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
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GOOGL
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MSFT
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|---|---|---|---|
Price/Earnings (Normalized) | 11.91 | 27.95 | 39.54 |
Price/Book Value | — | 7.74 | 13.41 |
Price/Sales | 3.07 | 7.27 | 14.41 |
Price/Cash Flow | 8.18 | 20.16 | 30.66 |
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Metric
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DBX
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GOOGL
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MSFT
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|---|---|---|---|
Quick Ratio | 1.06 | 1.98 | 1.05 |
Current Ratio | 1.15 | 2.15 | 1.24 |
Interest Coverage | — | 285.78 | 38.50 |
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Metric
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DBX
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GOOGL
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MSFT
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|---|---|---|---|
Return on Assets (Normalized) | 24.98% | 25.77% | 19.65% |
Return on Equity (Normalized) | — | 36.64% | 38.71% |
Return on Invested Capital (Normalized) | 38.60% | 32.10% | 28.79% |
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1-Day Chart
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Name
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Price
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Morningstar Rating for Stocks
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Capital Allocation
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Economic Moat
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Market Cap
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MSFT
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