BILL Expands New Payment Services: Is There More Room for Growth?
Intuit INTU has strengthened its position in SMB financial services by launching QuickBooks Bill Pay, directly challenging BILL's role in digital payments. This move allows Intuit to offer built-in bill payment and cash flow tools within its widely adopted platform. Intuit delivers a seamless experience for small businesses already relying on QuickBooks, enhancing platform stickiness.Expensify EXFY focuses exclusively on expense management, offering extraordinary tools like SmartScan receipt capture, automatic reimbursement and real-time expense tracking. Expensify's intuitive design and integration reliability give it a usability advantage over BILL's Divvy. While it lacks a full AP/AR suite, Expensify excels at fast, streamlined expense control. For SMBs that prioritize simplicity and speed in expense workflows, Expensify is still a top-tier choice.
BILL's shares have dropped 45.4% year to date, underperforming the broader Zacks Computer and Technology sector's return of 6.1%.
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From a valuation standpoint, its forward 12-month Price/Sales of 3.27X compares with the industry's 5.89X. BILL has a Value Score of D.
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The consensus mark for fiscal 2025 earnings is pegged at $2.05 per share, reflecting a 5.7% increase over the past 60 days but holding steady over the last 30 days. Despite the upward revision, the figure still implies a year-over-year decline of 3.3%.
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BILL currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here.
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