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U.S. Education Services Industry Analysis

UpdatedApr 12, 2026
DataAggregated Company Financials
Companies65
  • 7D-2.1%
  • 3M-9.4%
  • 1Y-13.7%
  • YTDn/a

Over the last 7 days, the Education Services industry has dropped 2.1%, driven by a pullback from Duolingo of 6.7%. Overall the industry is down 14% in 12 months. Looking forward, earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

Has the U.S. Education Services Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 12 Apr 2026US$62.9bUS$38.7bUS$2.7b17.8x23.5x1.6x
Tue, 10 Mar 2026US$62.2bUS$38.6bUS$2.8b17.3x22.4x1.6x
Thu, 05 Feb 2026US$66.5bUS$38.2bUS$3.1b16.6x21.6x1.7x
Sat, 03 Jan 2026US$67.7bUS$38.0bUS$3.0b18.8x22.4x1.8x
Mon, 01 Dec 2025US$67.6bUS$38.7bUS$3.0b17.3x22.3x1.7x
Wed, 29 Oct 2025US$81.3bUS$35.7bUS$2.5b23x32.9x2.3x
Fri, 26 Sep 2025US$78.1bUS$34.6bUS$2.4b22.3x33.2x2.3x
Sun, 24 Aug 2025US$78.3bUS$34.8bUS$2.2b21.1x35.2x2.3x
Tue, 22 Jul 2025US$75.4bUS$34.0bUS$1.5b19.3x51.1x2.2x
Thu, 19 Jun 2025US$82.3bUS$34.1bUS$1.5b19.6x55.5x2.4x
Sat, 17 May 2025US$86.5bUS$34.1bUS$1.5b20.3x58.7x2.5x
Mon, 14 Apr 2025US$70.0bUS$33.5bUS$1.4b18.8x49x2.1x
Wed, 12 Mar 2025US$70.9bUS$33.6bUS$1.5b19x46.5x2.1x
Fri, 07 Feb 2025US$78.3bUS$33.2bUS$964.6m19.8x81.1x2.4x
Sun, 05 Jan 2025US$72.9bUS$32.6bUS$831.8m19.9x87.6x2.2x
Tue, 03 Dec 2024US$73.4bUS$32.7bUS$875.4m19.1x83.8x2.2x
Thu, 31 Oct 2024US$68.4bUS$32.5bUS$922.8m18.3x74.2x2.1x
Sat, 28 Sep 2024US$66.4bUS$29.3bUS$673.8m18.9x98.5x2.3x
Mon, 26 Aug 2024US$63.6bUS$32.1bUS$780.7m20.3x81.4x2x
Wed, 24 Jul 2024US$65.0bUS$31.9bUS$978.9m18.7x66.4x2x
Fri, 21 Jun 2024US$62.4bUS$31.8bUS$987.2m16.5x63.2x2x
Sun, 19 May 2024US$66.8bUS$29.7bUS$981.1m19x68.1x2.3x
Tue, 16 Apr 2024US$66.8bUS$28.2bUS$643.3m18.8x103.8x2.4x
Thu, 14 Mar 2024US$69.6bUS$28.5bUS$536.9m18.1x129.6x2.4x
Sat, 10 Feb 2024US$67.4bUS$28.1bUS$413.1m20.5x163.2x2.4x
Mon, 08 Jan 2024US$76.0bUS$29.8bUS$296.3m19.1x256.5x2.5x
Wed, 06 Dec 2023US$76.3bUS$29.8bUS$294.3m20.4x259.2x2.6x
Fri, 03 Nov 2023US$63.7bUS$27.7b-US$8,888,756.0019.4x-7168.7x2.3x
Sun, 01 Oct 2023US$63.5bUS$26.8bUS$104.4m17.2x608.4x2.4x
Tue, 29 Aug 2023US$61.1bUS$26.4bUS$122.3m17.8x500x2.3x
Thu, 27 Jul 2023US$60.1bUS$25.8b-US$153,333,598.0023.1x-392.2x2.3x
Sat, 24 Jun 2023US$54.6bUS$25.5b-US$373,859,445.0017.8x-146.1x2.1x
Mon, 22 May 2023US$55.7bUS$25.4b-US$233,230,151.0022.2x-238.8x2.2x
Wed, 19 Apr 2023US$57.3bUS$25.9b-US$962,898,453.0020.5x-59.5x2.2x
Price to Earnings Ratio

-59.5x


Total Market Cap: US$57.3bTotal Earnings: -US$962,898,453.00Total Revenue: US$25.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Education Services Industry Price to Earnings3Y Average 103.1x202420252026
Current Industry PE
  • Investors are pessimistic on the American Education Services industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 23.7x which is lower than its 3-year average PE of 103x.
  • The 3-year average PS ratio of 2.2x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • Total earnings for the Education Services industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 14% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Comparison

How does U.S. Education Services compare with similar industries?

US Market3.38%
Consumer Discretionary5.14%
Consumer Services-1.59%
Education Services-2.11%
Specialized Consumer Services-0.55%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
GHC Graham HoldingsUS$1.10k3.9%
+US$178.0m		21.1%PE16.5x
EDU New Oriental Education & Technology GroupUS$56.890.8%
+US$74.8m		32.2%PE23.8x
KLC KinderCare Learning CompaniesUS$2.8918.9%
+US$54.4m		-73.8%PS0.1x
DAO YoudaoUS$9.723.3%
+US$37.1m		43.2%PE73.9x
LRN StrideUS$90.210.6%
+US$24.0m		-33.1%PE11.9x

Latest News

AFYA
US$15.07
Afya
7D
0.7%
1Y
-14.9%
MH
US$13.16
McGraw Hill
7D
-4.2%
1Y
n/a

McGraw-Hill: The EdTech Sleeping Giant

Apr 11
PRDO
US$35.38
Perdoceo Education
7D
-5.7%
1Y
37.0%
APEI
US$58.39
American Public Education
7D
1.3%
1Y
148.4%

APEI: Q4 Execution And 2026 Guidance Will Frame Balanced Fair Outlook

Analysts have lifted their average price targets on American Public Education by roughly $7 to the high $50s range, pointing to stronger than expected Q4 results, resilient enrollment trends, and improved margin expectations as key drivers of the shift. Analyst Commentary Recent research updates cluster around the view that American Public Education delivered stronger than expected Q4 execution, which is feeding into higher valuation frameworks and higher price targets across the Street.
GHC
US$1,101.85
Graham Holdings
7D
3.9%
1Y
21.1%
TAL
US$11.00
TAL Education Group
7D
-1.8%
1Y
14.6%
BFAM
US$80.45
Bright Horizons Family Solutions
7D
-4.0%
1Y
-31.4%

BFAM: Employer Childcare Demand And Ongoing Buybacks Will Support Future Upside

Analysts have trimmed their average price target on Bright Horizons Family Solutions to $100, with reductions from several firms reflecting more muted guidance. They still point to corporate childcare as a useful hiring and retention tool in a tight labor market.
PXED
US$27.90
Phoenix Education Partners
7D
-11.0%
1Y
n/a
CVSA
US$112.04
Covista
7D
-5.0%
1Y
8.0%

Health Care Workforce Shortages And Digital Learning Will Support This Bullish Long Term Thesis

Catalysts About Covista Covista provides higher education programs focused on health care and related professional fields. What are the underlying business or industry changes driving this perspective?
DUOL
US$90.03
Duolingo
7D
-6.7%
1Y
-72.7%
LRN
US$90.21
Stride
7D
0.6%
1Y
-33.1%

LRN: Future Earnings Multiple Will Depend On 2026 Guidance And Buybacks

Analysts raised their price target on Stride by $19 to reflect updated assumptions on discount rates and future P/E. They cited recent research that supports a slightly more constructive risk and valuation profile.
DAO
US$9.72
Youdao
7D
3.3%
1Y
43.2%

DAO: Citi Upgrade And Completed Buyback Will Support Future Upside Potential

Analysts have trimmed their price target on Youdao from about $16.59 to about $14.93, citing updated views on discount rates, revenue growth, profit margins and future P/E assumptions reflected in recent research. Analyst Commentary Recent research commentary frames the trimmed price target for Youdao within a still supportive backdrop, with some readers likely to focus on where the more optimistic voices see potential upside.
EDU
US$56.89
New Oriental Education & Technology Group
7D
0.8%
1Y
32.2%

EDU: Margin Discipline And Buybacks Will Support Higher Forward Earnings Multiple

Analysts have lifted their price target on New Oriental Education & Technology Group by $4.20, citing updated valuation work and recent supportive research that reflects slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target as reflecting updated work on valuation inputs, including discount rate assumptions and future P/E levels that they see as more in line with current research.
LOPE
US$166.52
Grand Canyon Education
7D
-2.8%
1Y
-3.4%
LGCY
US$13.60
Legacy Education
7D
8.3%
1Y
120.1%
KLC
US$2.89
KinderCare Learning Companies
7D
18.9%
1Y
-73.8%