DocuSign Inc

DOCU: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$59.00	Bqsz	Pvspsnpq

DocuSign: Shares Running Over the Last Month Based on Continued Takeover Reports

Dan Romanoff

Jan 12, 2024

Today it was widely reported that Bain Capital and Hellman & Friedman are competing to acquire narrow-moat DocuSign in an auction process. A sale underscores our belief that e-signature is a feature best contained in a broader platform. DocuSign’s contract lifecycle management could be that platform but that solution remains a small part of the company’s revenue, and investors may not have the patience to wait for a broader platform to reinvigorate growth, so there is rationale for selling the company.

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