Added to YB: 2025-06-10
Pitch date: 2025-06-06
DOCU [neutral]
DocuSign, Inc.
-9.94%
current return
Author Info
No bio for this author
Company Info
DocuSign, Inc. provides electronic signature solution in the United States and internationally. The company offers AI-powered intelligent agreement management (IAM) platform to optimize the agreement management process and provides e-signature solution that enables sending and signing of agreements on various devices; Contract Lifecycle Management (CLM), which automates workflows across the entire agreement process; Document Generation streamlines the process of generating new, custom agreements; and Gen for Salesforce for automated agreement generation within Salesforce.
Market Cap
$13.6B
Pitch Price
$75.72
Price Target
N/A
Dividend
N/A
EV/EBITDA
39.97
P/E
50.81
EV/Sales
4.17
Sector
Software
Category
N/A
TRADE ALERT: Sell DocuSign; Time To Move On
DOCU sell: Billings outlook cut to 7% growth (below 9% expectation). FCF margins contracting to 29.8% from 32.7% YoY, falling short of 33% target thesis. Projected $985M FCF (31% margin) yields 16x forward FCF multiple. No debt, $950M cash (6% of market cap), but marginal growth = fair valuation with 50/50 risk-reward.
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