Udemy Inc (UDMY)vsUnilever PLC ADR (UL)
UDMY
Udemy Inc
$4.74
-2.47%
CONSUMER DEFENSIVE · Cap: $754.49M
UL
Unilever PLC ADR
$58.98
+3.66%
CONSUMER DEFENSIVE · Cap: $128.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Unilever PLC ADR generates 6294% more annual revenue ($50.50B vs $789.84M). UL leads profitability with a 18.8% profit margin vs 0.5%. UL trades at a lower P/E of 19.4x. UL earns a higher WallStSmart Score of 46/100 (D+).
UDMY
Avoid35
out of 100
Grade: F
UL
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+52.9%
Fair Value
$9.81
Current Price
$4.74
$5.07 discount
Intrinsic value data unavailable for UL.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Every $100 of equity generates 31 in profit
Large-cap with strong market position
Strong operational efficiency at 20.1%
Generating 5.5B in free cash flow
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 1.9% — below average capital efficiency
0.5% margin — thin
Expensive relative to growth rate
Revenue declined 3.2%
Earnings declined 3.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : UDMY
UDMY has a balanced fundamental profile.
Bull Case : UL
The strongest argument for UL centers on Return on Equity, Market Cap, Operating Margin. Profitability is solid with margins at 18.8% and operating margin at 20.1%.
Bear Case : UDMY
The primary concerns for UDMY are EPS Growth, Market Cap, Return on Equity. A P/E of 172.3x leaves little room for execution misses. Thin 0.5% margins leave little buffer for downturns.
Bear Case : UL
The primary concerns for UL are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
UDMY profiles as a value stock while UL is a declining play — different risk/reward profiles.
UDMY carries more volatility with a beta of 1.68 — expect wider price swings.
UDMY is growing revenue faster at -3.0% — sustainability is the question.
UL generates stronger free cash flow (5.5B), providing more financial flexibility.
Bottom Line
UL scores higher overall (46/100 vs 35/100), backed by strong 18.8% margins. UDMY offers better value entry with a 52.9% margin of safety. Both earn "Hold" 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.
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.
Unilever PLC ADR
CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA
Unilever PLC is a fast moving consumer goods company in Asia, Africa, the Middle East, Turkey, Russia, Ukraine, Belarus, America and Europe. The company is headquartered in London, the United Kingdom.
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