Obermatt

Flags

Financial distress

Blackbaud

NSQ:BLKB · US09227Q1004
SoftwareMedium

360

59
EV / EBIT95
Price / Owner Earnings69
Owner Earnings Yield87
Dividend Yield1
Price/Sales79
EV / Gross Profit62
Price/Book43
Return on Capital75
Cash Return on Capital72
Return on Equity100
EBIT Margin81
Gross Profitability34
Cash Conversion69
Accruals60
Owner Earnings Margin70
Sales growth18
Profit Growth65
Long-Term EPS Growth15
Reinvestment17
Price momentum17
Debt load5
Refinancing9
Debt Payback17
Liquidity65
Analyst ratings36
Opinion Changes72
Price Target Upside98
Market mood29
Value Creation16/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Blackbaud generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustrySoftware
SizeMedium
TypePublic Company
ExchangeNASDAQGS
Founded1982
Employees2,439
ISINUS09227Q1004
Last UpdateApr 2, 2026
Themes
Artificial IntelligenceOnline PaymentsData IntegrationMachine LearningProcess AutomationE-learningEdTechSoftware DevelopmentCloud Data ServicesNon ProfitSoftware

Description

Blackbaud, Inc. (Blackbaud) provides AI-powered solutions for social impact. Strategy The key elements of the company’s strategy include operating initiatives supporting long-term growth and margin improvement; targeting mid-single-digit revenue gr…

Analysis

Hidden champion

Blackbaud, Inc. is what we call a hidden champion: a strong business that the market is not pricing as one.

The price is attractive. You pay 7.2× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone.

The trajectory is tepid and the balance sheet is stretched. The company scores 16/20 on our value-creation score: strong value creator.

What to watch: A large part of the company's book value is the price paid for past acquisitions. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
18
2023202420252026

All-time high

54

Jan 2024

All-time low

1

Mar 2026

Average rank

17

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
79
60
53
72
Price/Earnings
83
80
81
82
Price/Book
43
46
47
46
Dividend Yield
1
1
1
1
Value (overall)
73
57
60
73

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →