Added to YB: 2025-07-28
Pitch date: 2025-07-23
SCHL [bullish]
Scholastic Corporation
+77.67%
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, Canada, the United Kingdom, Ireland, Australia, New Zealand, Asia, and internationally.
Market Cap
$757.1M
Pitch Price
$21.75
Price Target
42.00 (+9%)
Dividend
2.49%
EV/EBITDA
8.42
P/E
17.15
EV/Sales
0.66
Sector
Media
Category
special_situation
Scholastic ($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.
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