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BILL Holdings, Inc. (BILL) Stock Fundamental Analysis & AI Rating 2026

BILL NYSE Services-Prepackaged Software CIK: 0001786352
Updated This Month • Analysis: Mar 21, 2026 • SEC Data: 2025-12-31
Combined AI Rating
HOLD
72% Confidence
STRONG AGREEMENT
HOLD
65% Conf
HOLD
78% Conf

📊 BILL Key Takeaways

Revenue: $810.4M
Net Margin: -0.7%
Free Cash Flow: $199.4M
Current Ratio: 1.65x
Debt/Equity: 0.48x
EPS: $-0.05
AI Rating: HOLD with 65% confidence
BILL Holdings, Inc. (BILL) receives a HOLD rating with 72% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $810.4M, net profit margin of -0.7%, and return on equity (ROE) of -0.1%, BILL Holdings, Inc. demonstrates mixed fundamentals in the Technology sector. Below is our complete BILL stock analysis for 2026.

Is BILL Holdings, Inc. (BILL) a Good Investment?

Claude

BILL demonstrates exceptional gross margins (80.2%) and strong free cash flow generation ($199.4M, 24.6% FCF margin), indicating a fundamentally sound business model. However, the company remains unprofitable at the operating and net income levels (-4.8% and -0.7% margins respectively) despite massive revenue growth, suggesting operational leverage has not materialized despite scale. The path to sustained profitability remains uncertain despite solid underlying unit economics and cash generation.

ChatGPT

BILL shows strong underlying software economics, with an 80.2% gross margin and a solid 24.6% free cash flow margin, which indicates the core platform can scale efficiently. However, the business is still not consistently profitable at the operating and net income level, and negative interest coverage alongside meaningful long-term debt limits the quality of the growth story. Fundamentally, this looks like a financially sound but still transitional business rather than a clearly strong one.

Why Buy BILL Holdings, Inc. Stock? BILL Key Strengths

Claude
  • + Exceptional gross margins of 80.2% demonstrate strong pricing power and efficient service delivery
  • + Outstanding free cash flow generation of $199.4M with 24.6% FCF margin showing cash conversion despite GAAP losses
  • + Solid balance sheet with $1.1B cash, 1.65x current ratio, and modest 0.48x debt-to-equity ratio providing financial flexibility
  • + Strong revenue growth of 10,679.9% YoY indicates successful market expansion and customer acquisition
ChatGPT
  • + High gross margin of 80.2% supports strong unit economics and scalability
  • + Operating cash flow of $202.17M and free cash flow of $199.38M show strong cash generation despite GAAP losses
  • + Healthy liquidity with a 1.65x current and quick ratio plus $1.09B in cash provides balance sheet flexibility

BILL Stock Risks: BILL Holdings, Inc. Investment Risks

Claude
  • ! Operating margin deeply negative at -4.8% with $38.8M operating loss despite $810.4M revenue indicates inability to scale profitably
  • ! Net losses continuing (-$5.5M) after significant revenue growth suggests structural cost challenges or heavy investment phase that may persist
  • ! Interest coverage ratio of -2.6x indicates operating income insufficient to cover debt service, dependent on cash reserves for debt obligations
  • ! Negative return metrics (ROE -0.1%, ROA -0.1%) despite substantial equity and asset base question capital efficiency
ChatGPT
  • ! Operating margin remains negative at -4.8%, showing the business has not fully converted scale into sustained profitability
  • ! Interest coverage of -2.6x and $1.83B of long-term debt create pressure if earnings recovery stalls
  • ! Extremely large reported revenue growth suggests acquisition effects or comparability noise, which may weaken growth quality

Key Metrics to Watch

Claude
  • * Operating margin trajectory toward profitability given revenue scale
  • * Operating cash flow sustainability and margin expansion as revenue normalizes
  • * Operating expense ratio reduction and path to positive EBITDA conversion
  • * Customer acquisition cost trends relative to lifetime value realization
ChatGPT
  • * Operating margin and net income trend
  • * Free cash flow margin and debt servicing capacity

BILL Holdings, Inc. (BILL) Financial Metrics & Key Ratios

Revenue
$810.4M
Net Income
$-5.6M
EPS (Diluted)
$-0.05
Free Cash Flow
$199.4M
Total Assets
$10.1B
Cash Position
$1.1B

💡 AI Analyst Insight

The 24.6% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments.

BILL Profit Margin, ROE & Profitability Analysis

Gross Margin 80.2%
Operating Margin -4.8%
Net Margin -0.7%
ROE -0.1%
ROA -0.1%
FCF Margin 24.6%

BILL vs Technology Sector: How BILL Holdings, Inc. Compares

How BILL Holdings, Inc. compares to Technology sector averages

Net Margin
BILL -0.7%
vs
Sector Avg 18.0%
BILL Sector
ROE
BILL -0.1%
vs
Sector Avg 22.0%
BILL Sector
Current Ratio
BILL 1.7x
vs
Sector Avg 2.5x
BILL Sector
Debt/Equity
BILL 0.5x
vs
Sector Avg 0.5x
BILL Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is BILL Holdings, Inc. Stock Overvalued? BILL Valuation Analysis 2026

Based on fundamental analysis, BILL Holdings, Inc. shows some fundamental concerns relative to the Technology sector in 2026.

Return on Equity
-0.1%
Sector avg: 22%
Net Profit Margin
-0.7%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.48x
Sector avg: 0.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

BILL Holdings, Inc. Balance Sheet: BILL Debt, Cash & Liquidity

Current Ratio
1.65x
Quick Ratio
1.65x
Debt/Equity
0.48x
Debt/Assets
62.4%
Interest Coverage
-2.55x
Long-term Debt
$1.8B

BILL Revenue & Earnings Growth: 5-Year Financial Trend

BILL 5-year financial data: Year 2021: Revenue $238.3M, Net Income -$7.3M, EPS N/A. Year 2022: Revenue $642.0M, Net Income -$31.1M, EPS $-0.70. Year 2023: Revenue $1.1B, Net Income -$98.7M, EPS $-1.19. Year 2024: Revenue $1.3B, Net Income -$326.4M, EPS $-3.21. Year 2025: Revenue $1.5B, Net Income -$223.7M, EPS $-2.11.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: BILL Holdings, Inc.'s revenue has grown significantly by 514% over the 5-year period, indicating strong business expansion. The most recent EPS of $-2.11 indicates the company is currently unprofitable.

BILL Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
24.6%
Free cash flow / Revenue

BILL Quarterly Earnings & Performance

Quarterly financial performance data for BILL Holdings, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q2 2026 $362.6M -$2.6M $0.02
Q1 2026 $358.5M -$3.0M $-0.03
Q3 2025 $323.0M $8.9M $0.00
Q2 2025 $318.5M $8.9M $0.02
Q3 2024 $272.6M -$27.9M $0.00
Q2 2024 $260.0M -$27.9M $-0.38
Q1 2024 $229.9M $8.9M $0.08
Q3 2023 $166.9M -$31.1M $-0.29

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

BILL Holdings, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$202.2M
Cash generated from operations
Stock Buybacks
$215.8M
Shares repurchased (TTM)
Capital Expenditures
$2.8M
Investment in assets
Dividends
None
No dividend program

BILL SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for BILL Holdings, Inc. (CIK: 0001786352)

📋 Recent SEC Filings

Date Form Document Action
Mar 16, 2026 8-K bill-20260311.htm View →
Mar 3, 2026 4 xslF345X05/form4-03032026_100342.xml View →
Mar 3, 2026 4 xslF345X05/form4-03032026_100357.xml View →
Mar 3, 2026 4 xslF345X05/form4-03032026_100317.xml View →
Mar 3, 2026 4 xslF345X05/form4-03032026_100324.xml View →

Frequently Asked Questions about BILL

What is the AI rating for BILL?

BILL Holdings, Inc. (BILL) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 72% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are BILL's key strengths?

Claude: Exceptional gross margins of 80.2% demonstrate strong pricing power and efficient service delivery. Outstanding free cash flow generation of $199.4M with 24.6% FCF margin showing cash conversion despite GAAP losses. ChatGPT: High gross margin of 80.2% supports strong unit economics and scalability. Operating cash flow of $202.17M and free cash flow of $199.38M show strong cash generation despite GAAP losses.

What are the risks of investing in BILL?

Claude: Operating margin deeply negative at -4.8% with $38.8M operating loss despite $810.4M revenue indicates inability to scale profitably. Net losses continuing (-$5.5M) after significant revenue growth suggests structural cost challenges or heavy investment phase that may persist. ChatGPT: Operating margin remains negative at -4.8%, showing the business has not fully converted scale into sustained profitability. Interest coverage of -2.6x and $1.83B of long-term debt create pressure if earnings recovery stalls.

What is BILL's revenue and growth?

BILL Holdings, Inc. reported revenue of $810.4M.

Does BILL pay dividends?

BILL Holdings, Inc. does not currently pay dividends.

Where can I find BILL SEC filings?

Official SEC filings for BILL Holdings, Inc. (CIK: 0001786352) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BILL's EPS?

BILL Holdings, Inc. has a diluted EPS of $-0.05.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is BILL a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, BILL Holdings, Inc. has a HOLD rating with 72% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is BILL stock overvalued or undervalued?

Valuation metrics for BILL: ROE of -0.1% (sector avg: 22%), net margin of -0.7% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

Should I buy BILL stock in 2026?

Our dual AI analysis gives BILL Holdings, Inc. a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is BILL's free cash flow?

BILL Holdings, Inc.'s operating cash flow is $202.2M, with capital expenditures of $2.8M. FCF margin is 24.6%.

How does BILL compare to other Technology stocks?

Vs Technology sector averages: Net margin -0.7% (avg: 18%), ROE -0.1% (avg: 22%), current ratio 1.65 (avg: 2.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 21, 2026 | Data as of: 2025-12-31 | Powered by Claude AI