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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
10/23/2026: SCHL (2-star) is currently NOT-A-BUY. Pass it for now.
Scholastic Corporation is a long-standing publisher and provider of educational materials, best known for its deep connection to the K-12 school system and iconic children's book brands. The company derives its primary strength from a unique, school-based distribution model and a portfolio of enduring intellectual properties. Its primary growth story revolves around digitizing educational content and diversifying into children's media, though it faces stiff competitive pressure from digital platforms and budgetary constraints in the public education sector. While the stock may appeal to income-focused investors due to its regular dividend, it is best suited for those monitoring the company's ability to navigate the transition from traditional print to digital engagement.
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 largely dependent on the successful release of new book content or school budget expansions. |
| Momentum investor | Weak fit | Momentum is generally tied to specific product cycle successes rather than consistent, rapid trend-based growth. |
| Value investor | Strong fit | The stock often trades at valuations that may appeal to value investors looking for steady, legacy business models. |
| Dividend investor | Strong fit | Consistent dividend payments make it a potential candidate for income-focused portfolios. |
| Low-risk investor | Mixed fit | Exposure to education budgets and school-year cycles creates moderate risk profile. |
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 typically trades at modest multiples relative to high-growth tech. |
| Competition risk (AI/Digital) | High | Digital platforms and AI-driven content increasingly compete for children's attention. |
| Business quality | Medium / high | Strong institutional ties provide a stable, long-term foundation for the business. |
| Dividend income | Medium | Dividends are dependent on sustained cash flow from seasonal operations. |
| Execution risk | Medium | Operational efficiency in distribution is key to maintaining margins. |
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 708.76M USD | Price to earnings Ratio 27.11 | 1Y Target Price 38.5 |
Price to earnings Ratio 27.11 | 1Y Target Price 38.5 | ||
Volume (30-day avg) 500.2K shares | Beta 1.08 | 52 Weeks Range 25.93 - 47.76 | Updated Date 10/25/2026 |
52 Weeks Range 25.93 - 47.76 | Updated Date 10/25/2026 | ||
Dividends yield (FY) 2.18% | Basic EPS (TTM) 1.42 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Publishing & Distribution | School book clubs, book fairs, and trade publishing of children's books. | This is the core business where Scholastic sells books directly to students and families. |
| Education Solutions | Curriculum, digital literacy platforms, and professional training for schools. | This segment relies on long-term contracts with school districts for educational materials. |
| International | Publishing and education business units operating in markets outside the US. | Diversification strategy to capture global demand for children's literacy products. |
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 27.11 | 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 102.27 |
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.

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