Tearsheet

VeriSign (VRSN)


Market Price (10/13/2025): $258.49 | Market Cap: $24.2 Bil
Sector: Information Technology | Industry: Internet Services & Infrastructure

VeriSign (VRSN)


Market Price (10/13/2025): $258.49
Market Cap: $24.2 Bil
Sector: Information Technology
Industry: Internet Services & Infrastructure

Investment Highlights

0 Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 68%
Weak multi-year price returns
2Y Excs Rtn is -26%, 3Y Excs Rtn is -31%
 
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 61%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 59%
  
2 Low stock price volatility
Vol 12M is 25%
  
0 Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 68%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 61%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 59%
2 Low stock price volatility
Vol 12M is 25%
3 Weak multi-year price returns
2Y Excs Rtn is -26%, 3Y Excs Rtn is -31%

Market Valuation & Key Metrics

VRSN Stock


Price Returns Compared

 202020212022202320242025Total [1]
Returns
VRSN Return12%17%-19%0%0%27%36%
Peers Return147%9%-40%57%10%11%208%
S&P 500 Return16%27%-19%24%23%11%103%

Monthly Win Rates [3]
VRSN Win Rate58%58%33%50%50%78% 
Peers Win Rate68%50%32%62%53%58% 
S&P 500 Win Rate58%75%42%67%75%67% 

Max Drawdowns [4]
VRSN Max Drawdown-22%-13%-38%-7%-18%-1% 
Peers Max Drawdown-24%-24%-49%-9%-28%-24% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: NET, AKAM, FSLY, VRSN, GDDY. See VRSN Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 10/10/2025 (YTD)

Downturns Compared

Unique KeyEventVRSNS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-38.8%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven63.5%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven1044 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-30.3%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven43.5%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven53 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-19.5%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven24.2%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven579 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-59.6%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven147.8%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven1245 days1480 days


How Low Can It Go?

VeriSign's stock fell -38.8% during the 2022 Inflation Shock from a high on 12/29/2021. A -38.8% loss requires a 63.5% gain to breakeven.

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About VeriSign (VRSN)

VeriSign, Inc., together with its subsidiaries, provides domain name registry services and internet infrastructure that enables internet navigation for various recognized domain names worldwide. It enables the security, stability, and resiliency of internet infrastructure and services, including providing root zone maintainer services, operating two of the 13 internet root servers; and offering registration services and authoritative resolution for the .com and .net domains, which support global e-commerce. The company also back-end systems for .cc, .gov, .edu, and .name domain names, as well as operates distributed servers, networking, security, and data integrity services. VeriSign, Inc. was incorporated in 1995 and is headquartered in Reston, Virginia.

Better Bets than VeriSign (VRSN)

Latest Trefis Analyses

Trade Ideas

Select past trade ideas related to VRSN and Internet Services & Infrastructure.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
ADBE_9302025_Monopoly_xInd_xCD_Getting_Cheaper09302025ADBEAdobeMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
-4.3%-4.3%-4.3%
CRM_9302025_Monopoly_xInd_xCD_Getting_Cheaper09302025CRMSalesforceMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
2.0%2.0%-0.6%
MPWR_9302025_Monopoly_xInd_xCD_Getting_Cheaper09302025MPWRMonolithic Power SystemsMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
-1.8%-1.8%-1.8%
POWI_9262025_Dip_Buyer_High_CFO_Margins_ExInd_DE09262025POWIPower IntegrationsDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
-13.4%-13.4%-13.4%
ROP_9262025_Monopoly_xInd_xCD_Getting_Cheaper09262025ROPRoper TechnologiesMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
2.1%2.1%-0.3%
VRSN_4302024_Monopoly_xInd_xCD_Getting_Cheaper04302024VRSNVeriSignMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
5.5%66.5%-0.7%
VRSN_11302022_Monopoly_xInd_xCD_Getting_Cheaper11302022VRSNVeriSignMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
11.8%6.2%-4.3%
VRSN_4302022_Monopoly_xInd_xCD_Getting_Cheaper04302022VRSNVeriSignMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
13.8%24.1%-12.4%
Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
ADBE_9302025_Monopoly_xInd_xCD_Getting_Cheaper09302025ADBEAdobeMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
-4.3%-4.3%-4.3%
CRM_9302025_Monopoly_xInd_xCD_Getting_Cheaper09302025CRMSalesforceMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
2.0%2.0%-0.6%
MPWR_9302025_Monopoly_xInd_xCD_Getting_Cheaper09302025MPWRMonolithic Power SystemsMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
-1.8%-1.8%-1.8%
POWI_9262025_Dip_Buyer_High_CFO_Margins_ExInd_DE09262025POWIPower IntegrationsDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
-13.4%-13.4%-13.4%
ROP_9262025_Monopoly_xInd_xCD_Getting_Cheaper09262025ROPRoper TechnologiesMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
2.1%2.1%-0.3%
VRSN_4302024_Monopoly_xInd_xCD_Getting_Cheaper04302024VRSNVeriSignMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
5.5%66.5%-0.7%
VRSN_11302022_Monopoly_xInd_xCD_Getting_Cheaper11302022VRSNVeriSignMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
11.8%6.2%-4.3%
VRSN_4302022_Monopoly_xInd_xCD_Getting_Cheaper04302022VRSNVeriSignMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
13.8%24.1%-12.4%

See Trefis Trade Ideas for more.

Recent Active Movers

Recent Active Movers

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Peer Comparisons for VeriSign

Financials

VRSNNETAKAMFSLYGDDYMedian
NameVeriSign Cloudfla.Akamai T.Fastly GoDaddy  
Mkt Price260.82213.8273.248.23130.68130.68
Mkt Cap24.573.910.61.218.118.1
Rev LTM1,5981,7704,0835714,7521,770
Op Inc LTM1,085-153628-1391,036628
FCF LTM950184679121,453679
FCF 3Y Avg876121748-351,152748
CFO LTM9794531,447531,480979
CFO 3Y Avg9103131,43071,199910

Growth & Margins

VRSNNETAKAMFSLYGDDYMedian
NameVeriSign Cloudfla.Akamai T.Fastly GoDaddy  
Rev Chg LTM4.6%27.8%4.0%7.4%7.9%7.4%
Rev Chg 3Y Avg5.2%34.5%4.6%13.7%5.9%5.9%
Rev Chg Q5.9%26.5%6.5%12.3%8.3%8.3%
QoQ Delta Rev Chg LTM1.4%6.0%1.6%2.9%2.0%2.0%
Op Mgn LTM67.9%-8.7%15.4%-24.3%21.8%15.4%
Op Mgn 3Y Avg67.4%-14.1%17.1%-34.8%17.5%17.1%
QoQ Delta Op Mgn LTM-0.1%0.6%-0.1%2.0%0.7%0.6%
CFO/Rev LTM61.2%25.6%35.4%9.3%31.2%31.2%
CFO/Rev 3Y Avg59.5%21.7%36.7%0.8%26.8%26.8%
FCF/Rev LTM59.4%10.4%16.6%2.1%30.6%16.6%
FCF/Rev 3Y Avg57.2%8.1%19.3%-7.3%25.7%19.3%

Valuation

VRSNNETAKAMFSLYGDDYMedian
NameVeriSign Cloudfla.Akamai T.Fastly GoDaddy  
Mkt Cap24.573.910.61.218.118.1
P/S15.341.82.62.13.83.8
P/EBIT22.0-1,074.218.0-8.817.117.1
P/E30.6-904.725.0-8.122.422.4
P/CFO25.0163.37.322.512.222.5
Total Yield3.3%-0.1%4.0%-12.3%4.5%3.3%
Dividend Yield0.0%0.0%0.0%0.0%0.0%0.0%
FCF Yield 3Y Avg3.9%0.3%5.8%-2.2%6.4%3.9%
D/E0.10.00.50.30.20.2
Net D/E0.0-0.00.40.10.20.1

Returns

VRSNNETAKAMFSLYGDDYMedian
NameVeriSign Cloudfla.Akamai T.Fastly GoDaddy  
1M Rtn-8.7%-3.4%-4.7%6.5%-9.9%-4.7%
3M Rtn-7.0%17.9%-5.4%22.7%-22.1%-5.4%
6M Rtn6.1%101.2%-1.1%50.2%-24.0%6.1%
12M Rtn39.4%128.8%-29.7%11.5%-19.9%11.5%
3Y Rtn48.3%328.7%-9.0%5.9%77.8%48.3%
1M Excs Rtn-9.3%-4.3%-7.0%4.8%-11.5%-7.0%
3M Excs Rtn-12.0%12.4%-9.9%16.5%-27.6%-9.9%
6M Excs Rtn-16.4%78.3%-23.4%28.6%-47.1%-16.4%
12M Excs Rtn27.5%147.6%-41.7%-1.2%-32.3%-1.2%
3Y Excs Rtn-30.5%178.6%-87.4%-84.9%-4.0%-30.5%

Financials

Segment Financials

Revenue by Segment

$ Mil20242023202220212020
Single Segment1,4931,4251,3281,2651,232
Total1,4931,4251,3281,2651,232


Price Behavior

Short Interest

Short Interest: As Of Date9302025
Short Interest: Shares Quantity1,854,333
Short Interest: % Change Since 9152025-9.1%
Average Daily Volume756,749
Days-to-Cover Short Interest2.45
Basic Shares Quantity93,800,000
Short % of Basic Shares2.0%

Earnings Returns History

Expand for More

 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
7/24/20256.7%-6.2%-5.7%
4/24/20258.0%10.7%11.1%
2/6/20250.5%4.2%8.6%
10/24/2024-2.1%-4.5%-2.3%
7/25/20244.2%6.6%1.5%
4/25/2024-3.9%-7.8%-6.3%
2/8/2024-1.3%-1.6%-4.1%
10/26/2023-5.8%-2.0%4.6%
...
SUMMARY STATS   
# Positive12912
# Negative121512
Median Positive2.9%4.9%4.2%
Median Negative-2.7%-3.2%-6.3%
Max Positive9.5%10.7%16.0%
Max Negative-14.3%-15.7%-18.5%

SEC Filings

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Report DateFiling DateFiling
6302025724202510-Q 6/30/2025
3312025424202510-Q 3/31/2025
12312024213202510-K 12/31/2024
93020241024202410-Q 9/30/2024
6302024725202410-Q 6/30/2024
3312024425202410-Q 3/31/2024
12312023215202410-K 12/31/2023
93020231026202310-Q 9/30/2023
6302023727202310-Q 6/30/2023
3312023427202310-Q 3/31/2023
12312022217202310-K 12/31/2022
93020221027202210-Q 9/30/2022
6302022728202210-Q 6/30/2022
3312022428202210-Q 3/31/2022
12312021218202210-K 12/31/2021
93020211028202110-Q 9/30/2021

Insider Activity

Expand for More

 OwnerTitleFiling DateActionPriceSharesTransacted
Value
Value of
Held Shares
Form
0BIDZOS D JAMESExec. Chairman, Pres, & CEO9112025Sell280.821,250351,030138,499,026Form
1Indelicarto Thomas CEVP, Gen Counsel & Secretary9102025Sell282.28501141,4229,933,792Form
2Indelicarto Thomas CEVP, Gen Counsel & Secretary9032025Sell270.46501135,5009,653,332Form
3BIDZOS D JAMESExec. Chairman, Pres, & CEO8212025Sell267.371,800481,270134,088,218Form
4TOMLINSON TIMOTHY 8212025Sell270.00700189,0004,126,680Form