Narrative Update • Jun 04

The Education Services industry is up 4.8% in the last week, with IDP Education up 6.8%. During this same period, the NextEd Group underperformed, falling 27%. However, the industry is down 56% over the past year. Looking forward, earnings are forecast to grow by 43% annually.
Has the Australian Education Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 13 Jun 2026 | AU$1.1b | AU$2.3b | -AU$286,701,000.00 | 11.1x | -3.7x | 0.5x |
| Mon, 11 May 2026 | AU$1.2b | AU$2.3b | -AU$286,701,000.00 | 12.5x | -4.3x | 0.5x |
| Wed, 08 Apr 2026 | AU$1.7b | AU$2.3b | -AU$286,701,000.00 | 12.1x | -5.9x | 0.7x |
| Fri, 06 Mar 2026 | AU$1.8b | AU$2.3b | -AU$286,701,000.00 | 12.8x | -6.4x | 0.8x |
| Sun, 01 Feb 2026 | AU$2.8b | AU$2.3b | AU$115.2m | 13.5x | 24.3x | 1.2x |
| Tue, 30 Dec 2025 | AU$2.7b | AU$2.3b | AU$115.2m | 14.4x | 23.2x | 1.1x |
| Thu, 27 Nov 2025 | AU$2.5b | AU$2.3b | AU$115.2m | 12x | 21.6x | 1.1x |
| Sat, 25 Oct 2025 | AU$2.8b | AU$2.3b | AU$115.2m | 12.8x | 24x | 1.2x |
| Mon, 22 Sep 2025 | AU$2.7b | AU$2.3b | AU$115.2m | 13.3x | 23.2x | 1.1x |
| Wed, 20 Aug 2025 | AU$2.5b | AU$2.4b | AU$79.3m | 14.4x | 32.1x | 1.1x |
| Fri, 18 Jul 2025 | AU$2.2b | AU$2.4b | AU$79.3m | 13.7x | 27.7x | 0.9x |
| Sun, 15 Jun 2025 | AU$2.4b | AU$2.4b | AU$79.3m | 13.4x | 29.8x | 1x |
| Tue, 13 May 2025 | AU$4.2b | AU$2.4b | AU$75.3m | 14.1x | 55.4x | 1.7x |
| Thu, 10 Apr 2025 | AU$3.7b | AU$2.4b | AU$75.3m | 14.1x | 49.7x | 1.6x |
| Sat, 08 Mar 2025 | AU$4.1b | AU$2.4b | AU$83.4m | 15.3x | 48.7x | 1.7x |
| Mon, 03 Feb 2025 | AU$5.3b | AU$2.5b | AU$88.8m | 18.1x | 59.4x | 2.1x |
| Wed, 01 Jan 2025 | AU$5.0b | AU$2.5b | AU$88.8m | 17x | 56.7x | 2x |
| Fri, 29 Nov 2024 | AU$5.1b | AU$2.5b | AU$87.7m | 17.7x | 58.6x | 2.1x |
| Sun, 27 Oct 2024 | AU$5.4b | AU$2.5b | AU$87.7m | 17.5x | 61.5x | 2.2x |
| Tue, 24 Sep 2024 | AU$5.9b | AU$2.5b | AU$87.9m | 17.2x | 66.7x | 2.3x |
| Thu, 22 Aug 2024 | AU$5.9b | AU$2.7b | AU$131.5m | 16.1x | 45x | 2.2x |
| Sat, 20 Jul 2024 | AU$5.7b | AU$2.7b | AU$182.9m | 15.1x | 31.1x | 2.1x |
| Mon, 17 Jun 2024 | AU$6.0b | AU$2.7b | AU$182.8m | 14.2x | 32.7x | 2.2x |
| Wed, 15 May 2024 | AU$6.1b | AU$2.7b | AU$169.1m | 17.8x | 36.1x | 2.3x |
| Fri, 12 Apr 2024 | AU$6.3b | AU$2.7b | AU$168.8m | 17.8x | 37.3x | 2.3x |
| Sun, 10 Mar 2024 | AU$7.0b | AU$2.7b | AU$169.0m | 17.7x | 41.5x | 2.6x |
| Tue, 06 Feb 2024 | AU$6.9b | AU$2.5b | AU$135.6m | 39x | 51x | 2.7x |
| Thu, 04 Jan 2024 | AU$7.3b | AU$2.6b | AU$137.9m | 37.1x | 52.8x | 2.8x |
| Sat, 02 Dec 2023 | AU$7.9b | AU$2.6b | AU$137.3m | 42.8x | 57.9x | 3.1x |
| Mon, 30 Oct 2023 | AU$7.7b | AU$2.6b | AU$134.2m | 40.7x | 57.3x | 3x |
| Wed, 27 Sep 2023 | AU$7.7b | AU$2.6b | AU$134.6m | 40.4x | 57.5x | 3x |
| Fri, 25 Aug 2023 | AU$8.9b | AU$2.5b | AU$119.8m | 29.8x | 74.4x | 3.5x |
| Sun, 23 Jul 2023 | AU$8.3b | AU$2.4b | AU$98.7m | 29.8x | 83.6x | 3.5x |
| Tue, 20 Jun 2023 | AU$8.5b | AU$2.3b | AU$102.9m | 29.8x | 82.4x | 3.6x |
82.4x
How does Australian Education Services compare with similar industries?
| AU Market | 1.68% | |
| Consumer Discretionary | 7.53% | |
| Consumer Services | 1.65% | |
| Education Services | 4.84% | |
| Specialized Consumer Services | -3.20% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| IEL IDP Education | AU$2.13 | 6.8% +AU$37.6m | -41.6% | PE600.7x | |
| GEM G8 Education | AU$0.15 | 11.1% +AU$11.6m | -87.2% | PS0.1x | |
| EDU EDU Holdings | AU$1.01 | 5.2% +AU$6.2m | 281.1% | PE8.5x | |
| 3PL 3P Learning | AU$0.27 | 5.0% +AU$3.4m | -59.5% | PE58.8x |