DOCUSIGN, INC.(DOCU)— Stock Profile, AI Score & Financials
Technology · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
DOCUSIGN, INC. (DOCU) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores DOCU at 65.7/100 on a 32-signal composite quality model, placing it at rank #467 of 2,960 stocks — the top 25% of the AI-ranked universe. DOCU scores in the top quartile across free cash flow (88.5), earnings quality (86.3), balance sheet strength (81.7). Shareholder dilution risk is elevated at 9.2/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), DOCUSIGN, INC. reports quarterly revenue of $875.7M, net income of $77.7M, an operating margin of 13.4%. Top institutional holders of DOCU by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, AQR CAPITAL MANAGEMENT, based on the most recent SEC filings. DOCU trades on the Nasdaq exchange and files with the SEC under CIK 1261333. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DOCU daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for DOCUSIGN, INC. directly from SEC EDGAR.
AI Quality Score
65.7/100
AI Rank
#467
Revenue
$875.7M
Net Income
$77.7M
Free Cash Flow
$295.8M
Operating Margin
13.4%
DOCU key financials by period
DOCUSIGN, INC. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2026
10-K
$3.2B
$309.1M
9.3%
FY 2025
10-K
$3.0B
$1.1B
6.7%
FY 2024
10-K
$2.8B
$74.0M
1.1%
FY 2023
10-K
$2.5B
$-97.5M
-3.5%
FY 2022
10-K
$2.1B
$-70.0M
-2.9%
FY 2021
10-K
$1.5B
$-243.3M
-12.0%
Institutions holding DOCU
Institutional investors reporting a position in DOCUSIGN, INC. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-09-04 — Q2 FY2027 (quarter ended July 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
DocuSign revenue grew 9% YoY to $875.7M; operating income jumped 80% to $117.6M as gross margin expanded 80 basis points.
Biggest Revenue Drivers
Subscription revenue$854.0M+9% YoY
Expansion of revenue from commercial and enterprise accounts, as well as digital channel.
Professional services and other revenue$21.8M+34% YoY
Fees associated with new customer deployment and integration services.
Biggest Revenue Drivers
Total revenue: $875.7M+9% YoY
Subscription revenue$854.0M+9% YoY
Expansion of revenue from commercial and enterprise accounts, as well as digital channel.
Professional services and other revenue$21.8M+34% YoY
Fees associated with new customer deployment and integration services.
Largest Expense Items
Cost of revenue$177.9M+7% YoY
Higher hosting costs to support customer expansion and IAM growth; increased depreciation from capitalized software projects.
Sales and marketing$314.0M+3% YoY
Investments in workforce to support long-term growth, partially offset by reduced marketing spend on paid search and customer events.
Research and development$163.6M-4% YoY
Decrease from higher capitalized software development costs and lower stock-based compensation from executive transitions.
General and administrative$102.7M+8% YoY
Personnel costs driven by higher headcount, annual merit increases, and higher incentive compensation.
Margins: Gross margin expanded to 80% from 79% YoY due to operating leverage as revenue growth outpaced cost of revenue growth. Operating margin improved significantly to 13.4% from 8.1% as the company achieved better operational leverage.
Watch Items from the Filing
IAM platform represented 15.1% of ARR as of July 31, 2026 vs. 10.8% at January 31, 2026, showing rapid adoption but still early-stage; execution risk remains on achieving market acceptance.
Contract liabilities decreased to $1.6B from $1.7B YTD, suggesting slower growth in deferred revenue pools; potential leading indicator of future revenue pressure if trend continues.
Foreign exchange headwinds increased; six-month net FX losses of $6.5M higher due to euro and GBP strengthening, impacting reported interest income and other income.
Customer concentration remains low; no single customer represents more than 10% of revenue, providing diversification benefit.
Effective tax rate increased significantly to 38% (six months ended July 31, 2026) driven by higher pre-tax income and stock-based compensation shortfalls, up from 10% in prior year period.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
