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D2L Inc (DTOL) Fair Value & Analysis

Technology · CA · Market cap C$522M

DI D2L Inc DTOL · TO
PriceC$9.70
Fair ValueC$9.28
Upside-4.3%
Quality97/100
Evidence: High Range C$6.96 – C$11.60

Fair value as of: Jun 24, 2026

From 24 valuation models · updated 6 days ago

Share price +9.4% over the past month.

Price vs Fair Value (12 months)

C$17.98 C$7.02 Fair Value C$9.28 Jun 2025 Jun 2026

12‑month range C$7.02 – C$17.98 · fair‑value band C$6.96 – C$11.60 · the C$9.70 price screens above the C$9.28 fair value. As of Jun 24, 2026.

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Analysis

D2L Inc (DTOL) currently trades at C$9.70, while our model-based Fair Value estimate is C$9.28 — implying the stock looks roughly 4.3% overvalued today. We read business quality at 97/100 (high quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).

Over the trailing twelve months, D2L Inc generated revenue of C$217M at a net margin of 4.1%. Revenue grew 4.7% year over year. It earns a return on equity of 10.6%. The balance sheet holds a net cash position of C$107M. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) C$217M
Revenue growth (YoY) +4.7%
Net margin 4.1%
Return on equity 10.6%
Free cash flow C$43.0M FY2026
P/E ratio 43.4
More key figures
Operating margin 4.5%
EPS (TTM) C$0.2200
EPS growth (YoY) -20.0%
Net cash C$107M FY2026

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

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 streamline…

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

D2L Inc reported revenue of C$222M in FY2026 versus C$152M in FY2022, a compound +9.9%/yr. Reported net income was C$9.1M in FY2026.

Revenue +9.9%/yr
FY22 C$152M
FY23 C$168M
FY24 C$182M
FY25 C$205M
FY26 C$222M
Net income
FY22 −C$97.7M
FY23 −C$18.4M
FY24 −C$3.5M
FY25 C$25.7M
FY26 C$9.1M

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Frequently asked questions

Is D2L Inc (DTOL) undervalued?
As of Jun 24, 2026, our model estimates a fair value of C$9.28 versus a price of C$9.70 — about −4% (overvalued). Model-based estimate, not financial advice.
What is the fair value of DTOL?
Our 21-model fair value for D2L Inc is C$9.28 (as of Jun 24, 2026), built from audited fundamentals. The current price is C$9.70.
What is the quality score of DTOL?
D2L Inc has a Quality Score of 97/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of D2L Inc (DTOL)?
D2L Inc reported trailing-twelve-month revenue of about C$217M (latest available figure, as of Jun 24, 2026).
What is the net profit margin of DTOL?
The net profit margin of D2L Inc is about 4.1%, meaning it keeps roughly 4.1% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.