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Upturn AI SWOT - About
SCHL 
Scholastic Corporation (SCHL)
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Upturn Advisory Summary
08/28/2025: SCHL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -21.87% | Avg. Invested days 25 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 567.62M USD | Price to earnings Ratio 36.05 | 1Y Target Price 35 |
Price to earnings Ratio 36.05 | 1Y Target Price 35 | ||
Volume (30-day avg) - | Beta 1.04 | 52 Weeks Range 15.60 - 37.43 | Updated Date 06/29/2025 |
52 Weeks Range 15.60 - 37.43 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 3.76% | Basic EPS (TTM) 0.59 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 1.17% | Operating Margin (TTM) -6.74% |
Management Effectiveness
Return on Assets (TTM) 1.12% | Return on Equity (TTM) 1.92% |
Valuation
Trailing PE 36.05 | Forward PE 9.5 | Enterprise Value 863621833 | Price to Sales(TTM) 0.36 |
Enterprise Value 863621833 | Price to Sales(TTM) 0.36 | ||
Enterprise Value to Revenue 0.54 | Enterprise Value to EBITDA 8.92 | Shares Outstanding 25858400 | Shares Floating 21026559 |
Shares Outstanding 25858400 | Shares Floating 21026559 | ||
Percent Insiders 17.15 | Percent Institutions 88.33 |
Upturn AI SWOT
Scholastic Corporation
Company Overview
History and Background
Founded in 1920, Scholastic Corporation is a global children's publishing, education and media company. Initially publishing a magazine, it expanded into book publishing, school book clubs, and educational technology.
Core Business Areas
- Children's Book Publishing and Distribution: Publishes and distributes children's books through various channels, including book clubs, book fairs, retail stores, and online platforms.
- Education Solutions: Provides educational materials, technology, and services for classrooms, including literacy programs, digital resources, and professional development.
- International: Operates in multiple countries outside the US, publishing books and providing educational solutions globally.
Leadership and Structure
The company is led by a CEO and has a structured organizational hierarchy with departments overseeing publishing, education, and international operations. Richard Robinson served as Chairman, President, and CEO until his passing in 2021. Peter Warwick is the current CEO.
Top Products and Market Share
Key Offerings
- Harry Potter Series (Publishing Rights): Scholastic holds the US publishing rights to the Harry Potter series. Competitors are other publishing houses dealing in children's fiction. High revenue and popularity.
- The Magic School Bus (Franchise): This franchise spans books, TV shows, and educational products. Competitors include other children's educational media brands. This is a major revenue source for them.
- Scholastic Book Fairs: School-based book fairs offering a wide selection of books. Competitors include other book fair organizers and online retailers. This is one of their main revenue streams.
Market Dynamics
Industry Overview
The children's book publishing and educational materials industry is competitive, facing challenges from digital media and evolving educational standards.
Positioning
Scholastic Corporation holds a strong position in the children's book publishing and school book fair market due to its well-known brands and extensive distribution network.
Total Addressable Market (TAM)
The global educational publishing market is projected to reach hundreds of billions of dollars. Scholastic captures a significant portion of the K-12 segment through its books and educational solutions.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Extensive distribution network (book clubs, fairs)
- Large library of content and IP
- Established relationships with schools and educators
Weaknesses
- Dependence on traditional publishing models
- Vulnerability to shifts in educational standards
- Competition from digital learning platforms
- Potential copyright issues
Opportunities
- Expansion into digital learning platforms
- Developing new educational content aligned with standards
- Growth in international markets
- Partnerships with educational technology companies
Threats
- Decline in print book sales
- Increasing competition from online retailers and digital content providers
- Changes in government funding for education
- Economic downturns impacting school budgets
Competitors and Market Share
Key Competitors
- Houghton Mifflin Harcourt (HMHC)
- Pearson (PSO)
- Barnes & Noble Education (BNED)
Competitive Landscape
Scholastic competes on brand recognition, content library, and distribution network. Competitors offer similar products and services, but each has unique strengths and market positions.
Major Acquisitions
Klutz
- Year: 2002
- Acquisition Price (USD millions): 83
- Strategic Rationale: Expanded Scholastic's presence in the children's activity book market.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is determined by factors such as book sales, adoption of educational products, and international expansion.
Future Projections: Future growth relies on innovation in digital education, expansion into new markets, and alignment with evolving educational standards. Analyst estimates vary.
Recent Initiatives: Recent initiatives include developing new digital learning platforms, expanding international operations, and focusing on literacy programs.
Summary
Scholastic is a well-established company with a strong brand in children's book publishing and educational solutions. Its strengths lie in its extensive distribution network and valuable IP, but it faces challenges from digital competition. Adapting to digital learning trends and managing competition are essential for future growth. The company's financial performance is influenced by book sales and educational product adoption.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Scholastic Corporation Investor Relations
- Company Filings (SEC)
- Market Research Reports
- Financial News Outlets
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market conditions and company performance can change. Consult with a qualified financial advisor before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Scholastic Corporation
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 1987-05-12 | President, CEO & Director Mr. Peter Warwick | ||
Sector Communication Services | Industry Publishing | Full time employees 4770 | Website https://www.scholastic.com |
Full time employees 4770 | Website https://www.scholastic.com | ||
Scholastic Corporation publishes and distributes children's books worldwide. It operates in three segments: Children's Book Publishing and Distribution, Education Solutions, and International. The Children's Book Publishing and Distribution segment engages in publication and distribution of children's print, digital, and audio books, as well as media and interactive products through its school reading events and trade channel; and operation of school-based book clubs and book fairs in the United States. Its original publications include The Harry Potter, The Hunger Games, The Bad Guys, The Baby-Sitters Club, The Magic School Bus, Captain Underpants, Dog Man, Wings of Fire, Cat Kid Comic Club, and Clifford The Big Red Dog, as well as I Survived, Goosebumps; licensed properties comprising the Peppa Pig and Pokemon; and publishes and creates Klutz and Make Believe Ideas titles, such as Mini Shake Shop, Pokemon Stained Glass, LEGO Miniature Photography, and the Never Touch series. The Education Solutions segment publishes and distributes classroom magazines under the Scholastic News, Scholastic Scope, Storyworks, Let's Find Out, and Junior Scholastic names; supplemental and classroom materials and programs, and related support services; and print and on-line reference, and non-fiction products, as well as consulting services. The International segment publishes and distributes English, Hindi, and French language children's books; and operates school-based marketing channels, as well as supply original and licensed children's books, and supplemental educational materials including professional books for teachers. It distributes its products and services directly to schools and libraries through retail stores and the Internet. The company was founded in 1920 and is headquartered in New York, New York.
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