Udemy, Inc.

Udemy, Inc.

UDMYยทNASDAQ

$4.63

+0.0000%
Consumer DefensiveEducation & Training Services

Udemy, Inc. operates a marketplace platform for teaching and learning skills in the United States and internationally. The company offers technical and business skills, and personal development courses for individual learners and enterprise customers. Its platform provides 49 million learners with access to approximately 180,000 courses through direct-to-consumer or Udemy Business offerings in approximately 75 languages. The company's courses offer learning objectives, such as reskilling or upskilling in technology and business, and soft skills, as well as learners receive access to interactive learning tools comprising quizzes, exercises, and instructor questions-and-answers. Udemy, Inc. was incorporated in 2010 and is headquartered in San Francisco, California.

At a Glance

Live Snapshot
Market Cap$677.28M
EPS0.0257
P/E Ratio227.74
Earnings Date07/29/2026
Udemy, Inc.

Udemy, Inc. Fair Value Envelope

UDMY ยท NASDAQ

Our analysis suggests that UDMY has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $4.63, this represents a potential HIDDEN relative to our calculated worth for Udemy, Inc..

Intrinsic Value
Current Price: $4.63

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$773.4B
+ Cash & Equivalents$231.5M
Firm Value$773.6B
- Debt$10.2M
Equity Value$773.6B
/ Shares Outstanding148,470,340B
DCF Value$5.2K
UNDERVALUED BY 112438%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$172.4M
$344.9M
$689.8M
$1.4B
$2.8B
$5.5B
$11.0B
$22.1B
$44.1B
$88.3B
Maintenance CapEx
-$2.3M
-$4.6M
-$9.3M
-$18.6M
-$37.1M
-$74.3M
-$148.6M
-$297.1M
-$594.2M
-$1.2B
Owner Earnings
$170.1M
$340.2M
$680.5M
$1.4B
$2.7B
$5.4B
$10.9B
$21.8B
$43.6B
$87.1B
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$157.5M
$291.7M
$540.2M
$1.0B
$1.9B
$3.4B
$6.4B
$11.8B
$21.8B
$40.3B
Terminal Value represents 88.7% of Enterprise Value