My Trading Account β†’
β–Ύ
Trading Profile Active
Active Trader
Verified Trader
⚑ My $100K Trading Account β†’ β˜… My Saved Watchlist β†’
🟒 My $100K Account β†’ Today Screener Big Ideas Track Record πŸ’° $100K Arena 🎲 Predictions πŸ›οΈ Insiders 8 Analysts

Dropbox Inc. (DBX) Dividend Safety Gauge & 10-Year DRIP Compounder

$35.64 -1.68% NASDAQ β€’ Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $35.62

Dropbox Inc. (DBX) earns a Roarable Rating of B+ (Buy) with 76/100 RQD Confidence. High-quality cash engine (80.1% gross margin, 83% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

ROARABLE B+ β€’ BUY Cap $8.18B
πŸ“€ Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚑ INSTANT AI QUANT PREVIEW β€’ $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on DBX Below β€” or Connect Your Own ChatGPT / Claude
πŸ€– Mara Quenwick β€’ AI Quant Lead (Click for Instant Brief) Is DBX stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
β–Ό

As of 2026-11-03, Dropbox Inc. (NASDAQ: DBX) is rated B+ (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 76/100 at a spot price of $35.64 (-1.68% 1D, market cap $8.18B). Pillar breakdown: Fundamental Cash Engine 14/20, Institutional 13F & Options Flow 15/20, SEC Balance-Sheet Forensics 12/20, FRED Macro Regime Fit 17/20, and Executive Insider Alignment 18/20. Across 715 tracked Technology issuers, DBX ranks #33 in composite RQD confidence.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Ellis Vennor β€’ AI Peer & Flow Quant (Click for Instant Brief) How does DBX compare to TTAN and ZETA in the Technology sector?
β–Ό

Within the Technology sector (Computer Software: Prepackaged Software), DBX carries a Roarable B+ (76/100 RQD), trailing P/E of 16.1x, gross margin of 80.1%, and ROIC of 83.1%. By comparison, TTAN (ServiceTitan Inc.) holds a C+ grade (68/100 RQD, P/E N/A, ROIC -11.2%, cap $8.13B) and ZETA (Zeta Global Holdings Corp.) posts a C- grade (59/100 RQD, P/E N/A, ROIC 0.6%, cap $7.82B). Among the 5-stock peer group, DBX leads on earnings multiple (16.1x) while DBX leads on capital efficiency (83.1% ROIC).

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Gideon Ashmere β€’ AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for DBX?
β–Ό

Per DBX's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001467623), Dropbox Inc. generated $2.52B in revenue (-1.1% YoY), $508.4M in net income, and $930.8M in free cash flow against $2.84B in total assets and $2.09B in total debt. Key quantitative strengths: Big institutional funds and options desks are actively positioning on the bullish side. Primary risk factors monitored: Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins. Institutional options positioning shows a 50% call / 50% put premium split.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists β€” not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
πŸ›‘οΈ Portfolio Crash X-Ray
EXT / AFTER-HRS: $35.62 (-0.06%)🧬 Cannibal Buyback (-2.92% YoY Shares)βš™οΈ Cash Engine: 14/20 (B-) β€’ 36.9% FCF Margin
Verify 90D Bucket Audit β†’
πŸ“Š Historical Track Record: Scores of 76/100 (B+) historically ranked in the Top 11% of excess returns over the next 90 days (+7.6% avg 90D alpha vs SPY β€’ 70.0% hit rate).
Audit Bucket Track Record β†’
RQD QUANT TACHOMETERBUY β€’ B+
025507510076
2-of-3 Quant Analysts Bullish
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) β€” not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR RQD RADARRw B+ Β· Rk B
Cash (14)Whales (15)SEC (12)Macro (17)CEO (18)
Each axis scored 0–20
12M PRICE TARGET CONE+8.1% Base Target
$45 Bull$39 Base$29 Bear
πŸ“¬ FREE DBX RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: β€” (No Active Options Snapshot on file for DBX)Realized 20D OHLCV Swing Band: Β±5.4%
Deterministic 5-Pillar Attribution (76/100 Composite)
πŸ” WHY DBX SCORES 76/100 (B+) β€” TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
β–² #1 Bullish Driver: Insider Conviction & Share Dilution+18/20 pts (24% of score)

SEC Form 4 / 13F Thermometer: 86% Net Buy β€’ Cannibal Buyback (-2.92% YoY Shares)

β–² #2 Bullish Driver: Macro Regime Fit+17/20 pts (22% of score)

FRED Regime Γ— Technicals: 84% of 52W Range β€’ RSI-14 at 53.6 (NEUTRAL RANGE)

β–Ό #1 Drag / Risk Factor: SEC 10-K Forensic Risk12/20 pts (-8 pt drag)

Balance-sheet & 10-K footnote risk deducts 8 pts from forensic ceiling

πŸ“ˆ PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 β†’ Q2 β†’ Q3 β†’ Current
Q1 (-3Q)
68
Grade B-$35.62+2.7% Next Q
Q2 (-2Q)
71
Grade B$36.59-0.2% Next Q
Q3 (-1Q)
73
Grade B$36.51-2.4% Next Q
Current
76
Grade B+$35.64+7.6% Hist 90D Ξ±
Trajectory: B- (68) β†’ B+ (76)Full Audit β†’
βš”οΈ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

βš”οΈ Adversarial Opposing Case: Why the DBX Bull Thesis Could Fail

Gideon Ashmere Forensic Desk β†’

Even with a 76/100 (B+) score, DBX faces multiple-compression risk if 16.1x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.92% YoY Shares) β€” any gross margin slip below 77.6% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($35.34) or 200D SMA ($29.16) invalidates the momentum regime and cuts Target Base ($38.53) toward Bear Floor ($29.22).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $DBXβ€’ $4.8M Crowd Pool β€’ Kalshi / Polymarket Composite
Contract: β€œDBX Beats Next Quarterly Revenue & EPS Consensus + Hyperscaler AI CapEx Holds Record Pace”
CASH DIVIDEND + BUYBACK YIELD
1.8% Total Yield
0% Cash ($0.00/yr) + 1.8% Buybacks
PAYOUT SAFETY SPEEDOMETER
74/100 β€’ REINVESTING IN GROWTH + BUYBACKS
FREE CASH FLOW PAYOUT RATIO
0% (100% Reinvested)
Retains cash flow for R&D and share repurchases
INTERACTIVE DRIP & SHAREHOLDER-YIELD COMPOUNDER (5.5% EST. ANNUAL)

$10,000 Compounded Over 10 Years β†’ $17,081

Est. Year-10 Shareholder Yield: $307/yr
$10.6K
Yr 1
$11.1K
Yr 2
$11.7K
Yr 3
$12.4K
Yr 4
$13.1K
Yr 5
$13.8K
Yr 6
$14.5K
Yr 7
$15.3K
Yr 8
$16.2K
Yr 9
$17.1K
Yr 10
ON-DEMAND RQD QUANT WORKSHOP β€’ SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher + Cash-Flow & Quality Compounder Desk

Cash-Fortress Compounders: Auditing Free Cash Flow & Yield Safety in DBX & A-Rated Leaders

  • βœ“12-month Bull/Base/Bear fair-value walkthrough on DBX and its top sector peer
  • βœ“Top Roarable A-Rated cash compounders with verified executive & 13F accumulation
  • βœ“Includes nightly RQD rating-change & forensic signal email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?
DBX // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +42.11%β–² ASCENDING CHANNEL
2026-11-03O $36.30H $36.30L $35.64C $35.64VOL 2.36M
RES: $42.43SUP: $33.62SMA50: $35.34SMA200: $29.16
$39.19$35.17$31.15$27.12$23.10RES $42.43SUP $33.62$35.642026-05-042026-06-182026-08-052026-09-212026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

DBX Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
8.7%/yr Implied 5Y Growth

vs. -1.1% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on DBX today. View full Setup Ledger β†’

πŸ¦‹ Documented & Second-Order Butterfly Connections Open Graph β†’

No direct multi-tier Butterfly edges indexed yet for DBX. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for DBX today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk β†’
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT β€’ SEC EDGAR XBRL Γ— RQD PEER BENCHMARK

πŸ“Š Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (DBX)

1. Head-to-Head Technology Peer Comparison (DBX vs. TTAN, ZETA, QLYS, DSGX)

Industry: Computer Software: Prepackaged Software (222 Tracked Issuers)

Across 715 tracked Technology securities in the Roarable RQD universe, Dropbox Inc. (DBX) ranks #33 by composite RQD confidence (76/100, grade B+) and #166 by equity capitalization ($8.18B). Within this direct 5-issuer industry benchmark cohort, DBX leads on earnings valuation at 16.1x trailing P/E, while DBX leads on capital efficiency and profitability with 83.1% ROIC and 80.1% gross margin. QLYS currently holds the highest overall quantitative score in the immediate peer group at 85/100 (A-) compared with DBX at 76/100 (B+).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
DBX ACTIVE
Dropbox Inc.
B+ 76/100 16.1x 80.1% 83.1% -1.68% $8.18B Benchmark Subject
TTAN
ServiceTitan Inc.
C+ 68/100 β€” 70.1% -11.2% -1.60% $8.13B /ttan-vs-dbx β†’
ZETA
Zeta Global Holdings Corp.
C- 59/100 β€” 60.6% 0.6% -2.08% $7.82B /zeta-vs-dbx β†’
QLYS
Qualys Inc.
A- 85/100 40.2x 82.8% 27.5% -7.37% $7.75B /qlys-vs-dbx β†’
DSGX
Descartes Systems Group Inc.
B+ 79/100 48.1x 77.1% 12.0% +0.86% $7.75B /dsgx-vs-dbx β†’

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K β€’ FILED 2025-12-31 β€’ CIK 0001467623 β†—

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Dropbox Inc. (DBX) reported GAAP revenue of $2.52B (-1.1% vs. FY2024 revenue of $2.55B , and +0.8% cumulative change since FY2023) , GAAP net income of $508.4M, operating cash flow of $951.8M, and free cash flow of $930.8M (+6.8% YoY). On the balance sheet, DBX closed FY2025 with $2.84B in total assets against $2.09B in total debt (Altman Z-Score: 0.57, Piotroski F-Score: 7/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $2.52B $508.4M $951.8M $930.8M $2.84B $2.09B
FY2024 (FY) 2024-12-31 $2.55B $452.3M $894.1M $871.6M $3.33B $1.83B
FY2023 (FY) 2023-12-31 $2.50B $453.6M $783.7M $671.1M $4.51B $1.05B

3. DBX Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

βœ“ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is DBX stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Dropbox Inc. (NASDAQ: DBX) is rated B+ (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 76/100 at a spot price of $35.64 (-1.68% 1D, market cap $8.18B). Pillar breakdown: Fundamental Cash Engine 14/20, Institutional 13F & Options Flow 15/20, SEC Balance-Sheet Forensics 12/20, FRED Macro Regime Fit 17/20, and Executive Insider Alignment 18/20. Across 715 tracked Technology issuers, DBX ranks #33 in composite RQD confidence.

How does DBX compare to TTAN and ZETA in the Technology sector?

Within the Technology sector (Computer Software: Prepackaged Software), DBX carries a Roarable B+ (76/100 RQD), trailing P/E of 16.1x, gross margin of 80.1%, and ROIC of 83.1%. By comparison, TTAN (ServiceTitan Inc.) holds a C+ grade (68/100 RQD, P/E N/A, ROIC -11.2%, cap $8.13B) and ZETA (Zeta Global Holdings Corp.) posts a C- grade (59/100 RQD, P/E N/A, ROIC 0.6%, cap $7.82B). Among the 5-stock peer group, DBX leads on earnings multiple (16.1x) while DBX leads on capital efficiency (83.1% ROIC).

What are the biggest fundamental strengths and SEC risk factors for DBX?

Per DBX's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001467623), Dropbox Inc. generated $2.52B in revenue (-1.1% YoY), $508.4M in net income, and $930.8M in free cash flow against $2.84B in total assets and $2.09B in total debt. Key quantitative strengths: Big institutional funds and options desks are actively positioning on the bullish side. Primary risk factors monitored: Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins. Institutional options positioning shows a 50% call / 50% put premium split.

Where is DBX trading relative to its 50-day, 200-day, and 52-week technical levels?

DBX last traded at $35.64 (-1.68% on volume of 3,841,489 shares), positioning the stock +0.85% above its 50-day simple moving average ($35.34) and +22.22% above its 200-day simple moving average ($29.16). Across its 52-week range of $21.69 to $38.22, DBX sits at the 84.4% percentile with a 14-day RSI of 53.6 (NEUTRAL RANGE) and an implied next-earnings move of Β±5.4% ($33.72 to $37.56).

ROARABLE RATING BRIEF β€’ RQD 76/100 (B+) βœ“ SEC XBRL & RQD VERIFIED

DBX β€” Dropbox Inc.: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2025-12-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

Dropbox Inc. (DBX) earns a live Roarable RQD composite score of 76/100, corresponding to a B+ letter grade (Roarable Buy) at a spot price of $35.64 (-1.68% 1D, market capitalization $8.18B).

  • Fundamental Cash Engine (14/20): Anchored by return on invested capital (ROIC) of 83.1%, gross margin of 80.1%, operating margin of 27.3%, and free cash flow yield of 11.36%.
  • Whale 13F & Options Flow (15/20) + Insider Conviction (18/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (17/20) + Forensic Balance Sheet (12/20): Incorporates a 1.18x equity beta, Altman Z-Score of 0.57, Piotroski F-Score of 7/9, and Debt/Equity of 0.85x.

2. Business Model, Unit Margins & SEC Financial Trajectory

Dropbox Inc. Is a NASDAQ-listed issuer in the Technology sector, operating in the Computer Software: Prepackaged Software industry. The business description and customer or revenue-model details are β€” Gross margin is 80.1%, operating margin 27.3%, and net margin 20.2% per the market data section.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Dropbox Inc. (DBX) reported $2.52B in annual revenue (up from $2.55B in FY2024, -1.1% YoY) and $508.4M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($2.50B revenue, $453.6M net income) through FY2025, DBX scaled operating cash flow to $951.8M and free cash flow to $930.8M, backed by $2.84B in total assets against $2.09B in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • πŸ‚ Primary Bull Case (B+ β€’ RQD 76/100): Big institutional funds and options desks are actively positioning on the bullish side. Company leadership has skin in the game with net positive insider conviction. With Fundamental Cash Engine at 14/20 and Institutional Whale Flow at 15/20, sustained execution supports upside toward the upper end of the $21.69 – $38.22 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins. Investors must weigh 16.1x trailing P/E and 13.1x EV/EBITDA against 27.3% operating margins and a 1.18x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

Operating in Computer Software: Prepackaged Software (Technology), DBX carries a macro regime beta of 1.18 and gross margin of 80.1%.

  • Key Question #1: Can DBX sustain or expand its 27.3% operating margin and 83.1% ROIC against Computer Software: Prepackaged Software peers over the next 4 quarters?
  • Key Question #2: Following FY2025 revenue of $2.52B and free cash flow of $930.8M, how will capital allocation balance growth reinvestment against $2.09B in total debt?
  • Key Question #3: How sensitive is DBX's 15.0x forward P/E multiple to Technology capital spending cycles and macro interest-rate shifts (Beta 1.18x)?

DBX Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Dropbox Inc. (DBX) β€’ Click "Debate This Headline" to argue it in the Roar Pit below

πŸ’¬ Jump to DBX Debate Forum (3) ↓
πŸ”₯ THE ROAR PIT β€’ LIVE COMMUNITY DEBATE 3 Active Posts & Replies

DBX Bull vs. Bear Conversation Board β€” What's Your Call at $35.64?

πŸ‚ 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON DBX 🐻 33% BEARISH CONVICTION
1. Pick Your Side on DBX:
πŸ’‘ Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
CA CashFlowKing RQD DEBATE OPENER β€’ FCF Compounder Hunter πŸ‚ BULLISH 🎯 Target: $43.50 (+20.0%)
πŸ“Œ Pinned Debate

Per the Roarable RQD rating, insider conviction scores 18/20 and ROIC is 83.1% with FCF yield of 11.36%.

Long DBX at $36.25 targeting $43.50. Per the Roarable RQD rating, insider conviction scores 18/20 and ROIC is 83.1% with FCF yield of 11.36%.. Institutional whale score is 15/20 and the risk/reward vs. the $21.69 52-week low is skewed heavily in favor of bulls.

ArenaChamp_24 πŸ‚ BULL

@CashFlowKing Agree on the RQD 76/100 quality, though with 1.18 beta I'm scaling in with half-size at $36.25 and keeping dry powder in case we test $33.71.

SK SkepticalCFA RQD DEBATE OPENER β€’ Fundamental Contrarian 🐻 BEARISH 🎯 Target: $30.45 (-16.0%)
Spot @ $36.25

Per the Roarable RQD rating, the forensic balance sheet scores 12/20 with Altman Z at 0.57 and Debt/Equity at 0.85.

I respect the product at Dropbox Inc., but the stock at $36.25 is a different story. Per the Roarable RQD rating, the forensic balance sheet scores 12/20 with Altman Z at 0.57 and Debt/Equity at 0.85.. FCF yield is 11.36% and RQD sits at 76/100 (B+) β€” why pay up here when you can wait for next quarter's numbers?

LIVE TAPE