Coursera, Inc.
$5.33
-8.1%Coursera, Inc. operates an online educational content platform that connects learners, educators, organizations, and institutions. It offers online courses that include data science, business, computer science, information technology, health, social sciences, logic, project management, and digital marketing services; campus student plans; degree courses; and certification education. Coursera, Inc. was formerly known as Dkandu, Inc. and changed its name to Coursera, Inc. in April 2012. The company was incorporated in 2011 and is headquartered in Mountain View, California.
At a Glance
Live SnapshotIntrinsic Alpha Methodology
Thesis Lenses
Signal
Medium confidenceValuation multiple is compressed (P/E -17.2).
Valuation inputs: P/E -17.2, earnings yield N/A, momentum -8.1%.
If multiples stay elevated while momentum fades, downside repricing risk rises.
Driver
High confidenceReturn profile is soft (ROE -8.0%, ROIC -12.2%).
Profitability stack: net margin -6.7%, ROE -8.0%, ROIC -12.2%.
Quality deterioration often appears in margins before it shows up in headline EPS.
Risk
High confidenceDownside profile is elevated and scenario stress-testing is essential.
Risk factors: liabilities/assets +36.4%, momentum -8.1%, net margin -6.7%.
Higher leverage with weak momentum and thin margins can amplify drawdown severity.
Coursera, Inc. Market vs Earnings Trajectory
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Coursera, Inc. Fair Value Envelope
Coursera, Inc. Profit Bridge
Profitability Analysis
Gross Margin
Exceptional pricing power and cost management. The company retains over half of revenue after direct costs.
Operating Margin
Operating losses indicate the core business is unprofitable. Requires restructuring or revenue growth.
Net Profit Margin
Net losses indicate the company is burning cash. Sustainability depends on path to profitability.
Profitability Insight
Margin squeeze alert: Healthy gross margins but weak operating margins suggest excessive operating expenses. Cost optimization could unlock significant value.
Coursera, Inc. Cash Conversion Engine
Cash Flow Quality Analysis
FCF Conversion Rate
Negative free cash flow despite positive earnings raises concerns about cash generation ability or heavy capital requirements.
CapEx Intensity
Asset-light business model. Low capital requirements leave more cash available for shareholders and growth investments.
FCF Growth Trend
Steady FCF growth indicates consistent cash generation improvement. On a positive trajectory.
Working Capital Impact
Working capital inflow boosted cash flow. Efficient management of receivables, inventory, and payables contributing positively.
Coursera, Inc. Funding & Solvency Profile
Financial Health Analysis
Current Ratio
Excellent liquidity position. The company can easily cover its short-term obligations with substantial cushion.
Debt-to-Equity Ratio
Balanced capital structure with moderate leverage. Equity exceeds debt, suggesting healthy financial stability.
Working Capital
Strong working capital position provides significant operational flexibility and financial cushion.
Asset Composition
Asset-light business model with high liquidity. Majority of assets are easily convertible to cash.
Financial Health Insight
Strong financial foundation: Excellent liquidity combined with conservative leverage suggests the company is well-positioned to weather economic uncertainties and fund growth opportunities.
Coursera, Inc. Street Expectations Map
Wall Street analysts project that COUR stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 7.79, with estimates ranging from a low of 6.00 to a high of 10.00.
The consensus 1-year price target stands at 7.79, with estimates ranging from a low of 6.00 to a high of 10.00.
Analyst Consensus Analysis
Upside Potential
Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.
Analyst Agreement
Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.
Analyst Conviction
Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.
Market Sentiment Insight
High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.
Coursera, Inc. Insider Positioning
During the last 12 months, insiders have sold $8.15M worth of COUR shares, with no buying activity reported.
3 Months
0
0.00
1.3M
6.97M
-7.0M
-$6.97M
3-6 Months
0
0.00
17.8K
123.48K
-123K
-$123K
6-9 Months
0
0.00
57.0K
663.64K
-664K
-$664K
9-12 Months
0
0.00
34.4K
391.04K
-391K
-$391K
Top Buyers
No buying activity
Top Sellers
Insight Holdings Group, Llc
10 Percent Owner
$6.92M
Hahn Kenneth R
Officer: Svp, Chief Financial Officer
$588K
Cardenas Alan B
Officer: Svp, General Counsel
$565K
Meyers Michele M
Officer: Vp, Accounting, And Cao
$76K
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $8.15M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
4 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.
Insider Activity Insight
Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.
No Dividend Yield Data
COUR has not reported any dividend yield values in the available annual periods.
cour Dividend History
Learning Layer
Related Guides
Build conviction on COUR by pairing this stock hub with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.