Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
VRSN
STRONG BUYFLAGVeriSign, Inc. · Technology · United States · $25.3B · Avg Vol: $239M/d
VeriSign has strong quality at Q84 with a buyback retiring 1.10% of shares, but value at V44 is below the calibrated floor, so stage one fails. The insider buying rounds to 0.00% and is unusable while 0.03% of selling stands.
COMPANY DESCRIPTION
VeriSign is a global provider of domain name registry services and internet security, operating the infrastructure for ".com" and ".net" top-level domains. It holds a unique, quasi-monopoly position as the exclusive registry operator for the critical ".com" and ".net" domains, generating highly predictable recurring revenue with minimal competition. The company is a critical infrastructure provider for the internet, benefiting from a government-mandated monopoly.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.4B | 1.5B | 1.6B | 1.7B | 5.2% | 1.7B | 1.8B | 1.9B | 7.2% |
| EPS | 6.24 | 7.91 | 8.01 | 8.83 | 12.3% | 9.05 | 9.58 | 10.78 | 10.5% |
| Shares | 105.3M | 101.3M | 95.0M | 91.9M | -12.7% | 91.0M | — | — | — |
| Debt | 1.8B | 1.8B | 1.8B | 1.8B | 0.1% | 1.8B | — | — | — |
| Equity | -1.6B | -1.6B | -2.0B | -2.2B | — | — | — | — | — |
| Op CF | 831.1M | 853.8M | 902.6M | 1.1B | 9.5% | 1.1B | — | — | — |
| Inv CF | 355.7M | -97.4M | 286.3M | 109.1M | — | — | — | — | — |
| Fin CF | -1.0B | -889.8M | -1.2B | -1.1B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of VRSN are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| VRSN | VeriSign, Inc.(you) | $25.3B | 87 | STRONG BUY |
| CPAY | Corpay, Inc. | $24.2B | 86 | STRONG BUY |
| FFIV | F5, Inc. | $22.1B | 91 | STRONG BUY |
| TWLO.MX | Twilio Inc. | $27.8B | 79 | BUY |
| NTAP | NetApp, Inc. | $32.9B | 94 | STRONG BUY |
| NTNX | Nutanix, Inc. | $14.9B | 83 | STRONG BUY |
| OKTA.MX | Okta, Inc. | $19.8B | 76 | BUY |
| GEN | Gen Digital Inc. | $15.6B | 95 | STRONG BUY |
| XYZ | Block, Inc. | $45.9B | 81 | STRONG BUY |
| TOST | Toast, Inc. | $16.8B | 77 | BUY |
Peer medians: ROE 7.5% · P/E 37.2x · Gross margin 53.1%