Laureate Education Inc (LAUR)vsUdemy Inc (UDMY)
LAUR
Laureate Education Inc
$35.38
+1.75%
CONSUMER DEFENSIVE · Cap: $4.96B
UDMY
Udemy Inc
$4.64
+3.34%
CONSUMER DEFENSIVE · Cap: $652.94M
Smart Verdict
WallStSmart Research — data-driven comparison
Laureate Education Inc generates 115% more annual revenue ($1.70B vs $789.84M). LAUR leads profitability with a 16.6% profit margin vs 0.5%. LAUR trades at a lower P/E of 18.4x. LAUR earns a higher WallStSmart Score of 79/100 (B+).
LAUR
Strong Buy79
out of 100
Grade: B+
UDMY
Avoid35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.1%
Fair Value
$88.45
Current Price
$35.38
$53.07 discount
Margin of Safety
-2210.0%
Fair Value
$0.20
Current Price
$4.64
$4.44 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 33.2%
Earnings expanding 88.4% YoY
Every $100 of equity generates 26 in profit
Revenue surging 27.9% year-over-year
No standout strengths identified
Areas to Watch
No major concerns identified
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 1.9% — below average capital efficiency
0.5% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : LAUR
The strongest argument for LAUR centers on Operating Margin, EPS Growth, Return on Equity. Profitability is solid with margins at 16.6% and operating margin at 33.2%. Revenue growth of 27.9% demonstrates continued momentum.
Bull Case : UDMY
UDMY has a balanced fundamental profile.
Bear Case : LAUR
No major red flags identified for LAUR, but monitor valuation.
Bear Case : UDMY
The primary concerns for UDMY are EPS Growth, Market Cap, Return on Equity. A P/E of 149.7x leaves little room for execution misses. Thin 0.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
LAUR profiles as a growth stock while UDMY is a value play — different risk/reward profiles.
UDMY carries more volatility with a beta of 1.70 — expect wider price swings.
LAUR is growing revenue faster at 27.9% — sustainability is the question.
LAUR generates stronger free cash flow (26M), providing more financial flexibility.
Bottom Line
LAUR scores higher overall (79/100 vs 35/100), backed by strong 16.6% margins and 27.9% revenue growth. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Laureate Education Inc
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
Laureate Education, Inc. offers higher education programs and services to students through a network of universities and institutions of higher education. The company is headquartered in Baltimore, Maryland.
Udemy Inc
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
Udemy, Inc. operates a platform for teaching and learning skills in the United States and internationally. The company is headquartered in San Francisco, California.
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