DocuSign Inc
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+ FollowMarket Cap$15.4B
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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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$122.17
51.8% upside
Current Fair Value
51.8% upsideUndervalued by 51.8% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $15.40 Billion |
|---|---|
| Enterprise Value | $16.63 Billion |
| Earnings per Share | $1.52 |
| Beta | 0.86 |
| Outstanding Shares | 191,252,000 |
Return
| Return on Equity | 19.20% |
|---|---|
| Return on Assets | 8.33% |
| Return on Invested Capital | 21.52% |
Valuation & Multiples
| P/E Ratio | 49.2 |
|---|---|
| PEG | 210.13 |
| Price to Sales | 4.74 |
| Price to Book Ratio | 10.06 |
| Enterprise Value to Revenue | 4.95 |
| Enterprise Value to EBIT | 38.88 |
| Enterprise Value to Net Income | 50 |
| Total Debt to Enterprise | 0.11 |
| Debt to Equity | 1.02 |
Revenue Sources
No data
Last Earnings Call
Report Date
September 3, 2026
EPS Estimate
$1.09
Consensus analyst estimateRevenue Estimate
$867.22 M
Consensus analyst estimateNext Earnings Call
Expected Date
December 3, 2026
EPS Estimate
$1.18
Consensus analyst estimateRevenue Estimate
$889.02 M
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 119.56% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 2.39%▼ 89.10% |
|---|---|
| Total Invested | $291.09M▼ 96.34% |
| Investors Holding | 229▼ 476.00% |
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...