TRADE ALERT: Sell BILL
10 months ago
Deep Value Returns
"BILL sell: Turnaround thesis failed. Core revenue growth slowing to 13-15% vs expected 20%. FCF declining despite 14% revenue growth. Valuation at 23x forward FCF no longer attractive. Better to cut losses and redeploy capital to stronger opportunities."
Sentiment
neutral
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
TRADE ALERT: Sell BILL
Source:
Deep Value Returns
Published:
February 7, 2025
Idea Type:
Stock Idea