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Udemy, Inc.

Data quality: 100%
UDMY
NASDAQ Consumer Defensive Education & Training Services
$4.49
▼ $0.26 (-5.47%)
Mkt Cap: 652.94M
Day Range
$4.49 $4.69
52-Week Range
$4.35 $8.92
Volume
1,855,456
50D / 200D Avg
$4.92 / $6.10
Prev Close
$4.75

Price History

Financial Trends

Peer Comparison

vs Consumer Defensive sector median (329 peers)

Metric Stock Sector Median
P/E 171.5 10.5
P/B 3.1 1.2
ROE % 1.9 12.3
Net Margin % 0.5 5.3
Rev Growth 5Y % 11.3 5.5
D/E 0.1 0.6

Analyst Price Target

Hold
$5.00 +11.4%
Forward P/E
9.5
Forward EPS
$0.50
EPS Growth (est.)
+0.0%
Est. Revenue
810 M

Earnings Estimates

Period EPS Est. Revenue Est. Analysts
FY2030 $0.00
$0.00 – $0.00
1 B 0
FY2029 $0.00
$0.00 – $0.00
980 M 0
FY2028 $0.70
$0.68 – $0.73
870 M 1

Insider Trading Activity

Buy ratio (90d) 0.0%
20 transactions
Date Insider Type Shares Price Value
Mar 15, 2026
Rosenthal Robert
President, Udemy Business
other 10,777 $4.77 $51,406
Mar 15, 2026
Blanchard Sarah
Chief Financial Officer
other 14,843 $4.77 $70,801
Mar 13, 2026
Blanchard Sarah
Chief Financial Officer
sell 25,000 $4.78 $119,375
Feb 27, 2026
Goldschmied Ozzie J.
Chief Technology Officer
grant 91,666
Feb 24, 2026
Rosenthal Robert
President, Udemy Business
other 4,981 $4.91 $24,457
Feb 23, 2026
Rosenthal Robert
President, Udemy Business
grant 34,148
Feb 15, 2026
Blanchard Sarah
Chief Financial Officer
other 4,969 $4.70 $23,354
Jan 15, 2026
Blanchard Sarah
Chief Financial Officer
other 10,747 $5.19 $55,777
Dec 31, 2025
ABBASI SOHAIB
Director
grant 4,273
Oct 15, 2025
Blanchard Sarah
Chief Financial Officer
other 9,599 $6.50 $62,394
Sep 15, 2025
Blanchard Sarah
Chief Financial Officer
sell 25,000 $7.08 $177,085
Sep 15, 2025
Blanchard Sarah
Chief Financial Officer
other 14,843 $7.17 $106,424
Jul 15, 2025
Blanchard Sarah
Chief Financial Officer
grant 260,000
Jun 30, 2025
ABBASI SOHAIB
Director
grant 3,556
Jun 17, 2025
Maco Marylou
Director
grant 14,754
Jun 17, 2025
Hiles Heather
Director
grant 27,476
Jun 15, 2025
Blanchard Sarah
Chief Financial Officer
other 14,842 $6.90 $102,410
Jun 13, 2025
Blanchard Sarah
Chief Financial Officer
sell 25,000 $6.99 $174,768
May 20, 2025
Blanchard Sarah
Chief Financial Officer
grant 3,315 $5.94 $19,691
Mar 31, 2025
ABBASI SOHAIB
Director
grant 3,368

Key Takeaways

Revenue grew 11.25% annually over 5 years — strong growth
ROE of 1.87% is below average
Debt/Equity of 0.05 — conservative balance sheet
Generating 80.42M in free cash flow
P/E of 171.51 — premium valuation
Revenue growth is decelerating — 1Y growth trails 5Y average by 10.83%

Growth

Revenue Growth (5Y)
11.25%
Revenue (1Y)0.42%
Earnings (1Y)N/A
FCF Growth (3Y)N/A

Quality

Return on Equity
1.87%
ROIC-0.88%
Net Margin0.48%
Op. Margin-0.33%

Safety

Debt / Equity
0.05
Current Ratio1.31
Interest Coverage0.00

Valuation

P/E Ratio
171.51
P/B Ratio3.10
EV/EBITDAN/A
Dividend Yield0.00%

All Fundamental Metrics

Growth
Revenue Growth (1Y) 0.42% Revenue Growth (3Y) 4.09%
Earnings Growth (1Y) N/A Earnings Growth (3Y) N/A
Revenue Growth (5Y) 11.25% Earnings Growth (5Y) N/A
Profitability
Revenue (TTM) 789.84M Net Income (TTM) 3.81M
ROE 1.87% ROA 0.62%
Gross Margin 65.63% Operating Margin -0.33%
Net Margin 0.48% Free Cash Flow (TTM) 80.42M
ROIC -0.88% FCF Growth (3Y) N/A
Safety
Debt / Equity 0.05 Current Ratio 1.31
Interest Coverage 0.00 Dividend Yield 0.00%
Valuation
P/E Ratio 171.51 P/B Ratio 3.10
P/S Ratio 0.83 PEG Ratio -2.18
EV/EBITDA N/A Dividend Yield 0.00%
Market Cap 652.94M Enterprise Value 431.68M

Income Statement

Annual, most recent first

Income statement data, annual, most recent first
Metric FY2025 FY2024 FY2023 FY2022 FY2021
Revenue 789.84M 786.57M 728.94M 629.10M 515.66M
Net Income 3.81M -85.29M -107.29M -153.88M -80.03M
EPS (Diluted) 0.03 -0.56 -0.71 -1.09 -0.56
Gross Profit 518.41M 491.94M 419.34M 353.78M 279.63M
Operating Income -2.58M -89.33M -121.90M -151.19M -77.91M

Balance Sheet

Annual, most recent first

Balance sheet data, annual, most recent first
Metric FY2025 FY2024 FY2023 FY2022 FY2021
Total Assets 617.70M 605.63M 741.20M 737.57M 739.85M
Total Liabilities 407.24M 408.23M 384.30M 398.26M 350.15M
Shareholders' Equity 210.46M 197.39M 356.89M 339.31M 389.70M
Total Debt 10.23M 10.82M 6.95M 13.55M 0.0
Cash & Equivalents 231.49M 190.59M 305.56M 313.69M 533.87M
Current Assets 524.21M 506.33M 632.33M 615.01M 641.87M
Current Liabilities 400.07M 397.48M 380.13M 386.91M 341.34M