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  • Brett Schafer

Fundamental Analysis: Dropbox

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Listen on:

  1. Spotify

  2. Apple Podcasts

Screenshot summary:

  1. What is Dropbox? Dropbox is a hard drive in the cloud built for businesses with add-on collaboration tools. It uses a subscription model to charge customers for its services.

  2. Valuation: LTM EV/sales of 5.1, EV/OCF of 15.8, EV/FCF of 18.9.

  3. Latest Earnings: LTM sales growth of 17%, ARPU up 4%, OCF margin of 32%.

  4. Our Future Growth Opportunities: The HelloSign acquisition and Spaces 2.0.

  5. Are we more interested in this stock after the episode? We were both more interest in the stock.

#DBX #Dropbox

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Listen On: Spotify Apple Podcasts Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capita

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