%----
FCF CAGR (5y)----------
Book value growth (YoY)-1.7%-2.7%--5.3%-4.6%-0.8%1.2%-1.1%1.0%0.9%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-06-30.

Product / service

$3.99B total
Subscription And Transaction Fees$1.30B · 32.6%
Integrated Platform$1.22B · 30.7%
Accounts Payable And Accounts Receivable Solutions$667.78M · 16.8%
Spend And Expense Interchange Revenue$555.02M · 13.9%
Interest On Funds Held For Customers$161.77M · 4.1%
Embedded And Other Solutions$78.01M · 2.0%

Peer comparison

Same SIC group: Services-Prepackaged Software

CompanyRevenue (last FY)Net marginROE
TEAM$5.22B-4.9%-19.1%
CRM$37.90B16.4%10.5%
NOW$13.28B13.2%13.5%
FRSH$838.81M21.9%17.8%
DDOG$3.43B3.1%2.9%

Comparing BILL Holdings against the 5 most active filers in the same SIC group.