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MAMA vs UDMY

MAMA
Mama's Creations, Inc.
BEARISH
Price
$15.87
Market Cap
$645.2M
Sector
Consumer Defensive
AI Confidence
85%
UDMY
Udemy, Inc.
NEUTRAL
Price
$5.06
Market Cap
$738.4M
Sector
Consumer Defensive
AI Confidence
80%

Valuation

P/E Ratio
MAMA
132.25
UDMY
168.67
Forward P/E
MAMA
52.9
UDMY
8.13
P/B Ratio
MAMA
13.01
UDMY
3.55
P/S Ratio
MAMA
4.26
UDMY
0.93
EV/EBITDA
MAMA
56.28
UDMY
67.83

Profitability

Gross Margin
MAMA
25.22%
UDMY
65.63%
Operating Margin
MAMA
3.86%
UDMY
0.15%
Profit Margin
MAMA
3.08%
UDMY
0.48%
ROE
MAMA
12.82%
UDMY
1.87%
ROA
MAMA
6.85%
UDMY
0.12%

Growth

Revenue Growth
MAMA
50.0%
UDMY
-3.0%
Earnings Growth
MAMA
0.0%
UDMY
--

Financial Health

Debt/Equity
MAMA
0.32
UDMY
0.05
Current Ratio
MAMA
1.85
UDMY
1.31
Quick Ratio
MAMA
1.32
UDMY
1.14

Dividends

Dividend Yield
MAMA
--
UDMY
--
Payout Ratio
MAMA
0.0%
UDMY
0.0%

AI Verdict

MAMA BEARISH

The deterministic health and value scores indicate a severe valuation disconnect; the Piotroski F-Score is 4/9 (Stable), but the Graham Number ($1.81) and Intrinsic Value ($0.84) are drastically lower than the current price of $15.87. While the company exhibits impressive 50% YoY revenue growth and a healthy balance sheet (Debt/Equity 0.32), it is trading at an unsustainable P/E ratio of 132.25. With razor-thin profit margins of 3.08% and a bearish technical trend (10/100), the stock appears to be in a speculative bubble driven by growth expectations rather than fundamental value.

Strengths
Exceptional revenue growth of 50% YoY and 49.95% Q/Q
Strong liquidity position with a Current Ratio of 1.85
Low leverage with a Debt/Equity ratio of 0.32
Risks
Extreme valuation premium (P/E 132.25, P/B 13.01)
Very low net profit margins (3.08%) leaving little room for error
Massive divergence between market price and Graham/Intrinsic fair value
UDMY NEUTRAL

UDMY exhibits a strong deterministic health profile with a Piotroski F-Score of 7/9 and very low leverage (Debt/Equity 0.05), indicating a stable balance sheet. However, there is a severe valuation disconnect, as the current price of $5.06 trades at a massive premium to the Graham Number ($0.98) and Intrinsic Value ($0.21). While the Forward P/E of 8.13 suggests significant earnings recovery potential and analysts remain bullish, the company is struggling with negative revenue growth (-3.00% YoY) and razor-thin profit margins (0.48%). The outlook is a tug-of-war between fundamental financial stability and a lack of top-line growth momentum.

Strengths
Strong Piotroski F-Score (7/9) indicating high financial health
Extremely low debt-to-equity ratio (0.05)
Consistent history of beating earnings estimates (3/4 last 4 quarters)
Risks
Negative YoY revenue growth (-3.00%) indicating stagnation
Razor-thin profit margins (0.48%) leaving little room for error
Significant gap between current market price and deterministic fair value (Graham/Intrinsic)

Compare Another Pair

MAMA vs UDMY: Head-to-Head Comparison

This page compares Mama's Creations, Inc. (MAMA) and Udemy, Inc. (UDMY) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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