DOCU
Market read
The latest filing evidence is available. 0 of 36 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 10 directly disclosed connections are confirming.
Invalidation: The isolated read changes if DOCU's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 36 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 10 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Research and Development Year Ended January 31, 2026 vs 2025 (in thousands) 2026 2025 Research and development $ 664,985 $ 588,455 13 % Percentage of revenue 21 % 20 % Research and development expenses increased $76.5 million, or 13%, in the year ended Januar…”10-K · Mar 18, 2026 ↗
“This was partially offset by a reduction in professional fees including an increase in litigation related insurance reimbursements.”10-Q · Jun 5, 2026 ↗
“Docusign, Inc.”10-Q · Dec 5, 2025 ↗
“Foreign currency exchange losses increased primarily due to the strengthening of the euro and British pound compared to the U.S.”10-Q · Sep 4, 2026 ↗
Valuation discipline
Price/sales 4.3× · EV/sales 4.1×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for DOCU. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Earlier comparable assessment · baseline
10-Q filed 2026-06-05 against the comparable filing from 2025-06-06.
A newer Struct brief is shown above. This older assessment remains here for comparison, not as the current read.
“General and Administrative Three Months Ended April 30, 2026 versus 2025 (in thousands, except for percentages) 2026 2025 General and administrative $ 91,895 $ 90,270 2 % Percentage of revenue 11 % 11 % General and administrative expenses increased by $1.6 million, or 2%, in the three months ended April 30, 2026, primarily due to an increase in personnel expense related to higher headcount, higher incentive compensation, and annual merit increases.”
“Cost of Revenue and Gross Margin Three Months Ended April 30, 2026 versus 2025 (in thousands, except for percentages) 2026 2025 Cost of revenue $ 171,270 $ 157,269 9 % Gross margin 79 % 79 % — pts Cost of revenue increased by $14.0 million, or 9%, in the three months ended April 30, 2026, primarily driven by higher costs to support our growing customer base.”
“Cash Flows from Financing Activities For the three months ended April 30, 2026, net cash used in financing activities of $334.4 million was primarily driven by $317.5 million to repurchase 6.8 million shares of common stock through our stock repurchase program and $16.7 million payments for tax withholding on share settlements, net of proceeds associated with equity plans.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“We operate co-location data centers in several locations, and we also leverage public cloud infrastructure for an increasing number of services, as we continue to migrate our production services from our data center hosting facilities to Microsoft Azure Cloud…”
“Partner Channel : ▪ Global partners : We have partnerships with some of the world’s foremost technology providers including Salesforce, Microsoft, SAP, Google, ServiceNow, and Workday—that help us sell into a far greater number of accounts than we could do al…”
Depended on by
“On a more limited basis, we compete with Box in the cloud storage market for deployments by large enterprises as well as in the e-signature market along with Adobe and DocuSign and in the AI content search market along with Glean, Guru and Notion.”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
DOCU is currently a Follower in the organic co-movement group Enterprise Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.