D2L Inc.

Report azionario TSX:DTOL

Capitalizzazione di mercato: CA$487.3m

D2L Gestione

Criteri Gestione verificati 3/4

D2L Il CEO è John Baker, nominato in Jan1999, e ha un mandato di 27.33 anni. la retribuzione annua totale è $ 2.13M, composta da 18.2% di stipendio e 81.8% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 51.62% delle azioni della società, per un valore di CA$ 251.54M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.9 anni e 5.3 anni.

Informazioni chiave

John Baker

Amministratore delegato

US$2.1m

Compenso totale

Percentuale dello stipendio del CEO18.22%
Mandato del CEO27.3yrs
Proprietà del CEO51.6%
Durata media del management2.9yrs
Durata media del Consiglio di amministrazione5.3yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione May 11

DTOL: Buybacks And New Contracts Will Support Future Upside Potential

Analysts have trimmed their CA$ price targets on D2L by amounts ranging from CA$3.25 to CA$9, reflecting updated views on the stock. Key valuation inputs such as fair value, revenue growth assumptions, profit margin and future P/E estimates remain essentially unchanged.
Aggiornamento della narrazione Apr 27

DTOL: Buybacks And Execution On New Contracts Will Drive Future Upside

Analyst price targets on D2L have been cut by up to CA$9 recently, and the updated fair value estimate has edged slightly lower as analysts factor in modest tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent research updates have centered on resetting price targets for D2L, with reductions ranging from C$3.25 to C$9 and one target moved to C$15 from C$20.
Aggiornamento della narrazione Apr 12

DTOL: Lower P E Expectations And Buybacks Will Support Future Upside

Analysts have lowered the blended CA$ price target for D2L to reflect a reduced fair value estimate of about CA$12.35 from roughly CA$18.02, citing broad target cuts from firms including BMO Capital, Stifel, TD Securities, RBC Capital and CIBC, as well as updated assumptions for discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent Street research shows a cluster of target cuts and at least one rating downgrade for D2L, with several firms revising their models and fair value assumptions.
Aggiornamento della narrazione Mar 29

DTOL: Lower P E Expectations Will Support Upside As Execution Progresses

Narrative update D2L's analyst price target has been revised down by CA$0.70 to reflect lower Street targets and a reduced future P/E assumption, while analysts continue to hold relatively steady expectations for revenue growth and profit margins. Analyst Commentary Recent Street research on D2L reflects a more cautious stance on valuation, with price targets adjusted lower and at least one downgrade, even as expectations for revenue growth and margins remain generally intact.
Aggiornamento della narrazione Mar 13

DTOL: Reset Expectations And Cautious Rating Shifts Will Support Future Upside

Analysts have adjusted their outlook on D2L, with the consensus price target moving to CA$15 from CA$20 as recent research highlights a mix of cautious views, including a downgrade and a lowered target, while still reflecting expectations that align with the updated fair value and P/E assumptions. Analyst Commentary Recent research on D2L points to a more cautious stance on the shares, with the consensus price target now aligned around CA$15.
Nuova narrazione Feb 27

Cautious AI Adoption And Margin Pressure Will Eventually Support A More Resilient Learning Platform

Catalysts About D2L D2L provides a cloud based learning platform, including its Brightspace LMS and AI driven tools, for education institutions and corporate training providers. What are the underlying business or industry changes driving this perspective?
Aggiornamento della narrazione Feb 27

DTOL: Share Repurchases And Reset Expectations Will Support Future Upside

D2L's updated analyst price target has moved lower to CA$15 from CA$20, as analysts adjust their fair value and future P/E assumptions in light of recent rating changes and revised expectations for growth and margins. Analyst Commentary Recent Street research around D2L highlights a mix of optimism on the long term story and caution on nearer term execution, reflected in both the lower CA$15 target price and a rating downgrade from another firm.
Aggiornamento della narrazione Feb 13

DTOL: Share Repurchases And Higher Margin Outlook Will Support Future Upside

Analysts have trimmed their price target on D2L from about CA$21.58 to around CA$19.67. They point to updated assumptions for revenue growth, profit margins and a lower future P/E multiple as the key drivers of this change.
Nuova narrazione Feb 13

Long Term Upskilling And AI Adoption Will Support Stronger Prospects Here

Catalysts About D2L D2L provides a cloud based learning platform, Brightspace, along with tools such as Lumi that support education institutions and corporate learners. What are the underlying business or industry changes driving this perspective?
Articolo di analisi Jan 16

There's Been No Shortage Of Growth Recently For D2L's (TSE:DTOL) Returns On Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Articolo di analisi Dec 12

When Should You Buy D2L Inc. (TSE:DTOL)?

While D2L Inc. ( TSE:DTOL ) might not have the largest market cap around , it saw significant share price movement...
Articolo di analisi Oct 11

D2L Inc.'s (TSE:DTOL) Business Is Trailing The Industry But Its Shares Aren't

D2L Inc.'s ( TSE:DTOL ) price-to-sales (or "P/S") ratio of 3.2x may not look like an appealing investment opportunity...
Aggiornamento della narrazione Sep 13

AI-powered Platform Including Lumi Will Shape Markets Amid Uncertainties

Reflecting improvements in both future earnings expectations (Future P/E) and profitability (Net Profit Margin), D2L's consensus analyst price target has been notably raised from CA$19.10 to CA$21.58. What's in the News D2L completed its share buyback program, repurchasing 413,400 shares (0.76%) for $4.36 million.
Articolo di analisi Sep 12

Do D2L's (TSE:DTOL) Earnings Warrant Your Attention?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Articolo di analisi Jul 29

At CA$15.67, Is D2L Inc. (TSE:DTOL) Worth Looking At Closely?

While D2L Inc. ( TSE:DTOL ) might not have the largest market cap around , it led the TSX gainers with a relatively...
Articolo di analisi Jun 02

D2L (TSE:DTOL) Is Doing The Right Things To Multiply Its Share Price

There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
Articolo di analisi Apr 07

D2L Inc. (TSE:DTOL) Shares May Have Slumped 32% But Getting In Cheap Is Still Unlikely

The D2L Inc. ( TSE:DTOL ) share price has fared very poorly over the last month, falling by a substantial 32%. Looking...
Articolo di analisi Feb 22

Returns Are Gaining Momentum At D2L (TSE:DTOL)

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
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Nuova narrazione Feb 18

New AI Offerings Lumi And Creator+ Will Expand Global Market Reach

New product offerings and strategic AI integration are anticipated to enhance learning experiences, driving adoption and potential revenue growth.
Articolo di analisi Dec 06

Optimistic Investors Push D2L Inc. (TSE:DTOL) Shares Up 29% But Growth Is Lacking

Despite an already strong run, D2L Inc. ( TSE:DTOL ) shares have been powering on, with a gain of 29% in the last...
Articolo di analisi Jun 19

D2L Inc.'s (TSE:DTOL) Shares Climb 27% But Its Business Is Yet to Catch Up

D2L Inc. ( TSE:DTOL ) shareholders are no doubt pleased to see that the share price has bounced 27% in the last month...
Articolo di analisi Apr 26

Some Confidence Is Lacking In D2L Inc. (TSE:DTOL) As Shares Slide 26%

D2L Inc. ( TSE:DTOL ) shareholders that were waiting for something to happen have been dealt a blow with a 26% share...
Articolo di analisi Dec 08

There's Reason For Concern Over D2L Inc.'s (TSE:DTOL) Massive 45% Price Jump

D2L Inc. ( TSE:DTOL ) shareholders would be excited to see that the share price has had a great month, posting a 45...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di John Baker rispetto agli utili di D2L?
DataCompenso totaleStipendioUtili della società
Jan 31 2026US$2mUS$387k

US$9m

Oct 31 2025n/an/a

US$30m

Jul 31 2025n/an/a

US$31m

Apr 30 2025n/an/a

US$28m

Jan 31 2025US$2mUS$296k

US$26m

Oct 31 2024n/an/a

US$6m

Jul 31 2024n/an/a

US$485k

Apr 30 2024n/an/a

-US$4m

Jan 31 2024US$1mUS$297k

-US$4m

Oct 31 2023n/an/a

-US$10m

Jul 31 2023n/an/a

-US$13m

Apr 30 2023n/an/a

-US$13m

Jan 31 2023US$1mUS$286k

-US$18m

Oct 31 2022n/an/a

-US$16m

Jul 31 2022n/an/a

-US$55m

Apr 30 2022n/an/a

-US$68m

Jan 31 2022US$156kUS$80k

-US$98m

Compensazione vs Mercato: La retribuzione totale di John ($USD 2.13M ) è superiore alla media delle aziende di dimensioni simili nel mercato Canadian ($USD 883.73K ).

Compensazione vs guadagni: La retribuzione di John è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

John Baker (47 yo)

27.3yrs
Mandato
US$2,126,607
Compensazione

Mr. John Baker, MSC serves as Chairman at D2L Inc. and is its Director since 2011 and also serves as its President since April 2025. He has been a Member of the Governing Council at Social Sciences And Hum...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
John Baker
Founder27.3yrsUS$2.13m51.62%
CA$ 251.5m
Josh Huff
Chief Financial Officer3.6yrsUS$1.56m0.17%
CA$ 805.6k
Anna Forgione
Chief Legal Officer12.7yrsUS$988.95k0.23%
CA$ 1.1m
Christian Pantel
Chief Product Officerno dataUS$571.22k0.045%
CA$ 219.0k
Lee Poteck
Chief Revenue Officer2.4yrsUS$1.06m0.058%
CA$ 284.4k
Andrew Datars
Chief Technology Officer1.3yrsNessun datoNessun dato
Virginia Jamieson
Senior Director of Global Communicationsno dataNessun datoNessun dato
Brian Finnerty
Chief Marketing Officer2yrsNessun dato0.051%
CA$ 248.4k
Ira Stuchberry
Senior VP of People & Culture and Deputy General Counsel of Business Affairs1.3yrsNessun dato0.025%
CA$ 121.4k
Kenneth Chapman
Senior Vice President of Strategic Alliances & Channel Salesless than a yearNessun datoNessun dato
Al Patel
Senior Vice President of Professional Services & Support4.3yrsNessun dato0.085%
CA$ 413.6k
Max Staines
Senior Vice President of Enterprise Sales3.3yrsNessun datoNessun dato
2.9yrs
Durata media

Gestione esperta: Il team dirigenziale di DTOL è considerato esperto (durata media dell'incarico 2.9 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
John Baker
Founder15.3yrsUS$2.13m51.62%
CA$ 251.5m
John Giffen
Lead Independent Director10.3yrsUS$305.00k0.13%
CA$ 627.4k
David Johnston
Independent Director5.3yrsUS$235.00k0.022%
CA$ 105.2k
Robert Courteau
Independent Director5.3yrsUS$235.00k0.014%
CA$ 67.0k
Tracy Edkins
Independent Director5.3yrsUS$255.00k0.028%
CA$ 134.1k
Marta DeBellis
Independent Director1.7yrsUS$235.00kNessun dato
Tim Connor
Independent Director8.3yrsNessun datoNessun dato
5.3yrs
Durata media
66yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di DTOL sono considerati esperti (durata media dell'incarico 5.3 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 20:18
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2026/01/31
Utili annuali2026/01/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

D2L Inc. è coperta da 12 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Gavin FairweatherATB Cormark
Thanos MoschopoulosBMO Capital Markets Equity Research
Douglas TaylorCanaccord Genuity