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VeriSign Inc VRSN

VeriSign Inc scores excellent on business quality (7.6 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$303.74Oct 10, 2026
Business qualityExcellent
Next earningsOct 22, 2026
Insiders, 90 daysBuying

Why it matters

  1. What VeriSign Inc does

    VeriSign operates the authoritative registry for .com and .net domain names, collecting registry fees from registrars whenever businesses or individuals establish web addresses. VeriSign is preparing to report its third quarter 2026 financial results while continuing its long-term domain stewardship.

  2. What it does best

    VeriSign dominates domain name registries with a gross margin of 88.5%, outperforming peers like Snowflake's 67.0%. This absolute pricing power stems from exclusive registry contracts and entrenched global dependence on .com infrastructure.

  3. The main risk

    Regulatory price caps or government interference on domain renewal fees represent the primary threat, as VeriSign relies entirely on permitted price increases to drive its top line without meaningful volume expansion.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityStrong

Operating margins hit an elite 67.9% alongside a 100th percentile FCF margin rank, expanding as revenue scales due to near-zero marginal costs required to process additional domain renewals.

MoatStrong

VeriSign holds a virtual monopoly moat protecting its enterprise and consumer domain base, backed by a gross margin in the top decile of its sector at 98th percentile rank. Rivals cannot replicate this without decades of foundational infrastructure.

GrowthSlow

Revenue grows at a modest 6.4% rate, rising from $1.6B in the previous period to $1.7B, showing a slow and steady expansion constrained by mature domain registration volumes.

Financial healthStrong

Total debt sits at $1.8B with an interest coverage ratio of 15.3x, while free cash flow reaches $1.06B, demonstrating reliable debt servicing and massive cash generation getting steadily 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 insider bought $6K on the open market. 1 sold $141K outside pre-planned sales.

Our sealed record on VRSN

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 VRSN a good business?

VeriSign Inc scores excellent on the Cluenex quality check (7.6 of 10), measured against its own industry. Profitability is strong, moat strong, growth slow and financial health strong.

Are insiders buying VRSN?

In the last 90 days of SEC Form 4 filings: 1 insider bought $6K on the open market. 1 sold $141K outside pre-planned sales.

When does VRSN report earnings?

Oct 22, 2026.

For members

See VRSN today

  • Today's verdict on VRSN, 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, “VeriSign Inc (VRSN)”, https://cluenex.com/stocks/vrsn/, data as of Oct 10, 2026.