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U.S. Education Services Industry Analysis

UpdatedMar 14, 2026
DataAggregated Company Financials
Companies66
  • 7D0.3%
  • 3M-8.1%
  • 1Y-19.2%
  • YTDn/a

Over the last 7 days, the Education Services industry has remained flat, although notably Laureate Education gained 8.2%. As for the longer term, the industry has declined 16% in the last year. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 14 Mar 2026US$61.4bUS$38.5bUS$2.7b17.6x22.3x1.6x
Mon, 09 Feb 2026US$66.7bUS$38.2bUS$3.1b16.8x21.8x1.7x
Wed, 07 Jan 2026US$69.9bUS$38.0bUS$3.0b19.3x23.2x1.8x
Fri, 05 Dec 2025US$67.8bUS$38.6bUS$3.0b16.3x22.7x1.8x
Sun, 02 Nov 2025US$71.8bUS$36.3bUS$2.6b15.6x27.4x2x
Tue, 30 Sep 2025US$80.0bUS$34.6bUS$2.4b22.7x34x2.3x
Thu, 28 Aug 2025US$77.3bUS$34.6bUS$2.4b21.7x32.8x2.2x
Sat, 26 Jul 2025US$73.6bUS$34.1bUS$1.5b18.9x49.4x2.2x
Mon, 23 Jun 2025US$82.0bUS$34.1bUS$1.5b19.6x55.4x2.4x
Wed, 21 May 2025US$86.7bUS$34.1bUS$1.5b20.1x58.8x2.5x
Fri, 18 Apr 2025US$70.8bUS$33.5bUS$1.4b18.9x49.6x2.1x
Sun, 16 Mar 2025US$72.3bUS$33.6bUS$1.6b19.1x44.3x2.2x
Tue, 11 Feb 2025US$79.4bUS$33.2bUS$964.0m19.6x82.4x2.4x
Thu, 09 Jan 2025US$71.4bUS$32.6bUS$833.2m20x85.7x2.2x
Sat, 07 Dec 2024US$75.9bUS$32.8bUS$818.2m19.7x92.8x2.3x
Mon, 04 Nov 2024US$69.3bUS$32.6bUS$1.1b17.7x64.7x2.1x
Wed, 02 Oct 2024US$68.5bUS$29.3bUS$673.2m18.9x101.8x2.3x
Fri, 30 Aug 2024US$61.6bUS$32.1bUS$701.0m20.1x87.9x1.9x
Sun, 28 Jul 2024US$65.5bUS$31.9bUS$987.1m18.8x66.3x2.1x
Tue, 25 Jun 2024US$61.4bUS$31.8bUS$987.8m16.7x62.2x1.9x
Thu, 23 May 2024US$65.9bUS$29.7bUS$963.1m20.1x68.4x2.2x
Sat, 20 Apr 2024US$65.5bUS$28.2bUS$641.3m18.9x102.1x2.3x
Mon, 18 Mar 2024US$68.5bUS$28.5bUS$542.6m18.8x126.3x2.4x
Wed, 14 Feb 2024US$66.5bUS$28.1bUS$382.7m20.1x173.8x2.4x
Fri, 12 Jan 2024US$75.3bUS$29.8bUS$296.4m19.4x254x2.5x
Sun, 10 Dec 2023US$75.9bUS$29.8bUS$287.5m20.9x264.2x2.6x
Tue, 07 Nov 2023US$66.7bUS$27.8bUS$46.0m20.2x1451.8x2.4x
Thu, 05 Oct 2023US$63.5bUS$26.8bUS$103.1m16.9x616.1x2.4x
Sat, 02 Sep 2023US$63.7bUS$26.8bUS$111.1m18.6x573.4x2.4x
Mon, 31 Jul 2023US$62.8bUS$25.9b-US$137,957,883.0023.2x-454.9x2.4x
Wed, 28 Jun 2023US$55.4bUS$25.5b-US$373,045,364.0017.5x-148.5x2.2x
Fri, 26 May 2023US$55.9bUS$25.4b-US$231,582,290.0021.8x-241.6x2.2x
Sun, 23 Apr 2023US$57.8bUS$26.0b-US$765,392,661.0019.9x-75.5x2.2x
Tue, 21 Mar 2023US$55.1bUS$26.0b-US$948,744,223.0017.9x-58.1x2.1x
Price to Earnings Ratio

-58.1x


Total Market Cap: US$55.1bTotal Earnings: -US$948,744,223.00Total Revenue: US$26.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Education Services Industry Price to Earnings3Y Average 100.9x202420252026
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 22.4x which is lower than its 3-year average PE of 101x.
  • 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 Market-1.64%
Consumer Discretionary-2.59%
Consumer Services-0.79%
Education Services0.26%
Specialized Consumer Services-2.75%
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
LAUR Laureate EducationUS$34.268.2%
+US$369.7m		81.4%PE17.4x
TAL TAL Education GroupUS$11.134.6%
+US$298.1m		-16.3%PE24.3x
APEI American Public EducationUS$57.6628.1%
+US$231.1m		166.0%PE41.3x
EDU New Oriental Education & Technology GroupUS$53.872.3%
+US$191.0m		6.2%PE22.5x
CVSA CovistaUS$105.113.0%
+US$105.6m		8.0%PE14.3x

Latest News

CVSA
US$105.11
Covista
7D
3.0%
1Y
8.0%
APEI
US$57.66
American Public Education
7D
28.1%
1Y
166.0%
KLC
US$1.95
KinderCare Learning Companies
7D
-45.7%
1Y
-88.1%
LAUR
US$34.26
Laureate Education
7D
8.2%
1Y
81.4%
LINC
US$37.61
Lincoln Educational Services
7D
4.9%
1Y
152.9%
LOPE
US$163.97
Grand Canyon Education
7D
-1.5%
1Y
-2.9%

LOPE: Future Returns Will Rely On 2026 Service Revenue And EPS Guidance

Analysts have maintained their price target for Grand Canyon Education at $213, citing consistent views on fair value and only minor adjustments to the discount rate, long-term growth, margin, and P/E assumptions. What's in the News Issued 2026 full year guidance with expected Service revenue between US$1.17b and US$1.19b, Diluted EPS between US$9.55 and US$10.16, and an operating margin range of 27.5% to 28.8% (company guidance).
UTI
US$36.00
Universal Technical Institute
7D
2.9%
1Y
33.9%
BFAM
US$76.23
Bright Horizons Family Solutions
7D
-1.4%
1Y
-39.8%
LRN
US$84.36
Stride
7D
-2.8%
1Y
-30.5%

LRN: Future Earnings Multiple Will Rely On 2026 Guidance Execution

Analysts have trimmed their fair value estimate for Stride from about $111 to roughly $106, citing slightly more conservative assumptions on revenue growth, profit margins and the appropriate P/E multiple, while also acknowledging recent price target adjustments such as BMO Capital's $19 increase. Analyst Commentary Recent Street research on Stride includes a price target increase of $19 from BMO Capital.
DUOL
US$98.39
Duolingo
7D
-3.5%
1Y
-65.3%

Duolingo: Billion Dollar Business Hiding in Plain Sight

Duolingo just crossed $1 billion in revenue and delivered a 367% surge in net earnings — yet the stock trades at a trailing P/E of just 11x. For a market-leading EdTech platform with 50 million daily active users, that’s a number you’d normally associate with a slow-moving industrial company, not one of the most recognisable consumer brands on the planet.
EDU
US$53.87
New Oriental Education & Technology Group
7D
2.3%
1Y
6.2%

EDU: Higher Margins And Buybacks Will Support Future Upside Potential

Analysts have raised their price target on New Oriental Education & Technology Group by $4.20, citing updated assumptions around revenue growth, margins and discount rates. These changes modestly adjust their P/E outlook while keeping fair value unchanged at $80.00.
TAL
US$11.13
TAL Education Group
7D
4.6%
1Y
-16.3%

TAL: Share Buyback And Margin Outlook Will Support Future Upside

Analysts have lifted their price target on TAL Education Group to $15.65 from $14.46, citing updated assumptions that include a higher fair value estimate, a slightly adjusted discount rate, moderated revenue growth expectations, improved profit margin forecasts, and a lower future P/E multiple referenced in recent Street research. Analyst Commentary Bullish Takeaways Bullish analysts see the higher fair value estimate as reflecting improved confidence in TAL Education Group's ability to execute on its current business mix, even with moderated revenue growth assumptions baked into the model.
GHC
US$1,056.56
Graham Holdings
7D
-1.1%
1Y
13.2%
MH
US$13.59
McGraw Hill
7D
-4.2%
1Y
n/a
PRDO
US$35.78
Perdoceo Education
7D
4.0%
1Y
45.4%
PXED
US$27.44
Phoenix Education Partners
7D
-9.5%
1Y
n/a