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Verisign Inc./Ca (VRSN) Fundamental Analysis & AI Grade 2026

VRSN Nasdaq Services-Computer Programming Services DE CIK: 0001014473
Update Pending • Analysis: Apr 29, 2026 • SEC Data: 2026-03-31
Combined AI Grade
B
75% Confidence
N/A
B
75% Conf
Pending
Analysis scheduled

📊 VRSN Key Takeaways

Revenue: $428.9M
Net Margin: 50.0%
Free Cash Flow: $265.2M
Current Ratio: 0.46x
Debt/Equity: N/A
EPS: $6.24
AI Grade: B with 75% confidence
Verisign Inc./Ca (VRSN) receives a B fundamental grade with 75% confidence from our AI analysis based on SEC 10-K filings. With revenue of $428.9M, net profit margin of 50.0%, Verisign Inc./Ca demonstrates mixed fundamentals in the Technology sector. Below is our complete VRSN stock analysis for 2026.

Is Verisign Inc./Ca (VRSN) a Good Investment?

Claude

VeriSign exhibits exceptional operational profitability with 68.5% operating margins and 61.8% free cash flow conversion, powered by its recurring domain registry toll-booth business model. However, negative stockholders' equity of -$2.2B and critically poor liquidity ratios (0.46x) create material structural risks that contradict the operational strength, warranting cautious positioning.

Verisign Inc./Ca Key Strengths (VRSN)

Claude
  • + Exceptional operating margins (68.5%) and net margins (50%) reflecting pricing power and capital efficiency of registry business
  • + Outstanding cash generation with $265.2M free cash flow and 61.8% FCF margin despite minimal capex
  • + Stable revenue growth (6.4% YoY) and positive net income growth (5.1% YoY) from recurring domain registration revenue streams

VRSN Stock Risks: Verisign Inc./Ca Investment Risks

Claude
  • ! Negative stockholders' equity of -$2.2B represents fundamental balance sheet insolvency despite strong cash flows
  • ! Critical liquidity ratios (current 0.46x, quick 0.46x) far below 1.0x threshold, indicating current liabilities exceed current assets
  • ! EPS declining 10.9% YoY while net income grows 5.1% YoY signals severe share dilution masking underlying profitability

Key Metrics to Watch

Claude
  • * Stockholders equity trajectory and capital structure normalization
  • * Current and quick ratio improvement toward healthier liquidity thresholds
  • * Share count growth relative to net income growth to assess dilution sustainability

Verisign Inc./Ca (VRSN) Financial Metrics & Key Ratios

Revenue
$428.9M
Net Income
$214.5M
EPS (Diluted)
$6.24
Free Cash Flow
$265.2M
Total Assets
$1.3B
Cash Position
$476.7M

💡 AI Analyst Insight

The 61.8% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

VRSN Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 68.5%
Net Margin 50.0%
ROE N/A
ROA 16.5%
FCF Margin 61.8%

VRSN vs Technology Sector: How Verisign Inc./Ca Compares

How Verisign Inc./Ca compares to Technology sector averages

Net Margin
VRSN 50.0%
vs
Sector Avg 18.0%
VRSN Sector
ROE
VRSN 0.0%
vs
Sector Avg 22.0%
VRSN Sector
Current Ratio
VRSN 0.5x
vs
Sector Avg 2.5x
VRSN Sector
Debt/Equity
VRSN 0.0x
vs
Sector Avg 0.5x
VRSN Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Verisign Inc./Ca Stock Overvalued? VRSN Valuation Analysis 2026

Based on fundamental analysis, Verisign Inc./Ca has mixed fundamental signals relative to the Technology sector in 2026.

Return on Equity
N/A
Sector avg: 22%
Net Profit Margin
50.0%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
N/A
Sector avg: 0.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Verisign Inc./Ca Balance Sheet: VRSN Debt, Cash & Liquidity

Current Ratio
0.46x
Quick Ratio
0.46x
Debt/Equity
N/A
Debt/Assets
270.6%
Interest Coverage
15.53x
Long-term Debt
$0.0

VRSN Revenue & Earnings Growth: 5-Year Financial Trend

VRSN 5-year financial data: Year 2021: Revenue $1.3B, Net Income $612.3M, EPS $5.15. Year 2022: Revenue $1.4B, Net Income $814.9M, EPS $7.07. Year 2023: Revenue $1.5B, Net Income $784.8M, EPS N/A. Year 2024: Revenue $1.6B, Net Income $673.8M, EPS N/A. Year 2025: Revenue $1.7B, Net Income $817.6M, EPS N/A.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Verisign Inc./Ca's revenue has grown significantly by 25% over the 5-year period, indicating strong business expansion. The most recent EPS of $7.07 reflects profitable operations.

VRSN Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
61.8%
Free cash flow / Revenue

VRSN Quarterly Earnings & Performance

Quarterly financial performance data for Verisign Inc./Ca including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $402.3M $199.3M $2.10
Q3 2025 $390.6M $201.3M $2.07
Q2 2025 $387.1M $198.8M $2.01
Q1 2025 $384.3M $194.1M $1.92
Q3 2024 $376.3M $188.5M $1.83
Q2 2024 $372.0M $185.7M $1.79
Q1 2024 $364.4M $178.7M $1.70
Q3 2023 $356.9M $169.5M $1.58

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Verisign Inc./Ca Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$272.4M
Cash generated from operations
Stock Buybacks
$225.4M
Shares repurchased (TTM)
Capital Expenditures
$7.2M
Investment in assets
Dividends Paid
$74.2M
Returned to shareholders

VRSN SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Verisign Inc./Ca (CIK: 0001014473)

📋 Recent SEC Filings

Date Form Document Action
May 29, 2026 4 xslF345X06/wk-form4_1780087086.xml View →
May 21, 2026 8-K vrsn-20260521.htm View →
May 18, 2026 4 xslF345X06/wk-form4_1779137226.xml View →
May 18, 2026 4 xslF345X06/wk-form4_1779137105.xml View →
May 18, 2026 4 xslF345X06/wk-form4_1779136973.xml View →

Frequently Asked Questions about VRSN

What is the AI rating for VRSN?

Verisign Inc./Ca (VRSN) has an AI grade of B with 75% confidence, based on fundamental analysis of SEC EDGAR filings.

What are VRSN's key strengths?

Claude: Exceptional operating margins (68.5%) and net margins (50%) reflecting pricing power and capital efficiency of registry business. Outstanding cash generation with $265.2M free cash flow and 61.8% FCF margin despite minimal capex.

What are the risks of investing in VRSN?

Claude: Negative stockholders' equity of -$2.2B represents fundamental balance sheet insolvency despite strong cash flows. Critical liquidity ratios (current 0.46x, quick 0.46x) far below 1.0x threshold, indicating current liabilities exceed current assets.

What is VRSN's revenue and growth?

Verisign Inc./Ca reported revenue of $428.9M.

Does VRSN pay dividends?

Verisign Inc./Ca pays dividends, with $74.2M distributed to shareholders in the trailing twelve months.

Where can I find VRSN SEC filings?

Official SEC filings for Verisign Inc./Ca (CIK: 0001014473) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is VRSN's EPS?

Verisign Inc./Ca has a diluted EPS of $6.24.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is VRSN's fundamental grade?

Based on our AI fundamental analysis in June 2026, Verisign Inc./Ca has a B grade with 75% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is VRSN stock overvalued or undervalued?

Valuation metrics for VRSN: ROE of N/A (sector avg: 22%), net margin of 50.0% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

What is VRSN's AI grade for 2026?

Our dual AI analysis gives Verisign Inc./Ca a combined B grade for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is VRSN's free cash flow?

Verisign Inc./Ca's operating cash flow is $272.4M, with capital expenditures of $7.2M. FCF margin is 61.8%.

How does VRSN compare to other Technology stocks?

Vs Technology sector averages: Net margin 50.0% (avg: 18%), ROE N/A (avg: 22%), current ratio 0.46 (avg: 2.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 29, 2026 | Data as of: 2026-03-31 | Powered by Claude AI