External reports (aggregated public sources), Value Investors Club

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External reports (aggregated public sources)

Equity Bottom-Up

Key points<ul><li>Dropbox was last pitched in August 2022 with nearly reached $1B FCF guidance for 2024</li><li>Company hit a plateau with guidance for $957M to $997M in last earnings call, factoring in stock-based compensation resulting in over $620M in FCF on an $8.1B equity</li><li>Despite recent drop in equity value, Dropbox offers higher earnings yield and potential upside in equity value compared to Box</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key pointsDropbox was last pitched in August 2022 with nearly reached $1B FCF guidance for 2024Company hit a plateau with guidance for $957M to $997M in last earnings call, factoring in stock-based compensation resulting in over $620M in FCF on an $8.1B equityDespite recent drop in equity value, Dropbox offers higher earnings yield and potential upside in equity value compared to BoxThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Dropbox Inc

Dropbox Inc (DBX) - Sunday, Mar 10, 2024