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Added to YB: 2025-07-28

Pitch date: 2025-07-23

SCHL [bullish]

Scholastic Corporation

+30.95%

current return

Author Info

No bio for this author

Company Info

Scholastic Corporation, together with its subsidiaries, publishes and distributes children’s books in the United States and internationally.

Market Cap

$713.7M

Pitch Price

$22.12

Price Target

42.00 (+45%)

Dividend

2.82%

EV/EBITDA

9.53

P/E

-71.14

EV/Sales

0.67

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)