Fewer than two aligned fiscal years of revenue and diluted EPS are available; the filing history does not contain a measurable trend.
98
Median gross margin 73.7% over 5y, very stable.
0
Median ROIC -25.4%, above the 12% hurdle in 0% of years.
28
Net debt/EBITDA n/ax, interest coverage -2x.
31
Owner earnings changed trend unclear over up to the ten most recent annual observations.
The businessTrend component abstained: Fewer than two aligned fiscal years of revenue and diluted EPS are available; the filing history does not contain a measurable trend. The other four 20% weights were renormalized over the scored 80%.
Price vs. value if growth stopped today
A cautious baseline, not a price target: what the shares may support if normalized owner earnings simply hold steady.
Above value if growth stopped todayBelow value if growth stopped today
No price data
Not reported
Unavailable — insufficient owner-earnings data
Unavailable — insufficient growth-model data
$6.35
No price data
This zero-growth estimate assumes trailing owner earnings persist — unreliable for declining businesses. SKIL revenue fell in each of the three most recent year-over-year FY comparisons, so this estimate is flagged as unreliable for this company.
Model details under moat-index@3.0.0: zero-growth multiple 11.1×, capped-growth comparison at no more than 18×; 9% discount rate; high-end growth 0% (capped at 4%) using min(5y revenue CAGR, 5y diluted-EPS CAGR), clamped to 0%–4%; maintenance capex uses min(capex, D&A); abstain when D&A is unavailable. This is a disclosed model range, not intrinsic value as fact.
8 years of fundamentals
The business, in plain English
Skillsoft Corp. booked $513M of revenue in FY2026 in the Technology sector and kept 73.7% of it as gross profit — a high-margin business by that measure. After every other cost, −27.3% of each revenue dollar reached the bottom line.
Across the filed record, revenue held roughly flat, from $514M (FY2020) to $513M (FY2026) — about −0.0% a year compounded over 6 years.
It earned −15.8% on invested capital in the latest filed year, FY2026. Across the full 4-year measurable filed record, median ROIC was −25.4%. Over the v3 recent window (4 measurable filed years), median ROIC was −25.4%. The Returns on Capital filter above scores it 0/100.
The balance sheet carried $578M of total debt in FY2026. Balance-Sheet Safety scores it 28/100.
This breakdown is generated from the filed numbers and sub-scores above — no outside narrative, no estimates. Where a filing doesn’t disclose an input, the sentence that would need it is omitted instead of guessed.
FY2019–FY2026 · 8 fiscal years, normalized from SKIL’s SEC filings
Sales, as filed$513M FY2026Revenue kept after cost of goods73.7% FY2026Standard ROIC or separately labeled Operating ROICROIC −15.8% FY2026
Not meaningful FY2020: invested capital is negative (cash exceeds debt + equity)
Cash an owner could take out−$140M FY2026
The explained ROIC gaps have filed inputs but no meaningful positive invested-capital denominator. Other gaps mean the item is not in the filings for that year. The series is never interpolated or estimated. The Table view lists every filed value, including operating and net margins, total debt, and share count.
Flagship explainer
How Skillsoft Corp. makes its money
Start with a dollar of revenue and follow what the filing says remains.
Honest partial: the filing did not provide a normalized tag for Research and development, Selling, general and administrative; those components are omitted, not plugged.
Position size uses shares and filed value from each manager’s 13F. Portfolio weight uses the eligible long-share filing denominator. Changes compare only with the immediately preceding calendar quarter.
Insider activity is unavailable from the source; no zero-activity claim is shown.
Unavailable: Form 4 activity could not be retrieved for this rendering.
Moat Score history
15 logged readings since Jul 17, 2026 · append-only, never rewritten
Moat Score over timeLast scored reading of each day, on the 0–100 scale39.0 / 100
Breaks in the line mark methodology or normalizer upgrades — readings across versions aren’t compared, so a level shift there isn’t a change in the business.
Tier changesSame-methodology and same-normalizer crossings of the Wide / Narrow / Shallow bars
Scores are logged append-only and never overwritten — this record cannot be reconstructed retroactively, which is exactly why it’s worth keeping.
Insider activity
Form 4 reports mix P/S market or private transactions with compensation-plan mechanics. Activity casually described as “insider selling” can include compensation mechanics; awards, tax withholding, and option exercises are shown by their exact filed class here, never collapsed into “Bought” or “Sold.”
These are disclosed filing facts and arithmetic aggregates, not a signal or verdict.
The insider-filing service is temporarily unavailable, so no partial or guessed answer is shown for SKIL.
Technology context
#476 of 744 scored Technology companies, ranked by Moat Score.
Based on its FY2026 SEC filings, the Moat Index scores Skillsoft Corp. (SKIL) 39.0 out of 100 — below the Shallow-moat bar, so no moat. The five questions behind that score begin at 20% each; if exactly one genuinely lacks data, the other four weights are renormalized and disclosed. revenue and EPS trend not measurable from the filings, pricing power 98, returns on capital 0, balance-sheet safety 28, capital allocation 31.
How has SKIL's Moat Score changed over time?
The record logs 15 readings since Jul 17, 2026; the latest reads 39.0 out of 100 (no moat). No tier changes on record yet. (Methodology or normalizer upgrades on Jul 20, 2026, Jul 23, 2026, Jul 26, 2026 re-based the score; readings across versions aren't compared.) The history is append-only — readings are only ever added, never rewritten.
Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell SKIL. See the disclaimer.