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.
Dropbox has the potential to materially grow its top line via its acquisitions in high-growth spaces of document sharing and e-signatures.
Dropbox faces formidable well-capitalized competition that includes the likes of Google and Microsoft.
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Metric
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DBX
|
GOOGL
|
MSFT
|
|---|---|---|---|
Price/Earnings (Normalized) | 11.40 | 23.62 | 35.27 |
Price/Book Value | — | 6.80 | 11.53 |
Price/Sales | 3.41 | 6.36 | 12.69 |
Price/Cash Flow | 8.88 | 17.25 | 26.65 |
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Metric
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DBX
|
GOOGL
|
MSFT
|
|---|---|---|---|
Quick Ratio | 0.95 | 1.90 | 1.06 |
Current Ratio | 1.04 | 2.08 | 1.27 |
Interest Coverage | — | 281.77 | 36.65 |
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Metric
|
DBX
|
GOOGL
|
MSFT
|
|---|---|---|---|
Return on Assets (Normalized) | 26.15% | 26.65% | 18.96% |
Return on Equity (Normalized) | — | 37.68% | 37.13% |
Return on Invested Capital (Normalized) | 40.85% | 33.14% | 28.06% |
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1-Day Chart
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Name
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Price
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Morningstar Rating for Stocks
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Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Microsoft Corp
MSFT
| Pnqfhgnr | Bbdg | $3.1 Tril | |||
| Oracle Corp
ORCL
| Wlv | Hqpnmn | $462.4 Bil | |||
| Adobe Inc
ADBE
| Fcyxybhm | Xhh | $221.8 Bil | |||
| Palo Alto Networks Inc
PANW
| Szxlpzhktm | Jknnq | $109.4 Bil | |||
| Palantir Technologies Inc Ordinary Shares - Class A
PLTR
| Jsnjjqzq | Lbvdzb | $87.9 Bil | |||
| Synopsys Inc
SNPS
| Fffhscpdr | Yjxrtn | $76.1 Bil | |||
| CrowdStrike Holdings Inc Class A
CRWD
| Sscsyhbm | Fkrrhw | $69.6 Bil | |||
| Fortinet Inc
FTNT
| Rpzqjvm | Gydz | $58.9 Bil | |||
| Block Inc Class A
SQ
| Fmppzqbp | Lqxbs | $40.4 Bil | |||
| Cloudflare Inc
NET
| Thfrzlhlxs | Ftfskp | $27.1 Bil |
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United States