Docusign

DocuSign provides e-signature solution as the main part of its cloud software suite for automating the agreement process. The company calls its suite the DocuSign Agreement Cloud. The DocuSign Agreement Cloud is designed to allow companies of various sizes and across various industries to make agreement, approval process, or transaction digital, from practically any device, from almost anywhere in the world.
  • TickerDOCU
  • ISINUS2561631068
  • ExchangeNASDAQ Stock Market
  • SectorSoftware & Computer Services
  • CountryUnited States
Valens Research
  • Valens Research
DOCU DOCUSIGN (Technology)

DOCU - Embedded Expectations Analysis - 2021 07 23

DocuSign, Inc. (DOCU:USA) currently trades at a significant premium to UAFRS-based (Uniform) assets, with a 47.8x Uniform P/B. At these levels, the market is pricing in expectations for profitability to inflect positively, but management may have concerns about customer additions growth, Agreement Cloud opportunities, and digital client transformation. Specifically, management may lack confidence in their ability to capitalize on Agreement Cloud opportunities, preserve customer additions growth, and digitally transform clients' internal and external contracting processes. In addition, they ma...

Valens Research
  • Valens Research
DOCU DOCUSIGN (Technology)

DOCU - Embedded Expectations Analysis - 2021 05 17

DocuSign, Inc. (DOCU:USA) currently trades at a significant premium to UAFRS-based (Uniform) assets, with a 32.9x Uniform P/B. At these levels, the market is pricing in expectations for profitability to inflect positively, but management may have concerns about customer base growth, dollar net retention rates, and international market opportunities Specifically, management may lack confidence in their ability to sustain customer base growth, maintain their dollar net retention rate, and capture market share in international markets. In addition, they may have concerns about disruptions to the...

Daniel Ives ... (+2)
  • Daniel Ives
  • Strecker Backe
Valens Research
  • Valens Research
DOCU DOCUSIGN (Technology)

DOCU - Embedded Expectations Analysis - 2021 07 23

DocuSign, Inc. (DOCU:USA) currently trades at a significant premium to UAFRS-based (Uniform) assets, with a 47.8x Uniform P/B. At these levels, the market is pricing in expectations for profitability to inflect positively, but management may have concerns about customer additions growth, Agreement Cloud opportunities, and digital client transformation. Specifically, management may lack confidence in their ability to capitalize on Agreement Cloud opportunities, preserve customer additions growth, and digitally transform clients' internal and external contracting processes. In addition, they ma...

Valens Research
  • Valens Research
DOCU DOCUSIGN (Technology)

DOCU - Embedded Expectations Analysis - 2021 05 17

DocuSign, Inc. (DOCU:USA) currently trades at a significant premium to UAFRS-based (Uniform) assets, with a 32.9x Uniform P/B. At these levels, the market is pricing in expectations for profitability to inflect positively, but management may have concerns about customer base growth, dollar net retention rates, and international market opportunities Specifically, management may lack confidence in their ability to sustain customer base growth, maintain their dollar net retention rate, and capture market share in international markets. In addition, they may have concerns about disruptions to the...

Daniel Ives ... (+2)
  • Daniel Ives
  • Strecker Backe
Valens Research
  • Valens Research
DOCU DOCUSIGN (Technology)

DOCU - Embedded Expectations Analysis - 2021 07 23

DocuSign, Inc. (DOCU:USA) currently trades at a significant premium to UAFRS-based (Uniform) assets, with a 47.8x Uniform P/B. At these levels, the market is pricing in expectations for profitability to inflect positively, but management may have concerns about customer additions growth, Agreement Cloud opportunities, and digital client transformation. Specifically, management may lack confidence in their ability to capitalize on Agreement Cloud opportunities, preserve customer additions growth, and digitally transform clients' internal and external contracting processes. In addition, they ma...

Valens Research
  • Valens Research
DOCU DOCUSIGN (Technology)

DOCU - Embedded Expectations Analysis - 2021 05 17

DocuSign, Inc. (DOCU:USA) currently trades at a significant premium to UAFRS-based (Uniform) assets, with a 32.9x Uniform P/B. At these levels, the market is pricing in expectations for profitability to inflect positively, but management may have concerns about customer base growth, dollar net retention rates, and international market opportunities Specifically, management may lack confidence in their ability to sustain customer base growth, maintain their dollar net retention rate, and capture market share in international markets. In addition, they may have concerns about disruptions to the...

Daniel Ives ... (+2)
  • Daniel Ives
  • Strecker Backe
Valens Research
  • Valens Research
DOCU DOCUSIGN (Technology)

DOCU - Embedded Expectations Analysis - 2021 07 23

DocuSign, Inc. (DOCU:USA) currently trades at a significant premium to UAFRS-based (Uniform) assets, with a 47.8x Uniform P/B. At these levels, the market is pricing in expectations for profitability to inflect positively, but management may have concerns about customer additions growth, Agreement Cloud opportunities, and digital client transformation. Specifically, management may lack confidence in their ability to capitalize on Agreement Cloud opportunities, preserve customer additions growth, and digitally transform clients' internal and external contracting processes. In addition, they ma...

Valens Research
  • Valens Research
DOCU DOCUSIGN (Technology)

DOCU - Embedded Expectations Analysis - 2021 05 17

DocuSign, Inc. (DOCU:USA) currently trades at a significant premium to UAFRS-based (Uniform) assets, with a 32.9x Uniform P/B. At these levels, the market is pricing in expectations for profitability to inflect positively, but management may have concerns about customer base growth, dollar net retention rates, and international market opportunities Specifically, management may lack confidence in their ability to sustain customer base growth, maintain their dollar net retention rate, and capture market share in international markets. In addition, they may have concerns about disruptions to the...

Daniel Ives ... (+2)
  • Daniel Ives
  • Strecker Backe

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