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) | 13.38 | 23.35 | 36.24 |
Price/Book Value | — | 6.72 | 11.85 |
Price/Sales | 3.38 | 6.28 | 13.04 |
Price/Cash Flow | 8.80 | 17.05 | 27.39 |
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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
|
Price
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Morningstar Rating for Stocks
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Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Microsoft Corp
MSFT
| Kpqlsscrb | Gqfw | $3.2 Tril | |||
| Oracle Corp
ORCL
| Pktl | Pnpln | $467.6 Bil | |||
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ADBE
| Hqmbbkgm | Nfwn | $226.9 Bil | |||
| Palo Alto Networks Inc
PANW
| Lhcwccpm | Gbty | $109.3 Bil | |||
| Palantir Technologies Inc Ordinary Shares - Class A
PLTR
| Yqxzycmv | Kxlfkky | $82.5 Bil | |||
| Synopsys Inc
SNPS
| Lwzxmzdypk | Dhpqdbl | $78.9 Bil | |||
| CrowdStrike Holdings Inc Class A
CRWD
| Xjjzwtrl | Rgmmxtg | $70.1 Bil | |||
| Fortinet Inc
FTNT
| Kknjzdk | Sspm | $59.2 Bil | |||
| Block Inc Class A
SQ
| Dcmbcwh | Gctbtl | $41.2 Bil | |||
| Cloudflare Inc
NET
| Hqynrchqdl | Vnftmz | $27.9 Bil |
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United States