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Upturn AI Summary - About
Scholastic Corporation(SCHL)
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)
Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SCHL
09/25/2026: 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 style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth is steady rather than explosive, tied closely to education spending cycles. |
| Momentum investor | Mixed fit | The stock tends to track seasonal business cycles rather than rapid momentum trends. |
| Value investor | Strong fit | Scholastic often trades at reasonable valuations relative to its established brand and cash flow stability. |
| Dividend investor | Strong fit | A history of consistent dividend payments makes it an attractive income play for long-term holders. |
| Low-risk investor | Mixed fit | While established, the company is susceptible to shifts in educational policy and school access. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | Seasonal earnings can lead to short-term price fluctuations. |
| Valuation risk | Low | The stock historically trades at sensible multiples relative to earnings. |
| Competition risk (e-commerce) | High | Amazon and other online retailers pressure the trade publishing segment margins. |
| Business quality | Strong | The company possesses a powerful, defensible brand and distribution moat in schools. |
| Dividend income | Medium | Dividends are reliable but not designed for high-yield seekers. |
| Execution risk | Medium | Success depends on the effective management of complex logistics for school fairs. |
Price Behavior

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

Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 8.36% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Advisory Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals 
Financial Health Rating 
Growth Momentum Score 
Ownership 
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue) 
Economic Dimensions
Quantitative Style Profile 
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 595.55M USD | Price to earnings Ratio 23.11 | 1Y Target Price 38.5 |
Price to earnings Ratio 23.11 | 1Y Target Price 38.5 | ||
Volume (30-day avg) 385.5K shares | Beta 1.01 | 52 Weeks Range 25.93 - 47.76 | Updated Date 09/27/2026 |
52 Weeks Range 25.93 - 47.76 | Updated Date 09/27/2026 | ||
Dividends yield (FY) 2.44% | Basic EPS (TTM) 1.4 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Children's Book Publishing | School book fairs, book clubs, and trade publishing of children's literature. | This is the primary revenue engine relying on kids' engagement with reading. |
| Education Solutions | Curriculum, supplemental materials, and professional development for teachers. | This segment provides more recurring, B2B-style revenue from school districts. |
| International | Global 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
Valuation
Trailing PE 23.11 | Forward PE 22.17 | Enterprise Value 911.09M | Price to Sales(TTM) 0.38 |
Enterprise Value 911.09M | Price to Sales(TTM) 0.38 | ||
Enterprise Value to Revenue 0.58 | Enterprise Value to EBITDA 4.98 | Shares Outstanding 17.58M | Shares Floating 14.72M |
Shares Outstanding 17.58M | Shares Floating 14.72M | ||
Percent Insiders 30.36 | Percent Institutions 101.56 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
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)
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)
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)
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)
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)
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)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
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)
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)
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)
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)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
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)
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)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Scholastic Corporation
Exchange NASDAQ | Headquarters 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 5090 | Website https://www.scholastic.com |
Full time employees 5090 | Website https://www.scholastic.com | ||
Scholastic Corporation, together with its subsidiaries, publishes and distributes children's books in the United States, Canada, the United Kingdom, Ireland, Australia, New Zealand, Asia, and internationally. The Children's Book Publishing and Distribution segment engages in the publication and distribution of children's print, digital, and audiobooks, as well as media and interactive products through its school reading events and trade channels; and operates school-based book clubs and book fairs. Its original publications include Harry Potter, The Hunger Games, The Baby-Sitters Club, The Magic School Bus, Captain Underpants, Dog Man, Wings of Fire, Cat Kid Comic Club, Clifford The Big Red Dog, and I Survived, Goosebumps; licensed properties comprising the Peppa Pig and Pokémon; and publishes and creates Klutz and Make Believe Ideas titles, such as Mini Shake Shop, Pokémon 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; print and digital supplemental and core classroom materials and programs, and related support services; print and online reference and non-fiction products; and provides consulting services. The Entertainment segment provides the development, production, distribution and licensing of children and family film and television content. The International segment publishes and distributes English, Hindi, and French language books; and operates school-based marketing channels, as well as supplying 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. Scholastic Corporation was founded in 1920 and is based in New York, New York.

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