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

BILL NYSE Services-Prepackaged Software CIK: 0001786352
Update Pending • Analysis: May 9, 2026 • SEC Data: 2026-03-31
Combined AI Grade
B
72% Confidence
STRONG AGREEMENT
B
65% Conf
B
78% Conf

📊 BILL Key Takeaways

Revenue: $1.2B
Net Margin: 0.6%
Free Cash Flow: $301.9M
Current Ratio: 1.66x
Debt/Equity: 0.48x
EPS: $0.07
AI Grade: B with 65% confidence
BILL Holdings, Inc. (BILL) receives a B fundamental grade with 72% confidence from our AI analysis based on SEC 10-K filings. With revenue of $1.2B, net profit margin of 0.6%, and return on equity (ROE) of 0.2%, 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 exhibits a fundamental paradox: exceptional 80.7% gross margins and strong free cash flow generation ($301.9M, 24.8% FCF margin) conflict with negative operating income (-3.2% margin) and extremely poor returns on capital (ROE 0.2%, ROA 0.1%). The anomalous 10,679.9% revenue growth indicates recent acquisition-driven expansion rather than organic growth, creating integration risks and uncertainty about normalized operational profitability.

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.

BILL Holdings, Inc. Key Strengths (BILL)

Claude
  • + Exceptional gross margin of 80.7% demonstrates strong unit economics and pricing power typical of high-quality software businesses
  • + Robust free cash flow generation of $301.9M with 24.8% FCF margin provides substantial financial flexibility despite negative operating income
  • + Healthy cash position of $994.7M and moderate leverage (0.48x debt-to-equity) provide financial cushion for operations and strategic initiatives
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
  • ! Negative operating income (-$39.2M) despite $1.2B revenue and negative interest coverage ratio (-2.6x) indicate structural profitability challenges and inability to service debt from operations
  • ! Massive revenue growth (10,679.9% YoY) likely driven by acquisition rather than organic growth, raising concerns about integration success, customer retention, and normalized operational metrics
  • ! Severely depressed returns on equity (0.2%) and assets (0.1%) indicate poor capital efficiency and ineffective conversion of revenue into shareholder value despite scale
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 - must improve from -3.2% to positive levels to demonstrate operational viability at scale
  • * Organic revenue growth rate excluding acquisition impact - critical to assess underlying business momentum and sustainability
  • * Operating expense ratio trend - currently consuming strong gross margins, requiring discipline in SG&A and R&D spending to achieve profitability
ChatGPT
  • * Operating margin and net income trend
  • * Free cash flow margin and debt servicing capacity

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

Revenue
$1.2B
Net Income
$7.2M
EPS (Diluted)
$0.07
Free Cash Flow
$301.9M
Total Assets
$10.1B
Cash Position
$994.7M

💡 AI Analyst Insight

The 24.8% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments.

BILL Profit Margin, ROE & Profitability Analysis

Gross Margin 80.7%
Operating Margin -3.2%
Net Margin 0.6%
ROE 0.2%
ROA 0.1%
FCF Margin 24.8%

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

How BILL Holdings, Inc. compares to Technology sector averages

Net Margin
BILL 0.6%
vs
Sector Avg 18.0%
BILL Sector
ROE
BILL 0.2%
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
0.2%
Sector avg: 22%
Net Profit Margin
0.6%
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
1.66x
Quick Ratio
1.66x
Debt/Equity
0.48x
Debt/Assets
62.3%
Interest Coverage
-2.58x
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
24.8%
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
Q3 2026 $358.2M -$2.6M $0.07
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

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
$304.8M
Cash generated from operations
Stock Buybacks
$272.7M
Shares repurchased (TTM)
Capital Expenditures
$3.0M
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
Jun 1, 2026 4 xslF345X06/form4-06012026_040616.xml View →
Jun 1, 2026 4 xslF345X06/form4-06012026_040610.xml View →
Jun 1, 2026 4 xslF345X06/form4-06012026_040614.xml View →
Jun 1, 2026 4 xslF345X06/form4-06012026_040612.xml View →
May 26, 2026 8-K d931634d8k.htm View →

Frequently Asked Questions about BILL

What is the AI rating for BILL?

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

What are BILL's key strengths?

Claude: Exceptional gross margin of 80.7% demonstrates strong unit economics and pricing power typical of high-quality software businesses. Robust free cash flow generation of $301.9M with 24.8% FCF margin provides substantial financial flexibility despite negative operating income. 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: Negative operating income (-$39.2M) despite $1.2B revenue and negative interest coverage ratio (-2.6x) indicate structural profitability challenges and inability to service debt from operations. Massive revenue growth (10,679.9% YoY) likely driven by acquisition rather than organic growth, raising concerns about integration success, customer retention, and normalized operational metrics. 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 $1.2B.

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 $0.07.

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 grade reflects both perspectives for balanced insights.

What is BILL's fundamental grade?

Based on our AI fundamental analysis in June 2026, BILL Holdings, Inc. has a B grade with 72% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is BILL stock overvalued or undervalued?

Valuation metrics for BILL: ROE of 0.2% (sector avg: 22%), net margin of 0.6% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

What is BILL's AI grade for 2026?

Our dual AI analysis gives BILL Holdings, Inc. a combined B grade 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 $304.8M, with capital expenditures of $3.0M. FCF margin is 24.8%.

How does BILL compare to other Technology stocks?

Vs Technology sector averages: Net margin 0.6% (avg: 18%), ROE 0.2% (avg: 22%), current ratio 1.66 (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: May 9, 2026 | Data as of: 2026-03-31 | Powered by Claude AI