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Cluey Ltd (CLU) Fair Value & Analysis

Consumer Defensive · AU · Market cap A$3.8M

CL Cluey Ltd CLU · AU
PriceA$0.0100
Fair ValueA$0.0061
Upside-39.0%
Quality37/100
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Mixed Growth
Thin margins · 0.0% net margin
negative free cash flow
Trails peers (2/9)
Narrow moat 10/100
Evidence: Low Share as image

Fair value as of: Jul 31, 2026

From 1 valuation models · updated 10 days ago

Share price −16.7% over the past month.

Below-average quality, and screening another 39% overvalued on our models.

What matters now

  • Weak quality (37/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
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Price vs Fair Value (5 years)

A$1.50 A$0.0050 Fair Value A$0.0061 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 31, 2026.

How to read this chart

60‑month range A$0.0050 – A$1.50 · the A$0.0100 price screens above the A$0.0061 fair value. Dashed = 300-day average. As of Jul 31, 2026.

Full chart & analysis →

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Analysis

Cluey Ltd (CLU) currently trades at A$0.0100, while our model-based Fair Value estimate is A$0.0061, implying the stock looks roughly 39.0% overvalued today. The Quality Score stands at 37/100 (below-average quality), in the Consumer Defensive sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: low).

Trailing-twelve-month revenue stands at A$10.0M. Revenue declined 2.9% year over year. It earns a return on equity of -86.0%. The balance sheet holds a net cash position of A$3.7M. Fundamentals as of Jul 31, 2026

For context, the median of 10 Consumer Defensive peers we cover trades at 17% fair-value upside, at -39%, CLU screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
NCAV (Graham) A$0.0100 A$0.0100 50
All 1 models by family
Asset-Based
NCAV (Graham) A$0.0100 A$0.0100 50

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Key figures & financial health

Revenue (TTM) A$10.0M
Revenue growth (YoY) -2.9%
Return on equity -86.0%
Free cash flow −A$3.2M FY2024
Operating margin -18.6%
EPS (TTM) A$-0.0200
More key figures
Net cash A$3.7M FY2024

Figures from reported company fundamentals · as of Jul 31, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 37/100

Of which business quality 38 · Market factors (momentum, volatility) 16

Profitability 40
Margins and returns on capital today
Quality Growth 48
Are margins and returns improving?
Cashflow 2
Earnings quality: real cash, not paper profit
Fin. Strength 61
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 0
Price trend over the last 3–12 months (market factor)
52W Momentum 3
Distance to the 52-week high (market factor)
Net Issuance 0
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Cluey Ltd, together with its subsidiaries, operates as an education technology company in Australia, the United Kingdom, and New Zealand. It operates through Online, Schools and Partnerships, Events and Experiences, and UK segments.

Full company description

Cluey Ltd, together with its subsidiaries, operates as an education technology company in Australia, the United Kingdom, and New Zealand. It operates through Online, Schools and Partnerships, Events and Experiences, and UK segments. The company offers online one-on-one and small group tutoring sessions for students from primary, secondary, and senior learning programs across various subjects, including Maths, English, Chemistry, Biology, and Physics, as well as homeschool, special needs, and expat tutoring. It also provides academic support and a range of co-curricular and after-school programs; holiday camps, such as coding, animation, YouTube creators, DJ, curious minds, Roblox legends, Minecraft engineering, and design; and exam preparation services. Cluey Ltd was founded in 2017 and is based in Sydney, Australia.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2020 – FY2024 · reported fiscal years

Cluey Ltd reported revenue of A$25.6M in FY2024 versus A$10.1M in FY2020, a compound +26.3%/yr. Reported net income was −A$5.5M in FY2024.

Growth Quality 30/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2024)
A$25.6M
Latest YoY
−14.5%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−9.3%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+39.4%
Avg. growth/yr (7Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+264.4%
Revenue +26.3%/yr
FY20 A$10.1M
FY21 A$34.3M
FY22 A$39.4M
FY23 A$30.0M
FY24 A$25.6M
Net income
FY20 −A$11.9M
FY21 −A$20.9M
FY22 −A$19.2M
FY23 −A$13.4M
FY24 −A$5.5M

CLU screens 39% overvalued. Compare with New Oriental Education & Technology Group →

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Cite: Fair Value Calculator (2026). "Cluey Ltd Fair Value". https://www.fairvalue-calculator.com/stock/CLU

Peer Group

Education & Training Services · 148 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 39 · Bottom 25%
Fair Value upside −39% · Bottom 25%
Return on assets -27% · Bottom 25%
Net margin (TTM) 0% · Below median
Operating margin (TTM) -19% · Bottom 25%
Revenue growth -3% · Below median

Valuation Multiples vs Education & Training Services median · lower = cheaper

P/B 0.67× · Cheaper than median
P/S (TTM) 0.27× · Cheaper than 75% of peers

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Education & Training Services stocks, each showing price versus our Fair Value estimate (as of Jul 31, 2026).

Stock Price Fair Value vs Fair Value
New Oriental Education & Technology Group EDUN 966.48 MXN 897.37 MXN -7%
TAL Education Group TAL $10.24 $15.60 +52%
Laureate Education, Inc LAUR $36.45 $41.45 +14%
Physicswallah Limited PWL ₹131.59 ₹14.81 -89%
Grand Canyon Education, Inc LOPE $149.00 $152.01 +2%
Covista Inc CVSA $116.22 $135.45 +17%
Stride, Inc LRN $83.39 $139.45 +67%
Universal Technical Institute, Inc UTI $40.33 $21.35 -47%
Perdoceo Education Corporation PRDO $31.66 $41.45 +31%
Strategic Education, Inc STRA $84.18 $105.48 +25%

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Frequently asked questions

Is Cluey Ltd (CLU) overvalued or undervalued?
As of Jul 31, 2026, our model estimates a fair value of A$0.0061 versus a price of A$0.0100, about −39% (overvalued).
What is the fair value of CLU?
Our model-based fair value for Cluey Ltd is A$0.0061 (as of Jul 31, 2026), built from audited fundamentals. The current price is A$0.0100.
What is the quality score of CLU?
Cluey Ltd has a Quality Score of 37/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Cluey Ltd (CLU)?
Cluey Ltd reported trailing-twelve-month revenue of about A$10.0M (latest available figure, as of Jul 31, 2026).
What is the net profit margin of CLU?
The net profit margin of Cluey Ltd is about 0.0%, meaning it keeps roughly 0.0% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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