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DCBO
Docebo Inc.

Docebo Inc.DCBO

Technology · Software - Application
24.25USD
+3.54%
Sep 14, 2026
DCBO overview ready
Cloud-Based Learning Platform Combining Skills Intelligence and AI-Enabled Training
Docebo is a direct enterprise-software participant, combining learning delivery with skills intelligence, knowledge access, AI-assisted content and administration, and AI-enabled practice and evaluation workflows.
Narrative is still early
Exposed to the AI Workforce Transformation narrative through Enterprise Skills Intelligence and AI Workforce Readiness Platforms — pure play.
Constructive pullback in an uptrend
Longer-term context reads early recovery, with a near-term setup of constructive pullback.
Attractive valuation
Current market expectations look undemanding relative to how much growth and cash flow it delivers per turn of revenue multiple.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Competition from larger LMS providers.
Market Sep 11Price action Sep 13Research Sep 3

Conviction Level

NarrativeHeat7.0ThemeHeat7.0PriceAction8.6Valuation9.3CompanyPosition9.3
Price
Loading price history…

Price Action

Constructive pullback in an uptrend
Longer-term context reads early recovery, with a near-term setup of constructive pullback.
EntryConstructive

Structure is constructive on both timeframes without excessive extension — a reasonable entry location.

Key Financials

Market Cap
$603.6M
Avg Volume (60D)
86.8K
60 sessions
Revenue Growth YoY
+12.3%
Trailing twelve months
Gross Margin
+79.6%
Operating Margin
+8.6%
Trailing twelve months
Free Cash Flow Yield
+7.2%
Distance from 200DMA
+23.0%
Next Earnings
2026-11-06
P/E
21.1x
EV / EBITDA
17.6x
EV / Sales
2.5x
Market metrics as of Sep 13, 2026

Fundamentals & Valuation

One of the two valuation perspectives says cheap; peers is the dissenting view.
Docebo Inc. has a Cheap valuation stance because current market expectations look undemanding relative to how much growth and cash flow it delivers per turn of revenue multiple.

Company Research

Thesis
Docebo is a direct enterprise-software participant, combining learning delivery with skills intelligence, knowledge access, AI-assisted content and administration, and AI-enabled practice and evaluation workflows.
Opportunity
Moderate opportunity
Enterprise spending on platforms that identify workforce skill gaps, deliver role-relevant learning and practice, and measure readiness as AI changes job tasks, operating processes, and required competencies.
Key risk
Competition from larger LMS providers.

Narrative & Theme

AI Workforce Transformation
Part of Enterprise Skills Intelligence and AI Workforce Readiness Platforms, with strong fit.
DCBO is more than a conventional LMS vendor: its current platform strategy centers on enterprise workforce readiness, combining learning management, skills intelligence, enterprise knowledge, AI content creation and automation, and simulation-based coaching.
Narrative HeatHeating up7.0 / 10
Theme HeatHeating up7.0 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Technology · Software - Application
What they do

Docebo Inc. develops and operates a cloud-based learning management platform that enables organizations to deliver and manage personalized training programs internationally.

How it earns

The company generates revenue primarily through subscription fees for access to its learning management platform and related content services.

Products & services
Docebo Learn platform
Docebo Content Marketplace
Insights module
Learning Evaluation module
Customers & end markets
Corporate learning and development departments
Training administrators in various industries
Market position

Docebo is a recognized player in the learning management system market, competing with other established software providers.

Demand drivers
Low cyclicality

Demand for corporate training platforms tends to be stable and driven by ongoing workforce development needs rather than economic cycles.

Peers

Companies validated as economically comparable to DCBO — similar business, revenue model and scale.
PRICE ACTIONVALUATIONTHEME
Coursera, Inc.Early Recovery — Failed ReclaimExpensive8.0High4.8Neutral6.8NeutralLocked$5.220.19%