• Brett Schafer

Fundamental Analysis: Box Inc.

***Use our link or enter promo code “CCM” at checkout to get $10 off your first month at 7investing***

Listen on:

  1. Spotify

  2. Apple Podcasts

Screenshot summary:

  1. What is Box? Box is a cloud management platform that is built for large enterprises.

  2. Valuation: EV/sales of 4.1, EV/OCF of 19.5.

  3. Latest Earnings: 11.5% sales growth, net loss, 14% FCF margin (mostly SBC though)

  4. Our Future Growth Opportunities: Box Shield, one of their “Suite” add-ons they try to sell to large customers.

  5. Are we more interested in this stock after the episode? Listen and find out!

#Box

0 views0 comments