Adeia vs Skillsoft
Skillsoft is the larger business, with $513m of revenue in fiscal 2026 against $443m for Adeia (1.2 times as much). Adeia grew faster (17.9% against -3.5%). Adeia kept more of each dollar of sales as profit: a net margin of 25.1% against -27.3%.
| Latest fiscal year | AdeiaADEA, 2025 | SkillsoftSKIL, 2026 |
|---|---|---|
| Revenue | $443m | $513m |
| Revenue growth | 17.9% | -3.5% |
| Net income | $111m | −$140m |
| Operating margin | 39.5% | — |
| Net margin | 25.1% | -27.3% |
| Return on equity | 25.3% | — |
| Free cash flow | $156m | $23.3m |
| Cash | $73.1m | $94.1m |
| Total debt | $427m | $577m |
| Debt to equity | 88.8% | — |
| Dividend per share | $0.20 | — |
| Dividend yield | 1.0% | — |
| Share buybacks | $21.3m | $0 |
| Employees | 150 | 2,199 |
| Market value | $2.04bn | $42.5m |
| Price vs our value range | Below our value range | Below our value range |
| Moat score | 38 (Weak) | 50 (Moderate) |
| Insider trades, 12 months | 0 buys, 1 sales | 9 buys, 0 sales |