--- title: Verisign (VRSN) — intrinsic value and fair price canonical: https://sweetvaluelab.com/stocks/vrsn ticker: VRSN as_of: 2026-10-18 sector: Technology industry: Software - Infrastructure --- # Verisign (VRSN) Verisign (VRSN) closed at $302.34 on Oct 16, 2026, overvalued by 41% vs its model value of $213.91 (from a five-year discounted cash flow). ## Key figures | Figure | Value | | --- | ---: | | Last close | $302.34 (Oct 16, 2026) | | Model value (from a five-year discounted cash flow) | $213.91 | | Price vs model | overvalued by 41% vs model | | Range of that model | $135.62 – $514.21 | | Market value | $27.3B | | P/E (fiscal 2025) | — | | Net margin (fiscal 2025) | 49.8% | | Free cash flow (fiscal 2025) | $1.1B | | Dividend yield (trailing twelve months) | 1.06% | | Beta | 0.69 | | Cost of capital (WACC) | 8.10% | | Business classification | Mature & Stable (Low/slowing growth (~5% recent), High profitability (50% net margin), Highly cyclical earnings, High leverage (D/E 5.0x)) | ## Dividends | Figure | Value | | --- | ---: | | Trailing dividend yield | 1.06% | | Dividends per share, last 12 months | $3.20 | | Dividends / free cash flow (fiscal 2025) | 20.1% | | Raised | — | | Growth | — | | Latest payment | $0.81, ex-date Aug 19, 2026, paid Aug 27, 2026 | | Year of payments | Dividends per share | | --- | ---: | | Trailing twelve months (to Aug 19, 2026) | $3.20 | ## Valuation models Each model's value per share and the role the engine gave it for this business. The headline above is one model's value; every other model is listed with its own, and each has a page of its own under the valuation. Computed Oct 18, 2026. | Model | Role | Value per share | Low | High | | --- | --- | ---: | ---: | ---: | | DCF · Perpetuity growth · 5y | primary | $213.91 | $135.62 | $514.21 | | DCF · Perpetuity growth · 10y | cross check | $244.67 | $158.76 | $569.31 | | DCF · EBITDA exit · 5y | cross check | $206.22 | $144.89 | $278.48 | | DCF · EBITDA exit · 10y | cross check | $237.44 | $166.39 | $332.11 | | P/E · peers | cross check | $167.58 | $139.34 | $195.83 | | P/E · own history | cross check | $284.68 | $236.89 | $311.14 | | PEG | sanity check | $133.58 | $133.58 | $133.58 | | EV/EBITDA · peers | cross check | $155.31 | $138.95 | $200.98 | | EV/Revenue · peers | cross check | $51.61 | $49.93 | $299.87 | | Earnings power value | cross check | $95.00 | $78.15 | $119.51 | | Dividend discount | cross check | $67.25 | $44.66 | $118.03 | ## Insider activity (SEC Form 4) Past 90 days: 0 open-market buys ($0) and 38 open-market sales ($7.2M); 10b5-1 plan sales included. | Date | Insider | Relationship | Transaction | Shares | Value | | --- | --- | --- | --- | ---: | ---: | | Oct 13, 2026 | BIDZOS D JAMES | Exec. Chairman, Pres, & CEO | Open-market sell (10b5-1 plan) | 500 | $152,695 | | Oct 13, 2026 | BIDZOS D JAMES | Exec. Chairman, Pres, & CEO | Open-market sell (10b5-1 plan) | 1,500 | $454,620.6 | | Oct 13, 2026 | BIDZOS D JAMES | Exec. Chairman, Pres, & CEO | Open-market sell (10b5-1 plan) | 500 | $151,039.8 | | Oct 13, 2026 | BIDZOS D JAMES | Exec. Chairman, Pres, & CEO | Open-market sell (10b5-1 plan) | 100 | $30,655 | | Oct 13, 2026 | BIDZOS D JAMES | Exec. Chairman, Pres, & CEO | Open-market sell (10b5-1 plan) | 700 | $210,393.2 | ## Recent SEC filings | Filed | Form | What | Filing | | --- | --- | --- | --- | | Aug 27, 2026 | 8-K | 8.01 Other Events | https://www.sec.gov/Archives/edgar/data/1014473/000101447326000030/vrsn-20260827.htm | | Jul 23, 2026 | 10-Q | Quarterly report | https://www.sec.gov/Archives/edgar/data/1014473/000101447326000028/vrsn-20260630.htm | | Jul 23, 2026 | 8-K | 2.02 Results of Operations (Earnings); 8.01 Other Events; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1014473/000101447326000026/vrsn-20260723.htm | | Jun 26, 2026 | 8-K | 1.01 Entry into a Material Agreement; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1014473/000114036126026574/ef20076830_8k.htm | | Jun 26, 2026 | 8-K | 8.01 Other Events; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1014473/000114036126026514/ef20076829_8k.htm | ## Superinvestors holding it (latest 13F) | Manager | Quarter | Shares | Value | | --- | --- | ---: | ---: | | Buffett | 2026-06-30 | 8,989,880 | $2.3B | | Terry Smith | 2026-06-30 | 55,713 | $14.0M | | Bridgewater | 2026-06-30 | 37,001 | $9.3M | | Arnold Van Den Berg | 2026-06-30 | 14,120 | $3.6M | 4 tracked managers in all. ## About VeriSign, Inc., along with its affiliates, provides fundamental internet infrastructure and domain name registration services, which enable global web navigation across numerous recognized online addresses. The company plays a crucial role in upholding the security, stability, and resilience of internet systems and services. This includes its function as the root zone maintainer, operating two of the thirteen internet root servers globally, and delivering essential registration and authoritative lookup services for the widely used .com and .net domains, which are vital for worldwide online commerce. Beyond these, VeriSign also manages the underlying technical systems for several other top-level domains, such as .cc, .gov, .edu, and .name. Its operational scope further encompasses distributed server management, network infrastructure, cybersecurity, and ensuring data integrity. Establishe… --- Source: https://sweetvaluelab.com/stocks/vrsn (SweetValueLab, free, no account). Prices and statements from Financial Modeling Prep; filings from SEC EDGAR. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.