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Scholastic Corporation(SCHL)

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EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL
2-STAR RATING
PASS
LAST CLOSE
$38.6
10/09/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
  • ALL
  • 1Y
  • 1M
  • 1W
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • PASS (Skip)
Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Upturn Advisory & Investor View for SCHL

10/09/2026: SCHL (2-star) is currently NOT-A-BUY. Pass it for now.

Scholastic Corporation is a long-standing publisher and educational services provider known for its iconic children's books and exclusive school-based book fair distribution network. The company's primary strength lies in its established relationship with educators and deep brand equity within the K-12 market. Its investment story centers on leveraging this footprint to expand digital educational offerings and maximize the value of its intellectual property. Key risks include intense competition from e-commerce platforms and sensitivity to K-12 public funding cycles. Scholastic may suit value-oriented or income-focused investors who value the company's steady, brand-backed business model and historical dividend consistency.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorMixed fitGrowth is steady rather than explosive, tied closely to education spending cycles.
Momentum investorMixed fitThe stock tends to track seasonal business cycles rather than rapid momentum trends.
Value investorStrong fitScholastic often trades at reasonable valuations relative to its established brand and cash flow stability.
Dividend investorStrong fitA history of consistent dividend payments makes it an attractive income play for long-term holders.
Low-risk investorMixed fitWhile established, the company is susceptible to shifts in educational policy and school access.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityMediumSeasonal earnings can lead to short-term price fluctuations.
Valuation riskLowThe stock historically trades at sensible multiples relative to earnings.
Competition risk (e-commerce)HighAmazon and other online retailers pressure the trade publishing segment margins.
Business qualityStrongThe company possesses a powerful, defensible brand and distribution moat in schools.
Dividend incomeMediumDividends are reliable but not designed for high-yield seekers.
Execution riskMediumSuccess depends on the effective management of complex logistics for school fairs.

Price Behavior

Rolling Over
PRICE PATH

Rolling Over

The price momentum is slowing down and beginning to turn downward.

Moderately Choppy
PRICE STABILITY

Moderately Choppy

The stock has experienced noticeable price swings while retaining some directional structure.

Analysis of Past Performance

Type Stock
Historic Profit 8.07%
Avg. Invested days 46
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 2.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 10/09/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
SCHL receives a 3-star rating, supported by solid company fundamentals. The rating is constrained by weak unit economics, soft analyst coverage, and weak price momentum.

Company Fundamentals

★★★★★
SCHL has solid overall fundamentals (4 stars), with moderate financial health, moderate growth momentum, and strong ownership. In FY2026 versus FY2025, strong earnings growth (+3084.2%) is partially offset by soft cash generation (FCF margin 0.2%), slightly negative revenue growth (-2.7%), soft profitability (net margin 3.6%).

Financial Health Rating

★★★★★
SCHL's financial health is supported by solid cash strength, including free-cash-flow generation (0.2% of revenue). Profitability is moderate (3 stars), which helps explain the 3-star overall score.

Growth Momentum Score

★★★★★
Earnings growth is SCHL's strongest growth driver at +3084.2% FY2026 versus FY2025 (strong, 5 stars). By comparison, while revenue growth (-2.7%, slightly negative) and free-cash-flow growth (-96.5%, negative) hold the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 102.7% and approximately 81.7% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 29.78% supports management-shareholder alignment.

Top 5 Institutional Investors

BlackRock Inc 14.26%
Dimensional Fund Advisors, Inc. 9.41%
American Century Companies Inc 4.56%
State Street Corp 3.68%
Bragg Financial Advisors Inc 3.65%

Unit Economics (Per $1K Revenue)

★★★★★
SCHL generates approximately $527 of gross profit, $16 of operating income, and $2 of free cash flow for every $1,000 of revenue. Based on FY2026 results. Soft margins explain the 1-star rating, with weak cash conversion and weak capital efficiency.

Economic Dimensions

★★★★★
Effective Tax Rate: 33.45%

Quantitative Style Profile

★★★★★
SCHL has a liquid profile. Weak momentum is the primary drawback.

Style Classification

Quality Focused

Value-OrientedSmall / Mid Cap RiskShort Squeeze RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 710.60M USD
Price to earnings Ratio 27.18
1Y Target Price 38.5
Price to earnings Ratio 27.18
1Y Target Price 38.5
Volume (30-day avg) 485.2K shares
Beta 1.08
52 Weeks Range 25.93 - 47.76
Updated Date 10/11/2026
52 Weeks Range 25.93 - 47.76
Updated Date 10/11/2026
Dividends yield (FY) 2.21%
Basic EPS (TTM) 1.42

How Company Makes Money

Business areaWhat it includesRetail investor read
Children's Book PublishingSchool book fairs, book clubs, and trade publishing of children's literature.This is the primary revenue engine relying on kids' engagement with reading.
Education SolutionsCurriculum, supplemental materials, and professional development for teachers.This segment provides more recurring, B2B-style revenue from school districts.
InternationalGlobal publishing and licensing of Scholastic content.Geographic diversification helps reduce reliance on the US school system.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

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Valuation

Trailing PE 27.18
Forward PE 22.17
Enterprise Value 911.09M
Price to Sales(TTM) 0.45
Enterprise Value 911.09M
Price to Sales(TTM) 0.45
Enterprise Value to Revenue 0.58
Enterprise Value to EBITDA 4.98
Shares Outstanding 17.58M
Shares Floating 14.37M
Shares Outstanding 17.58M
Shares Floating 14.37M
Percent Insiders 29.78
Percent Institutions 102.71

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

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