Chegg Inc (CHGG)
NYSEConsumer StaplesEducation & Training ServicesSnapshot 2026-11-04
NYSEConsumer StaplesEducation & Training ServicesSnapshot 2026-11-04
Research Workspace
Put CHGG beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Staples is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Gross margin near 51.5% in Q2 2026: Comparison needs review.
View ThesisRevenue is contracting — down about 48% over the past year.
View GrowthManagement screens weak on capital allocation, margins, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 3% on a typical day and fell roughly 63% in its worst 12-month stretch.
View RiskChegg's skilling business must keep growing to justify the price. Revenue fell 40% year over year in the latest quarter. The company beat earnings expectations by 37.5% last quarter. It trades at 0.3 times sales versus a 0.8 peer median. The price reflects less growth than we forecast. Gross margin pressure remains a key risk for the thesis. The thesis comparison is not yet verified. Peer multiples imply a price about 82% above where it trades. The thesis is on watch. This read is provisional.
Trailing returns as of 2026-11-04. CHGG is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 1 analyst currently covering CHGG (as of Nov 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare CHGG with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CHGG Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 2 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Education Services — fair value, gap to price, and forward P/E.
Compare the value case
Put CHGG next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Expand skilling business with double-digit revenue growth
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Q4 guidance and skilling platform progress support growth objective.

Legal dismissal removes significant litigation risk and distraction.
Legal dismissal removes significant litigation risk and distraction.

Advances: Return Chegg to growth with high margins and strong free cash flow
Strategic pivot to AI/employability aligns with growth objectives.
Threatens: Double-digit revenue growth in Skilling business
Halving revenue indicates significant challenges in achieving growth objectives.

Advances: Return Chegg to growth with high margins and strong free cash flow
Sales beat expectations, supporting growth and margin targets.
NYSE noncompliance notice signals severe distress and delisting risk.

Earnings call may reveal lower guidance.