VeriSign (VRSN)
Market Price (10/13/2025): $258.49 | Market Cap: $24.2 BilSector: Information Technology | Industry: Internet Services & Infrastructure
VeriSign (VRSN)
Market Price (10/13/2025): $258.49Market Cap: $24.2 BilSector: Information TechnologyIndustry: Internet Services & Infrastructure
Investment Highlights
Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 68% | Weak multi-year price returns2Y Excs Rtn is -26%, 3Y Excs Rtn is -31% | |
Attractive cash flow generationCFO/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% | ||
Low stock price volatilityVol 12M is 25% |
Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 68% |
Attractive cash flow generationCFO/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% |
Low stock price volatilityVol 12M is 25% |
Weak multi-year price returns2Y Excs Rtn is -26%, 3Y Excs Rtn is -31% |
Market Valuation & Key Metrics
VRSN Stock
Price Returns Compared
2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
---|---|---|---|---|---|---|---|
Returns | |||||||
VRSN Return | 12% | 17% | -19% | 0% | 0% | 27% | 36% |
Peers Return | 147% | 9% | -40% | 57% | 10% | 11% | 208% |
S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 11% | 103% |
Monthly Win Rates [3] | |||||||
VRSN Win Rate | 58% | 58% | 33% | 50% | 50% | 78% | |
Peers Win Rate | 68% | 50% | 32% | 62% | 53% | 58% | |
S&P 500 Win Rate | 58% | 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
Event | VRSN | S&P 500 |
---|---|---|
2022 Inflation Shock | ||
% Loss | -38.8% | -25.4% |
% Gain to Breakeven | 63.5% | 34.1% |
Time to Breakeven | 1044 days | 464 days |
2020 Covid Pandemic | ||
% Loss | -30.3% | -33.9% |
% Gain to Breakeven | 43.5% | 51.3% |
Time to Breakeven | 53 days | 148 days |
2018 Correction | ||
% Loss | -19.5% | -19.8% |
% Gain to Breakeven | 24.2% | 24.7% |
Time to Breakeven | 579 days | 120 days |
2008 Global Financial Crisis | ||
% Loss | -59.6% | -56.8% |
% Gain to Breakeven | 147.8% | 131.3% |
Time to Breakeven | 1245 days | 1480 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.
Latest Trefis Analyses
Trade Ideas
Select past trade ideas related to VRSN and Internet Services & Infrastructure.
Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
---|---|---|---|---|---|---|---|
09302025 | ADBE | Adobe | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | -4.3% | -4.3% | -4.3% |
09302025 | CRM | Salesforce | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 2.0% | 2.0% | -0.6% |
09302025 | MPWR | Monolithic Power Systems | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | -1.8% | -1.8% | -1.8% |
09262025 | POWI | Power Integrations | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | -13.4% | -13.4% | -13.4% |
09262025 | ROP | Roper Technologies | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 2.1% | 2.1% | -0.3% |
04302024 | VRSN | VeriSign | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 5.5% | 66.5% | -0.7% |
11302022 | VRSN | VeriSign | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 11.8% | 6.2% | -4.3% |
04302022 | VRSN | VeriSign | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 13.8% | 24.1% | -12.4% |
Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
---|---|---|---|---|---|---|---|
09302025 | ADBE | Adobe | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | -4.3% | -4.3% | -4.3% |
09302025 | CRM | Salesforce | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 2.0% | 2.0% | -0.6% |
09302025 | MPWR | Monolithic Power Systems | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | -1.8% | -1.8% | -1.8% |
09262025 | POWI | Power Integrations | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | -13.4% | -13.4% | -13.4% |
09262025 | ROP | Roper Technologies | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 2.1% | 2.1% | -0.3% |
04302024 | VRSN | VeriSign | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 5.5% | 66.5% | -0.7% |
11302022 | VRSN | VeriSign | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 11.8% | 6.2% | -4.3% |
04302022 | VRSN | VeriSign | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge 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.
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons for VeriSign
Financials
Median | |
---|---|
Name | |
Mkt Price | 130.68 |
Mkt Cap | 18.1 |
Rev LTM | 1,770 |
Op Inc LTM | 628 |
FCF LTM | 679 |
FCF 3Y Avg | 748 |
CFO LTM | 979 |
CFO 3Y Avg | 910 |
Growth & Margins
Median | |
---|---|
Name | |
Rev Chg LTM | 7.4% |
Rev Chg 3Y Avg | 5.9% |
Rev Chg Q | 8.3% |
QoQ Delta Rev Chg LTM | 2.0% |
Op Mgn LTM | 15.4% |
Op Mgn 3Y Avg | 17.1% |
QoQ Delta Op Mgn LTM | 0.6% |
CFO/Rev LTM | 31.2% |
CFO/Rev 3Y Avg | 26.8% |
FCF/Rev LTM | 16.6% |
FCF/Rev 3Y Avg | 19.3% |
Valuation
Median | |
---|---|
Name | |
Mkt Cap | 18.1 |
P/S | 3.8 |
P/EBIT | 17.1 |
P/E | 22.4 |
P/CFO | 22.5 |
Total Yield | 3.3% |
Dividend Yield | 0.0% |
FCF Yield 3Y Avg | 3.9% |
D/E | 0.2 |
Net D/E | 0.1 |
Returns
Median | |
---|---|
Name | |
1M Rtn | -4.7% |
3M Rtn | -5.4% |
6M Rtn | 6.1% |
12M Rtn | 11.5% |
3Y Rtn | 48.3% |
1M Excs Rtn | -7.0% |
3M Excs Rtn | -9.9% |
6M Excs Rtn | -16.4% |
12M Excs Rtn | -1.2% |
3Y Excs Rtn | -30.5% |
Comparison Analyses
Returns Analyses
Earnings Returns History
Expand for MoreForward Returns | |||
---|---|---|---|
Earnings Date | 1D Returns | 5D Returns | 21D Returns |
7/24/2025 | 6.7% | -6.2% | -5.7% |
4/24/2025 | 8.0% | 10.7% | 11.1% |
2/6/2025 | 0.5% | 4.2% | 8.6% |
10/24/2024 | -2.1% | -4.5% | -2.3% |
7/25/2024 | 4.2% | 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 | |||
# Positive | 12 | 9 | 12 |
# Negative | 12 | 15 | 12 |
Median Positive | 2.9% | 4.9% | 4.2% |
Median Negative | -2.7% | -3.2% | -6.3% |
Max Positive | 9.5% | 10.7% | 16.0% |
Max Negative | -14.3% | -15.7% | -18.5% |
SEC Filings
Expand for MoreReport Date | Filing Date | Filing |
---|---|---|
6302025 | 7242025 | 10-Q 6/30/2025 |
3312025 | 4242025 | 10-Q 3/31/2025 |
12312024 | 2132025 | 10-K 12/31/2024 |
9302024 | 10242024 | 10-Q 9/30/2024 |
6302024 | 7252024 | 10-Q 6/30/2024 |
3312024 | 4252024 | 10-Q 3/31/2024 |
12312023 | 2152024 | 10-K 12/31/2023 |
9302023 | 10262023 | 10-Q 9/30/2023 |
6302023 | 7272023 | 10-Q 6/30/2023 |
3312023 | 4272023 | 10-Q 3/31/2023 |
12312022 | 2172023 | 10-K 12/31/2022 |
9302022 | 10272022 | 10-Q 9/30/2022 |
6302022 | 7282022 | 10-Q 6/30/2022 |
3312022 | 4282022 | 10-Q 3/31/2022 |
12312021 | 2182022 | 10-K 12/31/2021 |
9302021 | 10282021 | 10-Q 9/30/2021 |
Insider Activity
Expand for MoreOwner | Title | Filing Date | Action | Price | Shares | TransactedValue | Value ofHeld Shares | Form | |
---|---|---|---|---|---|---|---|---|---|
0 | BIDZOS D JAMES | Exec. Chairman, Pres, & CEO | 9112025 | Sell | 280.82 | 1,250 | 351,030 | 138,499,026 | Form |
1 | Indelicarto Thomas C | EVP, Gen Counsel & Secretary | 9102025 | Sell | 282.28 | 501 | 141,422 | 9,933,792 | Form |
2 | Indelicarto Thomas C | EVP, Gen Counsel & Secretary | 9032025 | Sell | 270.46 | 501 | 135,500 | 9,653,332 | Form |
3 | BIDZOS D JAMES | Exec. Chairman, Pres, & CEO | 8212025 | Sell | 267.37 | 1,800 | 481,270 | 134,088,218 | Form |
4 | TOMLINSON TIMOTHY | 8212025 | Sell | 270.00 | 700 | 189,000 | 4,126,680 | Form |
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