BOXBOX INC
Services-Prepackaged Software
- Revenue
- $1.2B
- 8.0% YoY
- Operating margin
- 7.1%
- 3.3% YoY
- EBITDA
- $116M
- 14% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 0.9×
- $109M net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear309% of net incomeCash flow under 80% of net income
- Dilutive SBCFired20% of revenueOver 10% of revenue
- Payouts exceed cash flowClear81% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear6% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $874M | $991M | $1.0B | $1.1B | $1.2B | 8.0% |
| Operating income | −$28M | $37M | $51M | $80M | $83M | 4.5% |
| Net income | −$41M | $27M | $129M | $245M | $115M | 53% |
| Operating cash flow | $235M | $298M | $319M | $332M | $356M | 7.3% |
| Capex | — | $5M | $5M | $3M | $6M | 136% |
| Stock-based comp | $179M | $186M | $199M | $219M | $234M | 6.7% |
| Buybacks | $562M | $274M | $177M | $211M | $290M | 37% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $2M · 6
- Net
- −$2M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $257K | −$9M | 146 | 257 |
| FY2025 | $13M | $13M | 193 | 198 |
| FY2024 | $211K | $211K | 150 | 151 |
| FY2023 | $274K | −$790K | 184 | 97 |
| FY2022 | $293K | $253K | 151 | 125 |