investorscraft@gmail.com

Stock Analysis & ValuationS.A. Onlineformapro (MLONL.PA)

Professional Stock Screener
Previous Close
0.86
Sector Valuation Confidence Level
Low
Valuation methodValue, Upside, %
Artificial intelligence (AI)240.2927841
Intrinsic value (DCF)n/a
Graham-Dodd Methodn/a
Graham Formulan/a

Strategic Investment Analysis

Company Overview

SA Onlineformapro (MLONL.PA) is a French e-learning solutions provider specializing in digital training platforms for SMEs, universities, training organizations, and large corporations. Founded in 1999 and headquartered in Vesoul, France, the company offers a comprehensive suite of web-based tools, including ONLINE AUTHOR for creating assessments and training modules, OnlineAgora for collaborative portals, and OnlineVisio for interactive learning with activity tracking. Operating in the Education & Training Services sector, Onlineformapro supports businesses in modernizing workforce development through scalable, cloud-based learning solutions. With a market capitalization of approximately €6.5 million, the company serves a growing demand for digital upskilling in Europe. Its solutions emphasize adaptability, user engagement, and seamless integration, positioning it as a niche player in the competitive e-learning market.

Investment Summary

SA Onlineformapro presents a high-risk, high-reward opportunity in the e-learning sector. The company’s negative beta (-1.19) suggests low correlation with broader markets, potentially offering diversification benefits. However, its small market cap (~€6.5M) and thin net income (€171K in FY 2024) reflect limited scale and profitability. Revenue of €16.3M and strong operating cash flow (€3.4M) indicate operational efficiency, but negligible capital expenditures raise questions about growth investments. A dividend yield of ~2.2% (€0.14/share) may appeal to income-focused investors, but the company’s niche focus and competition from larger players like Docebo or Cornerstone OnDemand pose risks. Investors should weigh its innovative tools against scalability challenges in a crowded market.

Competitive Analysis

Onlineformapro competes in the fragmented e-learning market by targeting SMEs and institutions with customizable, cost-effective solutions. Its competitive edge lies in localized European support and modular offerings like OnlineVisio, which blends synchronous and asynchronous learning—a differentiation from pure LMS providers. However, the company lacks the global reach and AI-driven features of larger rivals. Its revenue (€16.3M) is dwarfed by industry leaders, and reliance on the French market (~85% of revenue) limits diversification. The capital-light model (zero capex in FY 2024) ensures profitability but may hinder R&D to compete with cloud-based AI tools. Partnerships with training organizations provide sticky B2B demand, yet scalability remains constrained without M&A or international expansion. The balance sheet is robust (€3.5M cash, minimal debt), but growth depends on capturing SME demand amid pricing pressure from freemium platforms.

Major Competitors

  • Docebo Inc. (DCBO.TO): Docebo (DCBO.TO) is a global LMS leader with AI-powered features and enterprise clients like Amazon. Its scalability and integrations outpace Onlineformapro, but higher pricing makes it less accessible to SMEs. Revenue growth (~40% YoY) and North American dominance contrast with Onlineformapro’s regional focus.
  • Cornerstone OnDemand (CSOD): Cornerstone (CSOD) offers talent management suites with robust analytics, targeting large corporations. Its resources dwarf Onlineformapro’s, but complexity and cost limit appeal to smaller clients. Recent privatization (acquired by Clearlake Capital) underscores its enterprise focus.
  • LinguaTV GmbH (LEU.DE): LinguaTV specializes in language training, overlapping with Onlineformapro’s SME segment. Its gamified content is a strength, but lack of authoring tools limits customization. Strong in DACH markets, it competes for bilingual training budgets.
  • Clariness AG (CLRN.SW): Clariness provides compliance e-learning for regulated industries. Its niche focus contrasts with Onlineformapro’s broader offerings, but higher margins in pharma/healthcare verticals pose competition for specialized training budgets.
HomeMenuAccount