Narrative Update • Jun 07

Over the last 7 days, the Education Services industry has dropped 7.9%, driven by IDP Education declining 11%. Meanwhile, Cluey actually outperformed within the industry, gaining 20% in the last week. Overall the industry is down 58% in 12 months. As for the next few years, earnings are expected to grow by 43% per annum.
Has the Australian Education Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 08 Jun 2026 | AU$1.0b | AU$2.3b | -AU$286,701,000.00 | 11.4x | -3.5x | 0.4x |
| Wed, 06 May 2026 | AU$1.3b | AU$2.3b | -AU$286,701,000.00 | 12.3x | -4.4x | 0.6x |
| Fri, 03 Apr 2026 | AU$1.7b | AU$2.3b | -AU$286,701,000.00 | 12.2x | -5.9x | 0.7x |
| Sun, 01 Mar 2026 | AU$2.0b | AU$2.3b | -AU$286,631,000.00 | 12.2x | -7x | 0.9x |
| Tue, 27 Jan 2026 | AU$2.7b | AU$2.3b | AU$115.2m | 13.2x | 23.8x | 1.2x |
| Thu, 25 Dec 2025 | AU$2.7b | AU$2.3b | AU$115.2m | 14.1x | 23.5x | 1.2x |
| Sat, 22 Nov 2025 | AU$2.4b | AU$2.3b | AU$115.2m | 12.4x | 20.7x | 1x |
| Mon, 20 Oct 2025 | AU$2.9b | AU$2.3b | AU$115.2m | 12.7x | 25.6x | 1.3x |
| Wed, 17 Sep 2025 | AU$2.7b | AU$2.3b | AU$115.2m | 13.4x | 23.2x | 1.1x |
| Fri, 15 Aug 2025 | AU$2.4b | AU$2.4b | AU$79.3m | 14.5x | 30.3x | 1x |
| Sun, 13 Jul 2025 | AU$2.2b | AU$2.4b | AU$79.3m | 13.3x | 28x | 0.9x |
| Tue, 10 Jun 2025 | AU$2.4b | AU$2.4b | AU$79.3m | 13.6x | 29.8x | 1x |
| Thu, 08 May 2025 | AU$4.0b | AU$2.4b | AU$75.3m | 14.1x | 53.6x | 1.7x |
| Sat, 05 Apr 2025 | AU$4.0b | AU$2.4b | AU$75.3m | 14.3x | 53x | 1.7x |
| Mon, 03 Mar 2025 | AU$4.4b | AU$2.4b | AU$82.7m | 16.1x | 52.7x | 1.8x |
| Wed, 29 Jan 2025 | AU$5.1b | AU$2.5b | AU$88.8m | 17.8x | 57.7x | 2.1x |
| Fri, 27 Dec 2024 | AU$5.0b | AU$2.5b | AU$88.8m | 17.3x | 55.8x | 2x |
| Sun, 24 Nov 2024 | AU$4.9b | AU$2.5b | AU$87.7m | 17.7x | 56.4x | 2x |
| Tue, 22 Oct 2024 | AU$5.4b | AU$2.5b | AU$87.7m | 17.3x | 61.8x | 2.2x |
| Thu, 19 Sep 2024 | AU$6.0b | AU$2.5b | AU$87.9m | 17.2x | 68.4x | 2.4x |
| Sat, 17 Aug 2024 | AU$6.0b | AU$2.7b | AU$182.4m | 14.8x | 32.8x | 2.2x |
| Mon, 15 Jul 2024 | AU$5.7b | AU$2.7b | AU$183.1m | 14.3x | 31.2x | 2.1x |
| Wed, 12 Jun 2024 | AU$6.0b | AU$2.7b | AU$182.7m | 14.4x | 32.8x | 2.2x |
| Fri, 10 May 2024 | AU$6.2b | AU$2.7b | AU$169.0m | 17.3x | 36.8x | 2.3x |
| Sun, 07 Apr 2024 | AU$6.5b | AU$2.7b | AU$169.0m | 17.2x | 38.4x | 2.4x |
| Tue, 05 Mar 2024 | AU$7.0b | AU$2.7b | AU$168.7m | 18.1x | 41.6x | 2.6x |
| Thu, 01 Feb 2024 | AU$7.1b | AU$2.6b | AU$137.1m | 37x | 52x | 2.8x |
| Sat, 30 Dec 2023 | AU$7.4b | AU$2.6b | AU$138.2m | 37.5x | 53.4x | 2.9x |
| Mon, 27 Nov 2023 | AU$7.8b | AU$2.6b | AU$135.6m | 41.7x | 57.2x | 3x |
| Wed, 25 Oct 2023 | AU$7.6b | AU$2.6b | AU$134.3m | 39.1x | 56.4x | 2.9x |
| Fri, 22 Sep 2023 | AU$8.2b | AU$2.6b | AU$134.7m | 43.8x | 61.1x | 3.2x |
| Sun, 20 Aug 2023 | AU$8.0b | AU$2.4b | AU$98.6m | 29.8x | 81.6x | 3.3x |
| Tue, 18 Jul 2023 | AU$8.2b | AU$2.4b | AU$99.1m | 29.8x | 82.2x | 3.4x |
| Thu, 15 Jun 2023 | AU$8.3b | AU$2.3b | AU$102.5m | 29.8x | 81.2x | 3.6x |
81.2x
How does Australian Education Services compare with similar industries?
| AU Market | -1.23% | |
| Consumer Discretionary | -1.31% | |
| Consumer Services | -7.15% | |
| Education Services | -7.92% | |
| Specialized Consumer Services | -5.96% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CLU Cluey | AU$0.006 | 20.0% +AU$411.7k | -92.3% | PS0.1x |