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Scholastic Corp. (SCHL) Stock Fundamental Analysis & AI Rating 2026

SCHL Nasdaq Books: Publishing or Publishing & Printing DE CIK: 0000866729
Recently Updated • Analysis: Apr 15, 2026 • SEC Data: 2026-02-28
STRONG SELL
85% Conf
Pending
Analysis scheduled

📊 SCHL Key Takeaways

Revenue: $1.1B
Net Margin: 4.3%
Free Cash Flow: $-87.5M
Current Ratio: 1.18x
Debt/Equity: 0.00x
EPS: $1.87
AI Rating: STRONG SELL with 85% confidence
Scholastic Corp. (SCHL) receives a STRONG SELL rating with 85% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.1B, net profit margin of 4.3%, and return on equity (ROE) of 5.4%, Scholastic Corp. demonstrates mixed fundamentals in the Services sector. Below is our complete SCHL stock analysis for 2026.

Is Scholastic Corp. (SCHL) a Good Investment?

Claude

Scholastic's core business is fundamentally broken, with negative operating cash flow (-39.1M) and catastrophic free cash flow burn (-87.5M) indicating the 1.1B revenue business cannot self-sustain. The 117.5% decline in diluted EPS and widening operational losses mask a publishing sector decline, while deteriorating liquidity (0.73x quick ratio) and ~1.5 years cash runway create imminent financial distress risk.

Why Buy Scholastic Corp. Stock? SCHL Key Strengths

Claude
  • + Zero long-term debt eliminates leverage-related solvency risk
  • + Established market position in educational publishing with 1.1B revenue scale
  • + Positive net income (47.3M) and substantial equity base (871.9M) provide near-term cushion

SCHL Stock Risks: Scholastic Corp. Investment Risks

Claude
  • ! Negative operating cash flow (-39.1M) proves core business cannot generate cash despite revenue scale
  • ! Unsustainable free cash flow burn (-87.5M annually) with only 104.6M cash = <1.5 year runway
  • ! Severe earnings collapse (EPS -117.5% YoY) indicates structural market headwinds in publishing
  • ! Critically weak quick ratio (0.73x) leaves zero margin for adverse conditions
  • ! Persistent operating margin of -3.3% despite operational restructuring attempts signals uncompetitive unit economics

Key Metrics to Watch

Claude
  • * Operating cash flow trajectory (must achieve positive or insolvency looms)
  • * Cash balance depletion rate relative to monthly cash burn
  • * Revenue stability and segment-level profitability
  • * Quick ratio and working capital adequacy

Scholastic Corp. (SCHL) Financial Metrics & Key Ratios

Revenue
$1.1B
Net Income
$47.3M
EPS (Diluted)
$1.87
Free Cash Flow
$-87.5M
Total Assets
$1.8B
Cash Position
$104.6M

💡 AI Analyst Insight

Scholastic Corp. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

SCHL Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -3.3%
Net Margin 4.3%
ROE 5.4%
ROA 2.7%
FCF Margin -7.9%

SCHL vs Services Sector: How Scholastic Corp. Compares

How Scholastic Corp. compares to Services sector averages

Net Margin
SCHL 4.3%
vs
Sector Avg 10.0%
SCHL Sector
ROE
SCHL 5.4%
vs
Sector Avg 16.0%
SCHL Sector
Current Ratio
SCHL 1.2x
vs
Sector Avg 1.5x
SCHL Sector
Debt/Equity
SCHL 0.0x
vs
Sector Avg 0.7x
SCHL Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Scholastic Corp. Stock Overvalued? SCHL Valuation Analysis 2026

Based on fundamental analysis, Scholastic Corp. has mixed fundamental signals relative to the Services sector in 2026.

Return on Equity
5.4%
Sector avg: 16%
Net Profit Margin
4.3%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Scholastic Corp. Balance Sheet: SCHL Debt, Cash & Liquidity

Current Ratio
1.18x
Quick Ratio
0.73x
Debt/Equity
0.00x
Debt/Assets
0.0%
Interest Coverage
-1.99x
Long-term Debt
$0.0

SCHL Revenue & Earnings Growth: 5-Year Financial Trend

SCHL 5-year financial data: Year 2021: Revenue $1.7B, Net Income $15.6M, EPS $0.43. Year 2022: Revenue $1.6B, Net Income -$43.8M, EPS $-1.27. Year 2023: Revenue $1.7B, Net Income -$11.0M, EPS $-0.32. Year 2024: Revenue $1.7B, Net Income $80.9M, EPS $2.27. Year 2025: Revenue $1.7B, Net Income $86.3M, EPS $2.49.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Scholastic Corp.'s revenue has shown modest growth of 3% over the 5-year period. The most recent EPS of $2.49 reflects profitable operations.

SCHL Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-7.9%
Free cash flow / Revenue

SCHL Quarterly Earnings & Performance

Quarterly financial performance data for Scholastic Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2026 $329.1M -$3.6M $-0.13
Q2 2026 $544.6M -$13.7M $-0.48
Q1 2026 $225.6M -$62.5M $-2.21
Q3 2025 $323.7M -$17.3M $-0.13
Q2 2025 $544.6M $2.7M $0.09
Q1 2025 $228.5M -$62.5M $-2.21
Q3 2024 $323.7M $10.6M $0.30
Q2 2024 $562.6M $2.7M $0.09

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Scholastic Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$39.1M
Cash generated from operations
Stock Buybacks
$127.2M
Shares repurchased (TTM)
Capital Expenditures
$48.4M
Investment in assets
Dividends Paid
$15.4M
Returned to shareholders

SCHL SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Scholastic Corp. (CIK: 0000866729)

📋 Recent SEC Filings

Date Form Document Action
Mar 27, 2026 4 xslF345X06/form4-03272026_080303.xml View →
Mar 25, 2026 4 xslF345X06/form4-03252026_090318.xml View →
Mar 20, 2026 10-Q schl-20260228.htm View →
Mar 19, 2026 8-K schl-20260319.htm View →
Mar 19, 2026 8-K schl-20260319.htm View →

Frequently Asked Questions about SCHL

What is the AI rating for SCHL?

Scholastic Corp. (SCHL) has an AI rating of STRONG SELL with 85% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SCHL's key strengths?

Claude: Zero long-term debt eliminates leverage-related solvency risk. Established market position in educational publishing with 1.1B revenue scale.

What are the risks of investing in SCHL?

Claude: Negative operating cash flow (-39.1M) proves core business cannot generate cash despite revenue scale. Unsustainable free cash flow burn (-87.5M annually) with only 104.6M cash = <1.5 year runway.

What is SCHL's revenue and growth?

Scholastic Corp. reported revenue of $1.1B.

Does SCHL pay dividends?

Scholastic Corp. pays dividends, with $15.4M distributed to shareholders in the trailing twelve months.

Where can I find SCHL SEC filings?

Official SEC filings for Scholastic Corp. (CIK: 0000866729) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SCHL's EPS?

Scholastic Corp. has a diluted EPS of $1.87.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is SCHL a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Scholastic Corp. has a STRONG SELL rating with 85% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is SCHL stock overvalued or undervalued?

Valuation metrics for SCHL: ROE of 5.4% (sector avg: 16%), net margin of 4.3% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy SCHL stock in 2026?

Our dual AI analysis gives Scholastic Corp. a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is SCHL's free cash flow?

Scholastic Corp.'s operating cash flow is $-39.1M, with capital expenditures of $48.4M. FCF margin is -7.9%.

How does SCHL compare to other Services stocks?

Vs Services sector averages: Net margin 4.3% (avg: 10%), ROE 5.4% (avg: 16%), current ratio 1.18 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 15, 2026 | Data as of: 2026-02-28 | Powered by Claude AI