DocuSign, Inc.

NasdaqGS:DOCU Rapport sur les actions

Capitalisation boursière : US$8.7b

DocuSign Résultats passés

Passé contrôle des critères 2/6

DocuSign a connu une croissance annuelle moyenne de ses bénéfices de 59.7%, tandis que le secteur Software a vu ses bénéfices augmenter de en hausse à 24.9% par an. Les revenus ont augmenté de en hausse à un taux moyen de 11.4% par an. Le rendement des capitaux propres de DocuSign est 17.3% et ses marges nettes sont de 9.6%.

Informations clés

59.72%

Taux de croissance des bénéfices

60.02%

Taux de croissance du BPA

Software Croissance de l'industrie17.33%
Taux de croissance des recettes11.38%
Rendement des fonds propres17.32%
Marge nette9.59%
Dernière mise à jour des bénéfices30 Apr 2026

Mises à jour récentes des performances passées

Article d’analyse 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...

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
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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).
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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 Alpha
Seeking 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 Alpha

Ventilation des recettes et des dépenses

Comment DocuSign gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

NasdaqGS:DOCU Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
30 Apr 263,2863151,594665
31 Jan 263,2203091,593665
31 Oct 253,1593021,582652
31 Jul 253,0952811,571636
30 Apr 253,0311,1061,545614
31 Jan 252,9771,0681,533588
31 Oct 242,9131,0121,539585
31 Jul 242,8589881,556570
30 Apr 242,8101071,576558
31 Jan 242,762741,588539
31 Oct 232,709521,607514
31 Jul 232,654-171,603493
30 Apr 232,589-701,607484
31 Jan 232,516-971,559481
31 Oct 222,437-1331,521465
31 Jul 222,337-1091,455452
30 Apr 222,227-891,378420
31 Jan 222,107-701,332393
31 Oct 211,957-1121,216363
31 Jul 211,795-1651,146334
30 Apr 211,625-2041,070303
31 Jan 211,453-243991272
31 Oct 201,297-218914243
31 Jul 201,164-206837219
30 Apr 201,057-210782203
31 Jan 20974-208739186
31 Oct 19899-227708176
31 Jul 19828-233679166
30 Apr 19759-201622152
31 Jan 19701-427749186
31 Oct 18650-367682166
31 Jul 18602-329618151
30 Apr 18561-305571141
31 Jan 18519-5435992
31 Jan 17381-11730590
31 Jan 16250-12423462

Des revenus de qualité: DOCU a des bénéfices de haute qualité.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de DOCU sont inférieures à celles de l'année dernière DOCU. (9.6%) sont inférieures à celles de l'année dernière (36.5%).


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: DOCU est devenue rentable au cours des 5 dernières années, augmentant ses bénéfices de 59.7% par an.

Accélération de la croissance: DOCU a connu une croissance négative de ses bénéfices au cours de l'année écoulée, elle ne peut donc pas être comparée à sa moyenne sur 5 ans.

Bénéfices par rapport au secteur d'activité: DOCU a enregistré une croissance négative de ses bénéfices ( -71.5% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Software ( 14.3% ).


Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de DOCU ( 17.3% ) est considéré comme faible.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/05 00:02
Cours de l'action en fin de journée2026/07/02 00:00
Les revenus2026/04/30
Revenus annuels2026/01/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

DocuSign, Inc. est couverte par 35 analystes. 21 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
William PowerBaird
Matthew BullockBofA Global Research
Bradley SillsBofA Global Research