Docebo Inc.

TSX:DCBO 株式レポート

時価総額:CA$608.9m

Docebo 過去の業績

過去 基準チェック /36

Doceboは66.4%の年平均成長率で業績を伸ばしているが、Software業界はgrowingで20%毎年増加している。売上は成長しており、年平均21.5%の割合である。

主要情報

66.42%

収益成長率

67.86%

EPS成長率

Software 業界の成長8.18%
収益成長率21.50%
株主資本利益率n/a
ネット・マージン13.71%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

ナラティブの更新 May 15

DCBO: Strong Bookings And New Platform Are Expected To Reward Patience

Analysts have trimmed their average price target on Docebo to about CA$26 from roughly CA$31. This reflects updated assumptions for slightly slower revenue growth, lower profit margins, a higher discount rate, and a reduced future P/E multiple, even as they highlight mixed signals around near term subscription trends and recent gross bookings strength.
ナラティブの更新 Apr 26

DCBO: Buyback And Strong Bookings Are Expected To Reward Patience

Narrative Update: Docebo Analyst Target Shift The updated fair value estimate for Docebo edges higher to CA$36.09 from CA$35.10. This reflects analysts' recent target cuts in the CA$25 to CA$28 range, while still crediting the company with solid gross bookings and a healthier underlying business than headline metrics suggest.
ナラティブの更新 Apr 07

DCBO: Buybacks And Solid Bookings Are Expected To Support Upside Repricing

Narrative update Analysts have trimmed their average price targets on Docebo, with recent cuts such as Scotiabank moving to CA$25 from CA$32, Morgan Stanley to CA$26 from CA$28, and Stifel to CA$28 from CA$34. These revisions reflect expectations for softer near-term organic subscription growth and contract headwinds, even as analysts point to solid gross bookings and a core business that appears healthier than the headline metrics suggest.
ナラティブの更新 Mar 24

DCBO: Buybacks And Bookings Strength Will Support Future Upside Repricing

Analysts have reset expectations on Docebo, with several firms trimming their price targets into a CA$25 to CA$28 range. They cited softer near term organic subscription growth, headwinds from the AWS contract roll off and Dayforce churn, and a need to see more proof around execution despite recent strength in gross bookings.
ナラティブの更新 Mar 08

DCBO: Buybacks And Margin Expansion Will Support Future Upside Repricing

Analysts have lowered their price targets on Docebo, and our fair value estimate has been revised from about CA$42.80 to roughly CA$35.10. This adjustment reflects expectations of softer subscription growth, contract headwinds and a lower assumed future P/E multiple, partially offset by stronger modeled profit margins.
ナラティブの更新 Feb 22

DCBO: Rebased Earnings Profile And Buybacks Will Support Future Upside Repricing

Analysts have trimmed their average Docebo price target by about CA$0.34, reflecting slightly updated assumptions on discount rate, revenue growth, profit margins and future P/E multiples, while still viewing the core earnings profile as intact. Analyst Commentary Recent research updates on Docebo point to more cautious pricing assumptions, even as analysts broadly see the core business model as unchanged.
ナラティブの更新 Feb 07

DCBO: Rebased Profitability Assumptions Will Support Future Upside Repricing

Analysts have trimmed their price targets on Docebo, with our fair value estimate moving from about US$46.46 to US$43.15 as they factor in slightly lower profit margin assumptions, a marginally higher discount rate, and updated P/E expectations following recent target cuts at several firms. Analyst Commentary Recent research on Docebo has centered on valuation reset rather than ratings changes, with several firms revising their price targets lower and aligning expectations with updated P/E assumptions and discount rates.
ナラティブの更新 Jan 24

DCBO: Upmarket Enterprise Wins And Higher ARPU Will Drive Future Upside

Narrative Update The updated analyst price target for Docebo has moved lower to around $46.46 from about $49.45, as analysts factor in reduced Street targets, including cuts from firms that still highlight the company’s role in learning management systems and see revenue growth, margin outlook, and a lower future P/E as key parts of the risk-reward trade-off. Analyst Commentary Recent research on Docebo reflects a mix of optimism about the business model and caution around valuation and execution.
分析記事 Jan 15

Investors Shouldn't Overlook Docebo's (TSE:DCBO) Impressive Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
ナラティブの更新 Jan 08

DCBO: Enterprise Expansion And Higher ARPU Will Support Long-Term Upside

Analysts have adjusted their view on Docebo after a mix of recent research, including a price target cut to US$28 from US$34 and a fresh US$35 target at another firm. This has led to a small tweak in the modeled discount rate and future P/E multiple in our updated assumptions.
ナラティブの更新 Dec 24

DCBO: Enterprise Expansion Will Drive Long-Term Returns Despite Near-Term Margin Pressure

Analysts have trimmed their price target on Docebo to $28 from $34, reflecting slightly lower fair value and profit margin assumptions, even as they highlight the company’s strong learning management platform, upmarket expansion, and enterprise focused growth strategy. Analyst Commentary Recent Street research presents a mixed but generally constructive view on Docebo, with targets and ratings reflecting both confidence in the company’s long term growth profile and caution around near term execution and profitability.
ナラティブの更新 Dec 09

DCBO: Enterprise Focus And Upmarket Expansion Will Drive Long-Term Returns

Analysts have modestly reduced their price targets on Docebo, trimming expectations by mid single digits in dollar terms to reflect a slightly higher discount rate, while still highlighting the company’s strong competitive position, enterprise focus, and above market growth trajectory in learning management systems. Analyst Commentary Recent Street research on Docebo reflects a mix of optimism on the company’s long term growth profile and caution around near term valuation and execution risks.
分析記事 Nov 27

Docebo Inc.'s (TSE:DCBO) Stock Retreats 26% But Earnings Haven't Escaped The Attention Of Investors

Unfortunately for some shareholders, the Docebo Inc. ( TSE:DCBO ) share price has dived 26% in the last thirty days...
ナラティブの更新 Nov 25

DCBO: Enterprise Expansion And Upmarket Momentum Will Drive Future Returns

Analysts have recently lowered their average price target for Docebo, citing adjustments to profit margin expectations and valuation multiples. Figures have shifted from $34 to a range between $28 and $37 per share, reflecting evolving views on revenue growth and sector performance.
ナラティブの更新 Nov 11

DCBO: Enterprise Expansion And Improving Margins Will Drive Future Gains

Analysts have lowered their average price target for Docebo from $55.02 to $49.81. They cite cautious outlooks on growth rates and valuation multiples, despite continued optimism about the company’s profit margins and enterprise expansion strategy.
ナラティブの更新 Sep 04

AI Adoption And FedRAMP Certification Will Widen Market Opportunities

Despite an unchanged analyst price target for Docebo, the sharp rise in its future P/E ratio suggests heightened growth expectations are being offset by valuation concerns, resulting in no adjustment to its fair value at CA$55.02. What's in the News Docebo provided earnings guidance for Q3 2025, expecting total revenue between $61.0 million and $61.2 million.
分析記事 Jul 19

Here's Why We Think Docebo (TSE:DCBO) Might Deserve Your Attention Today

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 Apr 29

An Intrinsic Calculation For Docebo Inc. (TSE:DCBO) Suggests It's 44% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Docebo fair value estimate is CA$78.13 Docebo's CA$43.74 share...
分析記事 Mar 08

Some Docebo Inc. (TSE:DCBO) Shareholders Look For Exit As Shares Take 27% Pounding

To the annoyance of some shareholders, Docebo Inc. ( TSE:DCBO ) shares are down a considerable 27% in the last month...
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新しいナラティブ Feb 06

Partnerships With Accenture And Deloitte Will Expand Global Market Presence

Strategic international expansion and partnerships, particularly in Europe, highlight potential revenue growth by diversifying geographic and market strategies.
分析記事 Jan 13

Is There Now An Opportunity In Docebo Inc. (TSE:DCBO)?

Docebo Inc. ( TSE:DCBO ), might not be a large cap stock, but it saw significant share price movement during recent...
分析記事 Dec 16

Docebo Inc. (TSE:DCBO) Investors Are Less Pessimistic Than Expected

Docebo Inc.'s ( TSE:DCBO ) price-to-sales (or "P/S") ratio of 7.3x may look like a poor investment opportunity when you...
分析記事 Nov 05

Investors Should Be Encouraged By Docebo's (TSE:DCBO) Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 Apr 30

What Does Docebo Inc.'s (TSE:DCBO) Share Price Indicate?

Docebo Inc. ( TSE:DCBO ), is not the largest company out there, but it saw a decent share price growth of 12% on the...
分析記事 Apr 15

Docebo (TSE:DCBO) Is Looking To Continue Growing Its Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
分析記事 Mar 12

Calculating The Intrinsic Value Of Docebo Inc. (TSE:DCBO)

Key Insights The projected fair value for Docebo is CA$66.09 based on 2 Stage Free Cash Flow to Equity Docebo's...
分析記事 Feb 26

Docebo Inc.'s (TSE:DCBO) Price In Tune With Revenues

Docebo Inc.'s ( TSE:DCBO ) price-to-sales (or "P/S") ratio of 9x might make it look like a strong sell right now...
分析記事 Dec 04

Returns On Capital Are Showing Encouraging Signs At Docebo (TSE:DCBO)

What are the early trends we should look for to identify a stock that could multiply in value over the long term...

収支内訳

Docebo の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

TSX:DCBO 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 262513411652
31 Dec 252433811250
30 Sep 252372311249
30 Jun 252312111550
31 Mar 252232311248
31 Dec 242172710845
30 Sep 242091810742
30 Jun 242001710841
31 Mar 24191710739
31 Dec 23181310636
30 Sep 23171110434
30 Jun 2316179928
31 Mar 23152159826
31 Dec 2214379425
30 Sep 2213449024
30 Jun 22124-68524
31 Mar 22115-157923
31 Dec 21104-147421
30 Sep 2193-166619
30 Jun 2182-185717
31 Mar 2171-144915
31 Dec 2063-84313
30 Sep 2056-73912
30 Jun 2051-103811
31 Mar 2046-93610
31 Dec 1941-12329
30 Sep 1937-12298
30 Jun 1934-10268
31 Mar 1930-11247
31 Dec 1827-11237
31 Dec 1717-7154
31 Dec 1610-382

質の高い収益: DCBOには$5.2M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。

利益率の向上: DCBOの現在の純利益率 (13.7%)は、昨年(10.3%)よりも高くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: DCBO過去 5 年間で収益を上げており、収益は年間66.4%増加しています。

成長の加速: DCBOの過去 1 年間の収益成長率 ( 49.4% ) は、5 年間の平均 ( 年間66.4%を下回っています。

収益対業界: DCBOの過去 1 年間の収益成長率 ( 49.4% ) はSoftware業界0.3%を上回りました。


株主資本利益率

高いROE: DCBOの負債は資産を上回っているため、自己資本利益率を計算することは困難です。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/20 01:05
終値2026/05/20 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Docebo Inc. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17

アナリスト機関
Martin TonerATB Cormark
Phillip LeytesBerenberg
Robert YoungCanaccord Genuity