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ACIW vs BOX
Which Stock Would AI Choose? ACI Worldwide (ACIW) vs. Box (BOX) Stock Comparison
Key Takeaways
- ACIW has delivered standout momentum in recent weeks, with a roughly 30% rally over the trailing three-month period and shares trading near 52-week highs, supported by an earnings beat and upwardly revised full-year guidance.
- BOX has recovered from its 52-week lows but remains down on a one-year basis, with its growth narrative centered on AI-powered content management and workflow automation.
- ACIW operates in mission-critical digital payments infrastructure, while BOX competes in the more crowded cloud content management and collaboration space.
- Valuation profiles diverge meaningfully: ACIW trades at a trailing P/E (price-to-earnings) ratio of approximately 28, while BOX sits near 45, reflecting different growth expectations and market positioning.
- Both companies generate high recurring revenue, but ACIW currently enjoys stronger earnings momentum and a more visible near-term catalyst path.
- Analyst sentiment leans more favorably toward ACIW, with a consensus "Buy" rating and price targets implying double-digit upside, while BOX carries a consensus "Hold" rating.
Introduction
Investors scanning the technology sector for opportunities often encounter two seemingly similar but fundamentally distinct names: ACI Worldwide and Box. Both are established software companies with recurring revenue models, yet they serve vastly different markets and are shaped by different competitive forces. ACIW powers the digital payments backbone that moves money between banks, merchants, and consumers globally. BOX enables enterprises to store, share, and now apply artificial intelligence to their unstructured content. This comparison is designed for traders and investors seeking to understand how these two stocks stack up across performance, valuation, business model resilience, and market positioning in the current environment.
ACI Worldwide Overview and Recent Performance
ACI Worldwide is a global provider of real-time electronic payment and banking software solutions. Its platforms process credit, debit, ACH (Automated Clearing House) transactions, faster payments, and money transfers for financial institutions, merchants, and billers across more than 90 countries. The company serves 18 of the world's top 20 banks and operates through two primary segments: Payment Software and Biller.
In recent market activity, ACIW has demonstrated notable strength. The stock climbed roughly 30% over the trailing three-month period and approximately 21% in the past month alone, pushing toward the upper end of its 52-week range. This momentum followed a first-quarter 2026 earnings release that exceeded consensus expectations on both revenue ($425.75 million versus estimates near $410 million) and earnings per share ($0.61 versus the $0.45 consensus). Management subsequently raised full-year 2026 guidance, now projecting revenue between $1.89 billion and $1.92 billion and adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) between $540 million and $555 million. Recurring revenue grew 8% in constant currency, while net new annualized recurring revenue bookings surged 39%. Sentiment has been further buoyed by progress on the company's next-generation cloud-native platform, Kinetic, and its AI-first roadmap, as well as an active share repurchase program that retired more than 5% of shares outstanding since early 2025.
Box Overview and Recent Performance
Box, Inc. is a cloud content management platform that enables organizations to securely store, share, and collaborate on content from any device. Its Intelligent Content Management platform has evolved beyond simple file sharing to encompass workflow automation, e-signatures, data governance, and AI-powered document intelligence. The company serves approximately 100,000 organizations worldwide, with particular strength in regulated industries such as financial services, healthcare, legal, and government.
BOX has experienced a more mixed performance trajectory in recent months. The stock fell roughly 12% on a trailing one-year basis but has staged a meaningful recovery from its 52-week lows near $21, recently trading around $29. The company's most recent quarterly results showed revenue of $305.9 million, up 11% year-over-year, with billings growth accelerating to 13% in constant currency. Remaining performance obligations reached $1.6 billion, up 12% from the prior year. Gross margins remain impressive at nearly 80%, and non-GAAP (Generally Accepted Accounting Principles) operating margins reached 28.6%. However, GAAP net income declined year-over-year due in part to non-cash deferred tax expenses. The investment narrative around Box increasingly revolves around its Enterprise Advanced tier and Box AI capabilities, which aim to extract metadata, automate workflows, and embed AI agents into enterprise content processes. Recent product announcements include Box Automate, a no-code workflow automation layer, and an expansion of Box Zones data residency options into Switzerland, Israel, and Singapore.
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Head-to-Head Comparison
While both ACIW and BOX fall under the broad technology umbrella, their business models and market exposures differ considerably. ACI Worldwide operates in payments infrastructure — a sector characterized by high barriers to entry, deep regulatory integration, and multi-year client relationships. Its revenue is tightly linked to transaction volumes and financial services activity, giving it a degree of economic sensitivity but also significant recurring visibility. Box, by contrast, operates in cloud content management, a space where it competes directly against hyperscalers such as Microsoft (with SharePoint and OneDrive) and Google (with Google Workspace), which benefit from bundling and distribution advantages.
From a growth perspective, ACIW is benefiting from multiple tailwinds: the global shift toward real-time payments, increasing digital transaction volumes, and its own platform modernization cycle through Kinetic. BOX is leveraging the enterprise AI adoption wave, aiming to convert its installed base to higher-value Enterprise Advanced subscriptions, though competitive intensity remains a headwind. On valuation, ACIW trades at roughly 28 times trailing earnings and a forward P/E near 17, while BOX trades at a trailing P/E of approximately 45 and a forward P/E around 16. The divergence in trailing multiples reflects ACIW's stronger recent earnings trajectory. Risk factors also differ: ACIW faces integration risk from acquisitions and macroeconomic sensitivity in transaction volumes, whereas Box contends with pricing pressure, slower large-deal cycles, and platform competition from tech giants. Notably, insider activity at Box has been predominantly sell-side over the past year, while ACIW has seen institutional accumulation and an active buyback program.
Tickeron AI Verdict
Based on observable market data — including recent earnings momentum, guidance trajectory, trend consistency, and relative valuation — Tickeron's AI models currently assign a higher probability of favorable near-term positioning to ACIW over BOX. ACI Worldwide's combination of an earnings beat, upwardly revised forward guidance, expanding margins, and strong institutional support creates a more constructive technical and fundamental profile in the current environment. Box's AI-driven content management narrative offers long-term potential, but the stock currently faces greater uncertainty around competitive dynamics and earnings consistency. The AI assessment is probabilistic in nature and subject to change as new data — including upcoming quarterly results — becomes available.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ACIW is a Hold and BOX is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ACIW’s FA Score shows that 1 FA rating(s) are green whileBOX’s FA Score has 2 green FA rating(s).
- ACIW’s FA Score: 1 green, 4 red.
- BOX’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ACIW’s TA Score shows that 3 TA indicator(s) are bullish while BOX’s TA Score has 7 bullish TA indicator(s).
- ACIW’s TA Score: 3 bullish, 6 bearish.
- BOX’s TA Score: 7 bullish, 4 bearish.
Price Growth
ACIW (@Computer Communications) experienced а +1.81% price change this week, while BOX (@Computer Communications) price change was +8.76% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was +0.92%. For the same industry, the average monthly price growth was -8.66%, and the average quarterly price growth was +4.23%.
Reported Earning Dates
ACIW is expected to report earnings on Aug 06, 2026.
BOX is expected to report earnings on Sep 01, 2026.
Industries' Descriptions
@Computer Communications (+0.92% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
| ACIW | BOX | ACIW / BOX | |
| Capitalization | 5.83B | 4.37B | 133% |
| EBITDA | 449M | 159M | 282% |
| Gain YTD | 19.912 | 5.483 | 363% |
| P/E Ratio | 28.95 | 49.30 | 59% |
| Revenue | 1.79B | 1.21B | 148% |
| Total Cash | 162M | 477M | 34% |
| Total Debt | 837M | 531M | 158% |
ACIW | BOX | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 39 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 38 Fair valued | 2 Undervalued | |
PROFIT vs RISK RATING 1..100 | 49 | 82 | |
SMR RATING 1..100 | 61 | 99 | |
PRICE GROWTH RATING 1..100 | 38 | 40 | |
P/E GROWTH RATING 1..100 | 13 | 9 | |
SEASONALITY SCORE 1..100 | 50 | 65 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
BOX's Valuation (2) in the Information Technology Services industry is somewhat better than the same rating for ACIW (38) in the null industry. This means that BOX’s stock grew somewhat faster than ACIW’s over the last 12 months.
ACIW's Profit vs Risk Rating (49) in the null industry is somewhat better than the same rating for BOX (82) in the Information Technology Services industry. This means that ACIW’s stock grew somewhat faster than BOX’s over the last 12 months.
ACIW's SMR Rating (61) in the null industry is somewhat better than the same rating for BOX (99) in the Information Technology Services industry. This means that ACIW’s stock grew somewhat faster than BOX’s over the last 12 months.
ACIW's Price Growth Rating (38) in the null industry is in the same range as BOX (40) in the Information Technology Services industry. This means that ACIW’s stock grew similarly to BOX’s over the last 12 months.
BOX's P/E Growth Rating (9) in the Information Technology Services industry is in the same range as ACIW (13) in the null industry. This means that BOX’s stock grew similarly to ACIW’s over the last 12 months.
| ACIW | BOX | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 60% | 3 days ago 84% |
| Stochastic ODDS (%) | 3 days ago 64% | 3 days ago 63% |
| Momentum ODDS (%) | 3 days ago 66% | 3 days ago 69% |
| MACD ODDS (%) | 3 days ago 65% | 3 days ago 61% |
| TrendWeek ODDS (%) | 3 days ago 66% | 3 days ago 63% |
| TrendMonth ODDS (%) | 3 days ago 68% | 3 days ago 58% |
| Advances ODDS (%) | 5 days ago 69% | 5 days ago 63% |
| Declines ODDS (%) | 3 days ago 61% | 11 days ago 64% |
| BollingerBands ODDS (%) | 3 days ago 56% | 3 days ago 65% |
| Aroon ODDS (%) | 3 days ago 65% | 3 days ago 55% |
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|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EWT | 96.55 | 2.55 | +2.71% |
| iShares MSCI Taiwan ETF | |||
| SPYC | 45.25 | 0.46 | +1.02% |
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| YLD | 18.95 | N/A | +0.02% |
| Principal Active High Yield ETF | |||
| IRVH | 19.21 | N/A | N/A |
| Global X Interest Rt Vol & Infl Hdg ETF | |||
| PFOE | 22.60 | -0.26 | -1.13% |
| Pathfinder Focused Opportunities ETF | |||
ACIW and
Correlation & Price change
A.I.dvisor indicates that over the last year, ACIW has been loosely correlated with APPN. These tickers have moved in lockstep 56% of the time. This A.I.-generated data suggests there is some statistical probability that if ACIW jumps, then APPN could also see price increases.
| Ticker / NAME | Correlation To ACIW | 1D Price Change % | ||
|---|---|---|---|---|
| ACIW | 100% | -0.62% | ||
| APPN - ACIW | 56% Loosely correlated | +1.81% | ||
| EEFT - ACIW | 55% Loosely correlated | -6.96% | ||
| BOX - ACIW | 55% Loosely correlated | +1.48% | ||
| QTWO - ACIW | 55% Loosely correlated | +3.05% | ||
| HUBS - ACIW | 55% Loosely correlated | +1.83% | ||
More | ||||
BOX and
Correlation & Price change
A.I.dvisor indicates that over the last year, BOX has been loosely correlated with FIVN. These tickers have moved in lockstep 59% of the time. This A.I.-generated data suggests there is some statistical probability that if BOX jumps, then FIVN could also see price increases.
| Ticker / NAME | Correlation To BOX | 1D Price Change % | ||
|---|---|---|---|---|
| BOX | 100% | +1.48% | ||
| FIVN - BOX | 59% Loosely correlated | -0.54% | ||
| OKTA - BOX | 58% Loosely correlated | +1.08% | ||
| DBX - BOX | 56% Loosely correlated | +1.40% | ||
| ACIW - BOX | 56% Loosely correlated | -0.62% | ||
| AVPT - BOX | 55% Loosely correlated | +1.64% | ||
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