Detailed Quote
5i Report
Rating
B
Review of Docebo Inc.
DEC 10, 2024 - DCBO is a leading global provider of learning management systems (LMS), operating as a SaaS company, delivering AI-powered platforms for corporate training and educational purposes. Its core product is the Docebo Learning Platform, where companies can create, manage, and distribute online training programs for employees, customers, and partners. It has strengthened its presence in Europe, through partnerships with system integrates like Accenture and Deloitte. It is exploring opportunities for growth through potential acquisitions, and it benefits from its wide variety of customers, spread across industries such as tech, finance, retail, and healthcare
Download ReportCompany Profile
Interactive Chart
Key Ratios
Earnings
Analyst Recommendations
5i Recent Questions
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
Aritzia Inc. Subordinate Voting Shares (ATZ)
-
Real Matters Inc. (REAL)
-
WELL Health Technologies Corp. (WELL)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
-
Docebo Inc. (DCBO)
-
Dye & Durham Limited (DND)
-
TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
-
D2L Inc. Subordinate Voting Shares (DTOL)
Q: At one point it seemed like LSPD, DND, TIXT, REAL and WELL were market darlings with great potential, and DCBO, SHOP and ATZ were on more solid ground. Are any nearing the point of accumulation or should I start buying Spam for the apparent apocalypse?!!
Q: I realize that you are not much of a fan of DCBO these days given your preference for DTOL and that you removed it from your growth profile. But I'm wondering if this company might be looked at as a potential takeover candidate. Three points to consider:
1. There have been recent articles indicating that the next 18 months could see a real pickup in M&A activity within the Canadian software sector;
2. Following recent earnings, analysts revised their targets for DCBO downwards. Notwithstanding this, the average target is still $72.17, almost 70% higher than our current share price; and
3. Most significantly, two weeks ago, Warburg Pincus LLC anted up over $5.4M to purchase 118K shares (@$45.49) and they now own 12% of the company.
As always, would appreciate your viewpoint.
1. There have been recent articles indicating that the next 18 months could see a real pickup in M&A activity within the Canadian software sector;
2. Following recent earnings, analysts revised their targets for DCBO downwards. Notwithstanding this, the average target is still $72.17, almost 70% higher than our current share price; and
3. Most significantly, two weeks ago, Warburg Pincus LLC anted up over $5.4M to purchase 118K shares (@$45.49) and they now own 12% of the company.
As always, would appreciate your viewpoint.
Q: hi,
just curious as to the sell full DCBO in growth portfolio? March 17 answer to "Andrew" in question section you had it ranked very highly in the list of growth stocks for long term hold?
cheers, Chris
just curious as to the sell full DCBO in growth portfolio? March 17 answer to "Andrew" in question section you had it ranked very highly in the list of growth stocks for long term hold?
cheers, Chris
Insiders
Share Information
News and Media