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Company Analysis

DocuSign, Inc. DOCU

A comprehensive view of key metrics, scores, and financial health for DocuSign, Inc.

Overview of DocuSign, Inc.

DOCU NMS
Technology Software - Application Framework: Software & SaaS Mid Cap
DocuSign, Inc. (DOCU), is a Mid Cap company, in the Software - Application industry, last closed at $65.08, about 9.8% undervalued vs fair value, -18.8% 1Y return, placing in the top 10% of its sector.
Metrics P/E 35.5× Rev Growth 8.2% ROE 15.8% Gross Margin 79.4%
USD 65.08
-4.87%
(Delayed)
• Vol 90d: 52.1%
52-Week Range
Market Cap
$8.95B
Enterprise Value
$8.31B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Good
Health
Fair
Efficiency
Good
Valuation
Good
Growth
Fair
Profitability
Good
Health
Fair
Efficiency
Good
Valuation
Good
Completeness: 100%
Confidence: 62%
Updated: Sep 12
Top Beats

Quick Facts

Website https://www.docusign.com
HQ San Francisco, CA
Employees 6,838
Fiscal year Jan 31

Next Events

Earnings Sep 3 Call: Sep 3

Fair Value Snapshot

Bear Base Bull
$65
$71
$79
Current: $65.08 +10% vs base

Engine Room Money Flow™

Mid Cap

Software & SaaS - Where revenue goes and how value is created

Flow Steps
Total Revenue
$3.2B
8.2%%
Gross Profit
$2.6B
8.5%%
Operating Income (GAAP)
$298.6M
30%%
Operating Cash Flow
$1.2B
14.5%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Software & SaaS

Quality & Reliability Indicators

Gross Margin
79.4%
Excellent

Gross Profit / Revenue — pricing power and product moat (SaaS benchmark: >70%)

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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
3
Active Leaks
2/3
Improving
1
High Impact
1
Critical
Locked Leak
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Locked Leak
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Moat Analysis Software & SaaS Specialized

Competitive Advantage Assessment

Evaluating DocuSign, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
66
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Premium Software Margins Gross margin quality is strong versus peers (score 0.77), consistent with premium software economics.
  • Revenue Converts Cleanly to Cash Cash conversion is strong (score 0.92), showing scalable economics.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Strong
76
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 96% Coverage
Trade-Off Triangle Visualization A ternary plot showing DOCU's balance between Growth (25.1%), Profitability (42.6%), and Safety (32.3%). Growth 25% Safety 32% Profitability 43%

Click axes to expand details. Marker shows current allocation.

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Growth

49th percentile vs peers
49
Key Signals
Rev Growth YoY 8.2% 46p Revenue CAGR 3Y 8.6% 49p Def Rev Growth 12.5% 59p Buyback % -2.3% 78p EPS Growth YoY -70.9% 16p
Strengths
  • Gross Profit Margin in top 20% of peers (79.4%, 84th percentile)
  • FCF Margin in top 20% of peers (32.9%, 93th percentile)
  • Interest Coverage Ratio in top 20% of peers (137.42, 93th percentile)
  • Superior capital returns - 2 return metrics above peer median
Risks
  • EPS Growth YoY in bottom 20% of peers (-70.9%)

Profitability

83th percentile vs peers
83
Key Signals
Strengths
Risks
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Safety

63th percentile vs peers
63
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for DocuSign, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$71.48
- - -
+9.8% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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