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UDMY

NEUTRAL
$5.06 Live
Udemy, Inc. · NASDAQ
Target $7.56 (+49.4%)
$4.18 52W Range $8.09
Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers Insiders SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 22, 2026
Market cap
$738.43M
P/E
168.67
ROE
1.9%
Profit margin
0.5%
Debt/Equity
0.05
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
80%
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.

Key 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)
Attractive Forward P/E (8.13) compared to trailing P/E
Low Price-to-Sales ratio (0.93) suggesting the stock is not overvalued on a revenue basis

Key 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)
Bearish insider activity with CFO selling shares
Strongly bearish technical trend (0/100)
AI Fair Value Estimate
Based on comprehensive analysis
$2.15
-57.5% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
36
Weak
Value
30
Future
40
Past
20
Health
90
Dividend
0
AI Verdict
Speculative Turnaround
Key drivers: Strong balance sheet, Negative revenue growth, Valuation disconnect, Earnings beat streak
Confidence
85%
Value
30/100

Ref P/E 168.67, Graham Number $0.98

Positives
  • Low P/S ratio
  • Low Forward P/E
Watchpoints
  • Price is >5x the Graham Number
  • Price is >20x the Intrinsic Value
Future
40/100

Ref Revenue Growth -3.00%

Positives
  • Strong earnings surprise trend
  • Analyst target price of $7.56
Watchpoints
  • Negative YoY and Q/Q revenue growth
  • Bearish technicals
Past
20/100

Ref 5Y Change -81.6%

Positives
  • Transitioned from losses to marginal profitability
Watchpoints
  • 5-Year price change of -81.6%
  • Consistent downward trend over 1Y and 6M
Health
90/100

Ref Piotroski F-Score 7/9

Positives
  • Piotroski F-Score 7/9
  • Low Debt/Equity
  • Healthy Current Ratio (1.31)
Watchpoints
  • Low ROA (0.12%)
Dividend
0/100

Ref Dividend Yield N/A

Positives
No standout positives identified.
Watchpoints
  • No dividend paid
  • 0/100 dividend strength

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$5.06
Analyst Target
$7.56
Upside/Downside
+49.4%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for UDMY and closest competitors.

Updated 2026-04-21
UDM
Udemy, Inc.
Primary
5Y
-81.6%
3Y
-43.5%
1Y
-15.8%
6M
-29.5%
1M
+6.5%
1W
+6.5%
STK
SunOpta Inc.
Peer
5Y
-55.2%
3Y
-22.8%
1Y
+65.9%
6M
+13.9%
1M
-0.1%
1W
-0.1%
GO
Grocery Outlet Holding Corp.
Peer
5Y
-81.8%
3Y
-75.7%
1Y
-49.4%
6M
-54.6%
1M
+11.1%
1W
-2.8%
MAM
Mama's Creations, Inc.
Peer
5Y
+558.5%
3Y
+767.2%
1Y
+146.8%
6M
+44.9%
1M
-0.6%
1W
+2.9%
ODD
Oddity Tech Ltd.
Peer
5Y
-68.2%
3Y
-68.2%
1Y
-63.2%
6M
-70.5%
1M
+8.3%
1W
+1.8%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
168.67
Forward P/E
8.13
PEG Ratio
N/A
P/B Ratio
3.55
P/S Ratio
0.93
EV/Revenue
0.49
EV/EBITDA
67.83
Market Cap
$738.43M

Profitability

Profit margins and return metrics

Profit Margin 0.48%
Operating Margin 0.15%
Gross Margin 65.63%
ROE 1.87%
ROA 0.12%

Growth

Revenue and earnings growth rates

Revenue Growth -3.0%
Earnings Growth N/A
Q/Q Revenue Growth -2.98%
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.05
Low debt
Current Ratio
1.31
Good
Quick Ratio
1.14
Good
Cash/Share
$2.47

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.2B
Gross Margin
66.0%
Op. Margin
-1.8%
Net Margin
-1.2%
Total Assets
$0.6B
Liabilities
$0.4B
Equity
$0.2B
Debt/Equity
1.93x
Operating CF
$0.0B
CapEx
$-0.0B
Free Cash Flow
$0.0B
FCF Yield
76%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-04-29
$N/A
2026-02-05
$0.12
+19.1% surprise
2025-10-29
$0.13
+38.6% surprise
2025-07-30
$0.04
+400.0% surprise

Consumer Defensive Sector Comparison

Comparing UDMY against 128 companies in the Consumer Defensive sector (9 bullish, 49 neutral, 70 bearish)
P/E Ratio
168.67
This Stock
vs
36.07
Sector Avg
+367.6% (Expensive)
Return on Equity (ROE)
1.87%
This Stock
vs
-21.53%
Sector Avg
-108.7% (Below Avg)
Profit Margin
0.48%
This Stock
vs
-7.96%
Sector Avg
-106.1% (Weaker)
Debt to Equity
0.05
This Stock
vs
1.48
Sector Avg
-96.7% (Less Debt)
Revenue Growth
-3.0%
This Stock
vs
147.67%
Sector Avg
-102.0% (Slower)
Current Ratio
1.31
This Stock
vs
2.38
Sector Avg
-45.1% (Weaker)

Similar Companies

Peer comparison within the same industry

UDMY Udemy, Inc.
NEUTRAL
Mkt Cap
$738M
P/E
168.7
ROE
1.9%
Price
$5.06
STKL SunOpta Inc.
NEUTRAL
Mkt Cap
$767M
P/E
49.8
ROE
9.0%
Price
$6.47
 Compare with UDMY
GO Grocery Outlet...
BEARISH
Mkt Cap
$689M
P/E
-
ROE
-20.6%
Price
$7.02
 Compare with UDMY
MAMA Mama's Creations, Inc.
BEARISH
Mkt Cap
$645M
P/E
132.2
ROE
12.8%
Price
$15.87
 Compare with UDMY
ODD Oddity Tech Ltd.
NEUTRAL
Mkt Cap
$868M
P/E
8.4
ROE
32.6%
Price
$15.11
 Compare with UDMY

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

ABBASI SOHAIB
Director
Stock Award
2026-03-31
5,411 shares
PATERSON LYDIA
Director
Stock Award
2026-03-31
3,246 shares
MACO MARYLOU
Director
Stock Award
2026-03-31
1,596 shares
BLANCHARD SARAH WALTER
Chief Financial Officer
Sell
2026-03-13
25,000 shares · $119,375
GOLDSCHMIED OZZIE J
Chief Technology Officer
Stock Award
2026-02-27
91,666 shares
BLANCHARD SARAH WALTER
Chief Financial Officer
Stock Award
2026-02-27
194,500 shares
ROSENTHAL ROBERT
Officer
Stock Award
2026-02-27
80,500 shares
SARRAZIN HUGO
Chief Executive Officer
Stock Award
2026-02-27
305,500 shares
BLANCHARD SARAH WALTER
Chief Financial Officer
Stock Award
2026-02-23
97,532 shares
ROSENTHAL ROBERT
Officer
Stock Award
2026-02-23
34,148 shares
ABBASI SOHAIB
Director
Stock Award
2025-12-31
4,273 shares
BLANCHARD SARAH WALTER
Chief Financial Officer
Sell
2025-12-15
25,000 shares · $131,255
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
8-K
2026-04-09

Udemy, Inc. filed an 8-K on April 9, 2026, likely to announce its quarterly financial results.

8-K
8-K
2026-03-31

Udemy, Inc. filed an 8-K on March 31, 2026, likely to announce its first-quarter financial results.

10-K
10-K
2026-02-19

Udemy, Inc. (UDMY) filed its annual 10-K report on February 19, 2026, detailing its business operations and financial condition. The filing includes comprehensive disclosures regarding risk factors and quantitative market risks, although specific financial metrics were not provided in the available excerpts.

8-K
8-K
2026-02-10

Udemy, Inc. filed an 8-K on February 10, 2026, likely to announce its fourth quarter and full-year 2025 financial results.

8-K
8-K
2026-02-05

Udemy, Inc. filed an 8-K to report its fourth quarter and full-year 2025 financial results.

8-K
8-K
2025-12-22
8-K
8-K
2025-12-18
8-K
8-K
2025-12-17
8-K
8-K
2025-11-21

Udemy, Inc. announced its financial results for the third quarter of 2025.

10-Q
10-Q
2025-10-30

Udemy (UDMY) filed its 10-Q quarterly report on October 30, 2025. The filing includes a section on risk factors under Item 1A, although specific financial highlights and risk details were not provided in the available excerpt.

8-K
8-K
2025-10-29
8-K
8-K
2025-09-10
10-Q
10-Q
2025-07-31
8-K
8-K
2025-07-30
8-K
8-K
2025-06-18
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
5 analysts
Keybanc
2026-01-13
down
Overweight Sector Weight
Canaccord Genuity
2025-12-17
down
Buy Hold
Canaccord Genuity
2025-10-30
Maintains
Buy Buy
Keybanc
2025-10-30
Maintains
Overweight Overweight
Needham
2025-10-30
reit
Buy Buy

Past News Coverage

Recent headlines mentioning UDMY from our newsroom.

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