Udemy Inc (UDMY) Stock Analysis — PE Ratio, PS Ratio, Intrinsic Value & 2030 Price Target
Udemy Inc stock (UDMY) is currently trading at $4.64. Udemy Inc PE ratio is 149.67. Udemy Inc PS ratio (Price-to-Sales) is 0.83. Analyst consensus price target for UDMY is $7.56. WallStSmart rates UDMY as Sell.
- UDMY PE ratio analysis and historical PE chart
- UDMY PS ratio (Price-to-Sales) history and trend
- UDMY intrinsic value — DCF, Graham Number, EPV models
- UDMY stock price prediction 2025 2026 2027 2028 2029 2030
- UDMY fair value vs current price
- UDMY insider transactions and insider buying
- Is UDMY undervalued or overvalued?
- Udemy Inc financial analysis — revenue, earnings, cash flow
- UDMY Piotroski F-Score and Altman Z-Score
- UDMY analyst price target and Smart Rating
Udemy Inc
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UDMY Intrinsic Value Analysis for Value Investors
Benjamin Graham Formula · Udemy Inc (UDMY)
UDMY trades 2210% above its Graham fair value of $0.20, indicating the stock may be overvalued at current levels.
Based on Benjamin Graham Formula. Growth rate capped at 25%. For informational purposes only. Not financial advice.
Smart Analysis
Udemy Inc (UDMY) · 8 metrics scored
Smart Score
Category Performance
WallStSmart pulls financial metrics like revenue growth, profit margins, and valuation ratios and scores each one from 0 to 10 based on how strong or weak it is. Those 10 scores are grouped into 4 categories: Growth, Profitability, Valuation, and Quality — which form the 4 axes of the spider chart you see. The categories are then combined into a final score out of 100, but not equally. Growth and Profitability together count for 60% of the total, because a fast-growing profitable business matters more than just a cheap one. That final number maps to a rating (Strong Buy, Buy, Hold, Avoid) and a letter grade, giving you one clear Stock Rating.
Investment Thesis
Strong fundamentals in price/sales, institutional own.. Concerns around return on equity and operating margin. Significant fundamental concerns warrant caution or avoidance.
Udemy Inc (UDMY) Key Strengths (2)
Paying less than $1 for every $1 of annual revenue
94.29% of shares held by major funds and institutions
Supporting Valuation Data
Udemy Inc (UDMY) Areas to Watch (6)
Revenue declining -3.00%, a shrinking business
Very low returns on shareholder equity
Near-zero operating margins, business under pressure
Very thin margins, barely profitable
Premium pricing at 3.2x book value
Small-cap company with higher risk but more growth potential
Supporting Valuation Data
Udemy Inc (UDMY) Detailed Analysis Report
Overall Assessment
This company scores 33/100 in our Smart Analysis, earning a F grade. Out of 8 metrics analyzed, 2 register as strengths (avg 10.0/10) while 6 fall into concern territory (avg 2.2/10). The category breakdown reveals uneven performance, with some areas requiring attention.
The Bull Case
The strongest argument centers on Price/Sales, Institutional Own.. Valuation metrics including Price/Sales (0.83) suggest the stock is attractively priced.
The Bear Case
The primary concerns are Revenue Growth, Return on Equity, Operating Margin. Some valuation metrics including Price/Book (3.22) suggest expensive pricing. Growth concerns include Revenue Growth at -3.00%, which may limit upside. Profitability pressure is visible in Return on Equity at 1.87%, Operating Margin at 0.15%, Profit Margin at 0.48%.
Key Dynamics to Monitor
Three factors to monitor going forward. First, whether Revenue Growth improves, as this is the primary drag on the overall score. Second, margin trajectory, with Return on Equity at 1.87% needing improvement to support the investment thesis. Third, growth sustainability, with Revenue Growth at -3.00% needing to reaccelerate.
Risk Considerations
Based on the metric profile, this is a higher risk investment. There are more areas of concern than strength, warranting a more conservative position size. Investors should size positions according to their risk tolerance and maintain diversification.
Bottom Line
Fundamental challenges outweigh strengths at current levels. Revenue Growth and Return on Equity are the primary drags. Consider waiting for meaningful improvement before committing capital.
Disclaimer: Smart Analysis is a scoring system developed by WallStSmart Team. Scores update daily using multi-model valuation framework. Always conduct your own research and consult with financial advisors before making investment decisions.
UDMY Price-to-Sales(PS) Ratio Chart
Historical valuation based on market cap ÷ trailing 12-month revenue
UDMY's Price-to-Sales ratio of 0.83x trades at a deep discount to its historical average of 2.28x (0th percentile). The current valuation is 91% below its historical high of 8.8x set in Nov 2021, and 0% above its historical low of 0.83x in Mar 2026. Over the past 12 months, the PS ratio has compressed from ~1.5x as trailing revenue scaled faster than the stock price.
Compare UDMY with Competitors
Top EDUCATION & TRAINING SERVICES stocks by market cap
Compare any two stocks →WallStSmart Analysis Synopsis
Data-driven financial summary for Udemy Inc (UDMY) · CONSUMER DEFENSIVE › EDUCATION & TRAINING SERVICES
The Big Picture
Udemy Inc faces headwinds with declining revenue, though profitability provides a cushion. Revenue reached 790M with 300% decline year-over-year. Profit margins are strong at 48.0%, reflecting pricing power and operational efficiency.
Key Findings
ROE of 187.0% means the company generates strong returns on shareholder equity. Above 20% is considered top-tier.
Generating 15M in free cash flow and 16M in operating cash flow. Earnings are translating into actual cash generation.
Revenue contracted 300% YoY. Worth determining whether this is cyclical or structural.
What to Watch Next
Valuation compression risk at a P/E of 149.7x. Any growth miss could trigger a sharp correction.
Volatility is elevated with a beta of 1.70, so expect amplified moves relative to the broader market.
Sector dynamics: monitor EDUCATION & TRAINING SERVICES industry trends, competitive moves, and regulatory changes that could impact Udemy Inc.
Bottom Line
Udemy Inc faces challenges with declining revenue. While profitability provides a buffer, the long-term trajectory needs to improve. Watch for management's strategic response and whether the company can stabilize or pivot to new growth drivers.
This synopsis is generated from publicly available financial data. It is not financial advice. Always conduct your own research and consult a qualified financial advisor before making investment decisions.
Insider Transactions(14 last 3 months)
| Insider | Type | Shares |
|---|---|---|
BLANCHARD, SARAH Chief Financial Officer | Sell | -25,000 |
| Insider | Type | Shares |
|---|---|---|
BLANCHARD, SARAH Chief Financial Officer | Sell | -4,969 |
| Insider | Type | Shares |
|---|---|---|
BLANCHARD, SARAH Chief Financial Officer | Sell | -10,747 |
| Insider | Type | Shares |
|---|---|---|
ABBASI, SOHAIB Director | Buy | +4,273 |
Data sourced from SEC Form 4 filings
Last updated: 8:23:44 AM
About Udemy Inc(UDMY)
NASDAQ
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.