Disclaimer:

Disclaimer: The blog posts and comments on this blog and posts on social networks are not investment recommendation, are provided solely for informational purposes, and do not constitute an offer or solicitation to buy or sell any securities. The opinions expressed on the blog are Petar Posledovich's. Petar Posledovich does not guarantee the accuracy of the information presented on this blog and social networks. The information presented is "as is". The blog is stocks analysis and valuation, Bitcoin, Cryptocurrencies, Artificial Intelligence, AI, deep-learning focused. Independent, unbiased AI insights. Petar Vladimirov Posledovich is not liable for any investment losses incurred by reading and interpreting blog posts on this blog and posts on social networks. Conflicts of interest: I may possess some of the securities, currencies or their derivatives mentioned in the blog post and posts on social networks! The blog is property of Wolfteam Ltd. www.wolfteamedge.com Respectfully yours, Petar Posledovich

Saturday, May 18, 2024

Dropbox Is Undervalued

 


Dropbox Inc, the cloud storage and analysis company is undervalued, according to Wolfteam Ltd.'s projections and estimates.

Dropbox' intrinsic value is 30 billion USD, compared to its market capitalization of 7.84 billion USD.

Dropbox' revenue and profitability, with its stable revenue growth simply points to a lot of unrealized value.  

It is true that cloud storage to an extent is getting commoditized and with such giants like Apple with its iCloud, Alphabet with Google Cloud and Microsoft with OneDrive active in the cloud storage space, Dropbox faces intense competition from global giants. Apple, Microsoft and Alphabet, Google's owner are in top 5 of the world's most valuable public companies.

Dropbox, as a relatively new kid on the block, a startup still one might point out, Dropbox Inc has a lot of agility and maneuverability, which provides Dropbox with a competitive edge in the cloud storage and cloud computing battle. In addition, in 3 years, the cloud computing industry's revenue will be around 700 billion USD a year, according to various sources and cloud storage is a multi tens of billions USDs in yearly revenue unit within the overall cloud computing business.

In short, Dropbox' prospects are bright and the company holds tremendous amount of unrealized value, in Wolfteam Ltd.'s view.

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