Added to YB: 2025-05-22
Pitch date: 2025-05-20
DOCN [bullish]
DigitalOcean Holdings, Inc.
+59.93%
current return
Author Info
Quality investing shares pitches on high quality stocks. Sign up for the newsletter.
Company Info
DigitalOcean Holdings, Inc., through its subsidiaries, operates a cloud computing platform in North America, Europe, Asia, and internationally.
Market Cap
$4.2B
Pitch Price
$29.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.04
P/E
17.38
EV/Sales
6.45
Sector
IT Services
Category
growth
DigitalOcean Might Be the AWS of SMEs – An Undervalued Opportunity Giving You Much-Needed AI Exposure?
DOCN: Cloud platform for SMBs & developers w/ $800M run-rate revenue, 600K+ customers. Trading below IPO at $30. Differentiated by simplicity vs hyperscalers - easy setup, transparent pricing (30% TCO savings). Net retention back >100%, $100K+ customers +41% YoY. 55-60% margins, FCF positive. New GenAI platform showing traction with 5K customers. Key risk: capital intensity while competing with trillion$ giants.
Read full article (22 min)