Morningstar

Blackbaud Inc BLKB

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Stock XNAS Rating as of
$32.40 −0.63 (1.91%)
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Company Report

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Blackbaud's Agentic AI Debut Should Support Moat

Dan Romanoff

We believe Blackbaud is well entrenched in the social good space, providing the broadest portfolio of nonprofit software solutions. We expect the company to continue to benefit from long-standing customers needing a technology-first approach and believe its cloud migration will progressively enable margin expansion. However, we see Blackbaud as more susceptible to cyclical shocks compared with software peers, given its exclusive service to the social good niche. We view this market as mature, with a more muted pace of growth, which is consistent with management’s long-term outlook.

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Price vs Fair Value

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BLKB is trading at a LOCK|RskpKn premium.
Price
$32.40
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

Blackbaud is a clear leader in the niche fundraising and nonprofit market, with gold-standard CRM, financial management, and numerous other modules that create a comprehensive suite of offerings.

Bears

Blackbaud has structurally lower margins compared with other software peers and is more susceptible to cyclical downturns, given its nonprofit customer base.

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Trading Information

Previous Close Price
$33.03
Day Range
$31.76–33.77
52-Week Range
$25.58–74.88
Bid/Ask
$28.00 / $33.00
Shares Outstanding
45.93M
Market Cap
$1.49B
Volume/Avg
836,516 / 783,923

Key Statistics

Price/Earnings (Normalized)
6.98
Price/Sales
1.36
Dividend Yield (Trailing)
0.00%
Dividend Yield (Forward)
0.00%
Total Yield
13.39%

Company Profile

Founded in 1981, Blackbaud provides software solutions designed to serve the “social good” community, including nonprofits, foundations, corporations, educational institutions, healthcare institutions, and individual change agents. Through M&A and organic product development efforts, the company has also moved into related areas outside core fundraising, notably into K-12 schools. The firm enables more than $100 billion in donations annually across a customer base in excess of 40,000 customers in over 100 countries.
Sector
Technology
Industry
Software - Application
Stock Style Box
Small Value
Total Number of Employees
2,800
Website
https://www.blackbaud.com

Competitors

Valuation

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Metric
BLKB
ORCL
CRM
Price/Earnings (Normalized)
 6.9816.5712.33
Price/Book Value
 43.419.694.09
Price/Sales
 1.365.473.71
Price/Cash Flow
 4.6513.239.97
Price/Earnings
BLKB
ORCL
CRM

Financial Strength

Metric
BLKB
ORCL
CRM
Quick Ratio
 0.141.010.62
Current Ratio
 0.741.120.79
Interest Coverage
 3.335.0839.66
Quick Ratio
BLKB
ORCL
CRM

Profitability

Metric
BLKB
ORCL
CRM
Return on Assets (Normalized)
 9.74%10.48%12.59%
Return on Equity (Normalized)
 316.56%76.33%23.32%
Return on Invested Capital (Normalized)
 22.30%15.95%17.32%
Return on Assets
BLKB
ORCL
CRM

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