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BOX 
Box Inc (BOX)
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Upturn Advisory Summary
12/30/2025: BOX (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
11 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $35.62
1 Year Target Price $35.62
| 5 | Strong Buy |
| 2 | Buy |
| 2 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -9.23% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/30/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.39B USD | Price to earnings Ratio 24.5 | 1Y Target Price 35.62 |
Price to earnings Ratio 24.5 | 1Y Target Price 35.62 | ||
Volume (30-day avg) 11 | Beta 0.79 | 52 Weeks Range 28.00 - 38.80 | Updated Date 12/30/2025 |
52 Weeks Range 28.00 - 38.80 | Updated Date 12/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.25 |
Earnings Date
Report Date 2025-12-02 | When After Market | Estimate 0.06 | Actual 0.05 |
Profitability
Profit Margin 19.79% | Operating Margin (TTM) 8.32% |
Management Effectiveness
Return on Assets (TTM) 2.95% | Return on Equity (TTM) 204.27% |
Valuation
Trailing PE 24.5 | Forward PE 20.37 | Enterprise Value 4880833065 | Price to Sales(TTM) 3.81 |
Enterprise Value 4880833065 | Price to Sales(TTM) 3.81 | ||
Enterprise Value to Revenue 4.24 | Enterprise Value to EBITDA 38.73 | Shares Outstanding 143227818 | Shares Floating 138531378 |
Shares Outstanding 143227818 | Shares Floating 138531378 | ||
Percent Insiders 3.08 | Percent Institutions 107.18 |
Upturn AI SWOT
Box Inc
Company Overview
History and Background
Box Inc. was founded in 2005 by Aaron Levie, Dylan Smith, and Jeff Queisser. Initially focused on cloud storage for individuals, it pivoted to serve businesses with enhanced security, collaboration, and workflow features. Key milestones include its IPO in 2015 and significant partnerships with major technology companies. Box has evolved into a comprehensive cloud content management platform.
Core Business Areas
- Cloud Content Management: Box provides a secure cloud platform for storing, managing, and collaborating on content. It offers features for document management, workflow automation, security controls, and integration with other business applications.
- Workflow Automation: Box enables businesses to automate routine tasks and processes around content, such as approvals, reviews, and onboarding, using tools like Box Relay.
- Security and Compliance: A core focus is on providing robust security features, including access controls, data loss prevention, e-discovery, and compliance certifications (e.g., HIPAA, FINRA) to meet regulatory requirements.
- Integrations and Platform: Box offers extensive APIs and integrations with hundreds of third-party applications (e.g., Microsoft 365, Google Workspace, Salesforce) to create a unified digital workspace.
Leadership and Structure
Box is led by its co-founder and CEO Aaron Levie. The company operates with a typical corporate structure, including departments for engineering, sales, marketing, finance, and human resources. Its board of directors oversees strategic direction.
Top Products and Market Share
Key Offerings
- Box Platform: The core cloud content management service. It offers unlimited storage, file sharing, version control, and advanced collaboration tools. Competitors include Microsoft SharePoint, Google Drive, Dropbox Business, and Documentum.
- Box Relay: A no-code workflow automation tool that allows users to build and manage business processes around content without extensive IT involvement. Competitors include Adobe Acrobat Sign, DocuSign, Microsoft Power Automate, and various BPM (Business Process Management) software.
- Box Shield: A set of advanced security and threat-detection features, including access policies, data governance, and threat intelligence. Competitors include specialized security solutions from Microsoft, Google, and other enterprise security vendors.
- Box Sign: An integrated electronic signature solution that streamlines document signing within the Box ecosystem. Competitors include DocuSign, Adobe Acrobat Sign, and HelloSign.
Market Dynamics
Industry Overview
Box operates in the rapidly growing cloud content management and collaboration market, driven by digital transformation, remote work trends, and the need for secure, integrated business processes. The market is characterized by intense competition and a demand for sophisticated security and workflow capabilities.
Positioning
Box is positioned as a secure, enterprise-grade cloud content management platform that emphasizes collaboration, workflow automation, and robust security. Its competitive advantages lie in its open platform strategy, deep integrations, and a strong focus on compliance and governance for regulated industries.
Total Addressable Market (TAM)
The TAM for cloud content management and collaboration is substantial and projected to continue growing, estimated in the tens of billions of dollars globally. Box aims to capture a significant portion of this market by serving enterprise clients and offering specialized solutions for various industries.
Upturn SWOT Analysis
Strengths
- Strong enterprise focus and security reputation.
- Extensive integration ecosystem with popular business applications.
- Robust workflow automation capabilities (Box Relay).
- Established customer base with a high retention rate.
- Cloud-native architecture and scalability.
Weaknesses
- Can be perceived as more expensive than some competitors.
- Competition from larger tech giants with integrated offerings.
- Dependence on partner integrations for full functionality.
- Historically less penetration in the consumer market.
- Complexity for smaller businesses to fully leverage advanced features.
Opportunities
- Continued growth of remote and hybrid work models.
- Increasing demand for AI-powered content analysis and automation.
- Expansion into new industry verticals with tailored solutions.
- Further development of its e-signature and workflow tools.
- Potential for strategic partnerships and acquisitions.
Threats
- Intense competition from established players and emerging startups.
- Data security breaches or compliance failures impacting reputation.
- Rapid technological advancements by competitors.
- Economic downturns affecting enterprise IT spending.
- Consolidation within the cloud services market.
Competitors and Market Share
Key Competitors
- Microsoft (MSFT)
- Google (GOOGL)
- Dropbox (DBX)
Competitive Landscape
Box faces intense competition from tech giants like Microsoft and Google, who offer deeply integrated suites of productivity and cloud services. Dropbox is a direct competitor in file sharing and collaboration. Box's advantage lies in its focus on enterprise-grade security, compliance, and workflow automation, often appealing to organizations with specific regulatory needs or complex content management requirements. However, the scale and breadth of offerings from larger competitors can be a challenge.
Major Acquisitions
Canto
- Year: 2023
- Acquisition Price (USD millions): 120
- Strategic Rationale: To enhance Box's digital asset management capabilities and provide a more comprehensive solution for managing rich media content.
DocSend
- Year: 2021
- Acquisition Price (USD millions): 76
- Strategic Rationale: To strengthen Box's sales enablement capabilities by providing tools for secure document sharing, tracking, and analytics for sales teams.
SignRequest
- Year: 2021
- Acquisition Price (USD millions): 55
- Strategic Rationale: To bolster Box's electronic signature offering and integrate it more deeply into its content management workflows.
Growth Trajectory and Initiatives
Historical Growth: Box has experienced consistent revenue growth over the years, transitioning from a storage provider to a comprehensive content management platform. Its focus on enterprise solutions has been a key driver.
Future Projections: Analyst projections generally indicate continued revenue growth, driven by market expansion, new product introductions, and deeper enterprise penetration. Focus on profitability is expected to continue.
Recent Initiatives: Enhanced AI capabilities for content analysis and automation.,Expansion of Box Sign and related e-signature features.,Deeper integrations with Microsoft 365 and Google Workspace.,Strategic focus on AI-driven security and workflow enhancements.,Continued emphasis on platform extensibility and developer tools.
Summary
Box Inc. is a strong player in the enterprise cloud content management market, recognized for its robust security and collaboration features. Its strategic shift towards workflow automation and deep integrations has broadened its appeal. While facing significant competition from tech giants, Box's focused approach on enterprise needs and its growing portfolio of acquired technologies position it well for continued growth. Key areas to monitor include its ability to innovate with AI and maintain its competitive edge in security and compliance.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Box Inc. Investor Relations (SEC Filings: 10-K, 10-Q)
- Financial News Outlets (e.g., Bloomberg, Reuters, Wall Street Journal)
- Market Research Reports (e.g., Gartner, IDC)
- Company Press Releases and Official Statements
Disclaimers:
This analysis is based on publicly available information as of the latest reporting periods. Financial data and market share figures are subject to change and should be verified with official sources. This information is for informational purposes only and does not constitute investment advice. Investors should conduct their own due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Box Inc
Exchange NYSE | Headquaters Redwood City, CA, United States | ||
IPO Launch date 2015-01-23 | Co-Founder, CEO & Director Mr. Aaron Levie | ||
Sector Technology | Industry Software - Infrastructure | Full time employees 2810 | Website https://www.box.com |
Full time employees 2810 | Website https://www.box.com | ||
Box, Inc. provides a cloud content management platform that enables organizations of various sizes to manage and share their content from anywhere on any device in the United States and Japan. The company's Software-as-a-Service platform enables users to work with their content as they need from secure external collaboration, workspaces to e-signature processes, and content workflows improving employee productivity and accelerating business processes. It also offers web, mobile, and desktop applications of its solutions on a platform, as well as the ability to develop custom applications. The company was formerly known as Box.net, Inc. and changed its name to Box, Inc. in November 2011. Box, Inc. was incorporated in 2005 and is headquartered in Redwood City, California.
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