| Valuation method | Value, $ | Upside, % |
|---|---|---|
| Artificial intelligence (AI) | 68.87 | 661 |
| Intrinsic value (DCF) | 6.84 | -24 |
| Graham-Dodd Method | n/a | |
| Graham Formula | n/a |
Skillsoft Corp. (NYSE: SKIL) is a leading provider of corporate digital learning solutions, helping organizations bridge critical skill gaps and prepare for the future of work. Headquartered in Nashua, New Hampshire, Skillsoft operates through three key segments: Content, Global Knowledge, and SumTotal. The company delivers enterprise learning solutions that drive measurable behavior change and talent development through its comprehensive digital learning platform. Skillsoft’s offerings include a robust learning management system (LMS), talent management software, and customizable learning pathways tailored to organizational needs. Serving clients across the U.S. and internationally, Skillsoft plays a pivotal role in the growing corporate e-learning market, which is driven by increasing demand for upskilling and reskilling in a rapidly evolving workforce. As businesses prioritize digital transformation and employee development, Skillsoft’s scalable, data-driven learning solutions position it as a key player in the education and training services sector.
Skillsoft presents a high-risk, high-reward investment opportunity in the corporate e-learning space. The company operates in a growing market fueled by digital transformation and workforce upskilling trends. However, its financials reveal significant challenges, including a net loss of $121.9M in the latest fiscal year and a negative EPS of -$14.87. While Skillsoft maintains a solid cash position ($100.8M) and generated positive operating cash flow ($29.9M), its high debt load ($588.9M) and beta of 1.595 indicate volatility. Investors should weigh its strong market positioning in digital learning against its profitability struggles and competitive pressures.
Skillsoft competes in the fragmented corporate e-learning market, where differentiation hinges on content breadth, platform flexibility, and integration capabilities. Its competitive advantage lies in its multi-segment approach—combining Content (Skillsoft’s legacy library), Global Knowledge (instructor-led training), and SumTotal (LMS/talent management). This integrated ecosystem allows Skillsoft to offer end-to-end learning solutions, a key differentiator against niche players. However, the company faces intense competition from both established education providers and agile EdTech disruptors. Skillsoft’s scale and brand recognition in compliance and leadership training provide some defensibility, but its high debt load may limit R&D investment compared to better-capitalized rivals. The company’s ability to leverage AI for personalized learning and demonstrate ROI to corporate clients will be critical for maintaining its position. While its SumTotal platform provides stickiness through HR system integration, competitors are rapidly enhancing their own platform capabilities, making continuous innovation essential.