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D2L Inc. Stock Price

TSX:DTOL Community·CA$528.2m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 9 Fair Values set on narratives written by author

DTOL Share Price Performance

CA$9.71
-5.96 (-38.03%)
CA$12.95
Fair Value
CA$9.71
-5.96 (-38.03%)
25.0% undervalued intrinsic discount
CA$12.95
Fair Value
Price CA$9.71
AnalystConsensusTarget CA$12.95
AnalystLowTarget CA$9.50
AnalystHighTarget CA$17.07

DTOL Community Narratives

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Fair Value CA$12.95 25.0% undervalued intrinsic discount

AI-powered Platform Including Lumi Will Shape Markets Amid Uncertainties

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Fair Value CA$9.5 2.2% overvalued intrinsic discount

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

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Fair Value CA$17.07 43.1% undervalued intrinsic discount

Long Term Upskilling And AI Adoption Will Support Stronger Prospects Here

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CA$12.95
25.0% undervalued intrinsic discount
Revenue
7.98% p.a.
Profit Margin
18.51%
Future PE
11.28x
Price in 2029
CA$15.52

Trending Discussion

No trending discussion available.

Updated Narratives

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DTOL: Buyback And Margin Outlook Will Support Stronger Earnings Profile

Fair Value: CA$17.07 43.1% undervalued intrinsic discount
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DTOL: Raised Price View Will Likely Prove Unsustainable Versus Earnings

Fair Value: CA$9.5 2.2% overvalued intrinsic discount
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DTOL: Buybacks And New University Contracts Will Support Future Upside

Fair Value: CA$12.95 25.0% undervalued intrinsic discount
6 users have set this as their fair value
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Snowflake Analysis

Flawless balance sheet with reasonable growth potential.

1 Risk
2 Rewards

D2L Inc. Key Details

US$221.8m

Revenue

US$70.2m

Cost of Revenue

US$151.6m

Gross Profit

US$144.2m

Other Expenses

US$7.4m

Earnings

Last Reported Earnings
Apr 30, 2026
Next Reporting Earnings
n/a
0.14
68.34%
3.32%
0%
View Full Analysis

About DTOL

Founded
1999
Employees
1000
CEO
John Baker
WebsiteView website
www.d2l.com

D2L Inc. provides cloud-based learning software for higher education institutions, kindergarten to grade 12 schools and districts, and private sector enterprises in Canada, the United States, and internationally. The company provides personalized, flexible and modern learning experiences for people of all ages. It offers core cloud-based learning innovation platform, Brightspace, serves three distinct markets, such as kindergarten to grade 12 schools (K-12), higher education, and corporate markets. In addition, the company provides performance+, advanced analytics package, achievement+, and creator+ easy-to-use authoring tools; performance+ advanced analytics package, achievement+, which streamlines achievement reporting on learning outcomes reporting; and Course Merchant, a digital storefront that enables institutions to sell courses directly to learners. Further, it offers Lumi, a human-centered artificial intelligence; and D2L Link that enables seamless connections and streamlined automations with student information systems, customer information management systems, human resource systems and other systems. It sells its platform primarily through direct sales in North America, Europe, and Australia, as well as through direct and indirect channel partners. The company was founded in 1999 and is headquartered in Kitchener, Canada.

Recent DTOL News & Updates

Narrative Update Jul 22

DTOL: Buyback And Margin Outlook Will Support Stronger Earnings Profile

The analyst price target for D2L has shifted as fair value moved from CA$22.95 to CA$17.07, with recent Street research pointing to revised assumptions for revenue growth, profit margins, and future P/E multiples, along with updated targets of CA$16 and CA$11 from different analysts. Analyst Commentary Recent Street research on D2L shows that some bullish analysts are adjusting their valuation frameworks, with price targets now clustered around CA$16 and CA$11.
Narrative Update Jul 08

DTOL: Raised Price View Will Likely Prove Unsustainable Versus Earnings

D2L's analyst price target has shifted to CA$11 from CA$10 as analysts revisit their fair value estimates, risk assumptions, and profit expectations for the company. This points to a different balance of growth, margins, and future P/E relative to prior views.

Recent updates

No updates