Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
DBX
STRONG BUYAPPROVEDropbox, Inc. · Technology · United States · $6.8B · Avg Vol: $116M/d
Dropbox converts a very high share of revenue into free cash flow and has used it to shrink the share count aggressively through sustained buybacks, which supports its Q79 score. Revenue growth is minimal, but the cash-return mechanism rather than growth is the investment case and it is verifiable. The trivial insider selling is routine and nothing adverse is known.
COMPANY DESCRIPTION
Dropbox, Inc. provides a leading cloud-based content collaboration platform that enables individuals and teams to store, share, and collaborate on files from anywhere. The company benefits from a massive global user base and strong brand recognition, built on its intuitive interface and seamless synchronization capabilities. As a pioneer in cloud storage, Dropbox maintains its competitive position by evolving into a comprehensive workspace solution, integrating various productivity tools.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 2.3B | 2.5B | 2.5B | 2.5B | 2.7% | 2.5B | 2.5B | 2.5B | -0.5% |
| EPS | 0.87 | 3.38 | 2.83 | 1.42 | 1.89 | 21.4% | 1.83 | 2.04 | 2.27 | 9.5% |
| Shares | — | 158.0M | 158.0M | 295.9M | 242.9M | +53.7% | — | — | — | — |
| Debt | — | 2.3B | 2.0B | 3.0B | 3.6B | 16.1% | 4.0B | — | — | — |
| Equity | — | -309.4M | -165.8M | -752.4M | -1.8B | — | — | — | — | — |
| Op CF | — | 797.3M | 783.7M | 894.1M | 951.8M | 6.1% | 1.0B | — | — | — |
| Inv CF | — | -48.5M | 395.2M | 443.8M | 111.9M | — | — | — | — | — |
| Fin CF | — | -1.0B | -799.2M | -586.6M | -1.5B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of DBX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| DBX | Dropbox, Inc.(you) | $6.8B | 97 | STRONG BUY |
| WEX | WEX Inc. | $6.1B | 89 | STRONG BUY |
| RELY | Remitly Global, Inc. | $4.7B | 93 | STRONG BUY |
| QLYS | Qualys, Inc. | $4.8B | 90 | STRONG BUY |
| ACIW | ACI Worldwide, Inc. | $5.7B | 86 | STRONG BUY |
| DOX | Amdocs Limited | $5.5B | 86 | STRONG BUY |
| GEN | Gen Digital Inc. | $15.6B | 95 | STRONG BUY |
| NTCT | NetScout Systems, Inc. | $2.9B | 95 | STRONG BUY |
| TDC | Teradata Corporation | $2.7B | 97 | STRONG BUY |
| EEFT | Euronet Worldwide, Inc. | $3.0B | 91 | STRONG BUY |
Peer medians: ROE 7.5% · P/E 37.3x · Gross margin 53.1%