10 Best Edutech for November 2025
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Market Overview & Selection Criteria
The current market landscape is marked by heightened volatility and sector rotation, with investors seeking resilient growth and value opportunities. Our selection methodology leverages ValueSense’s proprietary intrinsic value models, quality ratings, and deep fundamental analysis. Each stock is screened for robust financial health, attractive valuation relative to intrinsic value, and sectoral diversification. We prioritize companies with strong free cash flow, sustainable margins, and clear growth catalysts, while also considering risk factors such as leverage and recent performance trends[1][2].
Featured Stock Analysis
Colgate-Palmolive Company (CL)
| Metric | Value |
|---|---|
| Market Cap | $62.2B |
| Quality Rating | 5.8 |
| Intrinsic Value | $76.2 |
| 1Y Return | -17.3% |
| Revenue | $15.0B |
| Free Cash Flow | $2,337.0M |
| Revenue Growth | (25.6%) |
| FCF margin | 15.6% |
| Gross margin | 60.4% |
| ROIC | 19.7% |
| Total Debt to Equity | 680.0% |
Investment Thesis
Colgate-Palmolive is a global leader in consumer staples, renowned for its strong brand portfolio and defensive market positioning. Despite a challenging year with a -17.3% return, the company maintains a substantial market cap of $62.2B and a high gross margin of 60.4%. Its intrinsic value is estimated at $76.2, suggesting potential undervaluation. The company’s robust free cash flow $2,337M and high ROIC 19.7% underscore operational efficiency, though revenue growth has contracted -25.6%, reflecting sector headwinds and mature market saturation.
Key Catalysts
- Defensive sector appeal during market uncertainty
- High free cash flow and strong margins
- Brand leadership and global distribution
- Attractive intrinsic value relative to current price
Risk Factors
- Elevated total debt to equity 680.0%
- Negative revenue growth
- Sensitivity to input cost inflation
- Limited near-term growth prospects
Constellation Brands, Inc. (STZ)
| Metric | Value |
|---|---|
| Market Cap | $23.1B |
| Quality Rating | 6.3 |
| Intrinsic Value | $84.4 |
| 1Y Return | -42.9% |
| Revenue | $9,623.5M |
| Free Cash Flow | $1,848.1M |
| Revenue Growth | (5.6%) |
| FCF margin | 19.2% |
| Gross margin | 51.7% |
| ROIC | 17.0% |
| Total Debt to Equity | 129.0% |
Investment Thesis
Constellation Brands is a major beverage company with a diverse portfolio spanning beer, wine, and spirits. The stock has experienced a significant decline (-42.9% 1Y return), but its $23.1B market cap and intrinsic value of $84.4 highlight potential for recovery. The company’s quality rating 6.3 and strong free cash flow $1,848.1M are supported by a healthy FCF margin 19.2% and gross margin 51.7%. However, revenue growth has slowed -5.6%, and leverage remains a concern.
Key Catalysts
- Portfolio diversification across beverage segments
- Strong cash generation and margin profile
- Potential for margin expansion through premiumization
- Undervalued relative to intrinsic value
Risk Factors
- High total debt to equity 129.0%
- Negative revenue growth
- Competitive pressures in beverage markets
- Recent underperformance in share price
Tyler Technologies, Inc. (TYL)
| Metric | Value |
|---|---|
| Market Cap | $20.6B |
| Quality Rating | 6.1 |
| Intrinsic Value | $576.9 |
| 1Y Return | -21.4% |
| Revenue | $2,298.3M |
| Free Cash Flow | $618.9M |
| Revenue Growth | 10.6% |
| FCF margin | 26.9% |
| Gross margin | 44.8% |
| ROIC | 7.0% |
| Total Debt to Equity | 18.7% |
Investment Thesis
Tyler Technologies is a leading provider of software solutions for the public sector. With a $20.6B market cap and a quality rating of 6.1, TYL stands out for its consistent revenue growth 10.6% and high free cash flow margin 26.9%. The company’s intrinsic value is $576.9, suggesting upside potential. Tyler’s low debt profile (total debt to equity 18.7%) and stable gross margin 44.8% support its long-term growth trajectory, even as the stock has seen a -21.4% return over the past year.
Key Catalysts
- Strong demand for digital transformation in government
- Recurring revenue from SaaS contracts
- Low leverage and robust cash flow
- Attractive valuation versus intrinsic value
Risk Factors
- Moderate ROIC 7.0%
- Exposure to public sector budget cycles
- Recent share price underperformance
- Competitive landscape in govtech
Duolingo, Inc. (DUOL)
| Metric | Value |
|---|---|
| Market Cap | $12.3B |
| Quality Rating | 7.5 |
| Intrinsic Value | $208.0 |
| 1Y Return | -7.6% |
| Revenue | $885.2M |
| Free Cash Flow | $325.9M |
| Revenue Growth | 39.5% |
| FCF margin | 36.8% |
| Gross margin | 72.0% |
| ROIC | 32.7% |
| Total Debt to Equity | 9.6% |
Investment Thesis
Duolingo is a high-growth edtech platform, boasting a $12.3B market cap and a sector-leading quality rating of 7.5. The company’s 39.5% revenue growth and exceptional gross margin 72.0% highlight its scalability. Duolingo’s intrinsic value is $208.0, and its free cash flow margin 36.8% is among the highest in the sector. With a low debt profile (9.6% total debt to equity) and a stellar ROIC 32.7%, Duolingo is well-positioned for continued expansion, despite a modest -7.6% 1Y return.
Key Catalysts
- Rapid user and revenue growth
- High-margin, scalable business model
- Strong brand recognition in edtech
- Minimal leverage and high ROIC
Risk Factors
- High valuation multiples
- Competitive pressure from other edtech platforms
- Dependence on continued user growth
- Volatility in tech sector sentiment
Pearson plc (PSO)
| Metric | Value |
|---|---|
| Market Cap | $9,311.2M |
| Quality Rating | 7.2 |
| Intrinsic Value | $17.4 |
| 1Y Return | -4.7% |
| Revenue | £7,069.0M |
| Free Cash Flow | £1,140.0M |
| Revenue Growth | (6.4%) |
| FCF margin | 16.1% |
| Gross margin | 51.0% |
| ROIC | 28.0% |
| Total Debt to Equity | 41.6% |
Investment Thesis
Pearson is a global education company with a $9.3B market cap and a quality rating of 7.2. Despite a -4.7% 1Y return and negative revenue growth -6.4%, Pearson maintains a strong gross margin 51.0% and a solid ROIC 28.0%. Its intrinsic value of $17.4 suggests room for appreciation. The company’s free cash flow margin 16.1% and moderate leverage (41.6% total debt to equity) provide financial flexibility.
Key Catalysts
- Global reach in education services
- High ROIC and stable margins
- Ongoing digital transformation initiatives
- Undervalued relative to intrinsic value
Risk Factors
- Declining revenue growth
- Currency exposure (GBP reporting)
- Competitive pressures in digital education
- Moderate leverage
Graham Holdings Company (GHC)
| Metric | Value |
|---|---|
| Market Cap | $4,386.6M |
| Quality Rating | 6.1 |
| Intrinsic Value | $2,240.7 |
| 1Y Return | 20.3% |
| Revenue | $2,411.7M |
| Free Cash Flow | $361.4M |
| Revenue Growth | (48.8%) |
| FCF margin | 15.0% |
| Gross margin | 31.0% |
| ROIC | (0.9%) |
| Total Debt to Equity | 25.8% |
Investment Thesis
Graham Holdings is a diversified conglomerate with interests in education, media, and manufacturing. The company has a $4.4B market cap and a quality rating of 6.1. Notably, GHC delivered a 20.3% 1Y return, bucking the trend of broader market declines. Its intrinsic value is $2,240.7, and it maintains a healthy free cash flow margin 15.0%. However, revenue growth has sharply contracted -48.8%, and ROIC is slightly negative -0.9%.
Key Catalysts
- Diversified business model
- Positive recent share price performance
- Strong free cash flow generation
- Potential for value unlocking in portfolio assets
Risk Factors
- Negative revenue growth
- Negative ROIC
- Complexity from diversified operations
- Moderate leverage (25.8% total debt to equity)
Blackbaud, Inc. (BLKB)
| Metric | Value |
|---|---|
| Market Cap | $3,053.4M |
| Quality Rating | 6.6 |
| Intrinsic Value | $10.2K |
| 1Y Return | -15.2% |
| Revenue | $282.0B |
| Free Cash Flow | $276.1M |
| Revenue Growth | 24,461.1% |
| FCF margin | 0.1% |
| Gross margin | 59.6% |
| ROIC | 4,571.7% |
| Total Debt to Equity | 984.0% |
Investment Thesis
Blackbaud is a software provider for the social good community, with a $3.1B market cap and a quality rating of 6.6. The company’s reported revenue $282.0B and revenue growth 24,461.1% appear anomalous, likely due to data reporting errors, but its intrinsic value is $10.2K. Blackbaud’s gross margin 59.6% and extraordinary ROIC 4,571.7% are notable, though its free cash flow margin is minimal 0.1%. The company’s high leverage (984.0% total debt to equity) and negative 1Y return -15.2% warrant caution.
Key Catalysts
- High gross margin
- Niche market focus
- Potential for operational improvement
- Strong ROIC (subject to data verification)
Risk Factors
- Extremely high leverage
- Questionable data integrity (revenue figures)
- Low free cash flow margin
- Recent share price underperformance
Stride, Inc. (LRN)
| Metric | Value |
|---|---|
| Market Cap | $2,951.0M |
| Quality Rating | 7.4 |
| Intrinsic Value | $115.3 |
| 1Y Return | -27.1% |
| Revenue | $2,475.1M |
| Free Cash Flow | $390.2M |
| Revenue Growth | 17.3% |
| FCF margin | 15.8% |
| Gross margin | 39.2% |
| ROIC | 26.0% |
| Total Debt to Equity | 38.5% |
Investment Thesis
Stride is an education technology company with a $2.95B market cap and a quality rating of 7.4. The company’s 17.3% revenue growth and solid free cash flow margin 15.8% highlight its growth trajectory. Stride’s intrinsic value is $115.3, and its gross margin 39.2% and ROIC 26.0% are strong. The company’s moderate leverage (38.5% total debt to equity) and negative 1Y return -27.1% reflect both growth potential and recent market headwinds.
Key Catalysts
- Strong revenue and FCF growth
- High ROIC and quality rating
- Expanding digital education market
- Attractive valuation versus intrinsic value
Risk Factors
- Recent share price underperformance
- Competitive pressures in edtech
- Moderate leverage
- Execution risk in scaling operations
John Wiley & Sons, Inc. (WLY)
| Metric | Value |
|---|---|
| Market Cap | $1,968.0M |
| Quality Rating | 6.1 |
| Intrinsic Value | $30.7 |
| 1Y Return | -24.6% |
| Revenue | $1,670.6M |
| Free Cash Flow | $129.4M |
| Revenue Growth | (8.5%) |
| FCF margin | 7.7% |
| Gross margin | 71.1% |
| ROIC | 8.6% |
| Total Debt to Equity | 126.0% |
Investment Thesis
John Wiley & Sons is a global publishing and education company with a $2.0B market cap and a quality rating of 6.1. The company’s gross margin 71.1% is among the highest in the sector, though revenue growth is negative -8.5% and the 1Y return is -24.6%. Wiley’s intrinsic value is $30.7, and its free cash flow margin 7.7% and moderate leverage (126.0% total debt to equity) provide a stable, if unexciting, investment profile.
Key Catalysts
- High gross margin
- Established brand in academic publishing
- Ongoing digital transformation
- Undervalued relative to intrinsic value
Risk Factors
- Negative revenue growth
- High leverage
- Slow adaptation to digital trends
- Recent share price underperformance
Coursera, Inc. (COUR)
| Metric | Value |
|---|---|
| Market Cap | $1,385.9M |
| Quality Rating | 5.7 |
| Intrinsic Value | $12.2 |
| 1Y Return | 21.2% |
| Revenue | $739.8M |
| Free Cash Flow | $116.3M |
| Revenue Growth | 8.1% |
| FCF margin | 15.7% |
| Gross margin | 54.4% |
| ROIC | (3,117.5%) |
| Total Debt to Equity | 0.0% |
Investment Thesis
Coursera is a leading online learning platform with a $1.39B market cap and a quality rating of 5.7. The company’s 8.1% revenue growth and free cash flow margin 15.7% reflect steady expansion. Coursera’s intrinsic value is $12.2, and its gross margin 54.4% is healthy. The company is debt-free (0.0% total debt to equity) and delivered a 21.2% 1Y return, signaling market confidence in its growth prospects.
Key Catalysts
- Strong revenue growth and positive returns
- Debt-free balance sheet
- Expanding global reach in online education
- Attractive valuation versus intrinsic value
Risk Factors
- Modest quality rating
- Competitive pressures in online learning
- Execution risk in scaling operations
- Margin compression risk
Portfolio Diversification Insights
This watchlist spans consumer staples, technology, education, and diversified conglomerates, providing exposure to both defensive and growth sectors. The inclusion of high-quality edtech names (Duolingo, Stride, Coursera, Pearson) balances traditional consumer and industrial holdings (Colgate-Palmolive, Constellation Brands, Graham Holdings). This sector allocation helps mitigate idiosyncratic risk and supports a diversified approach to value and growth investing.
Market Timing & Entry Strategies
Given recent market volatility, phased entry strategies such as dollar-cost averaging can help manage risk. Investors may consider monitoring technical support levels and earnings release dates for optimal entry points. Stocks trading below intrinsic value with improving fundamentals may offer attractive long-term entry opportunities, while high-growth names may warrant patience for pullbacks or confirmation of sustained momentum.
Explore More Investment Opportunities
For investors seeking undervalued companies with high fundamental quality, our analytics team provides curated stock lists:
📌 50 Undervalued Stocks (Best overall value plays for 2025)
📌 50 Undervalued Dividend Stocks (For income-focused investors)
📌 50 Undervalued Growth Stocks (High-growth potential with strong fundamentals)
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FAQ Section
Q1: How were these stocks selected?
Stocks were chosen using ValueSense’s proprietary screening tools, focusing on intrinsic value, quality ratings, sector diversification, and fundamental metrics such as free cash flow, revenue growth, and ROIC[1][2].
Q2: What's the best stock from this list?
Each stock offers unique strengths; Duolingo (DUOL) and Stride (LRN) stand out for high quality ratings and growth, while Colgate-Palmolive (CL) provides defensive stability. The best choice depends on individual investment objectives and risk tolerance.
Q3: Should I buy all these stocks or diversify?
Diversification across sectors and business models can help reduce portfolio risk. This watchlist is designed to provide a balanced mix of growth and value opportunities for educational purposes.
Q4: What are the biggest risks with these picks?
Key risks include negative revenue growth, high leverage (notably in Colgate-Palmolive and Blackbaud), sector-specific headwinds, and recent share price underperformance in several names.
Q5: When is the best time to invest in these stocks?
Optimal timing depends on market conditions, company-specific catalysts, and valuation relative to intrinsic value. Phased entry and monitoring for earnings or sector news can help manage timing risk.
For more in-depth analysis and to explore additional stock ideas, visit ValueSense and leverage our full suite of research tools.