DocuSign Inc
DOCU
Market Cap$16.87B
Close$
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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$94.35
4.4% upside
Current Fair Value
4.4% upsideUndervalued by 4.4% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $16.87 Billion |
|---|---|
| Enterprise Value | $16.34 Billion |
| Dividend Yield | $0 (0%) |
| Earnings per Share | $5.23 |
| Beta | 1.21 |
| Outstanding Shares | 203,299,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 15.86 |
|---|---|
| PEG | 7.68 |
| Price to Sales | 6.45 |
| Price to Book Ratio | 10.04 |
| Enterprise Value to Revenue | 5.49 |
| Enterprise Value to EBIT | 68.94 |
| Enterprise Value to Net Income | 15 |
| Total Debt to Enterprise | 0.01 |
| Debt to Equity | 0.06 |
Revenue Sources
No data
Insider Trades
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...