Dropbox Dirección
Dirección controles de criterios 2/4
El CEO de Dropbox es Drew Houston , nombrado en Jan 2007, tiene una permanencia de 19.33 años. compensación anual total es $2.17M, compuesta por 36.9% salario y 63.1% primas, incluidas acciones y opciones de la empresa. posee directamente un 35.95% de las acciones de la empresa, por valor de $2.20B. La antigüedad media del equipo directivo y de la junta directiva es de 1 años y 4.8 años, respectivamente.
Información clave
Drew Houston
Chief Executive Officer (CEO)
US$2.2m
Compensación total
| Porcentaje del salario del CEO | 36.92% |
| Permanencia del CEO | 19.3yrs |
| Participación del CEO | 35.9% |
| Permanencia media de la dirección | less than a year |
| Promedio de permanencia en la Junta Directiva | 4.8yrs |
Actualizaciones recientes de la dirección
Recent updates
Artículo de análisis • May 15
Dropbox's (NASDAQ:DBX) Solid Earnings Have Been Accounted For Conservatively
Dropbox, Inc. ( NASDAQ:DBX ) announced a healthy earnings result recently, and the market rewarded it with a strong...Seeking Alpha • May 11
Dropbox: Paid User Stabilization And FCF Boost Are Encouraging (Rating Upgrade)
Summary Dropbox earns a rating upgrade to neutral as Q1 results show stabilization and improved cash flow guidance. DBX now trades at just 6.0x FY26 EV/FCF, offering a compelling ~17% FCF yield with limited dilution. While growth remains choppy and competitive risks persist, the company's durable cash flows and AI resistance support valuation. Management lifted FY26 guidance, with revenue decline narrowing to -0.9% to -0.4% and FCF guidance raised to $1.055+ billion. Read the full article on Seeking Alpha
Actualización de narrativa • Apr 23
DBX: Future Earnings Will Depend On Core Resilience And Ongoing Buybacks
Analysts have trimmed Dropbox's implied price target to about $25.50, reflecting a modest adjustment to valuation assumptions as Street research cites mixed recent results, slower growth trends into 2026, and the need for clearer traction from newer products such as Dash. Analyst Commentary Recent Street research on Dropbox reflects a more cautious stance, with several firms lowering price targets and adjusting ratings as they reassess growth, execution on new products like Dash, and how much investors are willing to pay for the story.Actualización de narrativa • Apr 09
DBX: Future Earnings Profile Will Rely On Core Stability And Capital Returns
Analysts have trimmed their average price targets on Dropbox to a range centered around $25 to $27. This reflects ongoing concerns about growth challenges, mixed recent results, and the need for clearer traction from products like Dash before considering a more constructive stance.
Actualización de narrativa • Mar 26
DBX: Execution And Buybacks Will Shape Future Earnings Multiple Constraints
For Dropbox, the analyst price target in this framework increases from $20.00 to $21.00 as analysts factor in recent target cuts from Citi, UBS, RBC Capital, and JPMorgan, along with updated assumptions for growth, profitability, and future P/E. Analyst Commentary Recent Street research on Dropbox reflects a cautious tone, with several bearish analysts trimming price targets and one downgrade in coverage.Actualización de narrativa • Mar 11
DBX: Future Earnings Profile Will Depend On Core Stability And New Product Execution
Our updated narrative trims the analyst price target for Dropbox from $28.57 to $25.50, reflecting a series of recent target cuts from $30 to $27, $27 to $23, $35 to $30, and $29 to $25 as analysts point to ongoing growth challenges, mixed results, and limited evidence of traction from newer products like Dash. Analyst Commentary Recent research points to a more cautious stance on Dropbox, with several firms trimming their price targets and emphasizing execution on growth initiatives and new products like Dash as key swing factors for valuation.
Actualización de narrativa • Feb 25
DBX: Buybacks And AI Investment Will Support Higher Future Pricing
The analyst price target for Dropbox has been reduced from $35 to $30 as analysts factor in mixed recent results, ongoing growth challenges, and questions around the pace of adoption and monetization for new products like Dash. Analyst Commentary Recent Street research on Dropbox reflects a cautious stance overall, but there are still some constructive signals for investors who are focused on execution and valuation.Actualización de narrativa • Feb 11
DBX: Execution And Competitive Pressures Will Constrain Future Earnings Multiple
Analysts kept their $20.00 fair value estimate for Dropbox steady while slightly adjusting assumptions around discount rate, revenue growth, margins and future P/E to reflect updated views on the risk profile and earnings power, without changing the overall valuation anchor. Analyst Commentary While the fair value estimate for Dropbox remains unchanged at $20.00, some elements of Street research highlight risks that readers should keep in mind when thinking about valuation and execution.Actualización de narrativa • Jan 26
DBX: Q3 Margin Strength And Guidance Shifts Will Shape Fair Value Outlook
Analysts have inched their fair value estimate for Dropbox higher to $28.57 from $28.13, reflecting updated assumptions around a slightly higher discount rate, a modest decline in expected revenue growth, a marginally stronger profit margin, and a lower future P/E multiple in light of recent research that includes RBC Capital's price target move to $38 after what it called decent Q3 results. Analyst Commentary Recent Street research on Dropbox has focused on how the latest quarterly results line up against expectations and what that might mean for valuation.Actualización de narrativa • Jan 11
DBX: Q3 Outperformance And Buybacks Will Support Higher Future Pricing
Analysts raised their fair value estimate for Dropbox to US$35 from US$32, citing the recent price target increase from US$35 to US$38 at RBC Capital and research that highlights stronger than expected Q3 revenue, billings, and operating margins, despite slightly softer annual recurring revenue. Analyst Commentary For Dropbox, bullish analysts are pointing to the recent price target increase to US$38 as a sign of confidence in how the company is executing against expectations.Actualización de narrativa • Dec 13
DBX: Rising Execution Risks Will Pressure Long Term Earnings Multiple
Analysts have modestly reduced their fair value estimate for Dropbox from $23.00 to $20.00 per share, reflecting a higher assumed discount rate, while also acknowledging slightly better long term margin prospects and a lower future earnings multiple. Analyst Commentary While recent earnings have demonstrated resilient profitability and solid execution, bearish analysts continue to flag a disconnect between Dropbox's share price and its long term fundamental outlook.Seeking Alpha • Mar 21
Dropbox: Losing Customers, Market Share, And Revenue
Summary Dropbox has faced near-zero growth and a stiff decline, struggling to compete with rivals like Box, which shows better growth rates. Despite a 10% gain over the past year, Dropbox's poor Q4 earnings and bleak FY25 outlook signal continued customer loss and revenue decline. Dropbox's subsidiary FormSwift is underperforming, and the company's AI product, Dropbox Dash, lacks compelling differentiation, worsening its competitive stance. Despite a cheap FCF multiple under 10x, given Dropbox's poor outlook and lack of growth prospects, it's advisable to steer clear and invest elsewhere. Read the full article on Seeking AlphaSeeking Alpha • Feb 26
Dropbox: I Expect Further Downside
Summary Dropbox shares are down around 15% since reporting Q4'24, guiding for revenue and user decline in 2025. The core business looks to be deteriorating with a vulnerable 80% gross margin and increased competition from other cloud storage providers. Dropbox Dash, the company's pivot to universal search, is so far not generating revenue and the product will likely face competition from other AI and big tech alternatives. I previously rated shares a sell at around $31, but I expect more downside from here. Read the full article on Seeking AlphaSeeking Alpha • Feb 18
Dropbox: Low Growth, Fair Valuation And Competition Risks
Summary Dropbox operates in a competitive market, showing strong features but limited EPS growth, leading to a "hold" rating. The company enhances governance and collaboration, reduces capex, and uses gen AI for productivity. Financially, Dropbox has better gross margins than Box but lags in revenue growth and efficiency, issuing significant debt for buybacks. Workforce restructuring and improved data governance in Dash AI present opportunities, but low growth and competition pose risks. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
Dropbox: Terminal Value Component Remains An Enduring Question Mark
Summary Dropbox's attractive financials are overshadowed by concerns about terminal value risk, leading to market discounting and heightened stock volatility. Management's continued R&D spending despite stagnant growth raises questions, highlighted by a frustrating earnings call comparison to Netflix's evolution. Dropbox's efforts like Paper, Spaces, and Dash reflect survivorship bias, with many initiatives failing to reignite growth. We anticipated more aggressive acquisitions, but recent moves seem tangential, prompting us to step back and reconsider our investment stance. Read the full article on Seeking AlphaSeeking Alpha • Dec 27
Dropbox: Redundant With No Credible Pivots
Summary Dropbox is priced as a premium service but offers little more than its competitors. Growth in paying users has come to almost a halt, and canceling subscribers are unlikely to return. DBX's model was made for a different age. Today, users increasingly expect cloud storage to be free or as a benefit of signing up to a big tech ecosystem. Shares traded down to around $20 this year after DBX reported a decline in paying users in Q4'23 and guided below street expectations. Since then, shares have, in my opinion, unjustifiably rallied back to around $30. My outlook for Dropbox suggests shares should be valued at around $16 presenting a significant downside. Read the full article on Seeking AlphaSeeking Alpha • Nov 12
Dropbox: This Situation Is A Falling Knife
Summary Dropbox's user growth has nearly halted, with revenue growth sliding to low single digits and customer acquisition faltering, signaling more downside ahead. Dropbox faces stiff competition from Box and Google Drive, leading to an existential crisis and a major slowdown in user acquisition. Despite large free cash flows, Dropbox maintains a net debt position and lowered its cash flow guidance, pushing it further from its $1 billion FCF goal. AI features haven't boosted Dropbox's top-line growth, and increased churn rates question the stickiness and value of its subscription revenue base. Read the full article on Seeking AlphaSeeking Alpha • Oct 03
Dropbox: Business Has A Poor Competitive Position
Summary My recommendation for Dropbox is a hold rating due to its structurally disadvantaged position against larger competitors like OneDrive and Google Drive. Despite its competitive challenges, DBX remains a cash-generative business, with management actively returning capital to shareholders through buybacks and exploring ways to improve its FCF profile. DBX is not able to compete effectively, especially in a challenging macro environment. Read the full article on Seeking AlphaSeeking Alpha • Sep 02
Dropbox: A Buyout Might Save This From The Stall Warning (Technical Analysis)
Summary Lyn Alden is neutral on Dropbox, citing stalled revenue growth but noting it's priced cheaply and could be an acquisition target. Our methodology focuses on human behavioral patterns in price structures, differing from traditional technical analysis. Current Dropbox chart analysis suggests a bearish scenario, with potential downside plays and risk defined by recent highs. Embrace our unique approach to market analysis for reliable guidance and risk management in trading and investing. Read the full article on Seeking Alpha
Nueva narrativa • Aug 27
Expanding Into AI With Dash Could Spur Growth Amidst Team Segment Struggles And Margin Pressures
Enhanced features like AI-enabled Dash and FSS encryption aim to boost revenue by attracting new users and retaining existing ones.Seeking Alpha • Aug 12
After Earnings Beat, Dropbox Growth Is Worth Keeping An Eye On
Summary Dropbox has seen slowing growth, but beat earnings estimates last week and reported 18.22 million paying users. The company offers various premium services related to data storage and sharing, investing in AI technology for a competitive advantage. Dropbox's balance sheet shows negative shareholder equity, but manageable debt with potential for growth if user conversion to paid services continues. Read the full article on Seeking AlphaSeeking Alpha • Jun 06
Dropbox: The Growth Engine Has Sputtered (Rating Downgrade)
Summary Dropbox's stock has dropped over 20% this year, with slowing growth and disappointing Q1 results. The company cited conversion issues at the top of its funnel, stemming from its decision to focus on middle-priced SKU tiers. Q1 revenue growth not only decelerated sharply and declined sequentially from Q4, but also lagged several points behind rival Box's growth rate. The only positive offsets for Dropbox are a rich operating margin (~37%) and a cheap FCF multiple, but growth issues will likely keep the stock from re-rating to a normalized multiple. Read the full article on Seeking AlphaSeeking Alpha • May 07
Dropbox: Attractive Forward Returns With Upside
Summary Dropbox has nearly reached its $1 billion free cash flow target for 2024, demonstrating its resilience and future prospects. The company's consistent recurring revenue and robust cash flow generation make it a great candidate for a private equity style take-out. Dropbox's strength lies in its impressive user retention and "stickiness" factor, giving it an edge over competitors. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$473m |
| Dec 31 2025 | US$2m | US$800k | US$508m |
| Sep 30 2025 | n/a | n/a | US$503m |
| Jun 30 2025 | n/a | n/a | US$485m |
| Mar 31 2025 | n/a | n/a | US$470m |
| Dec 31 2024 | US$2m | US$756k | US$452m |
| Sep 30 2024 | n/a | n/a | US$577m |
| Jun 30 2024 | n/a | n/a | US$584m |
| Mar 31 2024 | n/a | n/a | US$517m |
| Dec 31 2023 | US$2m | US$625k | US$454m |
| Sep 30 2023 | n/a | n/a | US$555m |
| Jun 30 2023 | n/a | n/a | US$524m |
| Mar 31 2023 | n/a | n/a | US$543m |
| Dec 31 2022 | US$1m | US$625k | US$553m |
| Sep 30 2022 | n/a | n/a | US$350m |
| Jun 30 2022 | n/a | n/a | US$342m |
| Mar 31 2022 | n/a | n/a | US$368m |
| Dec 31 2021 | US$2m | US$606k | US$336m |
| Sep 30 2021 | n/a | n/a | -US$135m |
| Jun 30 2021 | n/a | n/a | -US$177m |
| Mar 31 2021 | n/a | n/a | -US$248m |
| Dec 31 2020 | US$1m | US$588k | -US$256m |
| Sep 30 2020 | n/a | n/a | US$83m |
| Jun 30 2020 | n/a | n/a | US$33m |
| Mar 31 2020 | n/a | n/a | -US$6m |
| Dec 31 2019 | US$1m | US$700k | -US$53m |
Compensación vs. Mercado: La compensación total de Drew($USD2.17M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD8.35M).
Compensación vs. Ingresos: La compensación de Drew ha aumentado más de un 20% en el último año.
CEO
Drew Houston (42 yo)
19.3yrs
Permanencia
US$2,166,622
Compensación
Mr. Andrew W. Houston, also known as Drew, co-founded Dropbox Inc. and had been its Chief Executive Officer since June 2007 until May 26, 2026, serves as Co-Chief Executive Officer since May 26, 2026 and i...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Co-Founder | 19.3yrs | US$2.17m | 35.95% $ 2.2b | |
| Co-CEO & Director | no data | US$17.26m | 0.27% $ 16.4m | |
| Chief Financial Officer | less than a year | US$372.92k | 0.33% $ 20.4m | |
| Chief Technology Officer | 1.2yrs | US$17.20m | 0.024% $ 1.4m | |
| Chief Legal Officer | 1.2yrs | US$5.94m | 0.16% $ 9.6m | |
| Chief Accounting Officer | less than a year | sin datos | 0.056% $ 3.4m | |
| Chief Communications Officer | no data | sin datos | sin datos | |
| Chief People Officer | 6.8yrs | sin datos | sin datos | |
| Chief Business Officer | less than a year | sin datos | 0.19% $ 11.7m |
1.0yrs
Permanencia media
46yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de DBX no se considera experimentado ( 1 años antigüedad media), lo que sugiere un nuevo equipo.
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Co-Founder | 18.9yrs | US$2.17m | 35.95% $ 2.2b | |
| Co-CEO & Director | no data | US$17.26m | 0.27% $ 16.4m | |
| Independent Director | 1.3yrs | US$386.29k | 0.0012% $ 71.5k | |
| Independent Director | 6.8yrs | US$334.39k | 0.0064% $ 392.9k | |
| Independent Director | 5.4yrs | US$310.00k | 0.021% $ 1.3m | |
| Independent Director | 4.2yrs | US$310.00k | 0.013% $ 793.7k | |
| Independent Director | 2.4yrs | US$312.50k | sin datos | |
| Lead Independent Director | 6.8yrs | US$323.30k | 0.0074% $ 452.8k |
4.8yrs
Permanencia media
51yo
Promedio de edad
Junta con experiencia: La junta directiva de DBX se considera experimentada (4.8 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/29 23:49 |
| Precio de las acciones al final del día | 2026/05/29 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Dropbox, Inc. está cubierta por 21 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Edward Magi | Berenberg |
| Zane Chrane | Bernstein |
| Matthew Bullock | BofA Global Research |