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DOCN DigitalOcean Holdings, Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-04, not restated
Technology

Scale

Market cap
$14.3bn
Revenue TTM
$1.0bn
Net income TTM
$235m
Free cash flow
$194m
Composite score
37.1
Sector rank
#558

Valuation

P / E
60.6
EV / EBITDA
43.8
EV / sales
13.9
FCF yield
1.36%
Earnings yield vs 10-yr
-3.08pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
23.3%
EBITDA margin
31.8%
ROE
25.3%
ROIC
19.4%
Revenue growth
21.4%

Insider activity, last 90 days

Net open-market
$-3.55m
Buyers
0
Sellers
4

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

We generate revenue primarily from the usage of our agentic inference cloud platform by our customers. Growing our DNE Customers is a critical focus for us, and we have successfully increased the number of these customers and their percentage of our total revenue. Revenue from our DNE Customers as a percentage of total revenue was 67% in the three months ended June 30, 2026, up from approximately 59% in the three months ended June 30, 2025. We had no material customer concentration as our top 25 customers made up approximately 20% and 9% of our revenue in the three months ended June 30, 2026 and 2025, respectively. …DigitalOcean Holdings, Inc., 10-Q, period ended 2026-06-30, filed 2026-08-04

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