Dropbox, Inc.

NasdaqGS:DBX Stock Report

Market Cap: US$9.4b

Dropbox Management

Management criteria checks 3/4

Dropbox's CEO is Drew Houston, appointed in Jun 2007, has a tenure of 17.5 years. total yearly compensation is $1.54M, comprised of 40.6% salary and 59.4% bonuses, including company stock and options. directly owns 27.78% of the company’s shares, worth $2.62B. The average tenure of the management team and the board of directors is 5.4 years and 5.3 years respectively.

Key information

Drew Houston

Chief executive officer

US$1.5m

Total compensation

CEO salary percentage40.6%
CEO tenure17.5yrs
CEO ownership27.8%
Management average tenure5.4yrs
Board average tenure5.3yrs

Recent management updates

Recent updates

Dropbox (NASDAQ:DBX) Ticks All The Boxes When It Comes To Earnings Growth

Dec 06
Dropbox (NASDAQ:DBX) Ticks All The Boxes When It Comes To Earnings Growth

Dropbox: This Situation Is A Falling Knife

Nov 12

Dropbox: Business Has A Poor Competitive Position

Oct 03

Why The 31% Return On Capital At Dropbox (NASDAQ:DBX) Should Have Your Attention

Sep 30
Why The 31% Return On Capital At Dropbox (NASDAQ:DBX) Should Have Your Attention

Dropbox: A Buyout Might Save This From The Stall Warning (Technical Analysis)

Sep 02

Insufficient Growth At Dropbox, Inc. (NASDAQ:DBX) Hampers Share Price

Aug 26
Insufficient Growth At Dropbox, Inc. (NASDAQ:DBX) Hampers Share Price

After Earnings Beat, Dropbox Growth Is Worth Keeping An Eye On

Aug 12

Investors Shouldn't Overlook Dropbox's (NASDAQ:DBX) Impressive Returns On Capital

Jun 16
Investors Shouldn't Overlook Dropbox's (NASDAQ:DBX) Impressive Returns On Capital

Dropbox: The Growth Engine Has Sputtered (Rating Downgrade)

Jun 06

Dropbox, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

May 11
Dropbox, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Most Shareholders Will Probably Agree With Dropbox, Inc.'s (NASDAQ:DBX) CEO Compensation

May 10
Most Shareholders Will Probably Agree With Dropbox, Inc.'s (NASDAQ:DBX) CEO Compensation

Dropbox: Attractive Forward Returns With Upside

May 07

Dropbox: Revenue Growth May Come Under Pressure (Rating Downgrade)

Apr 02

Dropbox, Inc. (NASDAQ:DBX) Shares May Have Slumped 25% But Getting In Cheap Is Still Unlikely

Feb 26
Dropbox, Inc. (NASDAQ:DBX) Shares May Have Slumped 25% But Getting In Cheap Is Still Unlikely

Dropbox, Inc. Just Beat EPS By 40%: Here's What Analysts Think Will Happen Next

Feb 20
Dropbox, Inc. Just Beat EPS By 40%: Here's What Analysts Think Will Happen Next

Dropbox: Time To Take Caution (Rating Downgrade)

Feb 19

Dropbox (NASDAQ:DBX) Could Become A Multi-Bagger

Feb 04
Dropbox (NASDAQ:DBX) Could Become A Multi-Bagger

Dropbox Is Cheap Given Its $1 Billion In FCF, Growing Margins And New Products On The Horizon

Jan 24

There's Reason For Concern Over Dropbox, Inc.'s (NASDAQ:DBX) Price

Dec 30
There's Reason For Concern Over Dropbox, Inc.'s (NASDAQ:DBX) Price

CEO Compensation Analysis

How has Drew Houston's remuneration changed compared to Dropbox's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2024n/an/a

US$577m

Jun 30 2024n/an/a

US$584m

Mar 31 2024n/an/a

US$517m

Dec 31 2023US$2mUS$625k

US$454m

Sep 30 2023n/an/a

US$555m

Jun 30 2023n/an/a

US$524m

Mar 31 2023n/an/a

US$543m

Dec 31 2022US$1mUS$625k

US$553m

Sep 30 2022n/an/a

US$350m

Jun 30 2022n/an/a

US$342m

Mar 31 2022n/an/a

US$368m

Dec 31 2021US$2mUS$606k

US$336m

Sep 30 2021n/an/a

-US$135m

Jun 30 2021n/an/a

-US$177m

Mar 31 2021n/an/a

-US$248m

Dec 31 2020US$1mUS$588k

-US$256m

Sep 30 2020n/an/a

US$83m

Jun 30 2020n/an/a

US$33m

Mar 31 2020n/an/a

-US$6m

Dec 31 2019US$1mUS$700k

-US$53m

Sep 30 2019n/an/a

-US$56m

Jun 30 2019n/an/a

-US$44m

Mar 31 2019n/an/a

-US$27m

Dec 31 2018US$1mUS$675k

-US$485m

Compensation vs Market: Drew's total compensation ($USD1.54M) is below average for companies of similar size in the US market ($USD7.83M).

Compensation vs Earnings: Drew's compensation has increased by more than 20% in the past year.

CEO

Drew Houston (41 yo)

17.5yrs

Tenure

US$1,539,577

Compensation

Mr. Andrew W. Houston, also known as Drew, co-founded Dropbox Inc. and has been its Chief Executive Officer and Director since June 2007 and also serves as its Chairman. He served as President of Dropbox I...

Leadership Team

NamePositionTenureCompensationOwnership
Andrew Houston
Co-Founder17.5yrsUS$1.54m27.78%
$ 2.6b
Timothy Regan
Chief Financial Officer4.3yrsUS$5.68m0.14%
$ 12.8m
Bart Volkmer
Chief Legal Officer8.5yrsUS$4.24m0.12%
$ 11.0m
Eric Cox
Chief Customer Officerless than a yearUS$250.00k0.012%
$ 1.2m
Saman Asheer
Chief Communications Officerno datano datano data
Melanie Collins
Chief People Officer5.4yrsno datano data

5.4yrs

Average Tenure

47.5yo

Average Age

Experienced Management: DBX's management team is seasoned and experienced (5.4 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Andrew Houston
Co-Founder17.5yrsUS$1.54m27.78%
$ 2.6b
Paul Jacobs
Independent Director8.7yrsUS$312.35k0.098%
$ 9.2m
Donald Blair
Lead Independent Director7yrsUS$362.35k0.032%
$ 3.1m
Siloo Mathew
Independent Director3.4yrsUS$333.54k0.0097%
$ 912.0k
Lisa Campbell
Independent Director5.3yrsUS$314.85k0.0018%
$ 168.8k
Michael Seibel
Independent Director4yrsUS$307.35k0.012%
$ 1.1m
Abhay Parasnis
Independent Director2.8yrsUS$307.35k0.0081%
$ 765.8k
Andrew Moore
Independent Directorless than a yearUS$104.17k0.0012%
$ 110.3k
Karen Peacock
Independent Director5.3yrsUS$309.85k0.0043%
$ 407.4k

5.3yrs

Average Tenure

59yo

Average Age

Experienced Board: DBX's board of directors are considered experienced (5.3 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/17 23:30
End of Day Share Price 2024/12/17 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Dropbox, Inc. is covered by 23 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ishan MajumdarBaptista Research
Edward MagiBerenberg
Michael FunkBofA Global Research