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U.S. Education Services Industry Analysis

UpdatedAug 29, 2026
DataAggregated Company Financials
Companies66
  • 7D2.5%
  • 3M9.3%
  • 1Y-16.5%
  • YTDn/a

Over the last 7 days, the Education Services industry has risen 2.6%, driven by gains in New Oriental Education & Technology Group and Covista of 5.5% and 9.9%, respectively. However, the industry is down 19% over the past year. Looking forward, earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 29 Aug 2026US$63.7bUS$39.6bUS$3.4b16.6x18.9x1.6x
Mon, 27 Jul 2026US$60.6bUS$38.7bUS$2.6b16.2x22.9x1.6x
Wed, 24 Jun 2026US$59.7bUS$38.7bUS$2.7b16.5x22.5x1.5x
Fri, 22 May 2026US$61.4bUS$38.6bUS$2.7b16.5x23.1x1.6x
Sun, 19 Apr 2026US$67.0bUS$38.7bUS$2.7b17.8x24.9x1.7x
Tue, 17 Mar 2026US$62.1bUS$38.6bUS$2.7b17.6x22.9x1.6x
Thu, 12 Feb 2026US$66.2bUS$38.2bUS$3.1b17.4x21.6x1.7x
Sat, 10 Jan 2026US$69.8bUS$38.0bUS$3.0b19.2x23.1x1.8x
Mon, 08 Dec 2025US$68.5bUS$38.5bUS$3.0b16.3x23x1.8x
Wed, 05 Nov 2025US$70.2bUS$36.3bUS$2.6b15.4x26.8x1.9x
Fri, 03 Oct 2025US$78.8bUS$34.6bUS$2.3b21.7x33.7x2.3x
Sun, 31 Aug 2025US$76.0bUS$34.6bUS$2.4b20.8x32.2x2.2x
Tue, 29 Jul 2025US$74.9bUS$34.1bUS$1.5b18.6x50.2x2.2x
Thu, 26 Jun 2025US$82.0bUS$34.0bUS$1.5b19.8x55.5x2.4x
Sat, 24 May 2025US$85.3bUS$34.1bUS$1.5b19.4x58.1x2.5x
Mon, 21 Apr 2025US$70.5bUS$33.5bUS$1.4b18.9x49.6x2.1x
Wed, 19 Mar 2025US$73.9bUS$33.6bUS$1.6b20x45.3x2.2x
Fri, 14 Feb 2025US$80.7bUS$33.3bUS$964.0m19.5x83.7x2.4x
Sun, 12 Jan 2025US$71.1bUS$32.6bUS$833.3m19.9x85.3x2.2x
Tue, 10 Dec 2024US$74.9bUS$32.8bUS$817.9m19.2x91.6x2.3x
Thu, 07 Nov 2024US$69.5bUS$32.7bUS$1.1b18.8x63.8x2.1x
Sat, 05 Oct 2024US$68.2bUS$29.3bUS$673.8m18.4x101.3x2.3x
Mon, 02 Sep 2024US$62.2bUS$32.0bUS$700.2m20.1x88.8x1.9x
Wed, 31 Jul 2024US$64.5bUS$31.9bUS$987.4m18.6x65.4x2x
Fri, 28 Jun 2024US$63.2bUS$31.8bUS$986.2m17.1x64.1x2x
Sun, 26 May 2024US$65.8bUS$32.3bUS$994.6m20x66.2x2x
Tue, 23 Apr 2024US$64.7bUS$28.1bUS$656.0m18.3x98.7x2.3x
Thu, 21 Mar 2024US$69.1bUS$28.5bUS$549.1m18.7x125.8x2.4x
Sat, 17 Feb 2024US$68.1bUS$28.2bUS$411.5m20.3x165.4x2.4x
Mon, 15 Jan 2024US$76.5bUS$29.8bUS$296.8m19.7x257.9x2.6x
Wed, 13 Dec 2023US$78.0bUS$29.8bUS$275.0m20.9x283.5x2.6x
Fri, 10 Nov 2023US$67.5bUS$27.8bUS$71.4m20.3x945.6x2.4x
Sun, 08 Oct 2023US$63.5bUS$26.8bUS$102.4m16.9x620x2.4x
Tue, 05 Sep 2023US$63.7bUS$26.8bUS$111.1m18.6x573.5x2.4x
Price to Earnings Ratio

573.5x


Total Market Cap: US$63.7bTotal Earnings: US$111.1mTotal Revenue: US$26.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Education Services Industry Price to Earnings3Y Average 111.2x202420252026
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 18.8x which is lower than its 3-year average PE of 112x.
  • The 3-year average PS ratio of 2.1x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Education Services industry have grown 212% per year over the last three years.
  • Revenues for these companies have grown 14% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

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

US Market0.25%
Consumer Discretionary-0.33%
Consumer Services1.55%
Education Services2.50%
Specialized Consumer Services-0.32%
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
EDU New Oriental Education & Technology GroupUS$58.835.4%
+US$482.2m		22.6%PE19.7x
TAL TAL Education GroupUS$11.945.5%
+US$343.9m		12.4%PE7.3x
LAUR Laureate EducationUS$38.803.6%
+US$184.6m		41.2%PE16.6x
COUR CourseraUS$6.477.8%
+US$124.3m		-43.7%PS1.9x
LRN StrideUS$86.842.9%
+US$102.1m		-46.8%PE10.6x

Latest News

LOPE
US$151.19
Grand Canyon Education
7D
2.5%
1Y
-25.0%
UTI
US$21.31
Universal Technical Institute
7D
-4.7%
1Y
-19.9%
LRN
US$86.84
Stride
7D
2.9%
1Y
-46.8%
Seeking Alpha • Aug 24

Stride: Shaky Enrollment Drives A Cheaper Stock (Downgrade)

Summary Stride faces mounting uncertainty as enrollment and revenue declines worsen, prompting a reset to a 'Neutral' rating. LRN’s durable, scalable business model and 25% adjusted EBITDA margin offer structural profitability, but demographic headwinds threaten long-term growth. Heavy reliance on state funding introduces significant risk, with revenue per enrollee dependent on third-party budget decisions. In the current environment, I see better value opportunities elsewhere in software and recommend trimming LRN positions. Read the full article on Seeking Alpha
DAO
US$16.65
Youdao
7D
-9.2%
1Y
85.6%
Narrative Update • Aug 21

DAO: AI Profit Streak And Buyback Completion Will Eventually Disappoint

Analysts recently adjusted their price target for Youdao from $11.75 to $14.95, reflecting updated assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News for Youdao Youdao reported Q2 2026 net revenues that were 3.5% higher year over year, supported by momentum in learning and tutoring services.
CVSA
US$134.47
Covista
7D
1.6%
1Y
2.7%
KLC
US$2.60
KinderCare Learning Companies
7D
-5.5%
1Y
-63.8%
MH
US$13.22
McGraw Hill
7D
-0.6%
1Y
-9.0%
Narrative Update • Aug 15

MH: ROAR Integration And Buybacks Will Support Future Upside

Analysts have modestly raised their price target on McGraw Hill to $15.00 from $14.00, citing updated assumptions that reflect a lower discount rate, a profit margin figure of 11.91% and a future P/E of 13.82x, partly offset by a slightly lower revenue growth input of 1.96%. What’s in the News for McGraw Hill McGraw Hill announced the exclusive integration of ROAR, a research backed online literacy screener developed at the Stanford Graduate School of Education, into its K-12 literacy portfolio, strengthening links between assessment, instruction and intervention.
EDU
US$58.83
New Oriental Education & Technology Group
7D
5.4%
1Y
22.6%
Narrative Update • Aug 14

EDU: Cash Generation And Teacher Ecosystem Will Support Balanced Returns Outlook

Analysts have lifted their fair value estimate for New Oriental Education & Technology Group to $56.50, up from $53.35, citing recent price target increases and broader support for the company’s teacher led ecosystem model and shareholder return profile. Analyst Commentary Recent Street research on New Oriental Education & Technology Group highlights a mix of support for the teacher led ecosystem model and a more cautious tone around valuation, growth drivers, and overseas exposure.
LINC
US$25.43
Lincoln Educational Services
7D
-1.1%
1Y
35.2%
Analysis Article • Aug 13

Lincoln Educational Services Corporation Just Reported A Surprise Profit And Analysts Updated Their Estimates

One of the biggest stories of last week was how Lincoln Educational Services Corporation ( NASDAQ:LINC ) shares plunged...
COE
US$15.35
51Talk Online Education Group
7D
-6.6%
1Y
-56.8%
TAL
US$11.94
TAL Education Group
7D
5.5%
1Y
12.4%
Analysis Article • Aug 07

Statutory Earnings May Not Be The Best Way To Understand TAL Education Group's (NYSE:TAL) True Position

TAL Education Group ( NYSE:TAL ) recently released a strong earnings report, and the market responded by raising the...
LAUR
US$38.80
Laureate Education
7D
3.6%
1Y
41.2%
Narrative Update • Aug 07

LAUR: Raised Guidance And Ongoing Buybacks Will Support A Balanced Outlook

Analysts trimmed their price target on Laureate Education to $34.50 from $36.50, citing updated assumptions that reflect slightly lower revenue growth expectations, a modestly higher profit margin outlook, and a reduced future P/E multiple. What’s in the News for Laureate Education Laureate Education reported financial results for the second quarter and first half of 2026, with revenue, operating income, and net income described as higher than the prior year period.
COUR
US$6.47
Coursera
7D
7.8%
1Y
-43.7%
BFAM
US$74.81
Bright Horizons Family Solutions
7D
2.6%
1Y
-36.6%
Narrative Update • Aug 05

BFAM: Buybacks And Backup Care Will Support Future Upside Potential

Bright Horizons Family Solutions' analyst fair value estimate has been reduced from $105.00 to $99.00 as analysts factor in lower near term growth expectations and recent price target trims toward $68 and $88, which highlight headwinds in certain segments alongside relative resilience in backup care. Analyst Commentary Recent research on Bright Horizons Family Solutions has sent mixed signals, yet there are clear pockets of optimism that investors should understand.
GHC
US$1,161.13
Graham Holdings
7D
-0.5%
1Y
6.9%
YQ
US$2.07
17 Education & Technology Group
7D
-17.7%
1Y
5.4%