Coursera Inc. Common Stock (COUR)

FairStock Score: 41/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look at Coursera and see a real online learning platform, but one that has not yet proven it can earn a profit. Revenue is growing: fiscal 2025 revenue was $757.5 million, up from $694.7 million in fiscal 2024 and $635.8 million in fiscal 2023. Yet net losses remain: fiscal 2025 lost $51.0 million, fiscal 2024 lost $79.5 million, and fiscal 2023 lost $116.6 million. That is progress over three years, but the latest quarter troubles me. In fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $298.6 million, but net income was negative $80.4 million, a negative 26.93% margin. In fiscal Q1 2026, the quarter ended 2026-03-31, net income was negative $20.5 million, and in fiscal Q2 2025, the quarter ended 2025-06-30, it was negative $7.8 million. So the loss is widening again. The balance sheet looks conservative with debt-to-equity of 0.01, and trailing free cash flow is positive at $10.6 million. But that is only a 0.8% FCF yield on the $1.3 billion market cap at the 2026-10-13 close of $4.97. FairStock calculations show a P/B of 1.17, ROE of negative 15.20%, ROCE of negative 2.40%, Piotroski F-Score of 2/9, and Altman Z-Score of 0.71. Those are not the marks of a durable money-making enterprise today. The Lynch category is none because the company lost money in each of the last four years. I cannot identify a reliable competitive moat from these figures; the platform may be useful, but the numbers show no profit power. At a 41/100 FairStock score, the price may not be demanding, but a low price alone is not value if profits never arrive. I would need evidence that revenue growth can produce durable earnings before calling this a bargain.

In plain English: Coursera is an online learning platform that sells courses and degrees. The business is growing revenue but still losing money, and the loss got much bigger in the latest quarter. At $4.97 on 2026-10-13, the stock looks inexpensive against its accounting value, but weak profits make it hard to call it a clear bargain.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer