DOCU vs peers AI infrastructure is a valuation and crowding comparison, and DocuSign is mid-pack on both: a PEG ratio of 0.74, 14.9 times forward earnings, 8.5% of float short, and a score of 52 that puts it eighth of the ten software names in this comparison. It closed at $77.61 on November 6, 2026 and reports on December 3, 26 days out.
The book is the weak half of that. Of the 20 analysts on DocuSign, 2 rated it a buy, 2 a strong buy, 15 a hold and 1 a sell, so 4 of 20 sit on the buy side, or 20.0%. Only UiPath at 15.0% is lower in this group.
The tape is the strong half. DocuSign rose 12.64% over the month to November 6 while Salesforce fell 4.86% and Zoom 5.16%, and on the last session it lost 1.66% against losses of 3.94% at Salesforce, 3.76% at Intuit and 3.63% at Workday. It is 8.98% below its October 23 high close of $85.27.
The row, 26 days out
Score 52 at rank 40 of the 49 rows we scan, sector Technology, print date December 3, earnings sentiment Positive, short interest 8.5% of float, market capitalization $14.51 billion, implied volatility 62.2, and a scan price of $77.61.
Decomposed, the 52 is 20 points for analyst coverage, 5 for a 20.0% buy-side share, 4 for two strong buys, 8.1 for an 8.1% fourteen-day implied move, and the full 15 for a Positive sentiment reading. That totals 52.1.
Thirty-five of those points are coverage and sentiment, which are facts about the name rather than opinions about it. The two columns that measure opinion, conviction and strong buys, are worth 9 of the 52.1 between them.
Is DOCU a better AI stock to buy than its peers?
On the three columns this table measures, valuation, book and crowding, DocuSign does not beat the names beside it. It is mid-pack on two of them and tied for the weakest book in the group.
On the book the answer is no. UiPath carries 3 bullish ratings out of 20, or 15.0%, and SAIC 2 out of 10, or 20.0%, which ties DocuSign's 4 of 20. Every other name in the comparison is at least twice as decisive.
On valuation the answer is mixed. A PEG ratio of 0.74 is below Adobe at 0.88, Intuit at 1.08, Globant at 1.18 and Zoom at 2.38, but above Workday at 0.58 and UiPath at 0.41. On forward earnings at 14.9 times, DocuSign is the second most expensive of the ten.
On crowding there is no edge in either direction. DocuSign's 8.5% of float short is well under UiPath at 25.0%, Globant at 20.3% and nCino at 18.1%, and well over Intuit at 3.5%, Salesforce at 3.9% and Zoom at 2.4%.
So the honest verdict is this. DocuSign is not the better name on any of the three columns. The one place it leads is the tape, and the reader gets a 12.64% month, a smaller loss than the complex on the last session, and a December 3 print that the options market is charging 8.1% for.
The crowding table
Short interest does not sort the way the score does here, and that is worth seeing before anyone calls this a crowded name.
UiPath carries 25.0% of float short and scores 49, Globant 20.3% and scores 63, and nCino 18.1% and scores 69. Asana, which prints on December 1, carries 21.0% at a score of 54.
DocuSign sits at 8.5%, below the crowded names by a wide margin and above Workday at 7.5%, SAIC at 5.8%, Adobe at 4.8%, Salesforce at 3.9%, Intuit at 3.5% and Zoom at 2.4%. Less than half of UiPath's 25.0% and less than half of nCino's 18.1%, and that is the whole crowding case.
How does DOCU's implied move compare with the rest of the board?
It is among the narrowest events in the group, and for a name carrying 47.3 times trailing earnings that is the tension worth naming.
DocuSign's 8.1% fourteen-day implied move and 62.2 implied volatility sit below Globant at 14.4%, Adobe at 10.7%, Intuit at 9.3%, nCino at 8.9% and Workday at 8.8%. Only SAIC at 6.5% and Salesforce at 6.8% are narrower.
The band around the $77.61 scan price runs from $74.70 to $80.52 over three days, which is 3.7% of room either side, and it widens to $71.33 and $83.89 over fourteen days.
That band is built on a $4.11 at-the-money straddle quoted on a 6-day expiry and scaled by the square root of time. The measurement is published with the table, so a reader can check the arithmetic on the $80.52 mark from the straddle and the six days.
What would have to change before the December 3 print?
The book first, because it is the column that lost the most ground. Fifteen holds out of 20 ratings put conviction at 5 of 25, and a single upgrade or two would move that column more than anything else on the row.
Second the implied move, because it is the one column that moves on its own. It is worth 8.1 of the 52.1 points, and a wider premium puts those points back on the row.
Third the price. DocuSign is 8.98% below its October 23 high close of $85.27, and the downside mark on the row is $74.70 with the post-earnings target at $80.52.
And one thing that is not a lever. DocuSign prints on December 3 with UiPath and SAIC, and that is the quietest date in our table: three names, with the highest score among them 52.
- Print date December 3, 2026, 26 days out, with UiPath and SAIC on the same date.
- November 6 close $77.61, down 1.66% on the session and 5.55% over five sessions, and 8.98% below the October 23 high close.
- Score 52 at rank 40 of 49 rows: 20 coverage, 5 conviction, 4 strong buys, 8.1 implied move, 15 sentiment.
- Book of 20 analysts with 2 strong buys, 2 buys, 15 holds and 1 sell rating.
- Implied move of 3.7% over three days ($74.70 to $80.52), 5.7% over seven and 8.1% over fourteen, on 62.2 implied volatility.
- Short interest 8.5% of float, market capitalization $14.51 billion, and an $80.52 post-earnings target.
Our scan runs at 6:30 Pacific time and every figure on this page comes from it, published in full at our open data.
So DOCU vs peers AI infrastructure is a comparison DocuSign does not win on the columns we can measure. It is mid-pack on valuation, tied for the weakest book in the group, and unremarkable on crowding.
What it does have is the tape: a 12.64% month, a smaller loss than the complex on the last session, and a print the options market is charging 8.1% for over fourteen days. The reader decides whether a divided book and a narrow event on a stock that has already run is the setup worth having.
Frequently asked questions about DocuSign
When does DocuSign report earnings?
DocuSign reports on December 3, 2026, which is 26 days after our November 7 scan. UiPath and SAIC print on the same date, and no other name in our table does.
Is DOCU a buy before the December 3 earnings report?
On the row the case is a narrow event against a divided book. A score of 52 with 15 holds out of 20 ratings is not a strong book, and the 8.1% fourteen-day implied move is the third narrowest of the ten names in this comparison.
How does DOCU's valuation compare with its peers?
Its PEG ratio of 0.74 is below Adobe, Intuit, Globant and Zoom and above Workday and UiPath. On forward earnings at 14.9 times it is the second most expensive of the ten, and its trailing P/E is 47.3.
