Skillsoft sells corporate e-learning content and learning platforms, mainly its Percipio delivery system, to enterprise customers who license courses for employee training. Its moat is the content library and the recurring subscription base that comes with it, and a 73.6% gross margin shows the product is cheap to deliver once it is built. The problem is the top line: revenue is shrinking 2.9% a year, so the thesis depends on margin discipline rather than growth. At a 7.9% operating margin and a market cap of about $53M, the stock trades at a forward P/E of 1.4, a level that prices in heavy doubt about durability, and return on equity of -439.6% reflects a balance sheet that has been stretched by past debt. The fund's score of 41/100 and absence from any index suggest the name needs a deeper look at debt maturities and free cash flow before anyone takes it seriously.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 15 Oct 2026, 00:00 CEST | ACCE price target | $4.76 | first publication | $5.95 |
Answered from Skillsoft Corp. Class A Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| SKIL Skillsoft Corp. Class A Common Stock | $5.27 | - | - | - | -439.6% | 34 | 34 |
| AACG ATA Creativity Global American Depositary Shares | $0.68 | - | - | - | -86.1% | 43 | 35 |
| CEDER.ST Cedergrenska AB (publ) | kr 44.00 | - | - | 6.4x | 15.3% | 43 | 67 |
| IH iHuman Inc. American depositary shares each representing five Class A ordinary shares | $1.14 | - | - | 19.0x | 2.6% | 54 | 37 |
| JDZG JIADE LIMITED Class A Ordinary Shares | $6.56 | - | - | - | -11.0% | 43 | 40 |
| STG Sunlands Technology Group American Depositary Shares representing Class A ordinary shares | $2.37 | - | - | 0.7x | 34.9% | 93 | 54 |
| YQ 17 Education & Technology Group Inc. American Depositary Shares | $3.20 | - | - | - | -37.6% | 47 | 65 |
Where SKIL ranks against its sector peers on each metric.