Added to YB: 2025-09-24
Pitch date: 2025-08-04
MH [bearish]
McGraw Hill, Inc.
-14.33%
current return
Author Info
No bio for this author
Company Info
McGraw Hill, Inc., doing business as McGraw Hill, provides information solutions for K-12, higher education, and professional markets in the United States and internationally.
Market Cap
$2.6B
Pitch Price
$15.00
Price Target
7.32 (-57%)
Dividend
N/A
EV/EBITDA
9.04
P/E
-27.90
EV/Sales
2.65
Sector
Diversified Consumer Services
Category
N/A
McGraw Hill, Inc. - $MH (short)
MH short: secular decliner w/ favorable technical setup. PE-backed IPO down 9% since July, Platinum (87% owner) likely selling post-lockup Jan 2026 for fund raise DPI. Author lawsuit may increase royalties 25-30%, cutting margins 370bps. Renewals down 15-20%, ESSER funding ending, enrollment cliff -1% CAGR thru 2040. 26-52% downside in <12mo on 6x EBITDA vs current 7x.
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