❉ Buffybot wonderful businesses, fair prices

← back

VRSN Verisign

technology · 2026-09-21

N/A
too hard · 84
Owner-earnings value$176.62
Price$303.12
Margin of safety -41.7%

Quality gate · 84/100

Returns on capital 30/30
Consistency 10.0/22
Margins / pricing power 16.0/16
Balance sheet 12.2/16
Cash conversion 10/10
Capital allocation 6/6

⚠ negative book equity

Median ROIC50.0%
Gross margin88.5%
Net debt / EBITDA1.2x
FCF conversion115%
Share count / yr-4.4%
Profitable years4/4

Moat & management

Owner-earnings inputs

Owner earnings (TTM)850.00M
Owner-earnings yield3.1%
Free-cash-flow yield3.9%
Growth used (normalized)5.2%
Market-implied growth (reverse DCF)18.5%
Terminal growth3.0%
Discount rate (hurdle)9.0%

Projected owner earnings

YrOwner earningsGrowthPV
1893.78M 5.2%819.98M
2937.68M 4.9%789.22M
3981.49M 4.7%757.89M
41.03B 4.4%726.14M
51.07B 4.2%694.13M
61.11B 4.0%662.01M
71.15B 3.7%629.92M
81.19B 3.5%598.01M
91.23B 3.2%566.40M
101.27B 3.0%535.22M

Recent news

score · 8 articles

  • VeriSign Seen With Multiple Catalysts Into 2027, Wedbush Says
  • Are Wall Street Analysts Bullish on VeriSign Stock?
  • Zacks Industry Outlook Highlights Verisign and Donnelley Financial
  • Software & Services: Buy Verisign, Hold Donnelley Financial
  • VeriSign CEO James Bidzos Sells 3,300 Shares for $979,000
  • VeriSign (VRSN) Upgraded to Strong Buy: Here's What You Should Know
  • VeriSign (VRSN) Stock Looks Strong On Cash Flow Yet Stretched On Earnings
  • VeriSign, Inc. Q2 2026 Earnings Call Summary

⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~18%/yr owner-earnings growth over 10y (reverse DCF); model credits 5%.

History

DateQualityPriceValueMoSRating
2026-09-21 84 $303.12 $176.62 -41.7% N/A
2026-08-11 84 $293.34 $176.62 -39.8% N/A
2026-07-02 84 $255.90 $174.51 -31.8% N/A
2026-06-25 84 $252.08 $174.51 -30.8% N/A
2026-06-23 84 $247.22 $174.51 -29.4% N/A