Consumer Defensive
Live Price
Offline$4.63
+0.00% today
Window Change
-31.31%
Window
Jun 23, 2025 → May 11, 2026
Coverage: 222 bars · Jun 23, 2025 → 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 → 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.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
UDMY
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
UDMY Max Drawdown
-44.15%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for UDMY and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$515.7M
-18.0% YoY
FY Net Income
-$80.0M
+48.0% YoY
Free Cash Flow
-$25.3M
+67.0% YoY
Revenue Growth
+0.4%
EPS Growth
+104.6%
Gross Margin
65.6%
Net Margin
0.5%
Income statement
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 790M | 787M | 729M | 629M | 516M |
| Gross Profit | 518M | 492M | 419M | 354M | 280M |
| Operating Income | -3M | -89M | -122M | -151M | -78M |
| EBITDA | 34M | -89M | -79M | -129M | -63M |
| Net Income | 4M | -85M | -107M | -154M | -80M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Cash & Equivalents | 231M | 191M | 306M | 314M | 534M |
| Total Assets | 618M | 606M | 741M | 738M | 740M |
| Total Liabilities | 407M | 408M | 384M | 398M | 350M |
| Shareholder Equity | 210M | 197M | 357M | 339M | 390M |
| Total Debt | 10M | 11M | 7M | 14M | 0 |
| Net Debt | -221M | -180M | -299M | -300M | -534M |
Cash flow positioning
Latest Full Year
Operating Cash Flow
7M
+88.3% YoY
Capital Expenditures
18M
-15.8% YoY
Free Cash Flow
25M
+67.0% YoY
Key ratios
Gross Margin
65.6%
Operating Margin
-0.5%
Net Margin
0.5%
ROE
1.7%
Debt / Equity
0.05x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.