Added to YB: 2026-04-29
Pitch date: 2026-04-27
DBX [neutral]
Dropbox, Inc.
-1.6%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$5.7B
Pitch Price
$24.38
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.16
P/E
12.91
EV/Sales
3.28
Sector
Software
Category
value
Day 33: Dropbox $DBX
DBX (overview): Cloud storage pioneer w/ 2.53bn ARR (-2% YoY), 3.3x EV/ARR, 25% GAAP op margin. Launched Dash AI search/workspaces in Q4; over half of users return multiple times/week. Trades in-line w/ median SaaS despite negative growth vs peers like SNOW, DDOG, ZS, NET. Bull case: contextual data for AI agents. Bear case: continued commoditization.
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