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DocuSign DOCU

DocuSign scores good on business quality (6.2 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$71.08Oct 9, 2026
Business qualityGood
Next earningsDec 2, 2026
Insiders, 90 daysSelling

Why it matters

  1. What DocuSign does

    DocuSign sells electronic signature and agreement management software, collecting subscription fees from enterprises and individuals globally. The company is leaning into expanding its Intelligent Agreement Management platform to drive future enterprise adoption.

  2. What it does best

    DocuSign dominates e-signatures with a gross margin of 79.5% anchored in deep workflow integrations that make switching costs painful for enterprise users.

  3. The main risk

    Fierce competition from bundled productivity suites threatens its standalone pricing power and long-term volume expansion in core markets.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityFair

Operating margin sits at 12.0% with an exceptional 87% free cash flow margin, showing the business converts revenue into cash efficiently as it scales.

MoatFair

Its moat relies on brand trust and sticky enterprise workflows, placing it in the top quartile of its sector with an 80% gross margin.

GrowthSteady

Revenue grows at 8.2% annually, moving at a slower pace compared to its historical trajectory as core e-signature adoption matures.

Financial healthStrong

Zero total debt and an interest coverage of 170x mean debt costs are a rounding error, while free cash flow reaches $1.2B and gets stronger.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

1 sold $3.0M outside pre-planned sales.

Our sealed record on DOCU

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is DOCU a good business?

DocuSign scores good on the Cluenex quality check (6.2 of 10), measured against its own industry. Profitability is fair, moat fair, growth steady and financial health strong.

Are insiders buying DOCU?

In the last 90 days of SEC Form 4 filings: 1 sold $3.0M outside pre-planned sales.

When does DOCU report earnings?

Dec 2, 2026.

For members

See DOCU today

  • Today's verdict on DOCU, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “DocuSign (DOCU)”, https://cluenex.com/stocks/docu/, data as of Oct 10, 2026.