Block Inc - Ordinary Shares - Class A

Block Inc - Ordinary Shares - Class A

SQ

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Market Cap$51.73B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Block Inc - Ordinary Shares - Class ABlock Inc - Ordinary Shares - Class A56.1--2%2.10.1

Earnings Call Q1 2026

May 7, 2026 - AI Summary

Strong Q1 performance + raises 2026 outlook (improving profitability faster than revenue): - Gross profit: $2.91B (+27% YoY) (all-time high in dollars and margin basis). - Adjusted operating income: $728M (+56% YoY), 25% margin (also an all-time high). - Adjusted diluted EPS: $0.85 (+52% YoY). - Company signaled discipline: profitability growth outpaced gross profit growth while still investing in growth.
Cash App momentum: improving engagement + monetization, with lending embedded into the stack: - Cash App gross profit growth: +38% YoY, driven by accelerating Commerce Enablement and Financial Solutions. - Monthly transacting actives: +4% YoY. - Inflows per transacting active: +10% YoY; primary banking actives: $9.7M (+18% YoY). - Product rollouts (ecosystem expansion): Moneybot live and Cash App Score rolling out (underwriting capability becoming visible/actionable). - BNPL expansion across more surfaces: Afterpay pre-purchase launched and BNPL expanded into peer-to-peer and Cash App Pay. - Surprising/important narrative: Jack emphasized that when AI helps users take action (not just provide info), customers return at higher rates—framing AI as “protectors/systems” that prevent problems.
Square performance: GPV acceleration and early signals of sustained improvement (domestic + international): - Square gross profit growth: +9% YoY (accelerating in Q1). - GPV growth: +13% YoY; +11.5% YoY constant currency. - Vertical acceleration: Food & beverage GPV +21% YoY, mid-market +22% YoY (best since Q1 2023). - International GPV: +35% YoY (+26% constant currency). - New seller acquisition engines scaling: improving new volume added (NVA) supported by higher ISO/field-seller ROI investments; 140+ active ISO partners ramping quickly. - Product velocity on Square: next-gen Square Register launched; Managerbot enabled for 1M+ sellers; continued feature cadence to “give sellers time back.”

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$82.00

Target Price by Analysts

1.7% downsideBlock Target Price DetailsTarget Price
$49.03

Current Fair Value

41.3% downside

Overvalued by 41.3% based on the discounted cash flow analysis.

Share Statistics

Market cap$51.73 Billion
Enterprise Value$46.45 Billion
Dividend Yield$- (-)
Earnings per Share$2.13
Beta2.48
Outstanding Shares597,586,000

Return

Return on Equity-2.30%ROE
Return on Assets-1.25%
Return on Invested Capital3.44%

Valuation & Multiples

P/E Ratio56.07P/E Ratio
PEG-21.36PEG
Price to Sales2.09Price to Sales
Price to Book Ratio2.32Price to Book Ratio
Enterprise Value to Revenue1.9
Enterprise Value to EBIT48.2
Enterprise Value to Net Income-93
Total Debt to Enterprise0.03
Debt to Equity0.07Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
February 26, 2026
EPS Estimate
$0.65
Average shareholder expectation
Revenue Estimate
$6.21 B
Average shareholder expectation

Institutional Sentiment (Put/Call)

No data available for the latest quarter.

Institutional Ownership

No data available for the latest quarter.

ESG Score

No data

About Square Inc

CEO: Jack Dorsey

Relevant Senate Committees

Joint Committee on Taxation

This committee provides crucial non-partisan analysis and 'revenue estimates' for all tax legislation. Its reports directly influence the development and final structure of tax laws, which have a material impact on Block's corporate tax burden and crypto tax implications.

Finance

As the most powerful economic committee, it controls taxation (corporate, capital gains for crypto), trade, and entitlement spending. Its policy decisions directly impact Block's profitability, investment strategies, and global operations.

Agriculture, Nutrition, and Forestry

This committee oversees the CFTC, which is a key player in defining and regulating cryptocurrencies as digital commodities. Given Block's significant involvement with Bitcoin and other crypto initiatives, this committee has a direct and material influence.

Judiciary

This committee's oversight of the DOJ, antitrust laws, and intellectual property is crucial. It can influence M&A activities, investigate monopolistic practices in fintech, and affect Block's competitive landscape.

Banking, Housing, and Urban Affairs

This is the primary committee regulating the financial system, including the Fed, SEC, and cryptocurrency. Its decisions on bank capital requirements, consumer protection, and crypto regulation directly impact Block's core business, Cash App, and TBD offerings.

Commerce, Science, and Transportation

This committee's jurisdiction over interstate commerce, the FTC (consumer protection, antitrust), and potential 'Big Tech' regulation (data privacy, net neutrality) directly impacts Block's payment processing, Cash App, and overall data handling practices.