Cogna Educação S.A (COGNY) Fair Value & Analysis
Consumer Defensive · US · Market cap $820M
Cogna Educação S.A
COGNY · US
Fair value as of: Jul 15, 2026
From 26 valuation models · updated 2 days ago
Fair value updated Jul 15, 2026, revised from $1.30 to $1.03 (−20.8%) since Jun 24, 2026. Share price +5.4% over the past month.
Price vs Fair Value (12 months)
12‑month range $0.3885 – $0.8756 · fair‑value band $0.8100 – $1.28 · the $0.4322 price screens below the $1.03 fair value. As of Jul 15, 2026.
✦ Which stocks are undervalued right now? Check free Discover now →Analysis
Cogna Educação S.A (COGNY) currently trades at $0.4322, while our model-based Fair Value estimate is $1.03, implying the stock looks roughly 138.3% undervalued today. We read business quality at 49/100 (below-average quality), in the Consumer Defensive sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
Over the trailing twelve months, Cogna Educação S.A generated revenue of $7.5B at a net margin of 8.9%. Revenue grew 31.9% year over year. It earns a return on equity of 4.7%. Net debt stands at $6.6B. Fundamentals as of Jul 15, 2026
Our scenario range runs from $0.8100 (bear case) to $1.28 (bull case); at $0.4322, the current price sits below that range. The share trades about 51% below its 52-week high and 24% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at 7% fair-value upside, at 138%, COGNY screens cheaper than that median.
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jul 15, 2026. TTM = trailing twelve months.
About the company
Cogna Educação S.A. operates as an educational organization in Brazil and internationally. It operates through three segments: Kroton, Vasta, and Saber. The company provides in-person and distance learning for higher education and postgraduate courses; and editing, marketing, and distribution of textbooks, paradidactic books and handouts. It also offers basic education, pre-university preparatory courses, and language courses; educational solutions for technical and higher education; and complementary activities, such as education technology development for services to complement management and training. In addition, the company advises on and/or facilitates direct and indirect financing for students; and develops software for adaptive teaching and academic management optimization. The company was incorporated in 1966 and is headquartered in Belo Horizonte, Brazil.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Cogna Educação S.A reported revenue of $6.9B in FY2025 versus $4.8B in FY2021, a compound +9.5%/yr. Reported net income was $613M in FY2025.
Is COGNY fairly valued? → Check now
Similar stocks
10 more Education & Training Services stocks, each showing price versus our Fair Value estimate (as of Jul 15, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| New Oriental Education & Technology Group EDUN | 966.48 MXN | 894.16 MXN | -7% |
| TAL Education Group T1AL34 | R$4.86 | R$0.9200 | -81% |
| Laureate Education, Inc LAUR | $33.82 | $33.05 | -2% |
| Covista Inc CVSA | $119.28 | $137.46 | +15% |
| Grand Canyon Education, Inc LOPE | $142.06 | $152.01 | +7% |
| Physicswallah Limited PWL | ₹130.16 | ₹14.81 | -89% |
| Stride, Inc LRN | $82.98 | $139.45 | +68% |
| Universal Technical Institute, Inc UTI | $40.02 | $21.26 | -47% |
| McGraw Hill, Inc MH | $12.80 | $27.91 | +118% |
| Perdoceo Education Corporation PRDO | $34.27 | $61.71 | +80% |
Explore undervalued stocks
More undervalued Consumer Defensive stocks →
Frequently asked questions
Is Cogna Educação S.A (COGNY) undervalued?
What is the fair value of COGNY?
What is the quality score of COGNY?
What is the revenue of Cogna Educação S.A (COGNY)?
What is the net profit margin of COGNY?
Does Cogna Educação S.A pay a dividend?
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.
Tell me when Cogna Educação S.A reaches its Fair Value
Just your email, and we'll notify you when the price and Fair Value of Cogna Educação S.A materially change. Free bonus: the monthly Top-25 report of the most undervalued quality stocks.
Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click. Not financial advice.
Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.