D2L stock analysis
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D2L (DTOL) Stock Price & Analysis
DTOL Stock Chart & Stats
- Day’s Range
- CAD 10.98 - CAD 12.00
- 52-Week Range
- CAD 7.15 - CAD 18.19
- Previous Close
- CAD 11.97
- Volume
- N/A
- Average Volume (3M)
- 26.47K
- Market Cap
- CAD 628.28M
- Enterprise Value
- CAD 371.60M
- Total Cash (Recent Filing)
- CAD 106.40M
- Total Debt (Recent Filing)
- CAD 10.75M
- Price to Earnings (P/E)
- 286.0
- Beta
- 1.42
- Next Earnings
- Dec 09, 2026 (Est.)
- EPS Estimate
- 0.15
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Strong Cash Generation
Rising operating and free cash flow indicate strong cash conversion and improving earnings quality. This gives D2L internal funding for product development, market expansion, and customer retention while reducing reliance on external capital over the next several quarters.
Low Financial Leverage
A debt-free balance sheet and substantial cash reserve provide resilience through uneven demand and support continued investment in the Brightspace platform. Financial flexibility also allows D2L to pursue organic initiatives, disciplined M&A, or shareholder returns without material leverage pressure.
Core-market Recurring Growth
Sustained double-digit ARR growth in markets representing more than 90% of revenue supports the durability of D2L's recurring software model. Continued wins, expansion, and replacement demand in these core segments can offset weaker areas and improve long-term growth quality.
Bears Say
Slowing Revenue Growth
Lowered revenue guidance and only mid-single-digit expected growth show that near-term expansion has weakened despite the recurring-revenue model. Slower growth can limit operating leverage, reduce investment capacity, and make the business more dependent on successful execution in later periods.
K-12 Churn And Spending Pullback
K-12 churn and reduced education-technology spending represent a structural headwind for the affected customer base, even though K-12 is less than 10% of revenue. Prolonged budget pressure could weaken retention, delay new wins, and require greater reliance on other markets.
Compressed Profitability
The sharp decline in net margin and return on equity indicates that recent revenue is producing less bottom-line value and that earnings remain sensitive to costs or non-operating items. Persistent compression would weaken reinvestment capacity and make profitability less predictable.
D2L News
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D2L Stock Smart Score
Company Description
D2L
D2L Inc. provides cloud-based learning software for higher education institutions, kindergarten to grade 12 schools and districts, and private sector enterprises in Canada, the United States, and internationally. The company provides personalized, flexible and modern learning experiences for people of all ages. It offers core cloud-based learning innovation platform, Brightspace, serves three distinct markets, such as kindergarten to grade 12 schools (K-12), higher education, and corporate markets. In addition, the company provides performance+, advanced analytics package, achievement+, and creator+ easy-to-use authoring tools; performance+ advanced analytics package, achievement+, which streamlines achievement reporting on learning outcomes reporting; and Course Merchant, a digital storefront that enables institutions to sell courses directly to learners. Further, it offers Lumi, a human-centered artificial intelligence; and D2L Link that enables seamless connections and streamlined automations with student information systems, customer information management systems, human resource systems and other systems. It sells its platform primarily through direct sales in North America, Europe, and Australia, as well as through direct and indirect channel partners. The company was founded in 1999 and is headquartered in Kitchener, Canada.
- Sector
- Technology
- Industry
- Software - Application
- CEO
- John Baker
- Employees
- 1,000
- Website
- www.d2l.com
- Address
- 137 Glasgow Street, Kitchener, ON, N2G 4X8, CA
D2L (DTOL) Earnings & Revenues
DTOL Earnings Call
Earnings Call SentimentPositive
The call was predominantly positive: core higher education and corporate markets delivered more than 10% ARR growth, bookings and win rates were healthy, international expansion and AI adoption were progressing, cash generation was strong, and the company maintained EBITDA guidance. These positives were partly offset by U.S. K-12 churn, a delayed large deployment, softer advisory services demand, foreign exchange pressure, lower revenue guidance, and a quarterly net loss. Management expressed confidence that the principal K-12 headwind is behind the company and that growth and profitability will improve in the second half of fiscal 2027.
View all TSE:DTOL earnings summariesDTOL Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 12 | 5 | 5 |
| Technical Analysis | 2 | 5 | 3 |
| Moving Averages | 10 | 0 | 2 |
