Udemy, Inc. (UDMY)
ValueMarkers Composite Index
53% below intrinsic value ($9)
Udemy, Inc. (UDMY) — VMCI valuation read
Headline read on UDMY: VMCI of 56/100 versus a Consumer Defensive sector median of 50. The 6-point above-median position is what makes Udemy, Inc. a relative-value candidate in the mid-cap cohort, before any pillar-level review.
Form 4 filings on UDMY: zero in the trailing 30 days. The absence of insider transactions is itself a data point, just a low-information one. The thesis runs on financials and price action until that changes.
**Investor frame.** Three reads on UDMY: value (UDMY trades at 19.0x earnings, 6% above the Consumer Defensive median of 18.0x), quality (ROIC of 19.0% sits 9.0pp above the Consumer Defensive median (10.0%)), and risk (net debt to EBITDA of 0.0x leaves covenant headroom). The value read also implies an EV/EBITDA gap of +4.0x against the Consumer Defensive 12.0x baseline.
UDMY rose 3.4% over the trailing 7 days, with a -20.6% read on a 30-day basis.
Udemy, Inc. operates a marketplace platform for teaching and learning skills in the United States and internationally. The company offers technical and business skills, and personal development courses for individual learners and enterprise customers. Its platform provides 49 million learners with access to approximately 180,000 courses through direct-to-consumer or Udemy Business offerings in approximately 75 languages. The company's courses offer learning objectives, such as reskilling or upskilling in technology and business, and soft skills, as well as learners receive access to interactive learning tools comprising quizzes, exercises, and instructor questions-and-answers. Udemy, Inc. was incorporated in 2010 and is headquartered in San Francisco, California.
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