Consumer Defensive
Udemy, Inc.(UDMY)
Live Price
Offline$4.63
+0.00% today
Window Change
-31.31%
Window
Jun 23, 2025 โ May 11, 2026
- Market Cap
- $720.00M
- Revenue Growth
- +0.4%
- EPS Growth
- +104.6%
- Dividend Yield
- 0.0%
Coverage: 222 bars ยท Jun 23, 2025 โ May 11, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Udemy, Inc. (UDMY) is a Consumer Defensive stock with a market cap of $720.00M and listed on NASDAQ. The stock last traded around $4.63 and down 31.3% across the available one-year price window (Jun 23, 2025 โ May 11, 2026). Baseline metrics include revenue growth of +0.4%, EPS growth of +104.6%, a dividend yield of 0.0%. What stands out right now is revenue +0.4%, EPS +104.6%, free cash flow +110.1% with operating margin -0.5% and ROIC -0.9%. Valuation already assumes a fairly strong business story at P/E 188.7 and price/sales 0.9. Stock Foundry combines UDMY price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Defensive peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Near sector median
+0.4% vs +1.7% peer median
Operating Margin
Below sector median
-0.5% vs +6.6% peer median
P/E
Above sector median
188.7 vs 14.0 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 29, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +0.4% and EPS at +104.6%, with operating margin around -0.5%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -6.4% over the next 5 trading days and finished higher after 0 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 29, 2026 | โ | -2.5% | -1.2% | โ |
2026 Feb 5, 2026 | +33.3% | +0.0% | -1.5% | +3.8% |
2025 Oct 29, 2025 | +30.0% | -11.8% | -16.6% | -22.1% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
UDMY
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
UDMY Max Drawdown
-44.15%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for UDMY and SPY.
Company Overview
Udemy, Inc.
NASDAQ Global Select
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.
- Leadership
- Hugo Sarrazin
- IPO Date
- Oct 29, 2021
- Employees
- 1.2k
- Street Address
- 600 Harrison Street
- Mailing
- San Francisco, CA, 94107
- Region
- San Francisco, CA, US
- Reporting Currency
- USD
- Investor Line
- 415 813 1710
- Last Updated
- May 5, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 188.7
- EV/EBITDA
- 14.6
- Price/Sales
- 0.9
- Price/Book
- 3.4
Growth
- Revenue
- +0.4%
- EPS
- +104.6%
- Free Cash Flow
- +110.1%
Profitability
- Gross Margin
- 65.6%
- Operating Margin
- -0.5%
- Net Margin
- 0.5%
- ROE
- 1.7%
- ROIC
- -0.9%
Balance Sheet
- Debt/Equity
- 0.05
- Current Ratio
- 1.31
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.