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.
$ユーデミー(UDMY.US)$$コーセラ インク(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?
6
1
報告
DoMooGood :
I was on Coursera plus subscription for one year. Enjoyed learning on Coursera $コーセラ インク (COUR.US)$. Satisfied customer. No comments on $ユーデミー (UDMY.US)$. Have not tried their product.
ユーデミーに関するコメント
udemy.com/news-...
• $アスペン テクノロジー(AZPN.US)$ : Loop Capital Upgrades to Buy from Hold - PT $175
• $CSX(CSX.US)$ : RBC Capital Upgrades to Outperform from Sector Perform - PT $39 (from $37)
• $エコラブ(ECL.US)$ : Edward Jones Upgrades to Buy from Hold
• $フォーティブ(FTV.US)$ : Argus Upgrades to Buy from Hold - PT $68
• $ヘルス カタリスト(HCAT.US)$ : Jefferies Upgrades To Buy From Hold - PT $28 (From $31)
• $ハンチントン インゴールズ インダストリーズ(HII.US)$ : Vertical Research Upgra...
まだコメントはありません