Financial Review: Klaviyo (NYSE:KVYO) & Docebo (NASDAQ:DCBO)

Docebo (NASDAQ:DCBO) and Klaviyo (NYSE:KVYO) are both technology companies, but which is the superior stock? We will compare the two businesses based on the strength of their earnings, analyst recommendations, valuation, risk, dividends, institutional ownership and profitability.

Analyst Ratings

This is a summary of recent ratings for Docebo and Klaviyo, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Docebo	0	4	9	1	2.79
Klaviyo	1	3	16	0	2.75

Docebo presently has a consensus price target of $36.25, suggesting a potential upside of 11.29%. Klaviyo has a consensus price target of $26.88, suggesting a potential upside of 21.40%. Given Klaviyo’s higher possible upside, analysts plainly believe Klaviyo is more favorable than Docebo.

Earnings and Valuation

This table compares Docebo and Klaviyo”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Docebo	$242.69 million	3.35	$37.51 million	$1.30	25.06
Klaviyo	$1.23 billion	5.11	-$31.77 million	$0.02	1,106.85

Docebo has higher earnings, but lower revenue than Klaviyo. Docebo is trading at a lower price-to-earnings ratio than Klaviyo, indicating that it is currently the more affordable of the two stocks.

Institutional and Insider Ownership

53.2% of Docebo shares are owned by institutional investors. Comparatively, 45.4% of Klaviyo shares are owned by institutional investors. 37.4% of Klaviyo shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Risk & Volatility

Docebo has a beta of 1.18, suggesting that its share price is 18% more volatile than the S&P 500. Comparatively, Klaviyo has a beta of 0.5, suggesting that its share price is 50% less volatile than the S&P 500.

Profitability

This table compares Docebo and Klaviyo’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Docebo	13.79%	233.03%	16.65%
Klaviyo	0.54%	6.73%	4.87%

Summary

Docebo beats Klaviyo on 9 of the 15 factors compared between the two stocks.

About Docebo

Docebo Inc. develops cloud-based learning management software for businesses and other organizations. Its platform helps customers create, deliver and manage employee, customer and partner training, and includes tools for learning content, collaboration, reporting and integrations with other business applications. The company was founded in 2005 and is headquartered in Toronto, Canada. Docebo serves organizations across multiple industries and geographies, with its software designed for both in-person and remote learning programs.

About Klaviyo

Klaviyo, Inc. provides a customer data and marketing automation platform that helps businesses manage customer relationships and communications. Its software brings together customer information to support personalized marketing and engagement. The platform offers tools for email and text-message marketing, mobile push notifications, automation, audience segmentation, analytics and customer service. Klaviyo also connects with other business applications, including e-commerce platforms, to help companies coordinate customer data and outreach.