Reviewing Docebo (NASDAQ:DCBO) & Klaviyo (NYSE:KVYO)

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

Insider & Institutional Ownership

45.4% of Klaviyo shares are owned by institutional investors. Comparatively, 53.2% of Docebo shares are owned by institutional investors. 37.4% of Klaviyo shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Profitability

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

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

Earnings and Valuation

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

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

Docebo has lower revenue, but higher earnings 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.

Risk and Volatility

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

Analyst Recommendations

This is a summary of current recommendations for Klaviyo and Docebo, as provided by MarketBeat.

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

Klaviyo presently has a consensus price target of $26.88, indicating a potential upside of 21.40%. Docebo has a consensus price target of $36.25, indicating a potential upside of 11.29%. Given Klaviyo’s higher probable upside, equities research analysts clearly believe Klaviyo is more favorable than Docebo.

Summary

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

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.

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.