VRSN (VRSN)

$23.3B
Market Cap
28.5
P/E Ratio
0.77
Beta
1.31%
Dividend Yield
Piotroski 7/9Altman Z -4.9 DistressBeneish M -2.68 Clean

Quantitative Summary

Deterministic

Strong operational fundamentals (Piotroski 7/9) with Altman Z of -4.9.

Generated deterministically from quant metrics and financial statements. Not a recommendation.

DCF Sandbox

Interactive

Sensitivity Matrix

TG ↓ / WACC →7.2%9.2%11.2%
2%$80$56$43
3%$98$64$47
4%$125$75$52

Center = base case. Green = >10% upside, Red = >10% downside vs .

Pre-computed DCF: WACC=9.2%, terminal growth 3%. Fair value $64 (+0.0%). Not investment advice.

Price Chart with Moving Averages

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SMA 50 SMA 200

Quant Health Deep Dive

7/9
Piotroski F-Score
Strong — high operational efficiency and profitability signals
-4.9
Altman Z-Score
Distress Zone — below 1.8 threshold per academic model. Thresholds: >3 safe, 1.8–3 grey, <1.8 distress.
-2.68
Beneish M-Score
Below threshold — no statistical earnings quality concern per Beneish model. Threshold: <-2.22 = below threshold.

Profitability & Value Creation

88.1%
Gross Margin
49.8%
Net Margin
9.2%
WACC
+6.4%
Revenue Growth (YoY)
+5.1%
Earnings Growth (YoY)
1.1B
Free Cash Flow
20%
FCF Payout Ratio

✅ Conservative payout — room for dividend increases.

DuPont Analysis — ROE Decomposition

Breaking down Return on Equity to see how the company generates its ROE — efficiency, margins, or leverage.

49.8%
Net Profit Margin
NI ÷ Revenue
×
1.25x
Asset Turnover
Revenue ÷ Assets
×
-0.62x
Equity Multiplier
Assets ÷ Equity
=
-38.3%
Return on Equity
✅ ROE driven primarily by strong profit margins — a sign of pricing power.

Balance Sheet Health

-1.62x
Debt / Equity
0.49x
Current Ratio
14.9x
Interest Coverage
1.3x
Net Debt / EBITDA
4.31%
FCF Yield
1.2B
EBITDA

Insider Activity (Last 90 Days)

Net Insider Flow
-$3M
Net Selling
1
Buy Transactions
9
Sale Transactions
2026-03-25INDELICARTO THOMAS CSold 7/8 qtrsSale$124,500
2026-03-10INDELICARTO THOMAS CSold 7/8 qtrsSale$79,886
2026-03-03INDELICARTO THOMAS CSold 7/8 qtrsSale$115,426
2026-02-27ARMSTRONG COURTNEY D.Buy$4,912
2026-02-10INDELICARTO THOMAS CSold 7/8 qtrsSale$36,394

Open-market buys vs sells by company insiders. Source: yfinance.

Earnings Surprise History

Q4
✓ Beat
Est: $2.09
Act: $2.10
+0.5%
Q3
✓ Beat
Est: $2.18
Act: $2.21
+1.4%
Q2
✓ Beat
Est: $2.24
Act: $2.27
+1.3%
Q1
✗ Miss
Est: $2.28
Act: $2.23
-2.1%

EPS estimates vs actuals for the most recent reported quarters. Source: yfinance.

Underwater (Drawdown from Peak)

How far below the all-time high the price has been over time. Deeper = more pain for holders.

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Rolling 60-Day Beta vs S&P 500 (VOO)

How the stock's sensitivity to market moves changes over time. β > 1 = more volatile than the market.

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Rolling Beta Market (β = 1.0)

Fundamentals

24.7
Forward P/E
PEG Ratio
-10.71
Price/Book
743376
Avg Volume
$310.60
52W High
$208.86
52W Low
52W Range Position

Passive Flow Attribution

ETF Draft Effect
$3.4B
Tracked Passive Exposure
8
ETFs Holding VRSN
0.05%
Avg Weight in ETFs
$6.4T
Total ETF AUM

When investors buy or sell ETFs like ONEV or ONEO, the fund manager is mechanically forced to buy or sell VRSN shares regardless of VRSN's individual fundamentals. We estimate $3.4B of passive capital is structurally linked to VRSN through 8 tracked ETFs. Index rebalances and ETF creation/redemption cycles can create noticeable volume spikes unrelated to company news.

Passive exposure = Σ (ETF AUM × stock weight in ETF) across 8 tracked ETFs. Actual passive ownership is larger (includes mutual funds). Not investment advice.

ETF Contagion Visualizer

Simulate a price drop in VRSN to visualize passive redemption contagion across ETFs and collateral stocks.

VRSN Shock
-0%
Est. Passive Redemption
$0
Systemic Risk
STABLE
VRSNEpicenterVTIETFVOOETFIVVETFSTXLow RiskVRTLow RiskPWRLow RiskAAPLLow RiskHWMLow Risk
VRSN Price Drop (%)0

If VRSN (VRSN) experiences a significant drawdown, ETF redemptions can create collateral selling pressure on co-held stocks. Our model identifies Seagate Technology Holdings plc (STX) as the most exposed collateral stock, sharing 2 ETFs with VRSN. This is the "Passive Contagion" effect described in the Inelastic Market Hypothesis.

Contagion model based on shared ETF exposure and constituent weights across 27 tracked ETFs. Estimated selling pressure is a simplified model — actual impact depends on market liquidity, ETF redemption mechanics, and market-maker activity.

VRSN Ownership Dynamics

Ticker
VRSN

Float lock-up computed from 28 ETFs tracked by SecuritiesDB. Actual passive ownership is higher (includes mutual funds, pension funds, etc.).

VRSN Capital Efficiency

How efficiently does VRSN convert operating profits into free cash? The FCF Conversion ratio measures the gap between accounting earnings and real cash generation.

Free Cash Flow
$1.1B
EBITDA
$1.2B
FCF Conversion
91%
Reinvestment Rate
9%
91% of EBITDA → Free Cash
0% (cash burn)25% (low)50% (efficient)100% (pure cash)

VRSN converts 91% of its EBITDA into free cash flow, an exceptional conversion rate indicating an asset-light business model with minimal capital reinvestment drag.

Capital efficiency = Free Cash Flow ÷ EBITDA. Reinvestment = (EBITDA − FCF) ÷ EBITDA. Metrics from latest annual filings. Not investment advice.

Fails-to-Deliver (FTD) History

SEC-reported settlement failures. Elevated FTDs can indicate high short-selling pressure, operational settlement issues, or naked shorting activity.

DateFailed SharesClose PriceNotional Value
2026-05-04432$272.44$117,694.08
2026-04-2947$270.40$12,708.8
2026-04-271,933$269.20$520,363.6
2026-04-24521$276.95$144,290.95
2026-04-231,040$269.83$280,623.2
2026-04-143,363$271.44$912,852.72
2026-04-06811$259.85$210,738.35
2026-03-31512$249.67$127,831.04
2026-03-258$241.14$1,929.12
2026-03-2312,500$240.78$3.0M
2026-03-1725$241.26$6,031.5
2026-03-067,293$238.70$1.7M
2026-01-3072$244.21$17,583.12
2026-01-27521$251.54$131,052.34
2026-01-212,999$248.12$744,111.88
2025-12-1142$242.32$10,177.44
2025-11-26496$255.68$126,817.28
2025-11-2586$249.57$21,463.02
2025-11-24120$251.42$30,170.4
2025-11-192,500$249.63$624,075
2025-11-182,500$250.19$625,475
2025-11-1225$248.68$6,217
2025-11-0637$244.03$9,029.11
2025-10-09237$267.88$63,487.56

Source: SEC Regulation SHO FTD data. Data is reported with a ~30 day delay. High FTD quantities relative to average daily volume may indicate settlement stress.

Compare VRSN to Peers

Quant metrics computed deterministically from financial statements and price data. Updated: N/A.

SecuritiesDB provides programmatic data aggregation for informational purposes only. None of the metrics, summaries, or algorithmic flags constitute a recommendation to buy or sell any security.