SuperworthBlock XYZ
- Market cap
- $45.9B
- PE
- 137×
- 7y median 82.4×
- Forward PE
- 16.7×
- 10y median 34.4×
- Price to sales
- 1.8×
- EV/EBIT
- 25.8×
- Revenue, 12 months
- $25B
- +5% on a year ago
- Net margin
- 1.4%
- Free cash flow yield
- 8.5%
Block trades at 137× trailing earnings, near its ten-year median. Revenue was $25B over the last twelve months, up 5% on a year earlier with a 1% net margin.
Charts
Financials
| Income statement | Q3 FY23 | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $5.6B+24% | $5.8B+24% | $6B+19% | $6.2B+11% | $6B+6% | $6B+5% | $5.8B−3% | $6.1B−2% | $6.1B+2% | $6.3B+4% | $6.1B+5% | $6.6B+9% | |
| Cost of revenue | $3.7B+26% | $3.7B+25% | $3.9B+18% | $3.9B+7% | $3.7B+0% | $3.7B−1% | $3.5B−10% | $3.5B−10% | $3.5B−7% | $3.4B−9% | $3.1B−10% | $3.5B−2% |
| Gross profit | $1.9B+21% | $2B+22% | $2.1B+22% | $2.2B+20% | $2.2B+19% | $2.3B+14% | $2.3B+9% | $2.5B+14% | $2.7B+18% | $2.9B+24% | $2.9B+27% | $3.2B+25% |
| R&D | $713.8M+30% | $685.4M+13% | $720.6M+15% | $713.2M+3% | $711M−0% | $769.7M+12% | $760.7M+6% | $725.3M+2% | $711.2M+0% | $710.7M−8% | $1B+37% | $608.7M−16% |
| SG&A | $960.3M+9% | $1.3B+26% | $915.1M−2% | $981.1M−10% | $987.6M+3% | $1.2B−0% | $996.3M+9% | $999M+2% | $1.1B+16% | $1.1B−9% | $1.5B+51% | $1.5B+49% |
| −$9.9M−80% | −$130.7M−3% | $249.7M | $306.6M | $323M | $13M | $329.3M+32% | $484.3M+58% | $409.4M+27% | $485.4M+3630% | −$172M | $446.9M−8% | |
| Interest expense | −$21.4M+254% | $18.7M | −$18.7M | −$1.9M | $13.8M | $172.3M+821% | $17.2M | $23.7M | $34.7M+151% | $180.8M+5% | $53.2M+209% | $55.7M+135% |
| Pre-tax income | −$12.4M−66% | $22.1M | $506.3M+578% | $248.9M | $324.1M | $277.8M+1158% | $227.1M−55% | $659.4M+165% | $601.5M+86% | $202M−27% | −$392.6M | $301.5M−54% |
| $81.1M | −$59.9M | $35.5M | $59M | $43M−47% | −$1.6B+2650% | $38.3M+8% | $121M+105% | $139.9M+225% | $86.4M | −$84M | $214.4M+77% | |
| Net income | −$88.7M+503% | $102.2M | $472M+380% | $195.3M | $283.8M | $1.9B+1804% | $189.9M−60% | $538.5M+176% | $461.5M+63% | $115.8M−94% | −$308.7M | $88.5M−84% |
| −$0.15+650% | $0.16 | $0.74+363% | $0.31 | $0.45 | $3.04+1800% | $0.30−60% | $0.87+181% | $0.74+64% | $0.19−94% | −$0.52 | $0.15−83% | |
| 611.3M+3% | 620.2M+4% | 637.4M+2% | 634.2M+5% | 632.8M+4% | 639.3M+3% | 635.3M−0% | 618.9M−2% | 621.7M−2% | 615.7M−4% | 597.6M−6% | 608.8M−2% |
EPS, diluted: 11 periods, Q4 FY15 to Q4 FY25: quarter's net income to common over its shares, to the cent.
Diluted shares: 6 periods, Q4 FY15 to Q4 FY22: a loss quarter: its basic count, share-days: the 12-month average less the 9-month, weighted by days. 3 periods, Q4 FY19 to Q4 FY23: the earlier year to date counted no dilution: the quarter's basic count plus the later year to date's dilution. Q4 FY24 and Q4 FY25: share-days: the 12-month average less the 9-month, weighted by days.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Estimates
Next earnings report: .
| Quarter | Revenue | Range | EPS | Range | Analysts |
|---|---|---|---|---|---|
| Q3 FY26 | $6.6B | $6.4B to $6.7B | $1.03 | $0.94 to $1.06 | 20 |
| Q4 FY26 | $6.7B | $6.4B to $6.9B | $1.16 | $1.12 to $1.23 | 20 |
| Q1 FY27 | $6.7B | $6.2B to $7B | $1.12 | $1.01 to $1.18 | 9 |
| Q2 FY27 | $7.3B | $6.7B to $7.6B | $1.29 | $1.17 to $1.37 | 9 |
| Q3 FY27 | $7.4B | $6.8B to $7.7B | $1.34 | $1.21 to $1.42 | 9 |
| Q4 FY27 | $7.5B | $7B to $7.9B | $1.47 | $1.33 to $1.56 | 9 |
| Q1 FY28 | $7.4B | $6.9B to $7.7B | $1.42 | $1.28 to $1.50 | 10 |
| Q2 FY28 | $8.1B | $7.5B to $8.4B | $1.59 | $1.44 to $1.68 | 10 |
Peers
Companies in Software - Infrastructure nearest Block's size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| XYZBlock | $45.9B | 137× | 82.4× | 16.7× | 1.8× | +5% | 1.4% |
| ZSZscaler | $41.6B | n/m | n/a | 52.3× | 12.4× | +25% | −1.9% |
| TWLOTwilio | $40.2B | 36.5× | 299× | 42.3× | 7.2× | +18% | 20.6% |
| OKTAOkta | $37.2B | 128× | 100× | 52.2× | 12.1× | +11% | 9.6% |
| MDBMongoDB | $29.9B | n/m | n/a | 53.0× | 10.7× | +25% | 2.1% |
| VRSNVeriSign | $27.1B | 32.6× | 30.7× | 29.1× | 15.9× | +7% | 49.8% |
| CPAYCorpay | $26.8B | 24.9× | 24.5× | 13.9× | 5.3× | +20% | 22.7% |
| RBRKRubrik | $26.7B | n/m | n/a | 265× | 17.3× | +42% | −16.5% |
| IOTSamsara | $26.3B | 281× | 334× | 53.2× | 14.2× | +30% | 4.9% |
| FFIVF5 | $25.8B | 36.3× | 25.8× | 26.2× | 7.8× | +9% | 22.0% |
| SNPSSynopsys | $82.4B | 76.0× | 54.3× | 24.5× | 8.8× | +46% | 11.4% |
| Peer median | $28.5B | 36.5× | 54.3× | 47.3× | 11.4× | +23% | 10.5% |
Investors who own it
Investors we follow who held Block at the end of Jun 30, 2026, from their 13F filings.
- Dan LoebThird Point4.2% of portfolionew
- Cathie WoodARK Investment Management1.5% of portfolioadded
- Chase ColemanTiger Global Management1.5% of portfolioadded
- Baillie GiffordBaillie Gifford0.2% of portfolioadded
- Ron BaronBaron Capital0.0% of portfoliotrimmed
More on Block
Each number over time
- PE ratio
- Forward PE
- Price to sales ratio
- EV/EBIT
- Price to free cash flow
- Price to book ratio
- Market cap
- Revenue
- EPS
- Free cash flow
- Profit margin
- Shares outstanding
Where it ranks
- #1of 17Infrastructure software stocks with the lowest PEG ratio
- #5of 21Infrastructure software stocks with the lowest forward PE
Its groups
About
- Industry
- Software - Infrastructure
- Sector
- Technology
Valuation data, not investment advice. Prices as of .