VeriSign, Inc. (VRSN)

NASDAQ: VRSN · USD

$305

+1.25 (+0.4%)· Recorded snapshot

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StockMarketAgent Research · Analyzed 2026-10-07

Our latest published analysis: VRSN rated Sell

VeriSign, Inc.'s published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.

Fair value

$233 / share

Potential value

$274 / share

Upside to FV

-20.4%

from $305

Moat

9.2/10

Wide

Read full analysis →View archive · 24mo

9-phase methodology · same model in each published edition

Market cap	$26.5B
Revenue (ttm)	1.7B
Net income (ttm)	849.8M
EPS (ttm)	$9.29
Shares out	89.7M
P/E (trailing)	32.9x
P/E (forward)	26.9x
Dividend	$3.24 (1.06%)
Volume	485,733
Beta	0.69

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 1.7B
Net income (ttm): 849.8M
EPS (ttm): $9.29
P/E (trailing): 32.9x
P/E (forward): 26.9x
Market cap: $26.5B

Item	P1	P2	P3	P4	P5	Trend
Period	2021-12-31	2022-12-31	2023-12-31	2024-12-31	2025-12-31	Trend
Revenue	$1.33B	$1.42B	$1.49B	$1.56B	$1.66B	+5.7%
Gross profit	$1.14B	$1.22B	$1.30B	$1.37B	$1.46B	+6.5%
Operating income	$866.8M	$943.1M	$1.00B	$1.06B	$1.12B	+6.6%
Net income	$784.8M	$673.8M	$817.6M	$785.7M	$825.7M	+1.3%
EPS (diluted)	$7.00	$6.24	$7.92	$8.00	$8.81	+5.9%
EBITDA	$913.4M	$1.00B	$1.10B	$1.13B	$1.17B	+6.4%
R&D	$80.5M	$85.7M	$91.0M	$96.7M	$103.6M	+6.5%
SG&A	$188.4M	$195.4M	$204.2M	$211.1M	$235.7M	+5.8%

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AAPL	Apple Inc.	5T	39.4x	10.8x	101.6%	+6.1%	+28.5%	매도
ABNB	Airbnb, Inc.	97.8B	37.5x	7.4x	16.8%	+24.4%	+28.5%	매도
ADBE	Adobe Inc.	97.1B	13.9x	3.7x	57.2%	+11.5%	-30.7%	적극 매수
ACN	Accenture plc	144.3B	18.0x	2.0x	27.9%	+8.0%	+0.4%	보유
ADI	Analog Devices, Inc.	207.6B	50.9x	14.8x	11.0%	+16.4%	+76.9%	매도
AI	C3.ai, Inc.	2B	—	8.4x	-35.6%	+3.6%	-33.6%	매도

Base and Bull scenarios

Base60%

Price target

$233.22

-20.4% from spot

The base case carries an assigned probability of 60.0% and establishes a target of $233.22, yielding an implied return of -20.4% relative to $293.10. This path assumes contractual wholesale price increases on the core registry continue without regulatory disruption, flowing into revenue over the standard multi-year recognition cycle. Operating margins remain steady near current levels, and systematic share buybacks continue to contract the share count. This case would be disconfirmed if regulatory authorities cap renewal prices or if first-time renewal rates drop persistently through FY2027.

Programmatic wholesale price increases implemented under existing bilateral agreements
Operating margins sustained through fixed-cost leverage on authoritative infrastructure
Consistent share repurchases retiring common equity each year
Reinvestment rate normalizing following completion of data center hardware replacements

Bull20%

Price target

$273.89

-6.6% from spot

The bull case carries an assigned probability of 20.0% with a target of $273.89, yielding an implied return of -6.6% from $293.10. This scenario envisions an acceleration in digital identity demand driven by artificial intelligence tooling, alongside strong commercial adoption of the new top-level domain where wholesale pricing is completely unconstrained by regulatory price caps. Operating margins expand toward Potential value of $273.89 as incremental domain volume generates near-zero marginal cost. This outcome would be disconfirmed if registrar channel partners fail to market the new namespace effectively or if domain creation velocity slows by the end of FY2027.

Rapid commercial uptake and pricing realization across newly launched domain namespaces
Artificial intelligence tooling accelerating global domain registrations and digital entity formation
Operating margins expanding as query scaling incurs minimal incremental expense
Enhanced free cash flow generation accelerating share retirement pace

Sensitivity: Ke × terminal growth

The highlighted cell is Fair value when every assumption sits at its base level ($233.22). Each row and column shows what Fair value becomes when one assumption moves.

Ke ↓ / g →	2.5%	2.8%	3.0%	3.3%	3.5%
8.0%	$254	$261	$269	$277	$287
8.5%	$238	$243	$249	$256	$263
9.0%	$224	$228	$233	$239	$245
9.5%	$212	$215	$220	$224	$229
10.0%	$201	$204	$208	$211	$215

Scorecard

Published factor rows and weighted composite

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-10-28 19:55 UTC

Forward P/E27

P25 n/aP50 n/aP75 n/a

Trailing P/E31.8

P25 n/aP50 n/aP75 n/a

ROEn/a

P25 n/aP50 n/aP75 n/a

ROICn/a

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All VRSN indicators

Market & fundamental data

Available fields

279

Groups with data

Currency

USD

Showing 279 of 279 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Amount currency	USD
CIK code	0001014473
Company name	VeriSign, Inc.
Country	United States
Country code	US
CUSIP number	92343E102
Earnings date	2026-10-22
Earnings time	amc
Employees	928
Employees change	-4
Employees growth	-0.43%
Enterprise value	$28.7B
Exchange	NASDAQ
Financial currency	USD
Financial report date	2026-09-30
First seen	2026-05-09
Fiscal year end	December
Founded	1995
In index	SP500
Industry	Software - Infrastructure
IPO date	1998-01-29
Is primary listing	Yes
Is SPAC	No
ISIN number	US92343E1029
Last 10-K release date	2026-02-05
Last earnings date	2026-10-22
Last refreshed	2026-10-28
Last stock split date	1999-12-07
Last stock split type	Forward
Market cap	$27.4B
Market cap category	Large-Cap
Next earnings date	2027-02-04
Options	Yes
Price	$305.30
Price currency	USD
Sector	Technology
SIC code	7371
Stock price date	2026-10-28
Symbol	VRSN
U.S. state	Virginia
Website	https://www.verisign.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Adjusted P/E ratio	32.62x
Average P/E ratio (10Y)	29.36x
Average P/E ratio (3Y)	27.02x
Average P/E ratio (5Y)	28.1x
Earnings yield	3.04%
EV/Earnings	33.63x
EV/EBIT	24.25x
EV/EBITDA	23.71x
EV/FCF	27.91x
EV/Sales	16.5x
FCF / EV yield	3.58%
FCF yield	3.76%
Forward EV/Sales	15.08x
Forward P/E	28.97x
Forward P/S	14.39x
Industry forward P/E	29.48x
Industry P/E	39.18x
Lynch fair value	$63.02
Lynch upside	-79.26%
P/(FCF - SBC) ratio	28.79x
P/(OCF - SBC) ratio	27.67x
P/E ratio	32.87x
P/FCF ratio	26.63x
P/OCF ratio	25.67x
P/S ratio	15.74x
Price/EBITDA ratio	22.62x
Sector forward P/E	18.38x
Sector P/E	32.76x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT margin	68.06%
EBITDA margin	69.59%
Effective tax rate	23.56%
FCF margin	59.12%
Gross margin	88.57%
Operating margin	68.06%
Pretax margin	64.19%
Profit margin	49.07%
Profit per employee	$915,733
Profitable quarters	61
Profitable years	17
Revenue per employee	$1.9M
ROA	54.9%
ROA (5Y)	37.94%
ROCE	-1,165.88%
SBC / revenue	4.43%
Tax / revenue	15.12%

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
EPS growth	8.29%
EPS growth (Q)	3.52%
EPS growth (QoQ)	-1.26%
EPS growth 10Y	10.78%
EPS growth 3Y	9.82%
EPS growth 5Y	11.35%
EPS growth quarters	7
EPS growth years	3
FCF growth	1.85%
FCF growth (Q)	-13.96%
FCF growth (QoQ)	22.51%
FCF growth 3Y	7.77%
FCF growth 5Y	6.42%
Gross profit growth	7.18%
Gross profit growth (Q)	6.18%
Gross profit growth 3Y	6.14%
Gross profit growth 5Y	6.51%
Net income growth	4.78%
Net income growth (Q)	-0.09%
Net income growth (QoQ)	-1.8%
Net income growth 3Y	5.08%
Net income growth 5Y	6.79%
Net income growth years	1
OCF growth	2.8%
OCF growth (Q)	-12.81%
OCF growth (QoQ)	15.85%
OCF growth 10Y	4.61%
OCF growth 3Y	7.01%
OCF growth 5Y	5.93%
Operating income growth	7.15%
Operating income growth (Q)	6.93%
Operating income growth 3Y	5.99%
Operating income growth 5Y	6.78%
Revenue growth	6.46%
Revenue growth (Q)	5.7%
Revenue growth (QoQ)	1.93%
Revenue growth 10Y	4.38%
Revenue growth 3Y	5.33%
Revenue growth 5Y	5.78%
Revenue growth quarters	66
Revenue growth years	17

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	$-38.1M
Depreciation and amortization	$26.5M
EBIT	$1.2B
EBITDA	$1.2B
EPS	$9.29
FCF per share	$11.41
Financing cash flow	$-1.2B
Free cash flow	$1B
Free cash flow minus SBC	$947.1M
Gross profit	$1.5B
Income taxes	$261.9M
Investing cash flow	$75.6M
Net borrowing	$-5M
Net cash flow	$-28.6M
Net income	$849.8M
Operating cash flow minus SBC	$985.2M
Operating income	$1.2B
Revenue	$1.7B
Stock-based compensation	$76.7M

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Altman Z-Score	-4.49
Book value per share	$-25.44
Debt / EBITDA	1.49
Debt / FCF	1.75
Goodwill	$52.5M
Interest coverage	15.07
Long-term assets	$706.6M
Long-term liabilities	$2.2B
Net cash (debt)	$-1.3B
Net cash / market cap	-4.83%
Net debt / EBITDA	1.09
Net debt / FCF	1.29
Piotroski F-Score	7
Property, plant and equipment	$221.2M
Shareholders' equity	$-2.3B
Tangible book value	$-2.5B
Tangible book value per share	$-27.94
Total assets	$1.3B
Total cash	$476.1M
Total debt	$1.8B
Total liabilities	$3.6B
WACC	7.77%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	1.29
Current assets	$573.5M
Current liabilities	$1.4B
Current ratio	0.42
Net working capital	$-1.3B
Quick ratio	0.37
Working capital	$-807.7M
Working capital turnover	-2.43

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback yield / dilution	3.07%
Dividend growth	40.26%
Dividend growth (10Y)	-5.57%
Dividend growth (3Y)	61.44%
Dividend growth (5Y)	33.29%
Dividend growth years	0
Dividend payment date	2026-11-24
Dividend payment years	2
Dividend payout frequency	Quarterly
Dividend per share	$3.24
Dividend yield	1.06%
Ex-dividend date	2026-11-17
FCF payout ratio	28.39%
Last dividend	$0.81
Payout ratio	34.88%
Shareholder yield	4.14%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y price change	278.02%
10Y return CAGR	14.43%
10Y total return	284.88%
150-day SMA	$282.67
15Y price change	842.84%
15Y return CAGR	16.27%
15Y total return	859.95%
1D price change	0.41%
1M price change	6.28%
1M total return	6.28%
1W price change	-0.4%
1W total return	-0.4%
1Y price change	23.49%
1Y return CAGR	25.05%
1Y total return	25.03%
20-day SMA	$300.59
200-day SMA	$271.04
20Y price change	1,360.72%
20Y return CAGR	15.39%
20Y total return	1,651.43%
3M price change	11.09%
3M total return	11.41%
3Y price change	58.49%
3Y return CAGR	17.29%
3Y total return	61.36%
50-day SMA	$294.68
50-day SMA vs 200-day SMA	50over200
52-week high	$312.48
52-week high date	2026-05-22
52-week low	$208.86
52-week low date	2026-02-06
5Y price change	44.12%
5Y return CAGR	7.97%
5Y total return	46.74%
6M price change	13.96%
6M total return	14.6%
All-time high	$312.48
All-time high date	2026-05-22
All-time low	$3.92
All-time low date	2002-10-09
Average true range (ATR)	$8.52
Average volume	988.8K
Beta (1Y)	0.26
Beta (2Y)	0.52
Beta (5Y)	0.69
Change from 52-week high	-2.3%
Change from 52-week low	46.17%
Change from all-time high	-2.3%
Change from all-time low	7,688.01%
Change from open	0.72%
Day's gap	-0.3%
Dollar volume	$148.3M
High price	$307.16
Low price	$300.92
Monthly RSI	62.44
Open price	$303.12
Position in 52-week range	70.19%
Premarket change	-0.06%
Premarket close	$304.04
Premarket price	$303.85
Previous close	$304.04
Price vs 150-day SMA	8%
Price vs 20-day SMA	1.56%
Price vs 200-day SMA	12.64%
Price vs 50-day SMA	3.6%
Relative volume	0.49
RSI	56.92
Sharpe ratio	0.78
Sharpe ratio (3Y)	0.52
Sharpe ratio (5Y)	0.26
Sortino ratio	1.34
Sortino ratio (3Y)	0.96
Sortino ratio (5Y)	0.58
Volume	485.7K
Weekly RSI	59.95
YTD price change	25.66%
YTD total return	26.83%

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	84.3M
Float percentage	93.99%
Shares change (QoQ)	-0.77%
Shares change (YoY)	-3.07%
Shares held by insiders	0.5%
Shares held by institutions	85.52%
Shares outstanding	89.7M
Short % of float	2.35%
Short % of shares	2.21%
Short ratio	2.7 days

Deeper analysis on VRSN

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

→

Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

→

Sensitivity

Cost-of-equity and terminal-growth stress table.

→

Risks

Kill scenarios, soft-pass flags, and downside catalysts.

→

Earnings

Next earnings setup and beat / inline / miss thresholds.

→

Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

→

Financials

Revenue, margins, cash flow, and balance-sheet context.

→

Peers

Relative valuation and profitability against the cohort.

→

Moat

Economic-profit evidence and competitive advantage risk.

→

Industry cycle

Sector phase, capital cycle, and secular tailwinds.

→

Quote this valuation with its source: Fair value, Potential value and the price at analysis.

Frequently asked questions

About this VRSN report

What is the latest published VRSN stock rating?

VeriSign, Inc. is shown with Sell in the latest published report, analyzed 2026-10-07. The hub links directly to the full analysis surface where the dated rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full VRSN analysis?

The full latest published report, analyzed 2026-10-07, lives at /stocks/VRSN/analysis. The bare ticker page summarizes that read and links to each analysis tab; earlier editions remain under /analysis/archive.

What fair value is used for VRSN?

The latest published report analyzed 2026-10-07 gives VRSN a fair value of USD 233 and a potential value of USD 274. These are dated research outputs, not live market prices; review the valuation assumptions, sensitivity analysis, and material risks before making a decision.

How often is the VRSN page updated?

The hub selects the latest published stock report regardless of age and displays its analysis date (2026-10-07). Separately sourced market data is labeled with its own recorded timestamp and is never inferred from the report.

SellVRSN · Fair value $233-20.4%

Read full analysis →

VeriSign, Inc. (VRSN)

Our latest published analysis: VRSN rated Sell

Price

Financial snapshot

Fair-value bridge

Latest news · VRSN

Valuation

Profitability

Balance sheet

Trading

Base and Bull scenarios

Sensitivity: Ke × terminal growth

Scorecard

Next earnings

Sector percentile context

All VRSN indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on VRSN

Frequently asked questions

등급 이력

Category	Score	Reading
Valuation	1.5
Management	8.5
Balance Sheet	3.0
Profitability	6.5
Revenue Growth	6.0
Risk Assessment	5.5
Competitive Moat	9.2
Earnings Quality	8.0
Capital Efficiency	5.5