Udemy's revenue surpassed expectations, but its ARR fell short and future guidance disappointed. Despite increasing prices and growing active buyers, its growth rate is one of the lowest in the consumer internet sector.
Investors may be overpaying for Udemy's stock due to high P/S ratio and modest revenue performance. The company's lower-than-industry revenue growth forecasts do not support its high P/S ratio, suggesting these prices may not be reasonable.
$Udemy(UDMY.US)$$Coursera(COUR.US)$With Udemy recently going public, I have begun looking into both companies as potential investments in the edu-tech space. I saw that both companies have experienced good growth in the last couple years but the question is how much of this is attributable to Covid. What do you think about these two companies and which one would you consider more appealing?
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