Added to YB: 2025-09-10
Pitch date: 2025-09-09
COUR [bullish]
Coursera, Inc.
-33.81%
current return
Author Info
Saadiyat Capital has been an investment analyst for various hedge funds in the UK, USA, and Germany (currently in London). Sign up for the newsletter.
Company Info
Coursera, Inc. provides online educational services in the United States, Europe, Africa, the Asia Pacific, the Middle East, and internationally.
Market Cap
$1.8B
Pitch Price
$11.86
Price Target
N/A
Dividend
N/A
EV/EBITDA
-18.09
P/E
-35.38
EV/Sales
1.49
Sector
Diversified Consumer Services
Category
value
Coursera Quick Pitch
COUR: Online learning platform w/ 168M users, university partnerships. Q2 rev $187M (+13% YoY), Consumer margins improving to 61% from better content deals, Enterprise at 70% margin but 93% net retention. FCF yield 13%, heavily shorted 3%+. AI features launching, new CEO. Path to profitability visible but partner economics risk.
Read full article (19 min)