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Is BILL Holdings (BILL) A Bargain After Its Blackbaud Partnership?

Simply Wall St · 2d ago

BILL Holdings (BILL) drew fresh attention after announcing a new partnership with Blackbaud that will integrate its payments network with Blackbaud’s Financial Edge NXT system for nonprofit and education finance teams.

Recent trading hints at cautious optimism around BILL Holdings, with the share price up 2.23% over the past day and 2.74% over the last week, yet still down 5.50% on a 1 month share price return and 11.04% year to date. The 1 year total shareholder return has fallen 11.92%, and the 3 and 5 year total shareholder returns have declined 61.13% and 85.04% respectively, signaling that any short term momentum is building off a much weaker long term base.

Scan 20 high quality undiscovered gems that, like BILL Holdings’ partnership with Blackbaud, aim to turn specialized payment or workflow niches into long-term competitive footholds.

BILL Holdings has a broad payments platform and a fresh partnership with Blackbaud, yet a long track record of weak shareholder returns lingers in the background. Is that combination now cheap, or still priced for perfection?

Most Popular Narrative: 21% Undervalued

Analysts currently frame BILL Holdings as undervalued, with a narrative fair value of $56.81 against a last close of $44.98. This puts the spotlight on what needs to go right to close that gap.

Accelerated rollout of AI-powered financial operations agents and intelligent automation solutions is expected to drive higher customer retention, greater product adoption, and potentially enable new subscription-based pricing tiers, supporting future revenue growth and enhancing margins.

Expansion of embedded finance capabilities and the Embed 2.0 strategy, including strategic partnerships with large enterprise software platforms, is set to broaden BILL's distribution channels and could significantly increase customer acquisition and transaction volumes, translating into higher long-term revenues.

See why 23 investors see BILL Holdings as 21% undervalued.

Result: Fair Value of $56.81 (UNDERVALUED)

Still, the bullish BILL Holdings story can weaken if slowing core revenue growth persists or if competitive pressure from larger fintech platforms reduces pricing power and margins.

Find out about the key risks to this BILL Holdings narrative.

Next Steps

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.