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CS Disco, Inc.LAWCompetitor analysis, valuation and peers

United States · USD·Information Technology›Packaged Software
Momentum leader 96
Mkt cap
$367M
US dollars, full cap
Free float
40%
of shares outstanding
$/day
$1.28M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-109.5 pp
WACC 13.8%
Hurdle
n/a
no reverse DCF
Next earnings
111 days
25 Feb 2027
Close · USD$5.66
1D+0.7%
1W+8.0%
1M+29.8%
3M+35.7%
6M+37.4%
YTD-27.1%
1Y-9.0%
ATR %5.1%
Beta0.47
52w lowhigh37.9% off high

What CS Disco does

Employees: 577

CS Disco at a glance

Size CS Disco (LAW) is a United States Information Technology company (Packaged Software) with a market value of $367M, the 2927th largest of 3,117 United States companies the cockpit tracks. Shares closed at $5.66 on 6 Nov 2026.

Performance Over six months the shares gained 37.4%, against -19.3% for the median peer and -1.1% for the United States market (cap-weighted) — highest of 21 in its peer set.

Growth Revenue grew 12.3% over the last twelve months (peer median +6.3%); the operating margin is -19.9% (peer median 3.0%).

Valuation It trades at 1.6× enterprise value to sales against a peer median of 3.2× (7th cheapest of 21).

Capital Return on invested capital runs 109.5 points below its cost of capital (13.8% WACC).

Backlog Backlog (remaining performance obligations) was $28.5M at 30 Sep 2026, up 12% on a year earlier — 0.2 years of trailing revenue. Backlog detail →

Short interest Short interest is 2.4% of the free float (15 Oct 2026).

Next results Next results expected around 25 Feb 2027 (exchange calendar; dates can move).

Relative performance

7510012515011 May 202611 Aug 20266 Nov 2026LAW 151Peer median 80
Six months, rebased to 100: CS Disco against the median of its 20 peers (local-currency closes).

CS Disco financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$172M$157M$145M$138M$135M
Revenue growth—+8%+5%+2%—
Gross profit$128M$117M$107M$103M$101M
EBITDA-$30.8M-$44.5M-$42.3M-$42.6M-$66.8M
Net income-$31.8M-$44.4M-$55.8M-$42.1M-$70.8M
Free cash flow-$19.8M-$18.0M-$11.5M-$30.4M-$50.4M
Capital expenditure$4.71M$3.05M$2.78M$18.9M$4.38M
Total debt$4.99M$6.97M$9.30M$9.16M$10.9M

Quarterly statements and history in the cockpit →

CS Disco competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%-25%0%+25%-20%0%+20%CRNC3763301195AIOTLIME300359300419300235201330036544811675EOL3008071384603189VHI9928688229LAW6-month return →1-month return →
Up and to the right = strong over both horizons. CS Disco is the large dot.

Fundamentals: revenue growth against valuation

-50%-25%0%+25%+50%0×10×20×CRNC3763301195AIOTLIME300359300419300235201330036544811675EOL3008071384VHI300150688229LAWRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. CS Disco is the large dot.

CS Disco competitors and peer comparison

How CS Disco compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

CS Disco against its 20 peers (data as of 6 Nov 2026)
MeasureLAWPeer medianRank in peer set
1-month return+29.8%-5.8%highest of 21
6-month return+37.4%-19.3%highest of 21
Distance from 52-week high-37.9%-39.9%10th highest of 21
Revenue growth (TTM)+12.3%+6.3%9th highest of 21
Operating margin-19.9%3.0%5th lowest of 21
EV / Sales1.6×3.2×7th cheapest of 21
ROIC minus cost of capital-109.5 pp-6.9 pplowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
CS Disco LAWUnited States$367M+37%+12%-20%1.6×n/an/a
Cerence CRNCUnited States$369M-17%+26%12%1.4×6.4%-5.3%
Pro-Ship 3763.TJapan$370M+33%+15%36%5.4×-4.4%+9.4%
Nanjing Bestway Intelligent Control Technology 301195.SZChina$370M-18%-4%6%1.6×10.7%+17.0%
PowerFleet AIOTUnited States$361M-4%+15%7%1.4×15.3%+31.3%
Lime Technologies LIME.STSweden$361M+24%+9%21%4.6×-1.6%+16.9%
Qtone Education Group (Guangdong) 300359.SZChina$361M-24%-29%-34%8.1×n/an/a
Beijing Interact Technology 300419.SZChina$360M-8%-52%-54%16.5×36.2%-17.8%
Shenzhen Fangzhi Science and Technology 300235.SZChina$359M-33%+27%7%22.7×n/an/a
Weimob 2013.HKHong Kong$358M-55%+40%-14%1.5×n/an/a
Beijing Forever Technology 300365.SZChina$357M-32%-47%-52%3.5×n/an/a
Base 4481.TJapan$356M-7%+1%26%2.0×-13.4%+11.9%
AsiaInfo Technologies 1675.HKHong Kong$379M-49%-3%-3%0.3×-13.9%+0.2%
Energy One EOL.AXAustralia$379M+3%+14%17%7.9×18.7%+20.3%
Zhengzhou Tiamaes Technology 300807.SZChina$379M-45%-28%-19%17.9×44.1%-5.8%
Deepexi Technology 1384.HKHong Kong$356M-88%+86%-9%2.9×n/an/a
Shanghai WonderTek Software 603189.SSChina$355M-28%+7%-8%5.6×n/an/a
Vitalhub VHI.TOCanada$354M-2%+54%12%2.9×13.6%+51.2%
Miroku Jyoho Service 9928.TJapan$382M+27%+6%15%1.0×-11.7%+7.5%
Beijing Century Real Technology 300150.SZChina$354M-21%-8%0%2.4×48.8%+2.2%
Bonree Data Technology 688229.SSChina$382M-33%-21%-93%20.1×n/an/a

CS Disco backlog

CS Disco reported $28.5M of remaining performance obligations at 30 Sep 2026, up 12% from a year earlier and up 17% from the previous quarter. That is 0.2 years of trailing revenue already under contract. Book-to-bill last quarter: 1.09.

Questions

Which companies are CS Disco's closest peers?
The cockpit's peer set: Cerence (CRNC), Pro-Ship (3763.T), Nanjing Bestway Intelligent Control Technology (301195.SZ), PowerFleet (AIOT), Lime Technologies (LIME.ST), Qtone Education Group (Guangdong) (300359.SZ), Beijing Interact Technology (300419.SZ), Shenzhen Fangzhi Science and Technology (300235.SZ).
Is CS Disco expensive compared with its peers?
On ev / sales it trades at 1.6× against a peer median of 3.2×, 7th cheapest of 21 in its peer set.
How has CS Disco stock performed?
Over six months to 6 Nov 2026 the shares returned +37.4% against -19.3% for the median peer; over one year -9.0%.
What is CS Disco's backlog?
CS Disco's remaining performance obligations (contracted revenue not yet recognised) were $28.5M at 30 Sep 2026, +12% on a year earlier.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.