DocuSign Inc
DOCU
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+ FollowMarket Cap$12.22B
Close$
Earnings Call Q3 2025
December 5, 2024 - AI Summary
Revenue Growth and Billings Performance: Docusign reported Q3 fiscal 2025 revenue of $755 million, an 8% increase year-over-year. Subscription revenue also grew by 8% to $735 million, while billings increased by 9% at $752 million, driven primarily by improved retention, digital growth, and early contributions from the newly launched Intelligent Agreement Management (IAM) platform.
Improved Dollar Net Retention: The dollar net retention rate improved to 100% in Q3, up from 99% in Q2 and significantly higher than its historical low of 98% in Q4 fiscal 2024. This was attributed to increased customer usage and a focus on enhancing gross retention.
Strong Growth in New Customer Acquisition: Docusign added 11% more customers year-over-year, totaling 1.6 million customers. The company sees significant opportunity for growth in the SMB segment in North America and internationally, particularly with the adoption of the IAM platform.
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$126.18
91.3% upside
Current Fair Value
91.3% upsideUndervalued by 91.3% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $12.22 Billion |
|---|---|
| Enterprise Value | $13.42 Billion |
| Dividend Yield | $- (-) |
| Earnings per Share | $1.52 |
| Beta | 0.87 |
| Outstanding Shares | 195,489,000 |
Return
| Return on Equity | 17.32% |
|---|---|
| Return on Assets | 7.91% |
| Return on Invested Capital | 18.11% |
Valuation & Multiples
| P/E Ratio | 40.76 |
|---|---|
| PEG | 480.95 |
| Price to Sales | 4.12 |
| Price to Book Ratio | 7.33 |
| Enterprise Value to Revenue | 4.08 |
| Enterprise Value to EBIT | 35.36 |
| Enterprise Value to Net Income | 42 |
| Total Debt to Enterprise | 0.13 |
| Debt to Equity | 0.96 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
September 3, 2026
EPS Estimate
$1.09
Average shareholder expectationRevenue Estimate
$867.22 M
Average shareholder expectationNext Earnings Call
Expected Date
December 3, 2026
EPS Estimate
$1.15
Average shareholder expectationRevenue Estimate
$888.47 M
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 1.1956▲ 18.92% |
|---|---|
| Total Calls | 3,892,731▲ 1.31% |
| Total Puts | 4,654,010▲ 20.35% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 95.94%▲ 6.57% |
|---|---|
| Total Invested | $8.12B▼ 4.46% |
| Investors Holding | 703▼ 52.00% |
ESG Score
No data
About DocuSign Inc
3,909 employees
CEO: Keith Krach DocuSign, Inc. is an American company headquartered in San Francisco, California that allows organizations to manage electronic agreements. As part of the DocuSign Agreement Cloud, DocuSign offers eSignature, a way to sign electronically...