Narrative Update • Sep 03

Over the last 7 days, the Education Services industry has dropped 6.6%, driven by a pullback from IDP Education of 12%. However, the industry is down 65% over the past year. As for the next few years, earnings are expected to grow by 48% per annum.
Has the Australian Education Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 12 Sep 2026 | AU$892.1m | AU$2.2b | -AU$351,840,866.00 | 12.8x | -2.5x | 0.4x |
| Mon, 10 Aug 2026 | AU$1.1b | AU$2.3b | -AU$286,701,000.00 | 15.1x | -3.9x | 0.5x |
| Wed, 08 Jul 2026 | AU$1.1b | AU$2.3b | -AU$286,701,000.00 | 10.4x | -3.8x | 0.5x |
| Fri, 05 Jun 2026 | AU$1.0b | AU$2.3b | -AU$286,701,000.00 | 11.5x | -3.6x | 0.4x |
| Sun, 03 May 2026 | AU$1.4b | AU$2.3b | -AU$286,701,000.00 | 12.7x | -4.9x | 0.6x |
| Tue, 31 Mar 2026 | AU$1.6b | AU$2.3b | -AU$286,701,000.00 | 12.5x | -5.5x | 0.7x |
| Thu, 26 Feb 2026 | AU$2.0b | AU$2.3b | -AU$257,031,000.00 | 12.2x | -7.8x | 0.9x |
| Sat, 24 Jan 2026 | AU$2.7b | AU$2.3b | AU$115.2m | 13.2x | 23.8x | 1.2x |
| Mon, 22 Dec 2025 | AU$2.7b | AU$2.3b | AU$115.2m | 14.2x | 23.4x | 1.1x |
| Wed, 19 Nov 2025 | AU$2.5b | AU$2.3b | AU$115.2m | 12.4x | 21.3x | 1x |
| Fri, 17 Oct 2025 | AU$3.0b | AU$2.3b | AU$115.2m | 13.1x | 26.2x | 1.3x |
| Sun, 14 Sep 2025 | AU$2.6b | AU$2.3b | AU$115.2m | 13.3x | 22.5x | 1.1x |
| Tue, 12 Aug 2025 | AU$2.5b | AU$2.4b | AU$79.3m | 14.4x | 31.5x | 1x |
| Thu, 10 Jul 2025 | AU$2.3b | AU$2.4b | AU$79.3m | 14x | 29.1x | 1x |
| Sat, 07 Jun 2025 | AU$2.4b | AU$2.4b | AU$79.3m | 13.6x | 29.8x | 1x |
| Mon, 05 May 2025 | AU$4.0b | AU$2.4b | AU$75.3m | 14.5x | 53.3x | 1.7x |
| Wed, 02 Apr 2025 | AU$4.1b | AU$2.4b | AU$75.3m | 14.6x | 55x | 1.7x |
| Fri, 28 Feb 2025 | AU$4.6b | AU$2.5b | AU$111.8m | 18.6x | 41.1x | 1.8x |
| Sun, 26 Jan 2025 | AU$5.1b | AU$2.5b | AU$88.8m | 17.5x | 57.4x | 2x |
| Tue, 24 Dec 2024 | AU$4.8b | AU$2.5b | AU$88.8m | 17.5x | 54.4x | 1.9x |
| Thu, 21 Nov 2024 | AU$5.2b | AU$2.5b | AU$87.7m | 17.5x | 59.5x | 2.1x |
| Sat, 19 Oct 2024 | AU$5.4b | AU$2.5b | AU$87.7m | 17.3x | 61.6x | 2.2x |
| Mon, 16 Sep 2024 | AU$6.0b | AU$2.5b | AU$87.9m | 17x | 67.8x | 2.4x |
| Wed, 14 Aug 2024 | AU$5.9b | AU$2.7b | AU$182.4m | 14.9x | 32.4x | 2.2x |
| Fri, 12 Jul 2024 | AU$5.7b | AU$2.7b | AU$183.0m | 14.3x | 31x | 2.1x |
| Sun, 09 Jun 2024 | AU$6.0b | AU$2.7b | AU$182.7m | 14.4x | 32.8x | 2.2x |
| Tue, 07 May 2024 | AU$6.2b | AU$2.7b | AU$169.1m | 17.3x | 36.4x | 2.3x |
| Thu, 04 Apr 2024 | AU$6.5b | AU$2.7b | AU$168.7m | 17x | 38.5x | 2.4x |
| Sat, 02 Mar 2024 | AU$7.1b | AU$2.7b | AU$168.7m | 18.3x | 42x | 2.6x |
| Mon, 29 Jan 2024 | AU$7.1b | AU$2.6b | AU$137.1m | 36.8x | 51.8x | 2.8x |
| Wed, 27 Dec 2023 | AU$7.4b | AU$2.6b | AU$138.2m | 37.9x | 53.5x | 2.9x |
| Fri, 24 Nov 2023 | AU$7.8b | AU$2.6b | AU$135.4m | 38.1x | 57.6x | 3x |
| Sun, 22 Oct 2023 | AU$7.7b | AU$2.6b | AU$134.0m | 40.2x | 57.7x | 3x |
| Tue, 19 Sep 2023 | AU$8.6b | AU$2.6b | AU$134.8m | 45.5x | 63.5x | 3.3x |
63.5x
How does Australian Education Services compare with similar industries?
| AU Market | -2.94% | |
| Consumer Discretionary | -4.85% | |
| Consumer Services | -6.55% | |
| Education Services | -6.62% | |
| Specialized Consumer Services | -6.43% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3PL 3P Learning | AU$0.33 | 3.2% +AU$2.7m | -49.6% | PE9x | |
| AKG Academies Australasia Group | AU$0.06 | 15.4% +AU$1.0m | -50.0% | PS0.2x | |
| KME Kip McGrath Education Centres | AU$0.73 | 1.4% +AU$524.9k | 25.6% | PE16.5x |