Dropbox sees Q2 revenue $624M-$627M, consensus $621.57M
Sees Q2 operating margin 38.5%. Says expecting a currency tailwind of approximately $9M. Guidance taken from Q1 earnings conference call.
Fiscal Year: January - December
Dropbox, Inc. (DBX), listed on the NASDAQ, has a market capitalization of $6.90B. As of May 10, 2026, the stock is trading at $28.90 per share@else an unavailable price , offering investors a clear view of its current market value. Dropbox, Inc. is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of 15.86, investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. Dropbox, Inc. also offers a dividend yield of N/A , making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that Dropbox, Inc. (DBX) may be undervalued compared to its intrinsic worth. However, to see the exact DCF fair value, please Login or Upgrade for access.
The proprietary SS Score for Dropbox, Inc. is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for Dropbox, Inc., Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for Dropbox, Inc. is 7.03, offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, Dropbox, Inc. (DBX) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether Dropbox, Inc. (DBX) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. Our analysis indicates that the stock may be undervalued compared to its intrinsic value. However, it is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of Dropbox, Inc. (DBX) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of Dropbox, Inc.. To access the full SS Score, consider upgrading your subscription.
Dropbox, Inc. is a significant player in the industry sector, with a market capitalization of $6.90B and a competitive P/E ratio of 15.86. Investors should compare these metrics with industry peers to gauge whether Dropbox, Inc. is outperforming or underperforming within its sector.
Sees Q2 operating margin 38.5%. Says expecting a currency tailwind of approximately $9M. Guidance taken from Q1 earnings conference call.
Consensus $2.5B. Raises FY26 operating margin view to 39.5%-40% from 39%-39.5%. Says expecting a currency tailwind of approximately $27M. Backs FY26 capital expenditures view $20M-$25M. Says expects p...
Reports Q1 revenue $629.5M, consensus $620M. Total ARR was $2.560 billion, an increase of 0.3%. Excluding FormSwift, Total ARR was $2.540 billion, an increase of 1.3%. On a constant currency
SAN FRANCISCO--(BUSINESS WIRE)--Dropbox, Inc. (NASDAQ: DBX) today announced financial results for its first quarter ended March 31, 2026. “We delivered a strong quarter, exceeding the high end of our ...
SAN FRANCISCO--(BUSINESS WIRE)--Dropbox, Inc. (NASDAQ: DBX) announced today that it will report financial results for the first quarter ended March 31, 2026 after market close on Thursday, May 7, 2026...
William Blair analyst Jason Ader downgraded Dropbox (DBX) to Underperform from Market Perform without a price target The firm downgraded a handful of names in infrastructure software citing the “incre...
Citi lowered the firm’s price target on Dropbox (DBX) to $27 from $30 and keeps a Neutral rating on the shares.
UBS analyst Seth Gilbert lowered the firm’s price target on Dropbox (DBX) to $23 from $27 and keeps a Sell rating on the shares. Growth challenges are seen persisting in
RBC Capital lowered the firm’s price target on Dropbox (DBX) to $30 from $35 and keeps an Outperform rating on the shares. The company reported mixed Q4 results, with limited
JPMorgan analyst Mark Murphy lowered the firm’s price target on Dropbox (DBX) to $25 from $29 and keeps a Neutral rating on the shares.
Sees Q1 constant currency revenue $610M-$613M. Guidance taken from Q4 earnings conference call.
Sees FY26 constant currency revenue $2.458B-$2.473. Sees FY26 adjusted gross margin 81.5%-82.0% and capex of $20M-$25M. Sees Fy26 free cash flow at or above $1.04B.
Reports Q4 revenue $636.2M, consensus $627.9M. Total ARR was $2.526 billion, a decrease of 1.9%. Excluding FormSwift, Total ARR was $2.504 billion, a decrease of 0.3%. On a constant currency
SAN FRANCISCO--(BUSINESS WIRE)--Dropbox, Inc. (NASDAQ: DBX), today announced financial results for its fourth quarter and fiscal year ended December 31, 2025. “We closed out 2025 on a strong note, exc...
Today, several major companies are expected to report earnings: Newmont Mining (NEM), Rio Tinto (RIO), Southern Co (SO), Walmart (WMT), Wayfair (W), Etsy (ETSY), Dropbox (DBX), Lemonade (LMND), Opendo...
Hedge funds are increasing their short bets against software stocks, contributing to the brutal sell-off in the space so far this year, according to sources at two major funds on Wall Street.
SAN FRANCISCO--(BUSINESS WIRE)--Dropbox, Inc. (NASDAQ: DBX) announced today that it will report financial results for the fourth quarter and fiscal year ended December 31, 2025 after market close on T...
RBC Capital lowered the firm’s price target on Dropbox (DBX) to $35 from $38 and keeps an Outperform rating on the shares. 2026 is likely to be a year when
In a regulatory filing earlier, Dropbox (DBX) disclosed that on December 5, Timothy Regan, Chief Financial Officer, notified the company of his decision to resign after more than five years
File hosting service provider Dropbox said on Wednesday its chief financial officer Timothy Regan will step down after five years in the role and will be succeeded by Ross Tennenbaum, a senior executi...
RBC Capital raised the firm’s price target on Dropbox (DBX) to $38 from $35 and keeps an Outperform rating on the shares. The company reported decent Q3 results with revenue,
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
| Year | FCF Estimate | % | # Analysts |
|---|---|---|---|
| 2026 | 931.03M | Analyst x3 | |
| 2027 | 985.17M | 5.81% | Analyst x3 |
| 2028 | 1,014.01M | 2.93% | Est @2.9% |
| 2029 | 1,043.38M | 2.90% | Est @2.9% |
| 2030 | 1,071.55M | 2.70% | Est @2.7% |
| 2031 | 1,100.32M | 2.69% | Est @2.7% |
| 2032 | 1,129.78M | 2.68% | Est @2.7% |
| 2033 | 1,159.95M | 2.67% | Est @2.7% |
| 2034 | 1,188.77M | 2.49% | Est @2.5% |
| 2035 | 1,218.31M | 2.49% | Est @2.5% |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
| Year | FCF | Discount Factor | PV of Future FCF |
|---|---|---|---|
| 2024A | 871.60M | 1.00 | 871.60M |
| 2025A | 930.80M | 1.00 | 930.80M |
| 2026E | 931.03M | 1.08 | 863.40M |
| 2027E | 985.17M | 1.16 | 847.23M |
| 2028E | 1.01B | 1.25 | 808.69M |
| 2029E | 1.04B | 1.35 | 771.66M |
| 2030E | 1.07B | 1.46 | 734.93M |
| 2031E | 1.10B | 1.57 | 699.84M |
| 2032E | 1.13B | 1.70 | 666.38M |
| 2033E | 1.16B | 1.83 | 634.47M |
| 2034E | 1.19B | 1.97 | 603.00M |
| 2035E | 1.22B | 2.13 | 573.09M |
| Terminal | 23.41B | 2.13 | 11.01B |
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