Added to YB: 2025-07-28
Pitch date: 2025-07-23
SCHL [bullish]
Scholastic Corporation
+42.37%
current return
Author Info
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Company Info
Scholastic Corporation, together with its subsidiaries, publishes and distributes children’s books in the United States and internationally.
Market Cap
$867.3M
Pitch Price
$22.00
Price Target
42.00 (+34%)
Dividend
2.35%
EV/EBITDA
9.07
P/E
-252.20
EV/Sales
0.72
Sector
Media
Category
special_situation
Show full summary:
Scholastic ($SCHL): Hidden Real Estate Windfall Unlocks Deep Value
SCHL: $770M EV at 5.4x EBITDA, 10% FCF yield. Key catalyst: monetizing real estate worth ~$500M (555/557 Broadway, Jefferson City warehouse). After taxes, ~$300M for buybacks (50%+ of market cap). Core education biz steady. Pro-forma 2.5x EV/EBITDA → potential 70-85% upside at normalized 6-7x multiple.
Read full article (1 min)