DocuSign (DOCU)
Information Technology · Agreement management and contract lifecycle software
DocuSign is the world's leading AI-powered agreement management platform, enabling organizations to digitally sign, manage, and extract insights from contracts across all business functions.
What DocuSign does
DocuSign develops a cloud-based Intelligent Agreement Management (IAM) platform that enables organizations to manage agreements across their entire business, with core offerings including the world's leading e-signature solution and contract lifecycle management (CLM) capabilities. The company generates 98% of revenue from subscription-based access to these products, serving over 1.8 million customers across virtually all industries, ranging from small and medium-sized businesses to global enterprises with no significant customer concentration.
Themes: ["Agreement management / contract lifecycle","E-signature / digital signing","AI-powered business workflows","Enterprise automation","Document management and analytics"]
Fundamentals
- Price$48.76 as of 2026-07-09 close
- Market cap$9.3B as of 2026-07-10
- 1-year return-39.4% as of 2026-07-09 close
- P/E29.39 as of 2026-07-10
- Net margin+9.6% as of 2026-07-10
- Gross margin+79.4% as of 2026-07-10
- ROE+16.4% as of 2026-07-10
- Debt / equity0.00 as of 2026-07-10
- Revenue growth (YoY)+8.4% as of 2026-07-10
- Revenue CAGR (3y)+8.6% SEC XBRL
- Beta0.89 as of 2026-07-10
Key risks (from latest filing)
["Heavy reliance on subscription revenue model creates customer retention and renewal risks if adoption slows or value perception declines","IAM platform is early growth phase (10.8% of ARR) with uncertain path to scale and execution risk in becoming a full platform company","Transition to user-based pricing model from traditional envelope-based pricing carries risk of customer confusion or churn during changeover"]
Competitors & peers
- Adobe Sign (ADBE)
- Salesforce (CRM)
- ServiceNow (NOW)
- Workiva
- Ironclad
- Contract Logix
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.