BILL Holdings, Inc. (BILL): A Bull Case Theory

We came across a bullish thesis on BILL Holdings, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on BILL. BILL Holdings, Inc.’s share was trading at $46.73 as of September 2nd. BILL’s forward P/E was 21.64 according to Yahoo Finance.

Bill.com delivered strong fiscal 2025 results, closing the year with $1.5 billion in revenue, up 16% in core operations despite muted SMB spending. Q4 revenue...