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Scholastic

SCHL on Nasdaq. Scholastic sells books and educational materials to schools, teachers, and children. Market value $707m.

Watch this stockFree. We tell you when something changes.

Price checks use the past 12 months to August 2026. Quality checks use five annual reports, the latest for the year to May 2026.

Should I look at this?

Not a fit for our list right now

Why it could be worth it

What to watch out for

See Media & telecom stocks that passed both tests

This is not advice. Check the numbers below.

Compare with another stock

Cash yield
past 12 months to August 2026
-1.6%low

For every $100 of what the whole company costs, it produced $-1.61 of spare cash in the past 12 months. A savings account pays about $4.

Price to profit
past 12 months to August 2026
64.1×full

You pay 64.1 years of operating profit for the business. The average large US company costs around 18.

Return on capital
five annual reports to May 2026
1.7%five-year median

Each dollar kept in the business earns 2 cents a year. Above 10 is good.

Quality score: 59 of 100. Price score: 33 of 100. Our list needs 70 on quality and 60 on price.

$37.01 a share, 40% above its 1-year low

Over the past year the price has ranged from $26.38 to $48.07.

Dividend: 2.1% a year

Paid every year for at least 5 years

Prices from Tuesday’s close (6 October).

Five years of cash, in billions

0.2
0.1
0.1
0.1
0.0
-0.0
2022202320242025202612 monthsto Aug '26

Spare cash swings from quarter to quarter here: a shortfall of $14 million in the past 12 months, $3 million in the year to May 2026.

Revenue
$1.6bn$1.7bn$1.6bn$1.6bn$1.6bn
Operating margin
5.9%6.2%0.9%1.0%1.0%
Debt to equity
0.010.010.010.270.12
Shares outstanding
0.04bn0.03bn0.03bn0.03bn0.02bn

Health checks

  • Free cash flow positive5 of 5 years
  • Accounting looks honest (Beneish)Nothing unusual
  • Financial strength (Piotroski)7 of 8 checks we could run
  • Profit backed by cash (accruals)Yes
  • Debt0.12× equity
  • Revenue growth, five yearsSlow, 4.0% a year
  • Buying back its own sharesYes, 32% fewer since 2022

The quarter to August 2026

How the business did, compared with the same quarter a year earlier.

  • Sales: $217 million last quarter, down 4% on a year ago.
  • A loss of $71 million, compared with a loss of $71 million a year ago.
  • It keeps 1 cents of each $1 of sales as operating profit, about the same as a year earlier.
  • Over the past 12 months it spent $14 million more cash than it brought in. A year earlier it had $42 million spare.
  • 25% fewer shares than a year ago. Each share owns a bit more of the company.
  • Debt is $78 million more than cash, down from $237 million a year ago.
  • Sales grew on a year ago in 1 of the last 4 quarters.
Sales by quarter
Sales by quarter
Quarter toAmount
November 2024$545m
February 2025$335m
May 2025$508m
August 2025$226m
November 2025$551m
February 2026$329m
May 2026$476m
August 2026$217m
Profit by quarter
Profit by quarter
Quarter toAmount
November 2024$49m
February 2025-$4m
May 2025$15m
August 2025-$71m
November 2025$56m
February 2026$63m
May 2026$9m
August 2026-$71m

From the company's quarterly reports to the SEC.

Dates

Next results (estimated)
n/a
Last annual report (10-K)
24 July 2026
Next quarterly (estimated, 10-Q)
25 December 2026

Who owns it

3 long-term investors we follow own it, unchanged from 3 last quarter. 226 funds in all.

Jun '25
Dec '25
Jun '26

Sold out this quarter

Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

8 investors own more than 5%.

  • BlackRock, Inc.
    Passive investor
    11.7%−4.1 pts
    Since 30 June 2026
  • Mary Sue Robinson Morrill
    Passive investor
    9.3%−0.5 pts
    Since 31 December 2025
  • 8.3%+1.1 pts
    Since 31 March 2026
  • William W. Robinson
    Passive investor
    7.4%
    Since 31 December 2024
  • Andrew S. Hedden
    Passive investor
    7.0%−0.8 pts
    Since 31 December 2025
  • Barbara Robinson Buckland
    Passive investor
    6.8%−0.7 pts
    Since 31 December 2025
  • Florence Robinson Ford
    Passive investor
    5.9%−0.8 pts
    Since 31 December 2025
  • Iole Lucchese
    Insider or founder
    5.2%−0.3 pts
    Since 26 August 2026
    What they said

    On August 26, 2026 the Estate sold 289,624 shares of Common Stock to the Issuer for $11,515,537.13, or $39.7603 per Common Share pursuant to a Share Purchase Agreement dated August 25, 2026 described in detail in Item 6 below and included as Exhibit 99.2 hereto, in order to…

    Read the filing
  • The Vanguard Group
    Passive investor
    Sold down below 5%
    Since 13 March 2026

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

No insider bought shares on the open market in the last 12 months. 5 sold $14m.

  • Lucchese Iole
    EVP & CHIEF STRATEGY OFFICER, Director
    Sold
    Date
    26 August 2026
    Shares
    289,624
    Price
    $39.76
    Value
    $12m
  • Alonso Andres A
    Director
    Sold
    Date
    26 August 2026
    Shares
    2,112
    Price
    $40.28
    Value
    $85,071
  • Quinton Sasha
    EVP, Pres. CBG
    Sold
    Date
    7 August 2026
    Shares
    22,151
    Price
    $42.00
    Value
    $930,342
  • Henderson Kaya
    Director
    Sold
    Date
    6 August 2026
    Shares
    3,250
    Price
    $40.25
    Value
    $130,813
  • Quinton Sasha
    EVP, Pres. CBG
    Sold
    Date
    6 August 2026
    Shares
    7,549
    Price
    $41.84
    Value
    $315,825
  • Quinton Sasha
    EVP, Pres. CBG
    Sold
    Date
    5 August 2026
    Shares
    20,488
    Price
    $43.17
    Value
    $884,426
  • Hukkanen Paul
    SVP, CHIEF ACCT OFF
    Sold
    Date
    25 March 2026
    Shares
    10,000
    Price
    $39.40
    Value
    $394,000

From Form 4 filings: insiders must report trades in their own company's shares within two days.

What could go wrong

  • It isn't cheap on profits: 64.1× operating profit.

Whether the price already reflects the risks is what the deep dive is for.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.