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U.S. Education Services Industry Analysis

UpdatedJul 15, 2026
DataAggregated Company Financials
Companies67
  • 7D-1.0%
  • 3M0.8%
  • 1Y-21.8%
  • YTDn/a

Over the last 7 days, the Education Services industry has remained flat, although notably TAL Education Group gained 4.3%. As for the longer term, the industry has declined 19% in the last year. Earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 15 Jul 2026US$65.0bUS$38.7bUS$2.7b17.5x24.4x1.7x
Fri, 12 Jun 2026US$62.3bUS$38.6bUS$2.6b16.8x23.6x1.6x
Sun, 10 May 2026US$63.4bUS$39.4bUS$3.0b17.2x21.3x1.6x
Tue, 07 Apr 2026US$64.2bUS$38.6bUS$2.7b18.2x23.9x1.7x
Thu, 05 Mar 2026US$62.2bUS$38.5bUS$2.8b16.3x22.6x1.6x
Sat, 31 Jan 2026US$68.2bUS$38.4bUS$3.1b16.3x21.9x1.8x
Mon, 29 Dec 2025US$69.0bUS$38.0bUS$3.0b18.9x23x1.8x
Wed, 26 Nov 2025US$65.6bUS$38.6bUS$3.0b16.4x22x1.7x
Fri, 24 Oct 2025US$80.9bUS$35.7bUS$2.5b22.7x32.8x2.3x
Sun, 21 Sep 2025US$77.2bUS$34.6bUS$2.4b21.9x32.6x2.2x
Tue, 19 Aug 2025US$77.3bUS$34.8bUS$2.2b20.6x34.8x2.2x
Thu, 17 Jul 2025US$76.5bUS$34.0bUS$1.5b19.3x51.8x2.2x
Sat, 14 Jun 2025US$82.6bUS$34.0bUS$1.5b19.3x55.8x2.4x
Mon, 12 May 2025US$85.3bUS$34.0bUS$1.4b19.7x59.4x2.5x
Wed, 09 Apr 2025US$68.2bUS$33.4bUS$1.4b17.6x47.4x2x
Fri, 07 Mar 2025US$75.1bUS$33.6bUS$1.5b20.3x49.4x2.2x
Sun, 02 Feb 2025US$76.5bUS$33.2bUS$947.3m18.9x80.8x2.3x
Tue, 31 Dec 2024US$71.6bUS$32.6bUS$829.2m19.2x86.3x2.2x
Thu, 28 Nov 2024US$73.8bUS$32.8bUS$876.6m19.1x84.2x2.3x
Sat, 26 Oct 2024US$67.2bUS$32.5bUS$898.1m18.8x74.8x2.1x
Mon, 23 Sep 2024US$63.2bUS$29.3bUS$651.5m19.2x97.1x2.2x
Wed, 21 Aug 2024US$63.7bUS$32.0bUS$777.6m19.7x81.9x2x
Fri, 19 Jul 2024US$64.1bUS$31.9bUS$978.5m18.3x65.5x2x
Sun, 16 Jun 2024US$62.3bUS$31.9bUS$988.7m17.6x63x2x
Tue, 14 May 2024US$68.1bUS$29.6bUS$937.4m18.8x72.7x2.3x
Thu, 11 Apr 2024US$68.5bUS$28.3bUS$644.9m19.6x106.1x2.4x
Sat, 09 Mar 2024US$68.3bUS$28.5bUS$534.0m18.4x127.9x2.4x
Mon, 05 Feb 2024US$75.1bUS$30.2bUS$416.7m19.5x180.3x2.5x
Wed, 03 Jan 2024US$75.3bUS$29.8bUS$294.0m20x256.3x2.5x
Fri, 01 Dec 2023US$75.3bUS$29.8bUS$297.2m19.8x253.3x2.5x
Sun, 29 Oct 2023US$63.1bUS$27.4bUS$277.2m16.7x227.8x2.3x
Tue, 26 Sep 2023US$61.2bUS$26.8bUS$144.8m17.6x422.8x2.3x
Thu, 24 Aug 2023US$61.2bUS$26.5bUS$120.4m17.8x508.1x2.3x
Sat, 22 Jul 2023US$58.9bUS$25.5b-US$371,521,730.0021.6x-158.4x2.3x
Price to Earnings Ratio

-158.4x


Total Market Cap: US$58.9bTotal Earnings: -US$371,521,730.00Total Revenue: US$25.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Education Services Industry Price to Earnings3Y Average 120.2x202420252026
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 24.2x which is lower than its 3-year average PE of 120x.
  • The 3-year average PS ratio of 2.1x is higher than the industry's current PS ratio of 1.7x.
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 15% 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 Market0.22%
Consumer Discretionary0.65%
Consumer Services-1.18%
Education Services-1.04%
Specialized Consumer Services-1.49%
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$49.593.7%
+US$283.3m		-2.9%PE18.8x
TAL TAL Education GroupUS$10.303.3%
+US$183.0m		-3.4%PE10.8x
DAO YoudaoUS$13.956.9%
+US$108.6m		57.1%PE164.8x
GHC Graham HoldingsUS$1.18k2.0%
+US$98.5m		31.2%PE17.2x
PRDO Perdoceo EducationUS$36.323.3%
+US$72.7m		23.8%PE13.4x

Latest News

MH
US$10.08
McGraw Hill
7D
-3.6%
1Y
n/a
CVSA
US$132.11
Covista
7D
-2.5%
1Y
12.1%
LGCY
US$12.30
Legacy Education
7D
9.1%
1Y
6.4%
GOTU
US$1.81
Gaotu Techedu
7D
2.8%
1Y
-54.6%
Narrative Update • Jul 10

GOTU: Share Repurchases And Rising Margins Will Support Future Upside

Analysts have revised their price target for Gaotu Techedu to $3.30 from $3.71 as they factor in updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News for Gaotu Techedu Gaotu Techedu issued earnings guidance for the second quarter of 2026, stating that total net revenues are expected to be between RMB 1,578 million and RMB 1,598 million, based on current company estimates.
LINC
US$53.51
Lincoln Educational Services
7D
-3.9%
1Y
134.7%
DUOL
US$128.35
Duolingo
7D
-2.7%
1Y
-66.1%
Seeking Alpha • Jul 09

Duolingo: Finally Time To Buy Amidst Conservative Estimates

Summary Duolingo is upgraded to a buy as the current valuation reflects an attractive entry point after a significant stock decline. Management's focus on user growth over monetization has slowed revenue acceleration, but DAUs rose 21% YoY to 56.5 million. DUOL maintains profitability on a GAAP basis, holds $1.4 billion in net cash, and repurchased $24 million in stock last quarter. Consensus growth estimates appear conservative; AI-driven product improvements and international expansion offer potential re-acceleration. Read the full article on Seeking Alpha
STRA
US$84.08
Strategic Education
7D
0.2%
1Y
6.3%
Seeking Alpha • Jul 09

Strategic Education: How Its Shift To B2B Makes It A Strong Buy

Summary Strategic Education is shifting from low-margin B2C to high-margin edtech, emphasizing employer-affiliated partnerships and recurring SaaS-like revenues. The ETS segment now generates 46% of operating income, with Workforce Edge and Sophia Learning driving 21% and 32% revenue growth, respectively, and margins reaching 47%. I assign STRA a Strong Buy rating with a $117/share target, reflecting a rerating opportunity as recurring tech segment profits rise and multiples approach SaaS peers. Key risks include regulatory changes, potential saturation in employer partnerships, and the need for continued growth in employer-affiliated student enrollments. Read the full article on Seeking Alpha
GHC
US$1,178.12
Graham Holdings
7D
2.0%
1Y
31.2%
BFAM
US$73.09
Bright Horizons Family Solutions
7D
-4.6%
1Y
-35.8%
Narrative Update • Jul 08

BFAM: Index Additions And Buybacks Will Support Long Term Upside Potential

Analysts have reduced their price target for Bright Horizons Family Solutions to $105 from $160, citing updated assumptions for slightly higher discount rates, more moderate revenue growth, slimmer profit margins, and a lower future P/E multiple. Analyst Commentary Recent research on Bright Horizons Family Solutions highlights a more cautious stance on valuation, even as analysts continue to see a viable long term story around the company’s early education and care platform.
TAL
US$10.30
TAL Education Group
7D
3.3%
1Y
-3.4%
PRDO
US$36.32
Perdoceo Education
7D
3.3%
1Y
23.8%
Seeking Alpha • Jul 03

Perdoceo Education Valuation Is Worth Learning More About (Rating Upgrade)

Summary Perdoceo Education Corporation is upgraded to 'strong buy' due to robust growth, improving profitability, and a deeply discounted valuation. Q1 2026 saw revenue rise to $221.7M and net income jump to $54M, with strength across all operating segments and growing enrollments. PRDO boasts a strong balance sheet with $680M in cash, no debt, and trades at lower multiples than peers, implying significant upside potential. Management guides FY26 EPS of $2.86–$2.97, expects continued enrollment growth, and sees USAHS materially contributing to future expansion. Read the full article on Seeking Alpha
UTI
US$46.65
Universal Technical Institute
7D
-8.9%
1Y
46.1%
LRN
US$86.88
Stride
7D
-4.6%
1Y
-35.4%
Narrative Update • Jul 02

LRN: Texas Contract Loss Will Create Opportunity For Future Enrollment Recovery

Analysts have raised their fair value estimate for Stride from $75.00 to $102.00, citing updated assumptions for revenue growth and future P/E. They also note contract losses in Texas, which some observers believe are already more than reflected in the recent share price reaction.
EDU
US$49.59
New Oriental Education & Technology Group
7D
3.7%
1Y
-2.9%
Narrative Update • Jun 30

EDU: Compelling Cash Generation And Buybacks Will Support Future Upside

Analysts have nudged their fair value estimate for New Oriental Education & Technology Group higher from $80.00 to $86.26, citing a still supportive growth and margin outlook, a higher assumed future P/E multiple of 25.29, and recent price target upgrades that highlight what they view as a compelling valuation profile for the stock. Analyst Commentary Recent research on New Oriental Education & Technology Group points to increasingly constructive sentiment, with several bullish analysts highlighting what they see as a compelling entry point given the stock's current valuation and execution track record.
LOPE
US$149.00
Grand Canyon Education
7D
-2.6%
1Y
-12.3%
DAO
US$13.95
Youdao
7D
6.9%
1Y
57.1%
Narrative Update • Jun 22

DAO: Lower Future P/E Will Expose Fragile Profitability Assumptions

Analysts have modestly trimmed their price target on Youdao to $5.55 from $5.72, citing updated assumptions for slightly higher revenue and profit margins, along with a lower future P/E multiple. What’s in the News for Youdao Youdao completed its share repurchase program announced on November 17, 2022, reaching a total of 7,500,000 shares bought back.