McGraw Hill, Inc. (MH)
NYSEConsumer StaplesEducation & Training ServicesSnapshot 2026-11-05
$11.23-11.99%
Close 2026-11-05 · 1-day change
NYSEConsumer StaplesEducation & Training ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · MH
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within consumer staples on a research-validated quality screen. As of 2026-11-05.
The screen ranks MH against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Consumer Staples names rated neutral grew net income 49% of the time over the next year (vs 61% for the rest of the cohort, n=2777).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
• Continued commitment to gross debt reduction, with $50 million term loan paydown in the quarter, bringing total gross debt reduction to approximately $700 million since our initial public offering…
Stated in 2 of 2 supplied quarters. Management reported: “• Continued commitment to gross debt reduction, with $50 million term loan paydown in the quarter, bringing total gross debt reduction to approximately $700 million since our initial public offering with net leverage tracking toward the 2.0–2.5x net leverage target; proactively extended near-dated maturities subsequent to quarter end.” ““These transactions offer us the ability to continue to reduce our gross debt over time, as we remain firmly committed to our net debt to Adjusted EBITDA leverage ratio target of 2.0-2.5x.””
“• Continued commitment to gross debt reduction, with $50 million term loan paydown in the quarter, bringing total gross debt reduction to approximately $700 million since our initial public offering…”
“• Continued commitment to gross debt reduction, progressing toward the Company’s 2.0-2.5x net leverage target.”
“McGraw Hill has established an early-mover advantage as one of the first education companies to advance an agentic AI strategy to connect our trusted proprietary educational content directly to Micr…
Stated in 2 of 2 supplied quarters. Management reported: ““McGraw Hill has established an early-mover advantage as one of the first education companies to advance an agentic AI strategy to connect our trusted proprietary educational content directly to Microsoft Copilot, Anthropic’s Claude for Teachers and leading academic institutions, unlocking the next generation of learning and expanding our addressable market.”” “AI represents a genuine tailwind for our business, and our agentic strategy continues to progress, representing an opportunity for meaningful TAM expansion ahead.”
Fiscal Second Quarter 2027 Key Financial Highlights • Total revenue of $632.2 million, a decline of 5.5% year-over-year, favorable to expectations, as market share gains and strong capture rates acro…
Stated in 2 of 2 supplied quarters. Management reported: “Fiscal Second Quarter 2027 Key Financial Highlights • Total revenue of $632.2 million, a decline of 5.5% year-over-year, favorable to expectations, as market share gains and strong capture rates across most markets partially offset anticipated lower capture rates in select math markets; year-to-date revenue decline of 1.9% year-over-year, with leading indicators gaining momentum.” “We believe that we are well positioned to deliver accelerating revenue growth and continued margin expansion in fiscal year 2027 and beyond.”” Revenue was $434.162 million in 2026-Q3.
We believe that we are well positioned to deliver accelerating revenue growth and continued margin expansion in fiscal year 2027 and beyond.”
AI represents a genuine tailwind for our business, and our agentic strategy continues to progress, representing an opportunity for meaningful TAM expansion ahead.
Over the trailing year it converted 4.28x of net income into operating cash flow. Historically, Consumer Staples names rated robust grew net income 68% of the time over the next year (vs 49% for the rest of the cohort, n=1558).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
15 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Staples names rated volatile grew net income 55% of the time over the next year (vs 57% for the rest of the cohort, n=1973).
Not investment advice. As of 2026-11-05.
““McGraw Hill has established an early-mover advantage as one of the first education companies to advance an agentic AI strategy to connect our trusted proprietary educational content directly to Micr…”
“AI represents a genuine tailwind for our business, and our agentic strategy continues to progress, representing an opportunity for meaningful TAM expansion ahead.”
“Fiscal Second Quarter 2027 Key Financial Highlights • Total revenue of $632.2 million, a decline of 5.5% year-over-year, favorable to expectations, as market share gains and strong capture rates acro…”
“We believe that we are well positioned to deliver accelerating revenue growth and continued margin expansion in fiscal year 2027 and beyond.””