Summary
DS3 Chart
Docusign: A Cheap SaaS Growth Play
DocuSign delivered decent Q3'26 results on Thursday, beating top- and bottom-line expectations. The company has a strong subscription business, but is broadly seeing slowing top line growth. Gross margins remained stable, but the company needs a catalyst to accelerate its top line growth.
DocuSign stock drops on conservative guidance
DocuSign (NASDAQ:DOCU) shares fell nearly 7% as conservative guidance for the upcoming quarter weighed on better-than-expected earnings. For the October quarter, DocuSign reported revenue of $818.4 million, surpassing Wall Street estimates of roughly $807 million, marking an 8% year-over-year increase.
DocuSign: A Value Buy As Net Retention Improves
DocuSign (DOCU) is a contrarian rebound play, trading at value territory after a 25% YTD decline despite strong Q3 results. DOCU's platform strategy, IAM, is driving positive net retention, expanded deals, and multiple monetization streams, supporting renewed sales momentum. At 3.9x EV/FY27 revenue and 16.6x FY26 P/E, DOCU offers a de-risked entry point with recurring revenue and international growth potential.
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DocuSign Inc. Profile
| Software Industry | Information Technology Sector | Allan C. Thygesen CEO | XFRA Exchange | US2561631068 ISIN |
| US Country | 6,838 Employees | - Last Dividend | - Last Split | 27 Apr 2018 IPO Date |
Overview
DocuSign, Inc. is a pioneering company known for its electronic signature solution, operating both in the United States and internationally. Founded in 2003 and headquartered in San Francisco, California, DocuSign has effectively revolutionized the way agreements are sent and signed across the globe. By integrating its services across various devices, and catering to a broad spectrum of compliance needs, including those of U.S. federal government agencies and life sciences, the company has positioned itself as a key player in digital transaction management. DocuSign sells its innovative products through a combination of direct sales, partner-assisted sales, and digital self-service purchasing methods, showcasing its versatility and commitment to customer convenience and security.
Products and Services
- E-signature Solution - Enables the electronic sending and signing of agreements on various devices, making transactions more efficient and secure.
- Contract Lifecycle Management (CLM) - Automates workflows throughout the entire agreement process, enhancing operational efficiency and reducing manual work.
- Document Generation - Simplifies the creation of custom agreements, streamlining document preparation and saving time.
- Gen for Salesforce - Allows for the automatic generation of agreements within Salesforce with a few clicks, integrating sales and agreement processes seamlessly.
- Identify - A signer-identification option providing an extra layer of security by checking government-issued IDs.
- Standards-Based Signatures - Supports digital signatures that involve digital certificates, catering to specific legal and regulatory requirements.
- Monitor - Utilizes advanced analytics to track the usage of DocuSign eSignature web, mobile, and API account, enhancing oversight and management.
- Notary - Enables notaries public to conduct remote online notarization transactions, broadening the scope of digital agreements.
- Web Forms - Creates web forms to quickly draft agreements using data from completed forms or external systems via APIs, increasing efficiency.
- Rooms for Real Estate - Offers a digital platform for brokers and agents to manage the entire real estate transaction process, from start to finish.
- FedRAMP Authorized eSignature - An authorized version of DocuSign eSignature for U.S. federal government agencies, ensuring compliance with strict security standards.
- Life Sciences Modules - Supports compliance with the electronic signature practices in the life sciences industry, addressing sector-specific regulatory requirements.
Contact Information
