Udemy Inc
UDMY
Udemy Inc AI Insights
Informational only. Not investment advice.Snapshot
- FCF of 64.4M TTM (8.1% margin) vs operating loss of -5.3M - cash generation decoupled from GAAP profitability[Free Cash Flow TTM]
- Asset turnover 1.3x TTM vs industry median 0.33x - 4x capital efficiency advantage in asset-light model[Asset Turnover TTM]
- EV of 583M at 0.73x revenue vs industry median 1.65x P/S - discounted despite positive FCF[Enterprise Value]
Watch Triggers
- Operating Margin TTM: Crosses above 0% for 2 consecutive quarters — Confirms operating leverage thesis - GAAP breakeven validates business model
- Free Cash Flow TTM: Falls below 40M or FCF margin below 5% — Cash generation is primary bull case - deterioration invalidates thesis
- Revenue Growth: Decelerates below 5% YoY — Operating leverage requires topline growth - stagnation prevents margin expansion
Bull Case
FCF machine at 8.1% margin with near-zero debt (0.05x D/E) - 236M cash provides 3+ years runway without dilution
Trading at 9.9x PCF vs industry median 13.6x despite superior cash generation profile
Bear Case
5-year EPS CAGR of -8.1% signals structural profitability challenges despite revenue scale
P/E of 785x on minimal earnings - any margin compression destroys equity value quickly
Bull vs Bear Balance
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Forward Thesis
Path to sustained GAAP profitability within 12-18 months as operating leverage kicks in
- 65% gross margin provides cushion for OpEx absorption
- R&D at 13% of revenue can stabilize as platform matures
- Current liabilities 389M vs 524M current assets - no liquidity pressure
Public Strategies Rankings
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UDMY Fundamentals
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$902.86M | — | ||
$678.9M | — | ||
878 | — | ||
$795.8M | +2.5% | — | |
$0.01 | — | ||
-0.67% | +11.2% | — | |
-0.47% | +11.9% | — | |
$64.36M | +199.1% | — | |
-0.02 | +33.5% | — | |
Beta 5Y (Monthly) | unknown | — |
UDMY Dividend History
UDMY Stock Splits
UDMY SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
10/30/25 | 09/30/25 | 10-Q | |
07/31/25 | 06/30/25 | 10-Q | |
05/01/25 | 03/31/25 | 10-Q | |
02/19/25 | 12/31/24 | Unknown | |
10/31/24 | 09/30/24 | 10-Q | |
08/01/24 | 06/30/24 | 10-Q | |
05/06/24 | 03/31/24 | 10-Q | |
02/26/24 | 12/31/23 | 10-K | |
11/02/23 | 09/30/23 | 10-Q | |
08/03/23 | 06/30/23 | 10-Q | |
05/03/23 | 03/31/23 | 10-Q | |
02/27/23 | 12/31/22 | 10-K | |
11/02/22 | 09/30/22 | 10-Q | |
08/03/22 | 06/30/22 | 10-Q | |
05/04/22 | 03/31/22 | 10-Q | |
03/25/22 | 12/31/21 | 10-K | |
12/09/21 | 09/30/21 | 10-Q | |
10/29/21 | 06/30/21 | 424B4 | |
05/04/22 | 03/31/21 | 10-Q | |
10/29/21 | 12/31/20 | 424B4 | |
12/09/21 | 09/30/20 | 10-Q |