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Upturn AI SWOT - About
SCHL 
Scholastic Corporation (SCHL)
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Upturn Advisory Summary
09/12/2025: 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 -17.08% | Avg. Invested days 26 | 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 09/12/2025 |
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. It began as a classroom magazine publisher and expanded into books, education solutions, and media.
Core Business Areas
- Children's Book Publishing and Distribution: Publishes and distributes children's books through book clubs, book fairs, and retail channels. Includes popular series like 'Harry Potter' and 'The Magic School Bus'.
- Education Solutions: Provides educational materials and technology solutions for schools, including classroom magazines, digital learning platforms, and professional development resources for teachers.
- International: Operates in various international markets, offering localized versions of its books and educational materials.
Leadership and Structure
Peter Warwick is the current President and CEO. The company has a traditional hierarchical structure with departments for publishing, education, sales, marketing, and operations.
Top Products and Market Share
Key Offerings
- Harry Potter Series: Scholastic is the US publisher of the Harry Potter series. Description: One of the best-selling book series of all time. Market share data is unavailable, but revenue from this remains significant. Competitors for children's book publishing are Penguin Random House, HarperCollins, and Simon & Schuster.
- The Magic School Bus: A popular children's science series that includes books, TV shows, and educational games. Description: Competitors for educational books and games are Houghton Mifflin Harcourt and McGraw-Hill Education. Market share data unavailable, but known as an important segment.
- Scholastic Book Fairs: A program where Scholastic provides a selection of books to schools for them to sell to students and staff during a book fair. Description: A substantial revenue stream for the company. Competitors for children's book fairs are Follett and independent book distributors. Market share data unavailable, but Scholastic is a leader in this space.
- Scholastic Classroom Magazines: A magazine that offers a collection of educational articles for different subjects, such as science and geography. Description: Market Share data is unavailable, but it is a significant revenue source. Competitors include Highlights for Children, and Cricket Media.
Market Dynamics
Industry Overview
The children's publishing and education market is characterized by increasing demand for digital learning resources, competition from entertainment options, and consolidation among publishers.
Positioning
Scholastic holds a strong position due to its well-known brands, extensive distribution network, and relationships with schools. However, it faces competition from larger publishing houses and digital education providers.
Total Addressable Market (TAM)
The global education market is estimated to be in the trillions of dollars. Scholastic focuses on the K-12 segment, with a TAM in the hundreds of billions. Scholastic is positioned to capture a portion of this market through its educational solutions and book offerings.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Extensive distribution network
- Established relationships with schools and teachers
- Diverse product portfolio
- Significant backlist of popular titles
Weaknesses
- Dependence on traditional publishing models
- Slow adaptation to digital trends
- Seasonal revenue fluctuations
- Reliance on a few key franchises
- High operating costs associated with physical distribution
Opportunities
- Growth in digital education market
- Expansion into new international markets
- Development of new educational technology solutions
- Partnerships with other educational institutions
- Leveraging existing IP for new media formats
Threats
- Competition from larger publishing houses and digital education providers
- Declining readership of print books
- Economic downturns affecting school budgets
- Piracy and copyright infringement
- Changing educational standards
Competitors and Market Share
Key Competitors
- PRH
- Houghton Mifflin Harcourt
- McGraw Hill
Competitive Landscape
Scholastic's competitive advantages include its established brands and relationships with schools. Disadvantages include its slower adaptation to digital trends and its smaller size compared to some competitors.
Major Acquisitions
Klutz
- Year: 2002
- Acquisition Price (USD millions): 85
- Strategic Rationale: Expanded Scholastic's presence in the children's activity and entertainment market.
Growth Trajectory and Initiatives
Historical Growth: Scholastic's growth has been moderate, driven by its core publishing and education businesses. Growth trends require up-to-date financial resources and calculation. This section requires a manual update.
Future Projections: Future growth projections based on analyst estimates requires up-to-date information.
Recent Initiatives: Recent initiatives include expanding its digital education platform, investing in new content, and streamlining its operations.
Summary
Scholastic is a well-established brand with a strong presence in the children's publishing and education market. Its strengths lie in its brand recognition and relationships with schools. However, the company needs to accelerate its digital transformation and address the challenges of declining print readership to sustain long-term growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company website
- SEC filings
- Industry reports
- Market research reports
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market data and analysis are subject to change. Financial data requires updates from recent SEC filings.
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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