$1.22
-2.7% vs S&P 12m
Business overview
Education subscription service whose subscriber base collapsed after ChatGPT release.
Canonical 'destroyed by AI' case; recovery thesis depends on AI-augmented product re-acceleration.
Composite score
Higher = stronger overall research case
Fundamental46
Technical61
Valuation95
AI relevance20
Risk-adjusted (higher = safer)25
Segment-relative fundamental percentile: 13
Synthetic 1Y price action
Deterministic price series; 50d (yellow) and 200d (orange) MAs shown
3M RS: 98.5%6M RS: 8.3%12M RS: -2.7%Vol30d: 130%DD52w: -33.7%
Financial summary
Curated, illustrative
Revenue
$318.78M
Growth (YoY)
-47.9%
Gross margin
67.0%
Operating margin
-1.6%
FCF
$36.43M
Capex
$0.00
Net cash / (debt)
$14.14M
ROIC
-1.7%
Customer conc.
Medium
Valuation
Market cap
$136.59M
Enterprise value
$122.44M
P/E (TTM)
—
Forward P/E
-7.5x
EV / Sales
0.4x
EV / EBITDA
2.4x
P / FCF
3.7x
PEG
0.1x
Rule of 40
—
Risks
Severity 1 (low) to 5 (severe)
- 5Going concern questions
Score components
What drove the composite
Growth20
Profitability28
Cash generation51
Balance sheet79
Moat / AI relevance35
Capital intensity (higher = lighter)83
Customer diversification60
Valuation discipline (dilution)65
Trend (MA50/MA200)65
Momentum (3/6/12m)67
Relative strength74
Realized vol (higher = lower vol)20
Segment peers
Other companies in Disrupted