BILL Stock vs Competition: Who Wins?
BILL‘s stock has faced significant headwinds over the past year with a -49% return, but how does it measure up against peers navigating the evolving small business financial software market? As of February 6, 2026, a closer look reveals negative operating profitability, moderate revenue growth, and a high valuation based on its negative PE ratio, suggesting potential hurdles if larger, more profitable rivals like Autodesk continue to scale efficiently. Despite recent positive earnings news and upward revised guidance for fiscal year 2026, concerns exist around volatility and broader market sentiments regarding AI’s impact on software companies.
- BILL’s negative -5.2% operating margin vs. ADSK’s 23.9% reflects higher growth investment for SMB market share over immediate profitability.
- BILL’s 11.8% revenue growth, though strong, lags ADSK/HIT, suggesting more focused SMB market penetration than broader enterprise gains.
- BILL’s -49.2% stock drop and -203.2 PE signal investor apprehension regarding its path to profitability, contrasting with ADSK’s stability.
Here’s how BILL stacks up across size, valuation, and profitability versus key peers.
| BILL | ADSK | HIT | |
|---|---|---|---|
| Market Cap ($ Bil) | 4.9 | 51.2 | 0.1 |
| Revenue ($ Bil) | 1.6 | 6.9 | 0.0 |
| PE Ratio | -203.2 | 46.1 | 41.2 |
| LTM Revenue Growth | 11.8% | 15.6% | 55.1% |
| LTM Operating Margin | -5.2% | 23.9% | 4.5% |
| LTM FCF Margin | 21.4% | 30.2% | -2.6% |
| 12M Market Return | -49.2% | -21.9% | -80.2% |
For more details on BILL, read Buy or Sell BILL Stock. Below we compare BILL’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| BILL | 11.8% | 13.4% | 21.9% | 64.9% | |
| ADSK | 15.6% | 11.5% | 9.8% | 14.1% | |
| HIT | 55.1% | – | 1.8% | 231.9% | � |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| BILL | -5.2% | -5.5% | -11.4% | -27.9% | |
| ADSK | 23.9% | 22.3% | 20.5% | 19.8% | |
| HIT | 4.5% | – | 5.1% | 17.7% | 3.6% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| BILL | -203.2 | 237.3 | -311.2 | -38.6 | |
| ADSK | 46.1 | 57.2 | 69.8 | 63.9 | |
| HIT | 41.2 | – | 122.9 | 116.9 | � |
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