A Business at a Glance
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ITEM 1. BUSINESS Description of Business We are the world's leading provider of AI-powered solutions for social impact. Serving nonprofits, educational institutions, companies committed to corporate social responsibility and individual change makers, we propel impact at scale with the sector’s most intelligent solutions for fundraising and engagement, education solutions, financial management and CSR and grantmaking. With the deepest expertise powered by the world’s largest philanthropic data set, the most connected workflows, and the most powerful impact network, our solutions are building a future where resources are unleashed at the speed of need. Blackbaud brings over four decades of leadership to this sector: since originally incorporating in New York in 1982 and later reincorporating as a South Carolina corporation in 1991 and as a Delaware corporation in 2004.
| Metric | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 1.1B | 1.1B | 1.2B | 1.1B | 1.1B | 928M |
| Net Income | 115M | 115M | -300M | 3.0M | -45M | 5.7M |
| EPS | $2.37 | $2.37 | $-5.92 | $0.06 | $-0.88 | $0.12 |
| Free Cash Flow | 258M | 258M | 289M | 195M | 192M | 202M |
| ROIC | 14.3% | 14.5% | -21.8% | 1.8% | -2.8% | 1.5% |
| Gross Margin | 58.8% | 58.8% | 54.7% | 54.1% | 52.2% | 52.2% |
| Debt/Equity | 13.13 | 13.13 | 8.79 | 1.02 | 1.23 | 1.42 |
| Dividends/Share | $0.00 | - | - | - | $0.12 | $0.12 |
| Operating Income | 191M | 191M | -271M | 46M | -28M | 25M |
| Operating Margin | 16.9% | 16.9% | -23.5% | 4.2% | -2.7% | 2.7% |
| ROE | 135.2% | 108.5% | -64.0% | 0.4% | -6.2% | 1.0% |
| Shares Outstanding | 49M | 49M | 51M | 50M | 52M | 47M |
BLACKBAUD INC passes 4 of 9 quality checks, suggesting mixed fundamentals.
BLACKBAUD INC trades at 15.1x trailing earnings, compared to its 15-year median P/E of 63.2x, suggesting it is currently Cheap relative to its historical range. On a free-cash-flow basis, the stock trades at 6.4x vs a median of 20.5x. The company's 5-year average gross margin is 54.4%. Total shareholder yield (buybacks) is 12.5%. At current prices, the estimated annualized return to fair value is +6.5%.
BLACKBAUD INC (BLKB) has a current P/E ratio of 15.1, compared to its historical median P/E of 63.2. The stock is currently considered Cheap based on its historical valuation range.
BLACKBAUD INC (BLKB) has a 5-year average return on invested capital (ROIC) of -1.4%. This is below average and may indicate limited pricing power.
BLACKBAUD INC (BLKB) has a market capitalization of $1.7B. It is classified as a small-cap stock.
BLACKBAUD INC (BLKB) does not currently pay a regular dividend. However, the company returns capital to shareholders through share buybacks, with a buyback yield of 12.48%.
Based on historical P/E analysis, BLACKBAUD INC (BLKB) appears cheap. The current P/E of 15.1 is 76% below its historical median of 63.2. The estimated fair value CAGR (P/E method) is 10.4%.
BLACKBAUD INC (BLKB) operates in the Services-Prepackaged Software industry, within the Technology sector.
BLACKBAUD INC (BLKB) reported annual revenue of $1.1 billion in its most recent fiscal year, based on SEC EDGAR filings.
BLACKBAUD INC (BLKB) has a net profit margin of 10.2%. This is a healthy margin.
BLACKBAUD INC (BLKB) generated $258 million in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
BLACKBAUD INC (BLKB) has a debt-to-equity ratio of 13.13. This indicates higher leverage, which may increase financial risk.
BLACKBAUD INC (BLKB) reported earnings per share (EPS) of $2.37 in its most recent fiscal year.
BLACKBAUD INC (BLKB) has a return on equity (ROE) of 108.5%. This indicates the company generates strong returns for shareholders.
BLACKBAUD INC (BLKB) has a 5-year average gross margin of 54.4%. This high margin suggests strong pricing power and a potential competitive moat.
The Ledger Terminal provides 18 years of financial data for BLACKBAUD INC (BLKB), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
BLACKBAUD INC (BLKB) has a book value per share of $1.75, based on its most recent annual SEC filing.