Skip to content
Company Analysis

Blackbaud, Inc. BLKB

A comprehensive view of key metrics, scores, and financial health for Blackbaud, Inc.

Overview of Blackbaud, Inc.

BLKB NMS
Technology Software - Application Framework: Software & SaaS Mid Cap
Blackbaud, Inc. (BLKB), is a Mid Cap company, in the Software - Application industry, last closed at $54.44, about 102.1% undervalued vs fair value, -4.5% 1Y return, ranked 221/780 in sector.
Metrics P/E 26.7× Rev Growth -2.3% ROE 108.5% Gross Margin 58.8%
USD 54.44
1.66%
(Delayed)
• Vol 90d: 50.3%
52-Week Range
Market Cap
$2.41B
Enterprise Value
$3.53B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Good
Health
Fair
Efficiency
Fair
Valuation
Fair
Growth
Fair
Profitability
Good
Health
Fair
Efficiency
Fair
Valuation
Fair
Completeness: 88%
Confidence: 92%
Updated: Oct 31
Top Beats

Quick Facts

Website https://www.blackbaud.com
HQ Charleston, SC
Employees 2,800
Fiscal year Dec 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$101
$110
$121
Current: $54.44 +102% vs base

Engine Room Money Flow™

Mid Cap

Software & SaaS - Where revenue goes and how value is created

Flow Steps
Total Revenue
$1.1B
-2.3%%
Gross Profit
$663.3M
5%%
Operating Income (GAAP)
$190.8M
170.3%%
Operating Cash Flow
$265.6M
-10.3%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Software & SaaS

Quality & Reliability Indicators

Gross Margin
58.8%
Good

Gross Profit / Revenue — pricing power and product moat (SaaS benchmark: >70%)

Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
5
Active Leaks
5/5
Improving
0
High Impact
0
Critical
Locked Leak
Upgrade to view details
Premium
Locked Leak
Upgrade to view details
Premium
Locked Leak
Upgrade to view details
Premium
Locked Leak
Upgrade to view details
Premium
Moat Analysis Software & SaaS Specialized

Competitive Advantage Assessment

Evaluating Blackbaud, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
56
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Asset-Light Returns Return profile is strong (score 0.88), supporting a capital-efficient model.
  • Consistent Subscription Growth Revenue consistency is strong (score 0.87), pointing to a sticky customer base.

Key risks

  • Growth-Profit Balance Looks Weak Innovation payoff is weak (score 0.38), indicating limited return on reinvestment.
  • FCF Trend Is Softening FCF trend is weak (score 0.39), suggesting cash scalability is deteriorating.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

Upgrade to unlock the signals and evidence behind each defense.

Premium access

Unlock full defense analysis

Get key signals, strengths, and risks for every moat dimension.

Upgrade to Premium Unlock all moat defenses and evidence.

Pricing Power

Moderate
59
Premium

Signals, strengths and risks for Pricing Power

Premium

Signals, strengths and risks for Recurring Revenue Stickiness

Premium

Signals, strengths and risks for Innovation Engine

Premium

Signals, strengths and risks for Cash Scalability

Premium

Signals, strengths and risks for Capital Efficiency

Premium

Signals, strengths and risks for Balance Sheet Resilience

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing BLKB's balance between Growth (30.8%), Profitability (48.4%), and Safety (20.9%). Growth 31% Safety 21% Profitability 48%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
Upgrade to unlock the full 3-year trend analysis and deltas.

Growth

41th percentile vs peers
41
Key Signals
EPS Growth YoY 1.40 85p Def Rev Growth 3.2% 42p Buyback % -5.2% 90p Revenue CAGR 3Y 2.2% 32p Rev Growth YoY -2.3% 22p
Strengths
  • Superior capital returns - 2 return metrics above peer median
  • EPS Growth YoY in top 20% of peers (1.40, 85th percentile)
  • Operating Margin in top 20% of peers (16.9%, 85th percentile)
  • Consistently strong margins across 3 metrics
Risks

No significant risks identified for this axis.

Profitability

65th percentile vs peers
65
Key Signals
Strengths
Risks
Premium
Unlock full Profitability drilldowns

See the signal-level drivers and insights behind this axis. Upgrade to reveal the full Trade-Off Ledger.

Upgrade Now

Safety

28th percentile vs peers
28
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Blackbaud, Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
X.X%
X%XX%
X.X%
-XX%XX%
XX.X%
-XX%XX%
Adjust the sliders above to explore different valuation scenarios.
Unlock Premium
Reveal the full Scenario Theatre
See live sliders, narratives, and full Bear/Base/Bull outcomes.
Upgrade Now
Bear
-
- - -
- upside
-
Base
$110.00
- - -
+102.1% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
Actions & Info
Send Feedback
Please select a category.
0/1000