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DOCU vs TEAM
DocuSign (DOCU) vs Atlassian (TEAM) Earnings Recap: Q4 Strength and Cloud Momentum
Key Takeaways
- DocuSign reported Q4 FY2026 revenue of $837 million, up 8% YoY, with non-GAAP EPS of $1.01 beating estimates; full-year revenue reached $3.2 billion.
- Atlassian delivered Q2 FY2026 revenue of $1.59 billion, up 23% YoY, including record $1.07 billion in cloud revenue; non-GAAP EPS of $1.22 topped forecasts.
- DocuSign's ARR grew 8% to $3.3 billion, driven by IAM platform adoption exceeding $350 million in ARR; initiated $2 billion share repurchase expansion.
- Atlassian's RPO surged 44% YoY to $3.8 billion, signaling robust future revenue; cloud ARR customers over $10K rose 12% YoY.
- Both firms showcased margin expansion and AI integrations, but Atlassian exhibited faster revenue growth amid enterprise cloud shifts.
- DocuSign guides FY2027 revenue to $3.49 billion (8% growth); Atlassian targets 22% full FY2026 revenue growth.
Earnings Context and Why This Comparison Matters
DocuSign (DOCU) and Atlassian (TEAM) operate in the SaaS ecosystem, with DocuSign dominating electronic signatures and agreement management, while Atlassian powers team collaboration via Jira and Confluence. Recent earnings highlight their resilience in a maturing cloud market, where AI enhancements and enterprise adoption drive differentiation. Comparing their results reveals contrasts in growth trajectories, margin profiles, and strategic focuses on intelligent automation versus workflow platforms, offering insights for investors eyeing SaaS stability and upside.
DocuSign Focus
DocuSign released Q4 FY2026 results (ended January 31, 2026), posting total revenue of $836.9 million, up 8% YoY, with subscription revenue at $819.0 million. Billings hit a record $1.0 billion, up 10% YoY. Non-GAAP diluted EPS reached $1.01, surpassing the $0.95 consensus, while GAAP EPS was $0.44. Full FY2026 revenue totaled $3.2 billion, up 8% YoY, with ARR at $3.3 billion (8% growth). The IAM platform, now 10.8% of ARR (over $350 million), fueled expansion alongside record free cash flow of $1.06 billion. CEO Allan Thygesen emphasized IAM's leadership as an "agreement system of action." Guidance includes Q1 FY2027 revenue of $822-$826 million and FY2027 revenue of $3.484-$3.496 billion, with non-GAAP operating margins at 30%+.
Atlassian Context
Atlassian's Q2 FY2026 (ended December 31, 2025) delivered total revenue of $1.59 billion, up 23% YoY, including subscription revenue of $1.51 billion and landmark cloud revenue of $1.07 billion (26% YoY growth). Non-GAAP diluted EPS was $1.22, beating expectations, versus GAAP net loss of $42.6 million ($0.16 per share). RPO expanded 44% YoY to $3.8 billion, with free cash flow at $168.5 million. Enterprise momentum shone through 55K+ customers with >$10K cloud ARR, up 12% YoY. CEO Mike Cannon-Brookes highlighted AI-powered workflows and $6 billion annual run-rate revenue. Guidance projects Q3 revenue of $1.69-$1.70 billion and full FY2026 revenue growth of ~22% YoY, with non-GAAP operating margins ~25.5%.
Head-to-Head Earnings and Market Comparison
DocuSign demonstrated steady execution with 8% revenue growth and superior profitability (30%+ non-GAAP margins guided), bolstered by IAM and share repurchases ($869 million FY2026). However, Atlassian outpaced with 23% revenue surge, propelled by cloud migrations and AI integrations, though GAAP losses persist amid heavy investments. Risk exposure differs: DocuSign faces competition in signatures but benefits from sticky ARR; Atlassian navigates macro headwinds in enterprise sales yet boasts stronger RPO visibility. Sentiment favors Atlassian's higher growth potential, while DocuSign offers stability and capital returns.
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Tickeron AI Verdict
Tickeron AI currently favors Atlassian (TEAM) with 65% probability over the next quarter, citing superior revenue growth (23% vs. 8%), explosive RPO expansion, and cloud/AI tailwinds outweighing DocuSign's consistent beats and margins.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DOCU is a Hold and TEAM is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
DOCU’s FA Score shows that 1 FA rating(s) are green whileTEAM’s FA Score has 1 green FA rating(s).
- DOCU’s FA Score: 1 green, 4 red.
- TEAM’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
DOCU’s TA Score shows that 6 TA indicator(s) are bullish while TEAM’s TA Score has 5 bullish TA indicator(s).
- DOCU’s TA Score: 6 bullish, 4 bearish.
- TEAM’s TA Score: 5 bullish, 3 bearish.
Price Growth
DOCU (@Packaged Software) experienced а +5.04% price change this week, while TEAM (@Packaged Software) price change was +16.61% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was +7.98%. For the same industry, the average monthly price growth was +8.93%, and the average quarterly price growth was +143.38%.
Reported Earning Dates
DOCU is expected to report earnings on Jun 04, 2026.
TEAM is expected to report earnings on Apr 30, 2026.
Industries' Descriptions
@Packaged Software (+7.98% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
| DOCU | TEAM | DOCU / TEAM | |
| Capitalization | 9.27B | 18.9B | 49% |
| EBITDA | 466M | 9.83M | 4,743% |
| Gain YTD | -30.249 | -55.915 | 54% |
| P/E Ratio | 32.24 | N/A | - |
| Revenue | 3.22B | 5.76B | 56% |
| Total Cash | 867M | 1.57B | 55% |
| Total Debt | 185M | 1.22B | 15% |
DOCU | TEAM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 62 | 60 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 68 Overvalued | 98 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 53 | 93 | |
PRICE GROWTH RATING 1..100 | 84 | 92 | |
P/E GROWTH RATING 1..100 | 11 | 27 | |
SEASONALITY SCORE 1..100 | 46 | 85 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
DOCU's Valuation (68) in the Packaged Software industry is in the same range as TEAM (98) in the Information Technology Services industry. This means that DOCU’s stock grew similarly to TEAM’s over the last 12 months.
DOCU's Profit vs Risk Rating (100) in the Packaged Software industry is in the same range as TEAM (100) in the Information Technology Services industry. This means that DOCU’s stock grew similarly to TEAM’s over the last 12 months.
DOCU's SMR Rating (53) in the Packaged Software industry is somewhat better than the same rating for TEAM (93) in the Information Technology Services industry. This means that DOCU’s stock grew somewhat faster than TEAM’s over the last 12 months.
DOCU's Price Growth Rating (84) in the Packaged Software industry is in the same range as TEAM (92) in the Information Technology Services industry. This means that DOCU’s stock grew similarly to TEAM’s over the last 12 months.
DOCU's P/E Growth Rating (11) in the Packaged Software industry is in the same range as TEAM (27) in the Information Technology Services industry. This means that DOCU’s stock grew similarly to TEAM’s over the last 12 months.
| DOCU | TEAM | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 86% | 1 day ago 77% |
| Stochastic ODDS (%) | 1 day ago 76% | 1 day ago 72% |
| Momentum ODDS (%) | 1 day ago 77% | 1 day ago 76% |
| MACD ODDS (%) | 1 day ago 63% | 1 day ago 76% |
| TrendWeek ODDS (%) | 1 day ago 71% | 1 day ago 73% |
| TrendMonth ODDS (%) | 1 day ago 75% | 1 day ago 78% |
| Advances ODDS (%) | 20 days ago 70% | 6 days ago 75% |
| Declines ODDS (%) | 5 days ago 79% | 12 days ago 75% |
| BollingerBands ODDS (%) | 1 day ago 81% | 1 day ago 83% |
| Aroon ODDS (%) | 1 day ago 77% | 1 day ago 74% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| UBOT | 26.28 | 0.16 | +0.61% |
| Direxion Dly Rbtc AI Atmtn Bl 2X ETF | |||
| SNSR | 43.28 | 0.25 | +0.59% |
| Global X Internet of Things ETF | |||
| VNIE | 25.70 | N/A | N/A |
| Vontobel International Equity Active ETF | |||
| FFLC | 56.33 | -0.13 | -0.23% |
| Fidelity Fundamental Large Cap Core ETF | |||
| BMNG | 1.55 | -0.05 | -3.13% |
| Leverage Shares 2X Long BMNR Daily ETF | |||
DOCU and
Correlation & Price change
A.I.dvisor indicates that over the last year, DOCU has been closely correlated with BRZE. These tickers have moved in lockstep 70% of the time. This A.I.-generated data suggests there is a high statistical probability that if DOCU jumps, then BRZE could also see price increases.
| Ticker / NAME | Correlation To DOCU | 1D Price Change % | ||
|---|---|---|---|---|
| DOCU | 100% | +4.31% | ||
| BRZE - DOCU | 70% Closely correlated | +4.72% | ||
| HUBS - DOCU | 62% Loosely correlated | +3.32% | ||
| COIN - DOCU | 62% Loosely correlated | +2.57% | ||
| KVYO - DOCU | 62% Loosely correlated | +7.45% | ||
| CLSK - DOCU | 61% Loosely correlated | +0.58% | ||
More | ||||