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U.S. Education Services Industry Analysis

UpdatedFeb 25, 2026
DataAggregated Company Financials
Companies68
  • 7D0.4%
  • 3M-4.7%
  • 1Y-23.8%
  • YTDn/a

In the last week, the Education Services industry is down 1.4% with TAL Education Group down the most at 5.8%. Meanwhile, Bright Horizons Family Solutions actually outperformed within the industry, gaining 6.7% in the last week. Overall the industry is down 27% in 12 months. 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
Wed, 25 Feb 2026US$61.7bUS$38.4bUS$3.2b17.2x19.6x1.6x
Fri, 23 Jan 2026US$67.7bUS$38.0bUS$3.0b17.6x22.7x1.8x
Sun, 21 Dec 2025US$68.8bUS$38.0bUS$3.0b18.4x22.9x1.8x
Tue, 18 Nov 2025US$67.7bUS$38.6bUS$3.0b15.7x22.8x1.8x
Thu, 16 Oct 2025US$78.3bUS$35.7bUS$2.5b21.9x31.8x2.2x
Sat, 13 Sep 2025US$79.2bUS$34.6bUS$2.4b23.5x33.5x2.3x
Mon, 11 Aug 2025US$77.8bUS$34.7bUS$2.2b18.7x35.4x2.2x
Wed, 09 Jul 2025US$77.7bUS$34.1bUS$1.5b19.2x52.6x2.3x
Fri, 06 Jun 2025US$85.3bUS$34.1bUS$1.5b20.1x58.1x2.5x
Sun, 04 May 2025US$82.9bUS$33.8bUS$1.4b20.7x59.9x2.4x
Tue, 01 Apr 2025US$73.7bUS$33.5bUS$1.4b18.7x51x2.2x
Thu, 27 Feb 2025US$78.3bUS$33.5bUS$1.5b19.8x50.8x2.3x
Sat, 25 Jan 2025US$72.9bUS$33.1bUS$885.0m19.5x82.3x2.2x
Mon, 23 Dec 2024US$71.2bUS$32.8bUS$830.8m18.8x85.7x2.2x
Wed, 20 Nov 2024US$68.8bUS$32.7bUS$931.4m18.2x73.9x2.1x
Fri, 18 Oct 2024US$67.9bUS$31.8bUS$724.9m19.4x93.6x2.1x
Sun, 15 Sep 2024US$60.3bUS$29.2bUS$656.2m19.3x91.9x2.1x
Tue, 13 Aug 2024US$61.8bUS$32.0bUS$765.2m19.2x80.8x1.9x
Thu, 11 Jul 2024US$63.2bUS$31.8bUS$979.8m17.6x64.5x2x
Sat, 08 Jun 2024US$64.5bUS$32.3bUS$1.0b19.6x64.5x2x
Mon, 06 May 2024US$69.2bUS$29.5bUS$864.3m18.9x80.1x2.3x
Wed, 03 Apr 2024US$67.8bUS$28.3bUS$580.3m19.6x116.9x2.4x
Fri, 01 Mar 2024US$69.0bUS$28.5bUS$475.0m18.7x145.2x2.4x
Sun, 28 Jan 2024US$76.8bUS$30.2bUS$373.9m20.5x205.5x2.5x
Tue, 26 Dec 2023US$77.0bUS$29.8bUS$294.9m20.8x261.1x2.6x
Thu, 23 Nov 2023US$71.2bUS$29.4bUS$166.2m20.3x428.2x2.4x
Sat, 21 Oct 2023US$62.9bUS$26.8bUS$100.8m16.2x623.8x2.3x
Mon, 18 Sep 2023US$62.5bUS$26.8bUS$146.1m17.5x427.5x2.3x
Wed, 16 Aug 2023US$59.8bUS$26.4bUS$114.8m17.4x521.3x2.3x
Fri, 14 Jul 2023US$59.3bUS$25.5b-US$372,413,019.0019.5x-159.1x2.3x
Sun, 11 Jun 2023US$57.5bUS$25.5b-US$279,576,347.0021.4x-205.6x2.3x
Tue, 09 May 2023US$55.7bUS$25.3b-US$238,433,031.0021.1x-233.7x2.2x
Thu, 06 Apr 2023US$56.2bUS$25.9b-US$960,507,338.0019.1x-58.5x2.2x
Sat, 04 Mar 2023US$60.2bUS$26.0b-US$956,352,794.0018.8x-62.9x2.3x
Price to Earnings Ratio

-62.9x


Total Market Cap: US$60.2bTotal Earnings: -US$956,352,794.00Total Revenue: US$26.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Education Services Industry Price to Earnings3Y Average 99.6x202420252026
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 19.9x which is lower than its 3-year average PE of 99x.
  • 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 Market0.50%
Consumer Discretionary0.77%
Consumer Services0.38%
Education Services0.40%
Specialized Consumer Services0.34%
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
UTI Universal Technical InstituteUS$34.6911.7%
+US$199.7m		27.8%PE35.5x
EDU New Oriental Education & Technology GroupUS$60.111.9%
+US$176.7m		26.3%PE25.1x
LINC Lincoln Educational ServicesUS$35.4517.7%
+US$168.2m		100.7%PE56.1x
DAO YoudaoUS$10.2610.2%
+US$113.6m		7.0%PE78.7x
CVSA CovistaUS$99.592.0%
+US$68.3m		-2.3%PE13.5x

Latest News

GHC
US$1,067.83
Graham Holdings
7D
-1.5%
1Y
9.8%
CVSA
US$99.59
Covista
7D
2.0%
1Y
-2.3%
MH
US$13.24
McGraw Hill
7D
-2.4%
1Y
n/a
PRDO
US$32.56
Perdoceo Education
7D
1.9%
1Y
25.8%
LINC
US$35.45
Lincoln Educational Services
7D
17.7%
1Y
100.7%
BFAM
US$71.64
Bright Horizons Family Solutions
7D
1.1%
1Y
-44.2%

BFAM: Corporate Childcare Demand Will Support Future Upside Despite Muted Guidance

Analysts have trimmed their price targets on Bright Horizons Family Solutions, with our fair value estimate moving from about $127.33 to $97.11. This reflects more muted guidance and updated assumptions for growth, margins, discount rate, and future P/E, even as corporate-sponsored childcare remains a focus in recent research.
LRN
US$82.84
Stride
7D
-1.7%
1Y
-38.5%

LRN: Future Revenue Guidance Execution Will Support Higher Earnings Multiple

Analysts have raised their price target on Stride by $19, citing updated views on fair value, discount rates, revenue growth, profit margins, and future P/E assumptions as supporting factors. Analyst Commentary Analysts lifting their price target on Stride by $19 are pointing to a mix of valuation adjustments and refreshed assumptions around the business model.
LAUR
US$33.49
Laureate Education
7D
-4.6%
1Y
70.0%
DAO
US$10.26
Youdao
7D
10.2%
1Y
7.0%

DAO: Citi Upgrade And Completed Buyback Will Support Higher Future Earnings Multiple

Narrative Update: Youdao Analyst Price Target Shift Analysts have nudged their fair value estimate for Youdao to $11.75 from $11.59, reflecting updated views on revenue growth, profit margin, and future P/E assumptions following recent research such as the upgrade highlighted by Citi. Analyst Commentary Recent research behind the fair value adjustment to US$11.75 points to a mix of optimism about Youdao’s execution potential and caution around how consistently that potential can translate into earnings and valuation support.
COUR
US$6.30
Coursera
7D
2.8%
1Y
-22.4%

COUR: Reset Expectations Will Support Long-Term Earnings Power And Margin Expansion

The analyst price target for Coursera has been reduced by about $1.18, as analysts reflect updated assumptions around fair value, discount rates, growth, margins, and a lower future P/E multiple following a series of recent target cuts across major firms. Analyst Commentary Recent Street research shows a cluster of price target cuts on Coursera, including reductions of $2 to $3 from JPMorgan, Goldman Sachs and several other firms.
DUOL
US$109.43
Duolingo
7D
-2.4%
1Y
-71.6%
KLC
US$3.72
KinderCare Learning Companies
7D
-14.1%
1Y
-81.6%
LOPE
US$156.83
Grand Canyon Education
7D
-6.5%
1Y
-12.6%
EDU
US$60.11
New Oriental Education & Technology Group
7D
1.9%
1Y
26.3%

EDU: Elevated Expectations Around New Offerings Will Expose Execution Risks

Analysts have raised their price target for New Oriental Education & Technology Group to $51.33 from $38.90, citing updated assumptions around revenue growth, profit margins and future P/E that they say are now more in line with recent Street research from major banks. Analyst Commentary Recent Street research highlights a mix of optimism and caution around New Oriental Education & Technology Group, with some analysts focusing on upside scenarios while others flag execution and valuation risks at the updated US$51.33 price target.
TAL
US$10.96
TAL Education Group
7D
0.6%
1Y
-18.0%

TAL: Future Execution Will Rely On Margins And Share Repurchases

Analysts have nudged their fair value estimate for TAL Education Group from $11.54 to about $11.91, citing updated assumptions on revenue growth, profit margins, the discount rate, and future P/E multiples following recent research, including the latest upgrade from Macquarie. Analyst Commentary While the fair value estimate has moved slightly higher, some research commentary still highlights risks that readers should keep in mind when thinking about TAL Education Group's valuation and execution.
UTI
US$34.69
Universal Technical Institute
7D
11.7%
1Y
27.8%