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BOKU Inc (GB:BOKU)
LSE:BOKU

BOKU (BOKU) AI Stock Analysis

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GB

BOKU

(LSE:BOKU)

Rating:71Outperform
Price Target:
202.00p
▲(14.12%Upside)
BOKU's strong financial performance, supported by robust revenue growth and cash flow management, is a major positive factor. However, the high P/E ratio suggests overvaluation, which is a significant concern. Positive technical indicators and strategic corporate events provide additional support for the stock's outlook.
Positive Factors
Earnings
Revenue exceeded expectations by 19% as Boku continues to expand its number of monthly active users.
Financial Performance
Adjusted EBITDA beat expectations with a 33% margin, indicating strong operational efficiency.
Negative Factors
Stock Listing
The underlying performance remains at odds with the share price, which is partly affected by the AIM listing.

BOKU (BOKU) vs. iShares MSCI United Kingdom ETF (EWC)

BOKU Business Overview & Revenue Model

Company DescriptionBoku, Inc. provides mobile billing and payment solutions for mobile network operators and merchants. Its solutions enable consumers to make online payments using their mobile devices. The company offers digital payments solutions, including mobile wallets, real-time payments schemes, and direct carrier billing for merchants. It also provides mobile identity and authentication solutions. The company connects its customers with mobile network operators billing, identity, and sales systems. It operates in the United states, Europe, and internationally. The company was incorporated in 2008 and is headquartered in San Francisco, California.
How the Company Makes MoneyBOKU generates revenue primarily through transaction fees charged to merchants who use its platform for carrier billing services. The company receives a percentage of each transaction processed through its system, providing merchants with a convenient payment solution that increases conversion rates by allowing customers to charge purchases directly to their mobile phone bills. Additionally, BOKU earns revenue from its identity verification services, which are utilized by businesses to authenticate users and prevent fraud. Key partnerships with major mobile network operators and digital merchants enhance BOKU's ability to reach a broad user base and drive transaction volume, contributing significantly to its earnings.

BOKU Financial Statement Overview

Summary
BOKU has demonstrated strong revenue growth and efficient margin management. The balance sheet is stable with low leverage and growing equity. Cash flows are healthy, supporting operations and potential investments. However, recent profitability declines due to increased operational costs are a risk.
Income Statement
85
Very Positive
BOKU has demonstrated strong revenue growth over the last few years, with Total Revenue increasing from $50.1M in 2019 to $99.3M in 2024. The Gross Profit Margin is robust, consistently above 90% from 2021 onward, indicating efficient cost management. However, the Net Profit Margin declined from 12.2% in 2023 to 3.8% in 2024, suggesting increased operational expenses or other costs impacting net income. Despite this, the steady increase in EBIT and EBITDA margins over time highlights improved operational efficiency.
Balance Sheet
78
Positive
The company's Balance Sheet shows financial stability with a relatively low Debt-to-Equity Ratio, decreasing over the years, indicating a low level of financial leverage. Stockholders' Equity has grown consistently, supporting a strong Equity Ratio of around 33.9% in 2024. However, the Return on Equity has fluctuated, with a notable decline in recent years, reflecting potential inefficiencies in generating returns for shareholders.
Cash Flow
82
Very Positive
BOKU's cash flow performance is solid, with consistently positive Operating Cash Flow and Free Cash Flow over the years. The Free Cash Flow to Net Income Ratio is favorable, highlighting effective cash generation relative to reported profits. A slight decline in Free Cash Flow in 2024 compared to 2023 suggests increased capital expenditures or other cash outflows, which should be monitored.
Breakdown
TTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income StatementTotal Revenue
92.26M99.27M82.72M63.76M69.17M56.40M
Gross Profit
81.86M96.85M80.67M61.99M63.43M27.13M
EBIT
16.32M6.16M9.72M9.04M5.13M4.43M
EBITDA
15.38M14.31M19.21M14.94M18.15M-10.74M
Net Income Common Stockholders
3.78M10.09M4.30M6.27M-18.79M
Balance SheetCash, Cash Equivalents and Short-Term Investments
123.72M142.31M117.36M105.15M56.65M61.29M
Total Assets
368.00M406.33M376.81M277.88M216.89M225.05M
Total Debt
3.54M2.65M3.05M3.55M12.65M15.43M
Net Debt
-120.19M-139.66M-114.31M-96.00M-44.01M-45.86M
Total Liabilities
229.57M268.59M243.28M166.43M134.44M153.30M
Stockholders Equity
138.43M137.74M133.53M111.44M82.45M71.75M
Cash FlowFree Cash Flow
39.93M34.47M34.73M44.32M6.08M27.85M
Operating Cash Flow
43.29M42.01M40.60M49.65M11.92M31.26M
Investing Cash Flow
-3.91M1.62M21.41M-5.81M-40.47M
Financing Cash Flow
1.09M-8.99M-8.79M-11.43M-5.79M34.42M

BOKU Technical Analysis

Technical Analysis Sentiment
Positive
Last Price177.00
Price Trends
50DMA
166.33
Positive
100DMA
166.60
Positive
200DMA
171.46
Positive
Market Momentum
MACD
3.42
Positive
RSI
52.81
Neutral
STOCH
12.75
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:BOKU, the sentiment is Positive. The current price of 177 is below the 20-day moving average (MA) of 177.53, above the 50-day MA of 166.33, and above the 200-day MA of 171.46, indicating a neutral trend. The MACD of 3.42 indicates Positive momentum. The RSI at 52.81 is Neutral, neither overbought nor oversold. The STOCH value of 12.75 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:BOKU.

BOKU Peers Comparison

Overall Rating
UnderperformOutperform
Sector (62)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
71
Outperform
£526.23M180.612.71%16.77%-63.97%
62
Neutral
$11.93B10.60-7.51%3.00%7.40%-8.09%
GBBGO
£67.61M-13.63%
GBFNX
77
Outperform
£213.01M19.37101.82%4.00%4.77%15.03%
GBPAY
75
Outperform
£540.33M13.9037.39%5.04%43.88%28.50%
GBBKS
74
Outperform
£143.05M61.176.33%25.72%287.78%
GBWPS
70
Outperform
£531.67M247.881.05%4.31%
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:BOKU
BOKU
190.00
4.50
2.43%
GB:BGO
Bango plc
93.50
-40.00
-29.96%
GB:PAY
Paypoint
760.00
184.77
32.12%
GB:BKS
Beeks Financial Cloud Group Plc
220.00
50.50
29.79%
GB:FNX
Fonix Mobile PLC
212.50
-10.07
-4.52%
GB:WPS
WAG Payment Solutions Plc
80.20
16.40
25.71%

BOKU Corporate Events

Business Operations and Strategy
Boku Inc. Announces Capital Markets Event to Highlight Strategic Progress
Positive
Jun 5, 2025

Boku Inc. announced it will host a Capital Markets Event on October 16, 2025, in London, aimed at institutional investors and research analysts. The event will provide updates on Boku’s progress towards its goal of becoming the leading localized payments partner for global commerce, detailing strategic execution and growth targets. This initiative underscores Boku’s commitment to transparency and engagement with stakeholders, potentially enhancing its industry positioning.

The most recent analyst rating on (GB:BOKU) stock is a Buy with a £242.00 price target. To see the full list of analyst forecasts on BOKU stock, see the GB:BOKU Stock Forecast page.

Regulatory Filings and Compliance
Boku, Inc. Announces Total Voting Rights and Share Capital Update
Neutral
May 30, 2025

Boku, Inc. has announced its total voting rights and share capital as of May 30, 2025, with 303,110,613 common shares issued and 296,468,131 voting rights available, following the deduction of treasury shares. This information is crucial for shareholders to determine their interests in the company under the Financial Conduct Authority’s Disclosure Guidance and Transparency Rules, impacting how they manage their investments and voting power.

The most recent analyst rating on (GB:BOKU) stock is a Buy with a £216.00 price target. To see the full list of analyst forecasts on BOKU stock, see the GB:BOKU Stock Forecast page.

Executive/Board ChangesShareholder MeetingsBusiness Operations and Strategy
Boku Inc. Successfully Passes All Resolutions at AGM
Positive
May 28, 2025

Boku Inc. announced that all resolutions were passed at its Annual General Meeting, including the election of directors and the appointment of PricewaterhouseCoopers LLP as the company’s auditor. The successful passing of these resolutions reflects strong shareholder support and positions Boku to continue its strategic initiatives in the mobile payment industry, enhancing its operational stability and market presence.

The most recent analyst rating on (GB:BOKU) stock is a Buy with a £216.00 price target. To see the full list of analyst forecasts on BOKU stock, see the GB:BOKU Stock Forecast page.

Regulatory Filings and Compliance
Boku Inc. Updates Share Capital and Voting Rights
Neutral
Apr 30, 2025

Boku Inc. announced that as of April 30, 2025, the total number of its common shares in issue is 303,110,613, with 6,543,703 shares held in Treasury. This results in a total of 296,566,910 voting rights. This figure is crucial for shareholders to determine their notification requirements under the Financial Conduct Authority’s Disclosure Guidance and Transparency Rules, impacting how they report changes in their shareholding interests.

Shareholder Meetings
Boku Inc. Announces Details for Upcoming AGM
Neutral
Apr 30, 2025

Boku Inc. has announced the posting of its Annual General Meeting (AGM) notice to stockholders, with the meeting scheduled for May 28, 2025, in Surrey, UK. The company emphasizes stockholder engagement, offering options for remote participation and advance voting, reflecting its commitment to transparency and accessibility for its stakeholders.

Stock BuybackBusiness Operations and Strategy
Boku Inc. Completes Share Buyback Program
Positive
Apr 16, 2025

Boku Inc. has completed a share buyback program, purchasing 165,000 shares to be held in treasury, which is part of a larger initiative that began in November 2024. This move reduces the total voting rights to 296,579,704 and reflects Boku’s strategic financial management aimed at enhancing shareholder value.

Stock BuybackBusiness Operations and Strategy
Boku Inc. Acquires 100,000 Shares for Treasury
Neutral
Apr 11, 2025

Boku Inc. announced the purchase of 100,000 of its common shares at a price of 155 pence each, which will be held in treasury. This transaction affects the company’s total issued share capital, now consisting of 303,110,613 common shares, with 6,365,909 held in treasury, resulting in 296,744,704 voting rights. This move may impact shareholder calculations under the FCA’s Disclosure Guidance and Transparency Rules, reflecting Boku’s strategic financial management and potential influence on market positioning.

Stock Buyback
Boku Inc. Acquires 100,000 Common Shares for Treasury
Neutral
Apr 8, 2025

Boku Inc. has announced the purchase of 100,000 of its common shares at a price of 146 pence each, which will be held in treasury. This transaction adjusts the company’s total voting rights to 296,844,704, impacting shareholder calculations under the FCA’s Disclosure Guidance and Transparency Rules.

Stock BuybackBusiness Operations and Strategy
Boku Inc. Acquires Own Shares to Enhance Financial Flexibility
Positive
Apr 7, 2025

Boku Inc. announced the purchase of 100,000 of its common shares at a price of 149 pence each, which will be held in treasury. This transaction affects the company’s total voting rights, now standing at 296,944,704, and aligns with regulatory requirements for shareholder notifications. The move could impact Boku’s market positioning by potentially increasing shareholder value and enhancing financial flexibility.

Stock BuybackBusiness Operations and Strategy
Boku Inc. Acquires Own Shares to Strengthen Market Position
Neutral
Apr 4, 2025

Boku Inc. announced the purchase of 100,000 of its common shares through Investec Bank plc, with plans to hold these shares in treasury. This transaction impacts the company’s total voting rights, now standing at 297,044,704, allowing shareholders to calculate their interest in the company under FCA’s rules. The move reflects Boku’s strategic financial management and may influence its market positioning and stakeholder interests.

Stock BuybackBusiness Operations and Strategy
Boku Inc. Acquires 100,000 Shares for Treasury
Neutral
Apr 3, 2025

Boku Inc. announced the purchase of 100,000 of its common shares at a price of 158.50 pence each, which will be held in treasury. This transaction adjusts the company’s total voting rights to 297,144,704, impacting how shareholders calculate their interests under FCA rules. The move reflects Boku’s strategic management of its share capital, potentially influencing its market positioning and shareholder value.

Business Operations and Strategy
Aberdeen Group Reduces Stake in Boku, Inc.
Neutral
Apr 2, 2025

Boku, Inc., a company involved in mobile payments, has experienced a change in its shareholder voting rights. Aberdeen Group plc, a major shareholder, has reduced its voting rights in Boku, Inc. to below 5% due to trading activities on March 31, 2025. This reduction in voting rights signifies a shift in the company’s shareholder structure, which may impact its governance and strategic decisions.

Stock Buyback
Boku Inc. Acquires 100,000 Shares to Hold in Treasury
Neutral
Apr 1, 2025

Boku Inc. announced the purchase of 100,000 of its common shares at a price of 162 pence each, which will be held in treasury. This transaction affects the company’s total voting rights, now standing at 297,244,704, allowing shareholders to adjust their interest notifications as per regulatory requirements. The move could potentially impact Boku’s market positioning by consolidating its share capital and influencing shareholder dynamics.

Stock BuybackBusiness Operations and Strategy
Boku Inc. Acquires 100,000 Shares for Treasury
Positive
Mar 26, 2025

Boku Inc. announced the purchase of 100,000 of its common shares through Investec Bank plc, intending to hold these shares in treasury. This transaction adjusts the company’s total voting rights to 297,344,704, which shareholders can use for regulatory calculations. This strategic move may impact Boku’s market positioning by potentially enhancing shareholder value and adjusting its capital structure.

Business Operations and StrategyRegulatory Filings and Compliance
Boku, Inc. Announces Change in Voting Rights Structure
Neutral
Mar 21, 2025

Boku, Inc. has announced a change in its voting rights structure following an acquisition or disposal of shares by Octopus Investments Limited. The transaction resulted in Octopus Investments holding 12.99% of Boku’s voting rights, a slight decrease from its previous position. This adjustment in holdings could impact Boku’s shareholder dynamics and influence future corporate decisions.

Stock Buyback
Boku Inc. Announces Share Repurchase and Treasury Holdings
Neutral
Mar 20, 2025

Boku Inc. announced the repurchase of 650,000 of its common shares through Investec Bank plc, intending to hold these shares in treasury. This transaction adjusts the company’s total issued share capital to 303,110,613 common shares, with 5,665,909 held in treasury, resulting in 297,444,704 voting rights. This move may impact shareholder calculations under the FCA’s Disclosure Guidance and Transparency Rules.

Executive/Board ChangesStock Buyback
Boku Announces RSU Vesting and Share Buyback Program
Neutral
Mar 20, 2025

Boku, Inc. announced the vesting of restricted stock units (RSUs) for certain employees, including key executives, which led to the sale of some common shares to cover tax liabilities. This transaction resulted in changes to the shareholdings of individuals like CEO Stuart Neal and Non-Executive Director Jon Prideaux. Additionally, Boku executed a share buyback program, purchasing 650,000 common shares to be held in treasury, impacting the company’s total voting rights and share capital structure.

Executive/Board ChangesBusiness Operations and StrategyFinancial Disclosures
Boku, Inc. Reports Strong 2024 Financial Results and Strategic Growth Plans
Positive
Mar 18, 2025

Boku, Inc. reported a strong financial performance for the year ending December 31, 2024, with a 20% increase in total revenue to $99.3 million and a 22% rise in adjusted EBITDA to $31.4 million. The company continues to invest strategically in business growth, expecting over 20% organic revenue growth and an adjusted EBITDA margin exceeding 30% from 2026. The announcement highlights Boku’s expanding partnerships with global tech giants and its commitment to becoming a leading localized payments partner, as evidenced by a 29% increase in monthly active users and significant growth in new user transactions. The company also announced a board succession plan as it searches for a new Chair.

Stock Buyback
Boku Inc. Buys Back 75,000 Shares to Bolster Treasury Holdings
Positive
Mar 13, 2025

Boku Inc. announced the purchase of 75,000 of its own common shares at a price of 151 pence each, which will be held in treasury. This transaction affects the company’s total voting rights, now consisting of 294,298,679 shares, and allows shareholders to calculate changes in their interests according to FCA rules. This move may impact Boku’s market positioning by potentially increasing shareholder value and providing greater control over its share capital.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.