Box BOX
Application Software Enterprise Software B2B SaaS Sales & Marketing Mature SaaS

Box trades at 3.7x EV/NTM revenue on a $4.9B enterprise value. Revenue grew 9.2% year over year to $321.1M in the quarter ending July 2026, an annual run rate of $1.28B. Box reports net dollar retention of 106%, a 79.1% gross margin, and 56.9-month CAC payback.

ARR ($M)
1284
Net Dollar Retention
106%
ARR Growth
9.3%
EV / NTM Revenue
3.7x
Payback Period
56.9
EV / Run Rate
3.8x
Price & Key Metrics
Price Performance
Company Details
Share Price: 34.98
Last Filing Date: 2026-07-31
Fiscal Year End: 01-31
Last Filing: Form
Founding Year: 2005
IPO Year: 2015
% of 52 wk High: 100%
Description
Box is the Cloud Content Management company that empowers enterprises to revolutionize how they work by securely connecting their people, information and applications.
Reporting Notes
Publishes full-time employee count in 10-K under Human Capital Resources. Customer count is also published in 10-Ks under Customers. NDR is reported in 10-Qs under Key Business Metrics.
Categories
Application Software Enterprise Software B2B SaaS Sales & Marketing Mature SaaS
Valuation
Market Cap: 4,887.371
Enterprise Value: 4,895.447
EV / Revenue Run Rate: 3.8x
EV / NTM Revenue: 3.7x
EV / 2026 Revenue Estimates: 3.9x
EV / 2027 Revenue Estimates: 3.5x
EV / 2028 Revenue Estimates: 3.6x
Key Business Metrics
Net Dollar Retention: 106%
Customers: --
ARR: 1,284
ARR Growth %: 9%
ARR/Customer ($K): --
ARR/Employee ($K): 440
Revenue
Revenue Run Rate: 1,284
ARR: 1,284
2026 Revenue Estimates: 1,271
2027 Revenue Estimates: 1,382
2028 Revenue Estimates: 1,360
LTM Revenue: 1,234
Last Year Run Rate: 1,175
Growth
Revenue Growth: 9%
ARR Growth: 9%
Growth Persistence: 104%
2026 Revenue Growth Estimates: 9%
2027 Revenue Growth Estimates: 9%
2028 Revenue Growth Estimates: -2%
Financials
Quarterly
Calendar Year
Frequently Asked Questions

How fast is Box growing?

Box grew revenue 9.2% year over year, reaching $321.1M in the quarter ending July 2026.

What multiple does Box trade at?

Box trades at 3.7x EV/NTM revenue and 3.8x EV/run-rate, on an enterprise value of $4.9B.

Is Box profitable?

For Box, operating income was $32.6M last quarter and LTM free cash flow margin is 28.3%.

What is Box's net dollar retention?

Box reports net dollar retention of 106%, measuring revenue expansion within its existing customer base.

How long does it take Box to pay back CAC?

Box recovers customer acquisition cost in about 56.9 months.

What sector is Box in?

Public Comps classifies Box under Application Software, Enterprise Software, B2B SaaS, Sales & Marketing, and Mature SaaS.

Where does Public Comps get Box's data?

Figures come from Box's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.