DROPBOX, INC.(DBX)Stock Analysis
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Rank #627 of 2,961 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
DBX Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for DROPBOX, INC. (DBX), a Technology sector company. 13F Pro's AI-powered ranking engine scores DBX at 63.4/100 on a 32-signal composite quality model, placing it at rank #627 of 2,961 stocks — the top 25% of the AI-ranked universe. DBX scores in the top quartile across balance sheet strength (93.7), free cash flow (89.8), institutional flow (76.4). Areas of concern include revenue growth (25.1), which score below median versus the broader universe. Shareholder dilution risk is elevated at 14.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), DROPBOX, INC. reports quarterly revenue of $631.5M, net income of $95.8M, an operating margin of 26.1%. Top institutional holders of DBX by reported 13-F value include BlackRock, LSV ASSET MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. DBX trades on the Nasdaq exchange and files with the SEC under CIK 1467623. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DBX 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 DROPBOX, INC. directly from SEC EDGAR. DROPBOX, INC.'s 13F Pro composite quality score has ranged between 60 and 78 since 2021, currently 63.4 — a stable long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q2 2026
$631.5M
Net Income
Q2 2026
$95.8M
Free Cash Flow
Q2 2026
$235.2M
Operating Margin
Q2 2026
26.1%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
-1.1% YoYNet Income
+12.4% YoYOperating Income
+41.7% YoYEPS (Diluted)
+32.9% YoYTotal Assets
-14.4% YoYOp. Cash Flow
+6.5% YoYFree Cash Flow
+6.8% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $2.52B -1.1% | $2.55B +1.9% | $2.50B +7.6% | $2.32B +7.7% | $2.16B +12.7% | $1.91B |
| Net Income | $508.4M +12.4% | $452.3M -0.3% | $453.6M -18.0% | $553.2M +64.7% | $335.8M +231.0% | $-256.3M |
| Operating Income | $689.1M +41.7% | $486.2M -9.7% | $538.7M +197.1% | $181.3M -33.9% | $274.4M +199.1% | $-277.0M |
| EPS (Diluted) | $1.86 +32.9% | $1.40 +6.9% | $1.31 -13.8% | $1.52 +78.8% | $0.85 +237.1% | $-0.62 |
| Total Assets | $2.84B -14.4% | $3.33B +11.5% | $2.98B -4.1% | $3.11B +0.6% | $3.09B +29.5% | $2.39B |
| Operating Cash Flow | $951.8M +6.5% | $894.1M +14.1% | $783.7M -1.7% | $797.3M +9.2% | $729.8M +27.9% | $570.8M |
| Free Cash Flow | $930.8M +6.8% | $871.6M +14.8% | $759.4M -0.5% | $763.5M +7.9% | $707.7M +44.2% | $490.7M |
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Top Institutional Holders of DBX
BlackRock, Inc.
$506.8M18,450,111 shLSV ASSET MANAGEMENT
$316.4M11,517,528 shVANGUARD PORTFOLIO MANAGEMENT LLC
$290.7M10,582,149 shARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$215.4M7,840,023 shRENAISSANCE TECHNOLOGIES LLC
$198.2M7,213,667 shVANGUARD CAPITAL MANAGEMENT LLC
$179.7M6,541,220 shUBS Group AG
$179.6M6,536,911 shACADIAN ASSET MANAGEMENT LLC
$166.5M6,062,950 shMORGAN STANLEY
$151.6M5,518,521 shSTATE STREET CORP
$146.8M5,344,133 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $506.8M | 18,450,111 |
| LSV ASSET MANAGEMENT | $316.4M | 11,517,528 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $290.7M | 10,582,149 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $215.4M | 7,840,023 |
| RENAISSANCE TECHNOLOGIES LLC | $198.2M | 7,213,667 |
| VANGUARD CAPITAL MANAGEMENT LLC | $179.7M | 6,541,220 |
| UBS Group AG | $179.6M | 6,536,911 |
| ACADIAN ASSET MANAGEMENT LLC | $166.5M | 6,062,950 |
| MORGAN STANLEY | $151.6M | 5,518,521 |
| STATE STREET CORP | $146.8M | 5,344,133 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is DBX a good stock to buy?
13F Pro's AI-powered analysis of DROPBOX, INC. (DBX) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for DBX are available on the DBX stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. DBX is classified as a mid company.
Which hedge funds own DBX?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling DBX. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of DROPBOX, INC.'s investment landscape.