RE: Instructure Holdings Inc (INST)
Instructure Holdings Inc. is an education technology company. Instructure Holdings Inc. is based in SALT LAKE CITY. 35.89x PE; 2.6x BV; 0,9x Debt/equity; positive FCF 4 of the last 5 years
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My PerplexityAI had this to say:
Conduent (CNDT) and Instructure Holdings Inc. (INST) operate in similar spaces within the education technology sector, but they offer different services and focus on distinct aspects of learning solutions.Instructure Holdings Inc. (INST) is primarily known for its educational software development, particularly its Canvas Learning Management System (LMS), which is widely used by schools and universities worldwide. Instructure's focus is on providing a comprehensive learning platform for educational institutions.Conduent (CNDT), on the other hand, offers a broader range of business process outsourcing (BPO) solutions, including some learning and human capital services. While Conduent does provide learning management solutions, its offerings appear to be more focused on corporate learning and training rather than the academic sector that Instructure primarily serves.Specifically, Conduent offers:- Learning Management Solutions: Conduent provides flexible, scalable learning services that can be tailored to specific components or broader, multi-process outsourced learning solutions.
- Knowledge Connection: This is Conduent's SaaS learning platform that supports learning development, delivery, and analysis for both workforce and customer education.
- Human Capital Solutions: Conduent offers various services related to human resources and workforce management, including learning services as part of their portfolio.
While there may be some overlap in the learning management system (LMS) space, Conduent's offerings appear to be more oriented towards corporate training and business process solutions, whereas Instructure is primarily focused on educational institutions and academic learning platforms.In summary, while both companies operate in the broader education technology sector, they have different primary focuses and target markets, with Instructure being more specialized in academic LMS solutions and Conduent offering a wider range of business process and learning solutions for corporations.
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Could this be one of the Divisions CNDT Sells? Maybe KKR would be interested? KKR paid 31x earnings based on 2025 earnings of $0.75/share and a $23.60/share all cash offer.
Human Capital Solutions at CNDT
Learning Solutions Let’s move performance forward |
