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CS Disco, Inc. LAW R2KAI

Technology · Software - Application · United States
https://www.csdisco.com
Company Profile ↓
$4.09
-0.97% 1Y
Mkt Cap$262.31M
P/E-6.01
P/B1.85
52W High$8.91
52W Low$2.76
Book Value$1.93
EPS (TTM)$-0.68

Company Overview

CS Disco, Inc. provides cloud-native and artificial intelligence-powered legal products for legal hold, legal request, ediscovery, legal document review, and case management in the United States and internationally. The company offers DISCO Hold which automates the manual work to comply with preservation requirements, preserve data, notify custodians, track holds with audit trail, and collect data; DISCO Request that automates response compliance for legal requests, such as service of process requests, subpoenas, and law enforcement requests; and DISCO Ediscovery which automates ediscovery process and saving legal departments from manual tasks associated with collecting, processing, enriching, searching, reviewing, analyzing, producing, and using enterprise data that is at issue in legal matters. It also provides DISCO Review, an AI-powered document review that delivers legal document reviews; and DISCO Case Builder that allows legal professionals to collaborate across teams by offering a single place to search, organize, and review witness testimony and other important legal data. The company's products are used for various legal matters comprising litigation, investigation, compliance, and diligence. It serves enterprises, law firms, legal services providers, and governments. CS Disco, Inc. was founded in 2012 and is headquartered in Austin, Texas.

Why Investors Should Care

Steady Revenue Expansion

Revenue has grown at a 18.0% CAGR over the past five years.

Conservative Balance Sheet

Carries low leverage with a debt-to-equity ratio of 0.05.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Dec 2025 Revenue of $156.85M (+8.3% YoY); net profit $-44.37M.
  • Trailing 12 Months Year-on-year growth — revenue +14.3%.
  • 5-Year Trend Long-term compounding — revenue CAGR 18.0%.

Growth & Price Performance

Compounded Sales Growth

5 Years:18.04%
1 Year:14.30%

Stock Price Performance

1 Year:-0.97%
6 Months:-44.58%
3 Months:+8.20%
1 Month:+14.25%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

AI Exposure AI Legal Tech / AI eDiscovery

CS Disco provides cloud-native, AI-powered legal software for eDiscovery, legal holds and case management.

Core Focus

AI/ML applied to legal document review and discovery to cut the cost and time of litigation workflows.

Key Initiatives
  • Cecilia AI Disco's generative-AI assistant helps lawyers review documents, find facts and draft work product faster.
  • AI document review Machine learning prioritises and classifies documents to accelerate eDiscovery.
  • Integrated legal platform Hold, request, review and case management on one cloud platform.
Why Investors Should Care
  • Pure-play on AI in legal/eDiscovery — a clear GenAI use case.
  • Cloud-native platform with high gross margins.
  • Loss-making (negative margins) with usage-based revenue volatility.
  • Competition from larger legal-tech vendors and litigation-volume cyclicality are risks.
AI InvestmentInvestment targets GenAI (Cecilia) and AI document-review capability.
AI RevenueRevenue is usage and subscription based; AI features drive adoption rather than being sold separately.
ROI (Now)Customers gain ROI via faster, cheaper document review and discovery.
ROI (Expected)GenAI-driven review automation could expand usage and improve margins.

Curated from public filings and analyst commentary; figures are illustrative.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Compounding revenue at 18.0% over 5 years.
  • Generates positive free cash flow.

CONS

  • Trading 54.1% below its 52-week high.
  • In a downtrend (50-DMA below 200-DMA).

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
-6.01
Industry PE
36.02
Forward P/E
-153.36
PEG Ratio
-
Book Value
$1.93
Price to Book
1.85
P/S
1.42
EV/EBITDA
-3.81
Dividend Yield
0.00%

Growth (CAGR)

Revenue 5Y
18.04%
Profit 5Y
-
Revenue (YoY)
14.30%
Earnings (YoY)
-

Profitability & Returns

ROCE
-36.13%
ROE
-32.01%
ROA
-13.79%
Profit Margin
-26.28%
Op Margin
-24.10%
Gross Margin
74.88%
EPS (Latest Qtr)
$-0.15
EPS (TTM)
$-0.68

Balance Sheet & Liquidity

Debt/Equity
0.05
Quick Ratio
4.06
Current Ratio
4.19
Debt
$6.32M
Total Assets
$162.37M
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
23.45%
Chg in Prom Hold
0.38%
FII / Inst Holding
78.16%
Chg in FII Hold
0.05%

Financial Snapshot

Enterprise Value
$262.31M
Total Revenue (TTM)
$162.08M
EBITDA
$-34.83M
Free Cash Flow
$3.39M
Operating Cash Flow
$-16.12M
Shares Outstanding
64.13M
Gross Margin
74.88%
Payout Ratio
0.00%

Peer comparison

Peer companies in the same sector (Technology).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 LAW CS Disco, Inc. R2KAI 4.09 -6.01 $262.31M 0.00% -36.13% -32.01% 18.04% -
2 NVDA NVIDIA Corporation NDXSPXAI 211.80 32.43 $5.13T 0.49% 74.66% 114.29% 24.64% 32.12%
3 AAPL Apple Inc. NDXSPX 314.86 38.07 $4.62T 0.37% 68.72% 141.47% 1.81% 3.92%
4 MSFT Microsoft Corporation NDXSPXAI 384.93 22.91 $2.86T 0.93% 26.90% 34.01% 9.48% 10.85%
5 TSM Taiwan Semiconductor Manufacturing Company Limited AI 420.39 36.18 $2.18T 0.90% 30.20% 36.21% 18.94% 19.57%
6 AVGO Broadcom Inc. NDXSPXAI 389.11 64.85 $1.85T 0.68% 16.70% 37.28% 24.38% 26.24%
7 MU Micron Technology, Inc. NDXSPXAI 983.12 46.37 $1.11T 0.06% 13.69% 39.82% 13.68% 26.02%
8 AMD Advanced Micro Devices, Inc. NDXSPXAI 548.13 181.50 $893.78B 0.00% 6.33% 8.06% 13.64% 48.64%
9 ASML ASML Holding N.V. NDXAI 1,775.64 59.55 $684.36B 0.47% 42.97% 52.24% 15.55% 19.55%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Mar 2020Jun 2020Sep 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Mar 2026
Revenue -15.73M17.86M21.13M29.55M29.85M34.47M33.71M34.48M33.13M34.28M34.94M35.57M36.01M36.27M36.65M38.11M40.92M41.88M
Gross Profit -11.22M12.34M15.34M20.85M22.02M25.50M25.22M25.84M24.85M25.24M26.00M26.72M26.72M26.53M27.15M28.42M30.91M31.08M
Operating Income --5.31M-3.04M-2.85M-2.97M-9.06M-11.76M-19.96M-20.07M-22.28M-16.99M-2.90M-12.33M-12.38M-10.88M-12.61M-11.81M-14.46M-10.09M
Net Income -11.24M-5.48M-3.17M-2.93M-3.08M-9.22M-11.85M-20.17M-20.06M-20.36M-14.91M-1.03M-10.58M-10.83M-9.16M-11.39M-10.81M-13.66M-9.62M
Diluted EPS --0.42-0.24-0.22-0.23-0.19-0.20-0.35-0.34-0.34-0.25-0.02-0.17-0.18-0.15-0.19-0.18-0.22-0.15
R&D Expense -6.21M6.23M6.26M7.86M9.65M12.32M15.18M15.69M15.77M13.26M12.06M12.08M12.89M12.76M14.26M13.97M13.42M14.70M

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 68.44M114.34M135.19M138.09M144.84M156.85M
Gross Profit 47.99M83.24M101.03M103.14M107.43M117.42M
Operating Income -22.50M-23.83M-71.81M-49.84M-61.72M-48.12M
Net Income -22.87M-24.34M-70.77M-42.15M-55.77M-44.37M
Diluted EPS -1.74-0.73-1.20-0.70-0.93-0.72
R&D Expense 26.60M34.41M59.26M51.62M51.51M56.60M

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets -79.11M287.40M256.32M231.55M180.32M173.64M
Total Equity -74.35M-94.92M268.68M223.64M200.34M147.51M128.11M
Cash & Equivalents -58.57M255.48M203.24M159.55M52.77M19.66M
Total Liabilities -13.23M18.72M32.69M31.21M32.81M45.53M
Current Liabilities -12.24M18.65M22.77M23.12M25.69M40.43M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow -22.71M-21.64M-46.01M-25.53M-8.75M-14.94M
Investing Cash Flow -1.90M-3.11M-9.69M-20.04M-78.03M-18.20M
Financing Cash Flow 59.96M221.66M3.47M1.87M-20.00M16.00K
Capital Expenditure -1.90M-3.11M-4.38M-4.86M-2.78M-3.05M
Free Cash Flow -24.62M-24.75M-50.39M-30.39M-11.53M-17.99M
Share Buybacks 138.00K476.00K264.00K89.00K127.00K105.00K

Ratios (Annual)

Figures in %.

Metric Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % 70.1%72.8%74.7%74.7%74.2%74.9%
Operating Margin % -32.9%-20.8%-53.1%-36.1%-42.6%-30.7%
Net Margin % -33.4%-21.3%-52.3%-30.5%-38.5%-28.3%
ROE % 24.1%-9.1%-31.6%-21.0%-37.8%-34.6%
ROCE % -33.7%-8.9%-30.7%-23.9%-39.9%-36.1%

Shareholding Pattern

Insiders
23.45%
Institutions
78.16%
Public Float
102.11%

Top Institutional Holders

#Holder% HeldSharesValue
1 Deer Management Co. LLC 13.49% 8.65M $34.05M
2 Stephens Group, LLC 12.16% 7.80M $30.68M
3 Topline Capital Management, LLC 4.09% 2.62M $10.32M
4 Blackrock Inc. 2.70% 1.73M $6.83M
5 Lakewood Capital Management, LP 1.73% 1.11M $4.35M
6 Vanguard Capital Management LLC 1.66% 1.07M $4.20M
7 Solel Partners LP 1.63% 1.04M $4.11M
8 Formula Growth Ltd 1.25% 800.00K $3.15M
9 Dimensional Fund Advisors LP 1.22% 782.02K $3.08M
10 Vanguard Portfolio Management LLC 1.18% 754.35K $2.97M

Analyst View

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Latest News

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LAW — Frequently Asked Questions

What is the current share price of CS Disco, Inc. (LAW)?

As of 2026-07-14 21:23 PDT, CS Disco, Inc. (LAW) trades at $4.09 on NYSE. Its 52-week range is $2.76 to $8.91.

What is the market capitalisation of LAW?

CS Disco, Inc. (LAW) has a market capitalisation of $262.31M on NYSE.

What is the P/E ratio of LAW?

LAW trades at a trailing price-to-earnings (P/E) ratio of -6.01. The industry average P/E is 36.02. Its price-to-book (P/B) ratio is 1.85.

What is the return on equity (ROE) of LAW?

LAW has a return on equity (ROE) of -32.01%. Its return on capital employed (ROCE) is -36.13%.

Is LAW a good stock to buy?

This page provides a data-driven analysis of CS Disco, Inc. (LAW), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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