Opinions
Stephen Takacsy, B. Eng, MBA
D2L
DTOL-T
TOP PICK
Dec 13, 2021
$13.850
Stock price when the opinion was issued
Technology
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TOP PICK
20-year old company. Cloud-based learning platform that delivers online education and training for schools, universities, and corporations. Just went public last week. 1,000 clients, 15M users, in 40 countries. Combination of at-home, in-class, and mobile learning experiences that can be personalized. Long-term contracts, great revenue visibility. 90% recurring SaaS revenue, growing at over 20% per year. Trades at 3.7x forward sales. High quality, fast growing world leader at a discounted price. No dividend.
Technology
BUY
World leader in cloud-based e-learning. YTD, probably best performing tech stock on the TSX. Subscription based model. High margin revenue. 20% increase in annualized recurring revenue. Just signed with NY State University and BC Education. Trades well below peers. Great long-term investment.
Technology
PAST TOP PICK
(A Top Pick Nov 09/21, Down 68%) It is a high quality company and one of the world leaders in cloud based learning. It went down with tech and is trading at a significant discount to its peers. Has some impressive contracts but has reduced growth guidance. Looking for a positive EBITA much sooner than before. 0,7 X Sales.
Technology
Advertising
They just went public as a e-learning business. They have a 1000 subscription based clients in 40 countries. They recently reported strong results with recurring revenue up 20%. They just signed NY state, with 400,000 students and the BC Ministry of Education. It only trades at 3.5x forward sales, half of their peers. Excellent entry point and he expects it to be 3-4 times current value in the next few years. Yield 0% (Analysts’ price target is $21.75)