VeriSign VRSN
VeriSign is the company that manages the technical infrastructure of .com and .net internet domains, operating a quasi-monopoly business with very high margins and recurring cash flows. VeriSign maintains a quasi-monopoly business with gross margins of 88.47% and operating margins of 68.18%, generating recurring and stable cash flows. Its 6.00% revenue growth is modest but predictable, and its valuation (P/E 31.16) reflects the premium for its moat, though it leaves little room for error.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
VeriSign is the company that manages the technical infrastructure of .com and .net internet domains, operating a quasi-monopoly business with very high margins and recurring cash flows. VeriSign maintains a quasi-monopoly business with gross margins of 88.47% and operating margins of 68.18%, generating recurring and stable cash flows. Its 6.00% revenue growth is modest but predictable, and its valuation (P/E 31.16) reflects the premium for its moat, though it leaves little room for error.
Score by category
| Category | Score |
|---|---|
| Financial health | 6.8 |
| Quality / Moat | 8.9 |
| Valuation | 4.7 |
| Growth | 5.9 |
| Dividend | 5.7 |
| Momentum | 5.0 |
| Risk & Context | 7.7 |
OVERALL SCORE: 6.6/10
Context and risks
VeriSign's business (registration of.com/.net domains) has no material exposure to interest rates, oil, tariffs, or shipping routes. Its debt is moderate (Net Debt/EBITDA 1.10) and its P/E of 31.16 is not extreme for its growth profile. The macro context does not materially affect this company.
News considered in the analysis
- VeriSign Seen With Multiple Catalysts Into 2027, Wedbush Says — Upgrade de analista con catalizadores identificados; añade visibilidad pero no es un hecho material confirmado.
- Is VeriSign Stock Underperforming the Dow? — Comparativa genérica de rendimiento bursátil sin información nueva.
- Are Wall Street Analysts Bullish on VeriSign Stock? — Listículo de opiniones de analistas sin información nueva.
- Zacks Industry Outlook Highlights Verisign and Donnelley Financial — Perspectiva sectorial genérica sin datos específicos de la empresa.
- Software & Services: Buy Verisign, Hold Donnelley Financial — Recomendación de compra de Zacks; refuerza la visión positiva pero es opinión de analista.
Verdict: Hold; the quality of the business is outstanding but the valuation already discounts much of its strengths.
Main risk: Regulatory dependence: VeriSign operates under an agreement with ICANN that grants it control of .com and .net, and any change in the terms of that agreement or a price review could materially affect its business model.
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