Box, Inc.
BOX · NYSE
Company research
Box, Inc. (NYSE: BOX) is a Redwood City, California-based cloud content management company founded in 2005 by Aaron Levie and Dylan Smith, which went public on the New York Stock Exchange in January 2015. The company's Software-as-a-Service (SaaS) platform — known as the Content Cloud — enables organizations of all sizes to securely store, manage, share, and collaborate on digital content from any device and location, while also supporting e-signature workflows, content automation, and custom application development. Trusted by 69% of the Fortune 500 and serving approximately 100,000 paying organizations across key sectors including financial services, healthcare, government, and legal services, Box differentiates itself through enterprise-grade security, compliance tools, and integrations with best-of-breed applications. With roughly 2,810 full-time employees, annual revenue exceeding $1 billion, and a market capitalization of approximately $4.1 billion, Box continues to compete in the global cloud software market against industry giants such as Microsoft and Google.
Research reports
StockStory · June 30, 2026Box (BOX) Research Report: Q1 CY2026 Update
StockStory’s Q1 CY2026 research report labels Box as “Underperform” and explicitly states “we wouldn’t buy Box,” arguing that despite strong margins and cash generation, revenue and billings growth have been sluggish and future sales growth looks soft relative to higher‑quality software peers. The report details growth, billings, margins, cash flow, leverage and concludes that BOX is cheap for a reason, with better opportunities elsewhere.
Intellectia.ai · March 4, 2026Box, Inc. Reports Strong Q4 2026 Earnings with AI GrowthThis analyst‑authored earnings report (by a CFA) highlights Box’s 9% year‑over‑year revenue growth in Q4 2026, rising contribution from Enterprise Advanced (10% of revenue), strong free cash flow and a cash balance of about $480 million, and an FY2027 revenue/EPS outlook that reflects confidence in AI‑driven content management. It presents a constructive tone, summarizing consensus “Moderate Buy” ratings and positive growth drivers while noting Box’s positioning as an intelligent content management platform, but provides limited discussion of specific long‑term risks.
AlphaSpread · October 11, 2025BOX DCF Valuation (Base Case)AlphaSpread’s base‑case discounted cash flow model (last updated 2025‑10‑11) estimates a DCF value of 28.5 USD per BOX share versus a contemporaneous market price of 32.94 USD, concluding the stock is about 13% overvalued. The page explains the DCF methodology, underlying present value of projected cash flows (~4.1B USD) and shares outstanding, giving a valuation‑driven, mildly negative stance without a broader qualitative risk/thesis section.