Online learning
Education delivered online: learning apps, online degrees and courses, and the platforms used to teach them.
Learning is moving online, from language apps to full degrees. This theme covers learning apps, online course and degree platforms, online schools and the software used to teach online.
Companies
34
Core
30
With a moat
24%
Average quality
33
0 wide moat · 8 narrow moat · 26 no moat · Open in screener →
Core The theme describes the company's main business. Partial A meaningful part of the business, but not the main one.
Companies
| Company | Exposure | Industry | Moat | Quality | Market cap |
|---|---|---|---|---|---|
| DUOL Duolingo, Inc. | Core | Education & Consumer Services | Narrow | 64 | $6.7B |
| LOPE Grand Canyon Education, Inc. | Core | Education & Consumer Services | Narrow | 76 | $4.2B |
| LRN Stride, Inc. | Core | Education & Consumer Services | Narrow | 71 | $3.4B |
| DAO Youdao, Inc. | Core | Education & Consumer Services | None | 24 | $2.2B |
| PRDO PERDOCEO EDUCATION Corp | Core | Education & Consumer Services | None | 58 | $2.1B |
| TAL TAL Education Group | Core | Education & Consumer Services | None | 40 | $2.0B |
| STRA Strategic Education, Inc. | Core | Education & Consumer Services | None | 40 | $1.8B |
| COUR Coursera, Inc. | Core | Education & Consumer Services | Narrow | 42 | $1.3B |
| NRDY Nerdy Inc. | Core | Education & Consumer Services | None | 22 | $1.2B |
| APEI AMERICAN PUBLIC EDUCATION INC | Core | Education & Consumer Services | None | 42 | $903M |
| DCBO Docebo Inc. | Core | Software | Narrow | 49 | $671M |
| GOTU Gaotu Techedu Inc. | Core | Education & Consumer Services | None | 31 | $270M |
| COE 51Talk Online Education Group | Core | Education & Consumer Services | None | 33 | $150M |
| AMBO Ambow Education Holding Ltd. | Core | Education & Consumer Services | None | 14 | $101M |
| CHGG CHEGG, INC | Core | Education & Consumer Services | None | 23 | $79M |
| YXT YXT.COM GROUP HOLDING Ltd | Core | Software | None | 20 | $79M |
| IH iHuman Inc. | Core | Media, Publishing & Advertising | None | 46 | $59M |
| SKIL Skillsoft Corp. | Core | Software | None | 20 | $44M |
| NTCL NetClass Technology Inc | Core | Education & Consumer Services | None | 13 | $40M |
| YQ 17 Education & Technology Group Inc. | Core | Education & Consumer Services | None | 31 | $31M |
| GNS Genius Group Ltd | Core | Education & Consumer Services | None | 11 | $30M |
| RYET Ruanyun Edai Technology Inc. | Core | Education & Consumer Services | None | 11 | $30M |
| EDTK Skillful Craftsman Education Technology Ltd | Core | Education & Consumer Services | None | 26 | $20M |
| WAFU Wah Fu Education Group Ltd | Core | Education & Consumer Services | None | 24 | $10M |
| JZ Jianzhi Education Technology Group Co Ltd | Core | Education & Consumer Services | None | 18 | $6M |
| STG Sunlands Technology Group | Core | Education & Consumer Services | None | 47 | $6M |
| AMST Amesite Inc. | Core | Education & Consumer Services | None | 16 | $6M |
| ZSPC zSpace, Inc. | Core | Education & Consumer Services | None | 6 | $4M |
| KIDZ Classover Holdings, Inc. | Core | Education & Consumer Services | None | 17 | $2M |
| ZCMD Zhongchao Inc. | Core | Education & Consumer Services | None | 25 | — |
| PSO PEARSON PLC | Partial | Education & Consumer Services | Narrow | 47 | $10.5B |
| MH McGraw Hill, Inc. | Partial | Education & Consumer Services | Narrow | 40 | $2.6B |
| HSTM HEALTHSTREAM INC | Partial | Health Care Technology | Narrow | 47 | $974M |
| INVU Investview, Inc. | Partial | Digital Assets & Crypto | None | 32 | $37M |
34 companies.
Price versus fair value for every company is in the screener.