Head to Head Review: OneStream (NASDAQ:OS) & Docebo (NASDAQ:DCBO)

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

Institutional and Insider Ownership

53.2% of Docebo shares are owned by institutional investors. 12.8% of OneStream 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.

Analyst Recommendations

This is a breakdown of recent recommendations and price targets for Docebo and OneStream, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Docebo	0	4	9	1	2.79
OneStream	3	17	0	0	1.85

Docebo presently has a consensus price target of $36.25, indicating a potential upside of 11.68%. OneStream has a consensus price target of $24.06, indicating a potential upside of 0.26%. Given Docebo’s stronger consensus rating and higher possible upside, equities research analysts plainly believe Docebo is more favorable than OneStream.

Profitability

This table compares Docebo and OneStream’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%
OneStream	-8.36%	11.28%	6.68%

Risk & Volatility

Docebo has a beta of 1.18, suggesting that its share price is 18% more volatile than the S&P 500. Comparatively, OneStream has a beta of 1.99, suggesting that its share price is 99% more volatile than the S&P 500.

Valuation & Earnings

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

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Docebo	$242.69 million	3.34	$37.51 million	$1.30	24.97
OneStream	$601.93 million	9.80	-$50.30 million	($0.28)	-85.71

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

Summary

Docebo beats OneStream on 11 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 OneStream

OneStream, Inc. develops cloud-based software for corporate finance teams. Its platform brings together financial and operational data to support tasks such as financial consolidation, budgeting and planning, reporting, forecasting, account reconciliations, and data integration. The company’s products are designed to help organizations manage finance processes and analyze business performance within a unified system. OneStream also offers artificial intelligence capabilities for finance and business users.