Udemy Inc (UDMY)vsTwenty One Capital, Inc. (XXI)
UDMY
Udemy Inc
$4.63
0.00%
CONSUMER DEFENSIVE · Cap: $675.68M
XXI
Twenty One Capital, Inc.
$5.45
0.00%
CONSUMER DEFENSIVE · Cap: $3.60B
Smart Verdict
WallStSmart Research — data-driven comparison
UDMY leads profitability with a 0.5% profit margin vs 0.0%. UDMY earns a higher WallStSmart Score of 35/100 (F).
UDMY
Avoid35
out of 100
Grade: F
XXI
Avoid29
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+15.4%
Fair Value
$5.46
Current Price
$4.63
$0.83 discount
Intrinsic value data unavailable for XXI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Reasonable price relative to book value
Every $100 of equity generates 422 in profit
Conservative balance sheet, low leverage
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 1.9% — below average capital efficiency
0.5% margin — thin
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Operating margin of 0.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : UDMY
UDMY has a balanced fundamental profile.
Bull Case : XXI
The strongest argument for XXI centers on Price/Book, Return on Equity, Debt/Equity.
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.
Bear Case : XXI
The primary concerns for XXI are Revenue Growth, EPS Growth, Profit Margin.
Key Dynamics to Monitor
UDMY carries more volatility with a beta of 1.58 — expect wider price swings.
XXI is growing revenue faster at 0.0% — sustainability is the question.
UDMY generates stronger free cash flow (15M), providing more financial flexibility.
Monitor EDUCATION & TRAINING SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UDMY scores higher overall (35/100 vs 29/100). Both earn "Avoid" 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.
Twenty One Capital, Inc.
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
Twenty One Capital, Inc. offers Bitcoin-native corporate treasury and financial services. The company is headquartered in Austin, Texas.
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