ThryvBarnes & Noble Education

Thryv vs Barnes & Noble Education

Thryv and Barnes & Noble Education are compared on this page to illuminate how their business models, financial performance, and market context differ. The overview remains neutral and accessible, out...

Which Baskets Do They Appear In?

Subscription Transparency Risks After FTC Action

Subscription Transparency Risks After FTC Action

Amazon's $2.5 billion settlement with the FTC over deceptive subscription practices has put a spotlight on the need for greater transparency in the industry. This regulatory shift creates an investment opportunity in companies that provide compliant and user-friendly subscription management and billing solutions.

Published: September 27, 2025

Explore Basket
Subscription Box Economy

Subscription Box Economy

Companies that have mastered recurring revenue are reshaping how we consume everything from entertainment to software. These carefully selected stocks represent businesses that have transformed one-time purchases into ongoing relationships, creating more predictable income and stronger customer loyalty.

Published: June 18, 2025

Explore Basket

Investment Analysis

Thryv

Thryv

THRY

Pros

  • Thryv has a leading small business marketing and sales software platform with expected organic SaaS growth near 20%.
  • The company demonstrated revenue growth, with quarterly revenue up 12.1% year-over-year in recent results.
  • Thryv maintains solid free cash flow generation supporting its operations and strategic investments.

Considerations

  • Recent earnings missed analyst expectations with an EPS of $0.13 versus $0.43 estimated, indicating profitability challenges.
  • The stock has experienced significant share dilution, with shares outstanding increasing over 16% year-over-year.
  • Thryv carries a notable debt-to-equity ratio of 1.17, which could pose financial risk under adverse conditions.

Pros

  • Barnes & Noble Education operates a diversified business model including physical and virtual bookstores, textbook rentals, digital courseware, and direct-to-student services.
  • The company has a broad product offering beyond textbooks, including collegiate apparel, technology products, and convenience items.
  • BNED provides integrated technology solutions for college bookstores, enhancing operational efficiency and customer service.

Considerations

  • Barnes & Noble Education exhibits negative earnings multiples, indicating ongoing profitability struggles and negative P/E ratios.
  • The company operates in a highly cyclical education market, exposing it to fluctuations in textbook demand and academic cycles.
  • Analyst consensus shows limited upside potential with modest fair value upside estimates compared to sector peers.

Why invest with Nemo?

Nemo Logo Fade
๐Ÿ†“

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

๐Ÿ”’

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

๐Ÿ’ฐ

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Comparisons

ThryvNIU

Thryv vs NIU

Thryv vs NIU: A stock comparison

ThryvEl Pollo Loco

Thryv vs El Pollo Loco

Thryv vs El Pollo Loco

ThryvMotorcar Parts of America

Thryv vs Motorcar Parts of America

Thryv vs Motorcar Parts of America

Frequently asked questions