DocuSign Dirección
Dirección controles de criterios 3/4
El CEO de DocuSign es Allan Thygesen , nombrado en Oct 2022, tiene una permanencia de 3.75 años. compensación anual total es $25.65M, compuesta por 3.9% salario y 96.1% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.083% de las acciones de la empresa, por valor de $7.28M. La antigüedad media del equipo directivo y de la junta directiva es de 3.5 años y 10.4 años, respectivamente.
Información clave
Allan Thygesen
Chief Executive Officer (CEO)
US$25.7m
Compensación total
| Porcentaje del salario del CEO | 3.90% |
| Permanencia del CEO | 3.8yrs |
| Participación del CEO | 0.08% |
| Permanencia media de la dirección | 3.5yrs |
| Promedio de permanencia en la Junta Directiva | 10.4yrs |
Actualizaciones recientes de la dirección
Recent updates
Seeking Alpha • Jun 29
Docusign: Efficiency Moves Are Bolstering Profitability
Summary Docusign has suffered an 85% decline from COVID-era highs, with further 2026 losses amid SaaS sector weakness. I see DOCU as an undervalued utility-like enterprise provider, trading at bargain-basement multiples despite stable, if unexciting, growth. Recent Q1 results showed slight revenue growth improvement and a raised full-year outlook, yet DOCU missed the broader market rally. I reiterate my buy rating, emphasizing value and expanding bottom line over the lack of AI tailwinds or hypergrowth prospects. Read the full article on Seeking Alpha
Actualización de narrativa • Jun 28
DOCU: AI Agreement Platform Momentum And Mixed Billing Trends Will Shape Future Returns
DocuSign's analyst-derived fair value estimate has been adjusted modestly higher to $46.89 from $45.00, reflecting updated assumptions that balance slightly softer revenue growth expectations with improved profit margin outlook and a lower projected future P/E multiple cited by analysts following recent price target revisions. Analyst Commentary Recent Street research on DocuSign shows a mixed backdrop, with several firms revisiting their price targets and ratings after the latest quarterly results.Artículo de análisis • Jun 19
DocuSign (DOCU) Stock Could Be 27.7% Undervalued After Its Slackbot Launch
DocuSign’s Slackbot launch and why it matters for DOCU stock DocuSign (DOCU) has launched a new Slackbot app that brings its Intelligent Agreement Management platform and Iris AI engine directly into Slack, letting teams manage contracts and workflows through natural language inside workplace chats. See our latest analysis for DocuSign. Despite the Slackbot launch and other product updates around its Iris AI engine, DocuSign’s recent momentum has been weak, with the share price at $43.47 and...
Actualización de narrativa • Jun 14
DOCU: AI Agreement Platform And Margin Discipline Will Support Future Upside
DocuSign's analyst price target has been revised lower to reflect a reduced fair value estimate of $82.09. Analysts attribute this to slower expected revenue growth, a lower assumed future P/E multiple, and the view that it may take time for the IAM strategy to translate recent Q1 demand and ARR guidance into faster top line momentum.Actualización de narrativa • May 31
DOCU: AI Rollout And Pricing Uncertainty Will Pressure Future Returns
DocuSign's updated analyst price target has shifted from $53.00 to $45.00 as analysts factor in adjusted assumptions for slightly lower revenue growth, a modestly higher discount rate, better profit margins, and a lower future P/E multiple following recent downgrades and target cuts across the Street. Analyst Commentary Recent Street research around DocuSign points to a more cautious tone as several firms reset expectations and valuation assumptions.
Actualización de narrativa • Apr 28
DOCU: AI Pricing Tests And New Workflows Will Drive Future Re Rating
Analysts have trimmed DocuSign's average price target by a wide margin, cutting it by more than $20 in several cases. They are reassessing the stock's risk profile and growth outlook in light of recent downgrades and cautious commentary on application software and AI related headwinds.Actualización de narrativa • Apr 14
DOCU: AI Pricing Experiments Will Support Future Bullish Re Rating
DocuSign's updated fair value estimate shifts from $78.28 to $60.16 as analysts trim assumed future P/E multiples, despite slightly more constructive views on revenue growth, profit margins, and pricing experiments highlighted in recent research. Analyst Commentary Recent Street research paints a mixed picture for DocuSign, with several firms cutting price targets and ratings while a few see room for upside tied to product and pricing initiatives.Actualización de narrativa • Mar 31
DOCU: AI Monetisation And Margin Discipline Will Drive Future Upside Potential
DocuSign's updated fair value estimate shifts to $94.10 from $117.02 as analysts cut price targets across the Street. This reflects adjusted assumptions for future P/E, discount rate, growth expectations and profitability in light of recent research commentary.Artículo de análisis • Mar 25
Some Investors May Be Willing To Look Past DocuSign's (NASDAQ:DOCU) Soft Earnings
Shareholders appeared unconcerned with DocuSign, Inc.'s ( NASDAQ:DOCU ) lackluster earnings report last week. We think...Actualización de narrativa • Mar 17
DOCU: AI Pricing Tests And Agreement Automation Will Support Future Bullish Re Rating
Analysts have trimmed DocuSign's fair value estimate from about $85.11 to $78.28 as they factor in lower assumed long term growth and margins, ongoing AI related competitive concerns, and uncertainty around the potential impact of recently uncovered A/B pricing tests on the Professional tier. Analyst Commentary Recent research on DocuSign highlights a split view, with some analysts focusing on potential upside from product and pricing changes, while others emphasize competitive and growth risks tied to AI and the broader applications software group.Actualización de narrativa • Mar 02
DOCU: AI Execution And Margin Strength Will Drive Future Upside Potential
Narrative Update on DocuSign We are trimming our DocuSign fair value estimate slightly from $118.15 to $117.02 as analysts factor in softer revenue growth expectations, higher perceived risk from AI related competition, and lower future P/E multiples, partly offset by higher assumed profit margins. Analyst Commentary Recent Street research on DocuSign reflects a more cautious stance, with several firms reassessing revenue growth expectations, competitive pressure from AI enabled alternatives, and the multiples they are willing to apply to the stock.Actualización de narrativa • Feb 16
DOCU: AI Agreement Platform And Reset Expectations Will Support Future Upside
Analysts have reset their price target on DocuSign from $70 to $53, citing updated expectations for revenue growth, profit margins, and a lower future P/E multiple that together point to a more conservative valuation framework. Analyst Commentary Bearish analysts are signaling a more cautious stance on DocuSign, with the latest reset in price targets reflecting concerns around how the business might balance growth ambitions with profitability and valuation discipline.Actualización de narrativa • Feb 02
DOCU: AI Expansion And Buybacks Will Support Future Bullish Re Rating
Analysts have trimmed their DocuSign fair value estimate by about $1 to roughly $85, reflecting slightly lower assumed future P/E while keeping revenue growth and profit margin expectations largely unchanged. Analyst Commentary Analysts see the modest trim to DocuSign’s fair value estimate as more about a reset in assumed P/E than a shift in the fundamental outlook for growth or margins.Actualización de narrativa • Jan 19
DOCU: AI Agreement Tools And Buyback Program Will Support Future Upside
Analysts have trimmed their DocuSign fair value estimate from US$72.97 to US$70.00, reflecting slightly higher discount rate assumptions and a lower future P/E multiple, even as they model modest improvements in revenue growth and profit margins. Analyst Commentary With the fair value estimate now at US$70.00, bearish analysts are signaling that the risk and return trade off for DocuSign looks less compelling than before, even as they factor in modest improvements in growth and profitability.Actualización de narrativa • Jan 05
DOCU: Buyback Completion And AI Expansion Will Support Future Upside
Analysts now place DocuSign's price target at about $73, down from roughly $77, citing updated assumptions that combine slightly higher projected revenue growth and profit margins with a lower future P/E multiple and a modestly higher discount rate. What's in the News Buyout rumor flagged in a Betaville blog alert focused on takeover situations, with contacts citing an alert to subscribers about DocuSign (The Fly / Betaville rumor).Artículo de análisis • Jan 03
DocuSign (NASDAQ:DOCU) Is Looking To Continue Growing Its Returns On Capital
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Actualización de narrativa • Dec 20
DOCU: Potential Buyout Rumor Will Support Future Bullish Re-Rating
Analysts have lowered their price target on DocuSign to approximately 86.50 dollars from about 87.88 dollars. This change reflects slightly softer long term revenue growth assumptions, partially offset by improved margin expectations and a lower projected valuation multiple.Actualización de narrativa • Dec 06
DOCU: Margin Expansion And Buyback Activity Will Support Bullish Re-Rating Outlook
Analysts have modestly reduced their price target on DocuSign, trimming fair value estimates by about $5 to reflect slightly softer revenue growth assumptions and a higher discount rate, which are partially offset by improved long term profitability expectations and a lower projected earnings multiple. Analyst Commentary Analysts describe the latest price target adjustment for DocuSign as more of a recalibration than a fundamental shift in thesis, with the stock still viewed as a solid, albeit more mature, growth story.Actualización de narrativa • Sep 06
International IAM Launch Will Open New Markets But Encounters AI And Economic Uncertainties
DocuSign's analyst price target has been revised upward to $92.87, reflecting stronger-than-expected Q2 results, improving net retention rates, successful platform innovations, and a recovery in renewal activity, with some caution persisting as analysts await further sustained execution. Analyst Commentary Bullish analysts cite stronger-than-expected Q2 results with beats on revenue, subscription revenue, billings, and non-GAAP operating margin, reflecting improved execution and outperformance of guidance.Artículo de análisis • Jul 31
Should You Be Adding DocuSign (NASDAQ:DOCU) To Your Watchlist Today?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Seeking Alpha • Mar 14
Docusign: Growth Is Too Low, Valuation Isn't Low Enough
Summary Docusign reported mixed Q4 and fiscal 2025 results, with slight EPS and revenue beats but lower-than-expected revenue estimates for Q1 and the full year. Despite high margins and improving free cash flow, Docusign's slowed revenue growth and Rule of 40 score of just under 40% leads me to rate it as a Hold. The company's IAM platform shows growth potential but remains a small part of the business. With a forward P/E ratio of ~22x and single-digit growth, the stock isn't attractive enough for value or growth investors, placing it in an awkward investment position. Read the full article on Seeking AlphaSeeking Alpha • Feb 11
DocuSign Stock: Don't Sign Me Up
Summary The technicals are mixed in their signalling and generally show indecisiveness and uncertainty in DocuSign stock. Most recent earnings show that the fundamentals are weak as revenue growth is at rock bottom levels while FCF growth has turned negative. The P/S and P/FCF ratios show that DOCU stock is currently overvalued, as there is a significant disconnect with their respective growth rates. DocuSign stock is a sell since the technicals are mixed and the fundamentals are unattractive. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Apr 30 2026 | n/a | n/a | US$315m |
| Jan 31 2026 | US$26m | US$1m | US$309m |
| Oct 31 2025 | n/a | n/a | US$302m |
| Jul 31 2025 | n/a | n/a | US$281m |
| Apr 30 2025 | n/a | n/a | US$1b |
| Jan 31 2025 | US$26m | US$1m | US$1b |
| Oct 31 2024 | n/a | n/a | US$1b |
| Jul 31 2024 | n/a | n/a | US$988m |
| Apr 30 2024 | n/a | n/a | US$107m |
| Jan 31 2024 | n/a | n/a | US$74m |
| Oct 31 2023 | n/a | n/a | US$52m |
| Jul 31 2023 | n/a | n/a | -US$17m |
| Apr 30 2023 | n/a | n/a | -US$70m |
| Jan 31 2023 | US$86m | US$269k | -US$97m |
Compensación vs. Mercado: La compensación total de Allan($USD25.65M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD8.35M).
Compensación vs. Ingresos: La compensación de Allan ha sido consistente con los resultados de la empresa en el último año.
CEO
Allan Thygesen (63 yo)
3.8yrs
Permanencia
US$25,650,100
Compensación
Mr. Allan C. Thygesen serves as Chief Executive Officer and Director at DocuSign, Inc. since October 09, 2022 and serves as its President. He serves as an Independent Director at A.P. Møller - Mærsk A/S si...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 3.8yrs | US$25.65m | 0.083% $ 7.3m | |
| President & GM of Growth | 3.4yrs | US$7.20m | 0.038% $ 3.3m | |
| President & Chief Revenue Officer | 1.9yrs | US$8.22m | 0.047% $ 4.1m | |
| Executive VP & CFO | 3.1yrs | US$10.17m | 0.074% $ 6.5m | |
| Chief Legal Officer | 4.2yrs | US$6.98m | 0.028% $ 2.4m | |
| Chief Operating Officer | 3.5yrs | sin datos | sin datos | |
| Chief Technology Officer & Executive VP of Engineering | 2.5yrs | sin datos | sin datos | |
| Chief Information Officer | no data | sin datos | sin datos | |
| Head of Investor Relations | no data | sin datos | sin datos | |
| Chief People Officer | 4.1yrs | sin datos | sin datos | |
| Group VP & Chief Information Security Officer | 1.3yrs | sin datos | sin datos | |
| Executive Director of DocuSign Impact | 11.2yrs | sin datos | sin datos |
3.5yrs
Permanencia media
55yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de DOCU se considera experimentado (3.5 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 3.8yrs | US$25.65m | 0.083% $ 7.3m | |
| Member of Advisory Board | 10.4yrs | sin datos | sin datos | |
| Member of Advisory Board | 10.4yrs | sin datos | sin datos | |
| Independent Director | 12.9yrs | US$311.43k | 0.088% $ 7.7m | |
| Member of Advisory Board | no data | sin datos | sin datos | |
| Independent Director | 20.3yrs | US$320.03k | 0.11% $ 9.2m | |
| Member of Advisory Board | no data | sin datos | sin datos | |
| Independent Chairman of the Board | 5.9yrs | US$311.43k | 0.011% $ 942.1k | |
| Independent Director | 7.9yrs | US$324.93k | 0.014% $ 1.2m | |
| Member of Advisory Board | 10.4yrs | sin datos | sin datos | |
| Independent Director | 6.2yrs | US$326.43k | 0.0054% $ 469.3k | |
| Member of Advisory Board | 10.4yrs | sin datos | sin datos |
10.4yrs
Permanencia media
66yo
Promedio de edad
Junta con experiencia: Los miembros de la junta directiva de DOCU son experimentados ( 10.4 años antigüedad media).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/05 00:02 |
| Precio de las acciones al final del día | 2026/07/02 00:00 |
| Beneficios | 2026/04/30 |
| Ingresos anuales | 2026/01/31 |
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 contamos con 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
DocuSign, Inc. está cubierta por 35 analistas. 21 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 |
|---|---|
| William Power | Baird |
| Matthew Bullock | BofA Global Research |
| Bradley Sills | BofA Global Research |