Analyzing Amplitude (NASDAQ:AMPL) & Docebo (NASDAQ:DCBO)

Amplitude (NASDAQ:AMPL) and Docebo (NASDAQ:DCBO) are both small-cap technology companies, but which is the better business? We will contrast the two businesses based on the strength of their dividends, earnings, institutional ownership, analyst recommendations, valuation, profitability and risk.

Profitability

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

	Net Margins	Return on Equity	Return on Assets
Amplitude	-26.59%	-42.62%	-22.69%
Docebo	12.98%	120.29%	16.26%

Analyst Ratings

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

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Amplitude	1	2	8	1	2.75
Docebo	0	4	9	1	2.79

Amplitude currently has a consensus price target of $16.18, indicating a potential downside of 4.44%. Docebo has a consensus price target of $31.30, indicating a potential upside of 4.39%. Given Docebo’s stronger consensus rating and higher possible upside, analysts clearly believe Docebo is more favorable than Amplitude.

Valuation & Earnings

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

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Amplitude	$343.21 million	5.00	-$88.54 million	($0.75)	-22.58
Docebo	$242.69 million	3.09	$37.51 million	$1.14	26.30

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

Risk and Volatility

Amplitude has a beta of 1.3, suggesting that its share price is 30% more volatile than the S&P 500. Comparatively, Docebo has a beta of 1.18, suggesting that its share price is 18% more volatile than the S&P 500.

Institutional and Insider Ownership

73.2% of Amplitude shares are owned by institutional investors. Comparatively, 53.2% of Docebo shares are owned by institutional investors. 21.6% of Amplitude shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Summary

Docebo beats Amplitude on 9 of the 14 factors compared between the two stocks.

About Amplitude

Amplitude, Inc., together with its subsidiaries, provides a digital analytics platform that analyzes customer behavior in the United States and internationally. It offers Amplitude Analytics, which provides real-time product data and reconstructed user visits; Amplitude Experiment, a solution that allows teams to test new capabilities and safely roll out new features; Amplitude CDP, an insight-driven solution that encompasses the data infrastructure, audience management, and data streaming capabilities; and Amplitude Session Replay used by product, marketing, and data teams to understand user behavior, diagnose product issues, and improve product outcomes. The company also provides customer support services related to initial implementation setup, ongoing support, and application training. It delivers its application over the Internet as a subscription service using a software-as-a-service model. The company was formerly known as Sonalight, Inc. and changed its name to Amplitude, Inc. in December 2014. Amplitude, Inc. was incorporated in 2011 and is headquartered in San Francisco, California.

About Docebo

Docebo Inc. operates as a learning management software company that provides artificial intelligence (AI)-powered learning platform in North America and internationally. It offers Learning Management System (LMS) to train internal and external workforces, partners, and customers. The company's cloud platform consists of a learning suite, which includes Docebo Learn LMS, a cloud-based learning platform that allows learning administrators to deliver personalized learning; Docebo Shape, an AI-based learning content creation tool, which enables learning administrators to turn internal and external resources into engaging, multilingual, and microlearning content to share across the business; Docebo Content that allows off-the-shelf learning content by partnering content specialist; Docebo Learning Impact, a learning measurement tool that enables administrators to prove and improve training programs; Docebo Learn Data, which gives a comprehensive view on learning data to business results; Docebo Connect that connects Docebo to custom tech stack and making integrations; and Docebo Flow that allows businesses to directly inject learning into the flow of work. It also offers Docebo for Salesforce, a native integration that leverages Salesforce's application programming interface and technology architecture to produce a learning experience; Docebo Embed that allows original equipment manufacturers to embed and re-sell Docebo as a part of their software; Docebo Mobile App Publisher product that allows companies to create and publish own branded version of Docebo Go.Learn mobile learning applications; Docebo Extended Enterprise which breeds customer education, partner enablement, and retention; Docebo Discover, Coach & Share that enhances the learning experience to create a culture of social learning; and Docebo for Microsoft Teams, that brings learning directly into Microsoft Teams. The company was founded in 2005 and is headquartered in Toronto, Canada.