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No. of Recommendations: 18
A concern that I've heard and share about Docusign is that its market cap may be nearly the same size as its total addressable market (TAM). It looks like DOCU's market cap is about $37 billion. Docusign estimates that the e-signature TAM is approx. $25 billion.

Karen -

That e-signature number is correct. DOCU estimates the contract lifecycle market at another $25B. It also estimates $1B from the e-notary company it recently acquired. So $51B total. At a current run rate of ~$1.4B, there should be plenty of room to grow if those estimates are even close to correct.

That's the bull case, anyway. Hope it helps.

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