Dropbox, Inc.
DBX
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Dropbox's strong gross margin of 80.2% indicates efficient cost management and a solid competitive position in the software infrastructure industry.
- Revenue remained stable at $632 million, showing resilience despite market fluctuations.
- Gross margin improved to 80.2% from 79.7% in the prior quarter, reflecting operational efficiency.
- The company's recommendation is 'underperform', suggesting potential challenges in achieving growth targets.
- Earnings growth has declined by 6.7% year-over-year, indicating potential profitability issues.
- The trailing P/E ratio of 18.6 suggests that the stock may be overvalued relative to its earnings growth prospects.
Fundamentals
| Market cap | $7.42B | Enterprise value | $10.29B | Trailing P/E | 18.86 | Forward P/E | 10.33 |
| PEG | 25.61 | Price / book | -3.43 | Beta | 0.63 | Dividend yield | 0.00% |
| Revenue growth | 0.9% | Earnings growth | -6.7% | Gross margin | 79.7% | Operating margin | 26.1% |
| Profit margin | 17.5% | ROE | — | ROA | 15.0% | Debt / equity | — |
| Current ratio | 1.07 | Free cash flow | $783.08M | Analyst recommendation | underperform | Mean target | $31.80 |
| 52w high | $38.17 | 52w low | $21.70 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | 2025-Q1 | |
|---|---|---|---|---|---|---|
| Revenue | $632M | $630M | $636M | $634M | $626M | — |
| Op margin | 26.1% | 27.5% | 24.9% | 27.5% | 27.3% | — |
| Net income | $95.8M | $115M | $109M | $124M | $126M | — |
| Gross margin | 80.2% | 79.7% | 79.2% | 79.8% | 80.2% | — |
| Gross profit | $507M | $501M | $504M | $506M | $502M | — |
| Operating income | $165M | $173M | $158M | $175M | $171M | — |
- Revenue +0% vs prior quarter ($632M vs $630M).
- Gross margin 80.2% (was 79.7% prior quarter).
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $2.5B | $2.5B | $2.5B | $2.3B | — |
| Op margin | 27.3% | 19.1% | 15.3% | 15.3% | — |
| Net income | $508M | $452M | $454M | $553M | — |
| Gross margin | 80.1% | 82.5% | 80.9% | 80.9% | — |
| Gross profit | $2.0B | $2.1B | $2.0B | $1.9B | — |
| Operating income | $688M | $486M | $384M | $357M | — |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-08 · Dropbox (DBX) Pulls Back After Strong Run As Valuation Views Split
2026-10-06 · Meticulous Announces $15m Series A to Enable Every Developer to Ship at the Speed their Agents Code
2026-10-06 · Best Application Software Stocks: Citi’s Latest Top Picks
2026-10-05 · Dropbox (DBX) Exceeds Market Returns: Some Facts to Consider
2026-09-29 · Meta Expands Its AI Agent Push With Muse Tools For Small Businesses
2026-09-29 · Meta Expands Muse AI Agent to Small Businesses With New Software Integrations
2026-09-29 · Meta is looking beyond consumers to turn its massive AI investment into profits
2026-09-28 · North Announces Partnership with Webflow to Launch Native Embedded Checkout for Enterprise eCommerce Web Development
2026-09-25 · Stocks making big moves this week: TD SYNNEX, Talos Energy, The Toro Company, Dropbox, and Xponential Fitness
2026-09-25 · Baseten Names Sheila Vashee Chief Marketing Officer
2026-09-25 · Why Dropbox (DBX) Shares Are Sliding Today
2026-09-24 · Why Dropbox (DBX) Dipped More Than Broader Market Today
Price (daily)
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