Laureate Education Inc (LAUR)vsUdemy Inc (UDMY)
LAUR
Laureate Education Inc
$36.13
+0.99%
CONSUMER DEFENSIVE · Cap: $5.01B
UDMY
Udemy Inc
$4.63
0.00%
CONSUMER DEFENSIVE · Cap: $675.68M
Smart Verdict
WallStSmart Research — data-driven comparison
Laureate Education Inc generates 132% more annual revenue ($1.83B vs $789.84M). LAUR leads profitability with a 17.6% profit margin vs 0.5%. LAUR trades at a lower P/E of 16.5x. LAUR earns a higher WallStSmart Score of 77/100 (B+).
LAUR
Strong Buy77
out of 100
Grade: B+
UDMY
Avoid35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LAUR.
Margin of Safety
+15.4%
Fair Value
$5.46
Current Price
$4.63
$0.83 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 36.3%
Earnings expanding 50.8% YoY
Every $100 of equity generates 27 in profit
Attractively priced relative to earnings
17.5% revenue growth
No standout strengths identified
Areas to Watch
No major concerns identified
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 1.9% — below average capital efficiency
0.5% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : LAUR
The strongest argument for LAUR centers on Operating Margin, EPS Growth, Return on Equity. Profitability is solid with margins at 17.6% and operating margin at 36.3%. Revenue growth of 17.5% demonstrates continued momentum.
Bull Case : UDMY
UDMY has a balanced fundamental profile.
Bear Case : LAUR
No major red flags identified for LAUR, but monitor valuation.
Bear Case : UDMY
The primary concerns for UDMY are EPS Growth, Market Cap, Return on Equity. A P/E of 154.3x leaves little room for execution misses. Thin 0.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
LAUR profiles as a growth stock while UDMY is a value play — different risk/reward profiles.
UDMY carries more volatility with a beta of 1.58 — expect wider price swings.
LAUR is growing revenue faster at 17.5% — sustainability is the question.
LAUR generates stronger free cash flow (84M), providing more financial flexibility.
Bottom Line
LAUR scores higher overall (77/100 vs 35/100), backed by strong 17.6% margins and 17.5% revenue growth. UDMY offers better value entry with a 15.4% margin of safety. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Laureate Education Inc
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
Laureate Education, Inc. offers higher education programs and services to students through a network of universities and institutions of higher education. The company is headquartered in Baltimore, Maryland.
Udemy Inc
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
Udemy, Inc. operates a platform for teaching and learning skills in the United States and internationally. The company is headquartered in San Francisco, California.
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