Box, Inc. (BOX) on Decifer

Decifer ranks BOX number 114 of 265 tracked names on durable business quality.

Why it ranks here

• It earns solid returns on the money it puts to work, around 11% and those returns have been improving and it turns most of its profit into real cash.
• Revenue is expected to grow about 9% a year, profits are expected to grow 13%, and growth is speeding up, not slowing down.
• It keeps a high share of every sale as profit, and that has stayed steady over the years, a sign of real pricing power, with profitability widening as it grows.
• It is riding an active market tailwind and has the balance sheet to fund its growth.
• It is not watering down its owners with new shares and it returns cash to shareholders.
• Our durability check found pressure on this name, which costs it a few points.
• 13 percent expected profit growth and 17 momentum are decent but durability pressure and no growth role leave the upside uncaptured.

The current read

The evidence on BOX lines up on the supportive side: a live market force supports this name through its theme connection. The independent signals we track are telling the same story.

Themes

• Cloud & Data Platform Migration: Enterprises are still mid-cycle in migrating compute, storage and applications off legacy on-prem stacks toward hybrid and public cloud architectures.

Read the full BOX research brief · See all quality rankings

Intelligence data powered by Decifer. Not financial advice. For informational purposes only.