Inside the research
Dropbox, Inc.
DBX Research profile · latest available data
Price overview
$32.32
▼ -0.34 (-1.0%)
| 52w hi | $37.74 |
|---|---|
| 52w lo | $22.06 |
| Vol | 4.04M |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.74
| Short | +0.38 |
|---|---|
| Medium | +1.03 |
| Long | +0.84 |
computed 2026-09-27
Key fundamentals
Dropbox, Inc.
Technology · Software - Infrastructure
| Market cap | $7.03B |
|---|---|
| Enterprise value | $9.89B |
| Trailing P/E | 17.86x |
| Forward P/E | 9.78x |
| EV / EBITDA | 11.91x |
| P / S (ttm) | 2.78x |
| Profit margin | 17.5% |
| Revenue growth | +0.9% |
| Earnings growth | -6.7% |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.28 | |
| Sector | +0.19 | |
| Technical | +0.40 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Dropbox, Inc. provides a content collaboration platform in the United States and internationally. The company's platform enables individuals, families, teams, and organizations to collaborate for free through its website or app, or through a paid subscription plan for premium features. Its platform consists of various elements, such as unified home for content, global sharing network, and product experiences and integrations. The company serves customers in the professional services, technology, media, education, industrial, consumer and retail, and financial services industries. The company was formerly known as Evenflow, Inc. and changed its name to Dropbox, Inc. in October 2009. Dropbox, Inc. was incorporated in 2007 and is headquartered in San Francisco, California.
Risk Metrics
| Beta vs SPX | 0.72 |
|---|---|
| Corr SPX | 0.33 |
| Annual vol | 34.7% |
| Annual ret | +19.5% |
| Sharpe | 0.56 |
| Max DD | -33.7% |
Window: 504 trading days (504 obs)
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-06 | Earnings Release, Reg FD Disclosure… | read |
| 2026-06-01 | Material Agreement, Material Obligation… | read |
| 2026-05-26 | Shareholder Vote, Exhibits | read |
| 2026-05-26 | Officer / Director Change, Reg FD Disclosure… | read |
| 2026-05-07 | Earnings Release, Reg FD Disclosure… | read |
| 2026-02-19 | Earnings Release, Reg FD Disclosure… | read |
| 2025-12-10 | Officer / Director Change, Reg FD Disclosure… | read |
| 2025-11-06 | Earnings Release, Reg FD Disclosure… | read |
| 2025-09-09 | Material Agreement, Material Obligation… | read |
| 2025-08-25 | Officer / Director Change | read |
| 2025-08-07 | Earnings Release, Reg FD Disclosure… | read |
| 2025-05-19 | Shareholder Vote | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-31 | Schubach Sarah Elizabeth | Chief Accounting Officer | Sell | 1.63K | $51.59K |
| 2026-07-29 | Peacock Karen | Sell | 2.00K | $66.00K | |
| 2026-07-15 | Schubach Sarah Elizabeth | Chief Accounting Officer | Sell | 1.31K | $39.35K |
| 2026-07-14 | Dasdan Ali | Chief Technology Officer | Sell | 12.97K | $389.16K |
| 2026-07-07 | Peacock Karen | Sell | 2.00K | $58.00K | |
| 2026-06-30 | Schubach Sarah Elizabeth | Chief Accounting Officer | Sell | 1.30K | $35.38K |
| 2026-06-15 | Schubach Sarah Elizabeth | Chief Accounting Officer | Sell | 1.31K | $35.13K |
| 2026-06-02 | Alkarmi Ashraf | Co-CEO | Sell | 22.70K | $632.50K |
| 2026-06-01 | Alkarmi Ashraf | Co-CEO | Grant | 478.55K | — |
| 2026-06-01 | Schubach Sarah Elizabeth | Chief Accounting Officer | Sell | 1.30K | $36.10K |
Flow & Concentration
| Insider 180d net | -$1.34M |
|---|---|
| Insider buys / sells | 0 / 9 |
| Insider bias | Neutral |
| 13F holders | 9 |
| Top-5 share | 97.8% |
| HHI | 4,493 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| Renaissance Technologies | $198.16M | 7.21M |
| AQR Capital Management | $47.42M | 1.73M |
| Fidelity / FMR LLC | $27.19M | 989.86K |
| State Street Corp | $19.29M | 19.16M |
| Citadel Advisors | $9.57M | 348.41K |
| Millennium Management | $4.28M | 4.23M |
| Bridgewater Associates | $2.50M | 91.13K |
| T. Rowe Price Group | $3.87K | 140.84K |
| Capital Research / Capital World | $1.01K | 1.00K |
As of 2026-06-30
SEC Filings
The Long Run
FY 2018–2025 · 8 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $2.50B | +8.7% | |
| Gross profit | $2.02B | +23.8% | |
| Operating income | $486.20M | +33.1% | |
| Net income | $452.30M | -6.5% | |
| Cash from ops | $894.10M | +15.3% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $32.66 | $32.81 | $32.21 | $32.32 | 4.04M |
| Sep 24 | $33.08 | $33.76 | $32.42 | $32.66 | 6.63M |
| Sep 23 | $33.92 | $34.31 | $33.30 | $34.22 | 5.12M |
| Sep 22 | $36.46 | $36.56 | $33.13 | $33.90 | 10.20M |
| Sep 21 | $36.35 | $36.66 | $35.72 | $36.01 | 3.82M |
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