Verisign Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Verisign Inc (VRSN) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Verisign Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 1,732M vs 397,070M combined for its competitors (0.4% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+2.3% annualized vs trailing 12 months), vs accelerating (+2.9%) for its tracked peer group.
- Growth: Verisign Inc generated 5.7% revenue growth year over year in Q3 2026, vs 11.4% for its competitors combined.
- Profitability: Its 48.0% net margin compares with 14.7% for the peer group.
- Scale: Verisign Inc ranks #6 of 164 companies by market capitalization in the Cloud Computing & Data Analytics industry, holding 4.1% of industry market cap.
- Peer revenue share: Verisign Inc accounted for 0.4% of combined revenue among its tracked peer group, down from 0.5% a year earlier.
- Peer differentiation: Revenue per employee of $1.87M compares with $0.50M for the peer group (3.8x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
VRSN Sales vs. its Competitors, Q3 2026
Verisign Inc reported revenue growth of 5.70 % year on year in Q3 2026, below its competitors' combined revenue growth of 11.37 %.
With a net margin of 47.99 %, Verisign Inc achieved higher profitability than its competitors (14.70 %).
Verisign Inc generated 0.43 % of the combined sales of its peer group, down from 0.45 % a year earlier.
API endpoints for this dataset
Verisign Inc vs. its Competitors, Q3 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Verisign Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Verisign Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Verisign Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (5) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (5) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Verisign Inc's competitor groups requires a Commercial License.
For context: the Cloud Computing & Data Analytics industry grew revenue 8.1% year over year, combined, vs 5.7% for Verisign Inc. Verisign Inc's share of combined industry revenue moved from 0.32% to 0.31%, a loss of 0.01 percentage points.
Verisign Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Verisign Inc | Yes | Yes | Yes | No |
| Competitors combined (25) | ||||
| High-Confidence Competitors (9) | ||||
| Similar-Size Competitors (10) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
VRSN Stock Performance relative to its Competitors
VRSN Stock Performance relative to High-Confidence Competitors
VRSN Stock Performance relative to Similar-Size Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Fastly Inc | 282.9% | Outperformed |
| 2 | Tenable Holdings Inc | 282.9% | Outperformed |
| 3 | Etsy Inc | 282.9% | Outperformed |
| 4 | Ebay Inc | 282.9% | Outperformed |
| 5 | Zeta Global Holdings Corp | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Verisign Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Verisign Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Verisign Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Verisign Inc |
27,903.77 | 1,731.80 |
 Oracle Corporation |
348,300.00 | 73,266.00 |
 Intel Corporation |
298,677.96 | 59,892.00 |
 International Business Machines Corporation |
233,613.25 | 69,868.00 |
 Salesforce Inc |
175,406.65 | 43,938.00 |
 At and t Inc |
148,035.72 | 128,852.00 |
| SUBTOTAL | 1,481,555.92 | 460,824.80 |
Sign in to see all competitors of Verisign Inc.
Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Verisign Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Verisign Inc's Competitors Named by the Company
Competitive relationships identified from Verisign Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| GoDaddy | Company report | 85% |
| eBay | Company report | 85% |
| Etsy | Company report | 85% |
| Company report | 85% | |
| .xyz | Company report | 85% |
| China Internet Network | Company report | 85% |
| Identity Digital | Company report | 85% |
| DENIC eG | Company report | 85% |
| Public Interest Registry (PIR) | Company report | 85% |
| Information Center (CNNIC) | Company report | 85% |
| CentralNic | Company report | 85% |
| Company report | 85% | |
| Radix | Company report | 85% |
| Nominet | Company report | 85% |
| China Internet Network Information Center (CNNIC) | Company report | 85% |
| Taobao | Company report | 85% |
| Company report | 85% | |
| Amazon | Company report | 85% |
| TikTok | Company report | 85% |
| X (formerly Twitter) | Company report | 85% |
| Company report | 85% | |
| Yahoo! | Company report | 85% |
| Bing | Company report | 85% |
| Baidu | Company report | 85% |
| DENIC | Company report | 85% |
| Donuts | Company report | 85% |
| Fastly Inc | Company report | 85% |
| Akamai Technologies Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Verisign Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Verisign Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Oracle Corporation | Cloud and Software Business 83.96 % |
| Intel Corporation | Client Computing and Physical AI Group 49.03 % |
| International Business Machines Corporation | Software 45.63 % |
| At and t Inc | Advanced Connectivity 91.21 % |
| Adobe Inc | Reportable 100.00 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Verisign Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Verisign Inc | 27,904 | 1,866,164 | 915,733 |
| Oracle Corporation | 348,300 | 519,617 | 134,184 |
| Intel Corporation | 298,678 | 703,784 | -144,853 |
| International Business Machines Corporation | 233,613 | 228,850 | 36,590 |
| Salesforce Inc | 175,407 | 604,524 | 132,935 |
| At and t Inc | 148,036 | 968,594 | 107,028 |
| PEERS TOTAL | 1,453,652 | 495,703 | 59,318 |
Verisign Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Verisign Inc | United States 66.61 % |
| Oracle Corporation | Americas 63.46 % |
| International Business Machines Corporation | Americas 50.14 % |
| Salesforce Inc | Americas 64.97 % |
| Adobe Inc | Americas 58.69 % |
| Ebay Inc | United States 57.11 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Verisign Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 145 companies in Verisign Inc's industry classification, broader than the peer set above. Market cap in millions of $.Verisign Inc ranks #6 of 145 companies by market capitalization in its industry, holding 4.12 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 582, indicating a unconcentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Automatic Data Processing Inc | 122,341 | 17.93 % |
| 2 | Infosys Limited | 51,501 | 7.55 % |
| 3 | Workday Inc | 47,513 | 6.96 % |
| 4 | Zscaler Inc | 31,669 | 4.64 % |
| 5 | Cognizant Technology Solutions Corporation | 1,234 | 5.2% |
| 6 | Verisign Inc | 28,120 | 4.12 % |
| 7 | Verisk Analytics Inc | 1,234 | 5.2% |
| 8 | Samsara Inc | 1,234 | 5.2% |
| 9 | Wipro Limited | 1,234 | 5.2% |
| 10 | Toast Inc | 1,234 | 5.2% |
Market cap and industry share for the rest of Verisign Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-06.
Verisign Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 1 | Automatic Data Processing Inc | 122,341 | 15.78 % |
| 2 | Infosys Limited | 51,501 | -23.39 % |
| 3 | Workday Inc | 47,513 | -16.22 % |
| 4 | Zscaler Inc | 31,669 | -35.27 % |
| 5 | Cognizant Technology Solutions Corporation | 1,234 | 12.3% |
| 6 | Verisign Inc | 28,120 | 26.95 % |
| 7 | Verisk Analytics Inc | 1,234 | 12.3% |
| 8 | Samsara Inc | 1,234 | 12.3% |
| 9 | Wipro Limited | 1,234 | 12.3% |
| 10 | Toast Inc | 1,234 | 12.3% |
| 11 | Reddit Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Verisign Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-06. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Verisign Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Cloud Computing & Data Analytics industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (257 companies). See the full Cloud Computing & Data Analytics industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 88.57 % | 38.75 % (avg) | +49.8 pp |
| Operating Margin | 67.63 % | industry median | +55.9 pp |
| EBITDA Margin | 70.22 % | 1.63 % (avg) | +68.6 pp |
| Capital Intensity (Capex / Revenue) | 2.20 % | 5.89 % (avg) | -3.7 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Verisign Inc's Valuation vs Competitive Position
Valuation multiples vs the Cloud Computing & Data Analytics industry average (257 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Cloud Computing & Data Analytics industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 30.6x | 27.8x | +2.8x |
| EV / EBITDA | 22.2x | 14.0x | +8.2x |
| P/B | -11.5x | 3.9x | -15.4x |
| Return on Equity | - | industry aggregate | - |
| Return on Invested Capital | - | -0.37 % (avg) | - |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Verisign Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 4.28 % | 1.37 % | 2.71 % | 4.94 % | 7.33 % | 4.79 % | 4.31 % | 6.37 % |
| Operating Margin | 63.16 % | 65.45 % | 65.15 % | 65.29 % | 66.19 % | 67.01 % | 67.95 % | 67.67 % |
| Return on Invested Capital | -274.64 % | -159.23 % | -136.15 % | -150.25 % | -125.79 % | - | - | - |
| P/E | 32.6x | 38.1x | 28.8x | 33.7x | 32.2x | 26.4x | 23.7x | 28.6x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Verisign Inc's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Verisign Inc falls in the Dog quadrant: relative market share of 0.23x vs its largest competitor, in an industry growing revenue 4.0% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Verisign Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 582 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 2.20 % vs industry average 5.89 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Verisign Inc's dedicated Suppliers and Customers pages, not here.
Verisign Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Verisign Inc falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Verisign Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Operating margin 55.9 points above the industry median.
- Latest-quarter revenue run-rate is accelerating (+2.3% annualized vs trailing 12 months).
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Low relative market share vs the industry leader (0.23x).
Opportunities
No rule matched.
Threats
No rule matched.
Methodology: see Methodology: SWOT Analysis.
Verisign Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Verisign Inc | 0.36 | 0.50 | - |
| Oracle Corporation | 0.72 | 1.12 | 2.83 |
| Intel Corporation | 0.50 | 2.02 | 0.40 |
| International Business Machines Corporation | 0.27 | 0.85 | 3.27 |
| Salesforce Inc | 0.30 | 0.83 | 0.53 |
| At and t Inc | 0.27 | 0.91 | 1.15 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Verisign Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Verisign Inc | Q3 2026 | +5.7 % | -0.1 % |
| Oracle Corporation | Q3 2026 | +24.0 % | +62.6 % |
| Intel Corporation | Q3 2026 | +20.9 % | -22.2 % |
| International Business Machines Corporation | Q3 2026 | +4.7 % | +25.6 % |
| Salesforce Inc | Q2 2026 | +10.8 % | +86.9 % |
| At and t Inc | Q3 2026 | +5.3 % | -90.8 % |
| PEERS TOTAL | +11.3 % | -19.9 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Verisign Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Verisign Inc | Q3 2026 | +2.0 % | +61.7 % |
| Oracle Corporation | Q3 2026 | - | +235.2 % |
| Intel Corporation | Q3 2026 | +11.6 % | +65.9 % |
| International Business Machines Corporation | Q3 2026 | +6.0 % | +30.2 % |
| Salesforce Inc | Q2 2026 | +18.2 % | +26.7 % |
| At and t Inc | Q3 2026 | -0.1 % | +3.6 % |
Verisign Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Verisign Inc | 59.57% | 208.18% | - |
| Oracle Corporation | 7.73% | 9.84% | 44.45% |
| Intel Corporation | - | - | - |
| International Business Machines Corporation | 7.26% | 7.21% | 32.73% |
| Salesforce Inc | 9.12% | 12.41% | 20.15% |
| At and t Inc | 3.32% | 3.09% | 11.36% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Verisign Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Verisign Inc | 33.30 | 16.11 |
| Oracle Corporation | 18.20 | 4.75 |
| Intel Corporation | - | 4.99 |
| International Business Machines Corporation | 20.85 | 3.34 |
| Salesforce Inc | 19.55 | 3.99 |
| At and t Inc | 11.76 | 1.15 |
| PEERS AVERAGE | 26.56 | 3.22 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.