Box, Inc.


SKU: BOX Category:


This is our first report on cloud content management platform provider, Box Inc. The company operates on a SaaS model and has achieved accelerating revenue growth, RPO growth, and operating margin since the start of 2022. The strong customer matrices are the main indicators of the success of the platform strategy and product as customers are turning to Box for securing content management. The net retention rate of the company was up this quarter. The launch of Box Relay and Box Shield has broadened the reach of the company into the workflow automation and data security markets. The company has also expanded its content migration and ingestion services with Box Shuttle. To date, eSignature has been the fastest growing market that Box has ever entered. It has also more deeply integrated with Zoom, Slack, Salesforce, Microsoft, and other leading platforms. Among recent developments, Box has launched a technology collaboration with the Fujifilm Business innovation. The company has also announced new security partnerships and characteristics for protecting content in the cloud. We initiate coverage on Box with a ‘Hold’ rating.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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