BlackLine Systems, Inc. (BL)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · BL
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $33 BL trades at 17× p/e, below its 27× p/e peer median. Our $34 fair value sits above the price. It's a high-confidence read. Analysts target $30–$35. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $32.50 | — | — | Analyst | high |
| dcf fcff | 12M | $205.53 | — | — | Hist. CAGR | high |
| graham number | 12M | $14.00 | — | — | TTM | high |
| Peer EV/EBITDA | 12M | $5.61 | 13.6 | 0.87 | TTM | high |
| Peer P/FCF |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$30.00 – $35.00 (median $33.00) · 3 analysts · as of 2026-08-05
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks cheaper than most peers in the same business.
Self-history needs ~20 months of data.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 12M |
| $46.14 |
| 18.6 |
| 2.48 |
| TTM |
| high |
| Peer P/E | 12M | $46.92 | 17.5 | 2.68 | ntm analyst | high |
| Peer P/S | 12M | $40.28 | 3.8 | 10.68 | TTM | high |
| PEG | 12M | $34.62 | 18.3 | 1.89 | TTM | high |
| residual income | 12M | $11.17 | — | — | TTM | high |
| triangulated | 12M | $55.57 | 27.4 | 2.03 | Triangulated | high |
| Peer P/FCF | 3Y | $70.18 | 18.6 | 3.78 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $52.67 | 17.5 | 3.01 | Analyst | medium |
| Peer P/S | 3Y | $50.50 | 3.8 | 13.40 | guidance | medium |
| PEG | 3Y | $55.20 | 18.3 | 3.01 | Analyst | medium |
| Peer P/FCF | 5Y | $92.81 | 18.6 | 5.00 | Hist. CAGR(prov.) | medium |
| Peer P/E | 5Y | $57.75 | 17.5 | 3.31 | Analyst | medium |
| Peer P/S | 5Y | $55.38 | 3.8 | 14.69 | guidance | medium |
| PEG | 5Y | $60.53 | 18.3 | 3.31 | Analyst | medium |