Dropbox Inc Class A
DBX: XNAS (USA)
Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
---|---|---|---|
$39.00 | Rsdnd | Nghckbzf |
We Commend Dropbox’s Pivot to Content Collaboration as Cloud Storage Becomes More Commodified
Business Strategy and Outlook
In an increasingly digitized world, we believe that Dropbox is amid a transition from a cloud-storage pure play to a more holistic content collaboration platform. With acquisitions in the e-signature and document-sharing spaces, we believe no-moat Dropbox’s pivot away from cloud storage could provide the firm with economic tailwinds.