Head-To-Head Analysis: SentinelOne (NYSE:S) & Docebo (NASDAQ:DCBO)
by Michael Walen · The Markets DailySentinelOne (NYSE:S – Get Free Report) and Docebo (NASDAQ:DCBO – Get Free Report) are both technology companies, but which is the better investment? We will compare the two companies based on the strength of their analyst recommendations, risk, dividends, valuation, earnings, institutional ownership and profitability.
Analyst Ratings
This is a summary of recent ratings for SentinelOne and Docebo, as reported by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| SentinelOne | 1 | 13 | 18 | 0 | 2.53 |
| Docebo | 0 | 4 | 10 | 1 | 2.80 |
SentinelOne currently has a consensus price target of $24.61, indicating a potential upside of 2.33%. Docebo has a consensus price target of $30.82, indicating a potential downside of 0.30%. Given SentinelOne’s higher possible upside, analysts clearly believe SentinelOne is more favorable than Docebo.
Valuation and Earnings
This table compares SentinelOne and Docebo”s top-line revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| SentinelOne | $1.10 billion | 7.62 | -$450.73 million | ($1.01) | -23.81 |
| Docebo | $242.69 million | 3.19 | $37.51 million | $1.14 | 27.11 |
Docebo has lower revenue, but higher earnings than SentinelOne. SentinelOne is trading at a lower price-to-earnings ratio than Docebo, indicating that it is currently the more affordable of the two stocks.
Risk & Volatility
SentinelOne has a beta of 0.7, meaning that its share price is 30% less volatile than the S&P 500. Comparatively, Docebo has a beta of 1.22, meaning that its share price is 22% more volatile than the S&P 500.
Profitability
This table compares SentinelOne and Docebo’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| SentinelOne | -30.95% | -15.73% | -9.62% |
| Docebo | 12.98% | 120.29% | 16.26% |
Institutional and Insider Ownership
90.9% of SentinelOne shares are owned by institutional investors. Comparatively, 53.2% of Docebo shares are owned by institutional investors. 4.3% of SentinelOne shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.
Summary
Docebo beats SentinelOne on 9 of the 15 factors compared between the two stocks.
About SentinelOne
SentinelOne, Inc. operates as a cybersecurity provider in the United States and internationally. Its Singularity Platform delivers an artificial intelligence-powered autonomous threat prevention, detection, and response capabilities across an organization's endpoints, cloud workloads, and identify credentials, which enables seamless and autonomous protection against a spectrum of cyber threats. In addition, it offers endpoint protection, endpoint detection and response, cloud and identity security, attack surface management, mobile endpoint security, xdr power tools, watchtower, and vigilance MDR. The company was formerly known as Sentinel Labs, Inc. and changed its name to SentinelOne, Inc. in March 2021. SentinelOne, Inc. was incorporated in 2013 and is headquartered in Mountain View, 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.