IDP Education (IEL) Stock Overview
Provides student placement services in Asia, Australasia, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 3/6 |
| Past Performance | 0/6 |
| Financial Health | 4/6 |
| Dividends | 3/6 |
IEL Community Fair Values
Create NarrativeSee what 57 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
IDP Education
68.0% undervalued intrinsic discount
IDP Education Limited (ASX: IEL) - A contrarian Review
View narrativeAN
Updated 20 Aug
IDP Education Limited Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | AU$1.49 |
| 52 Week High | AU$6.74 |
| 52 Week Low | AU$1.51 |
| Beta | 0.74 |
| 1 Month Change | -30.70% |
| 3 Month Change | -34.07% |
| 1 Year Change | -73.63% |
| 3 Year Change | -93.88% |
| 5 Year Change | -95.28% |
| Change since IPO | -56.18% |
Recent News & Updates
Analysis Article • Aug 26
Bearish: Analysts Just Cut Their IDP Education Limited (ASX:IEL) Revenue and EPS estimates
Market forces rained on the parade of IDP Education Limited ( ASX:IEL ) shareholders today, when the analysts...
Narrative Update • Aug 21
IEL: Share Buyback Will Drive Future Re Rating After Index Removal
Analysts have revised their price target on IDP Education to reflect a lower assessed fair value of A$3.18 per share, compared with the previous A$4.21. The revision is guided by updated views on revenue growth, profit margins and future P/E assumptions.
Narrative Update • Aug 20
IDP Education (ASX: IEL) — FY26 result, a 26% haircut, and the question that actually matters
Posted 20 August 2026. Disclosure at the bottom — I hold this, I'm underwater on it, read accordingly.Recent updates
Analysis Article • Aug 26
Bearish: Analysts Just Cut Their IDP Education Limited (ASX:IEL) Revenue and EPS estimates
Market forces rained on the parade of IDP Education Limited ( ASX:IEL ) shareholders today, when the analysts...Narrative Update • Aug 21
IEL: Share Buyback Will Drive Future Re Rating After Index Removal
Analysts have revised their price target on IDP Education to reflect a lower assessed fair value of A$3.18 per share, compared with the previous A$4.21. The revision is guided by updated views on revenue growth, profit margins and future P/E assumptions.Narrative Update • Aug 20
IDP Education (ASX: IEL) — FY26 result, a 26% haircut, and the question that actually matters
Posted 20 August 2026. Disclosure at the bottom — I hold this, I'm underwater on it, read accordingly.Narrative Update • Jul 13
IEL: Share Buyback Will Support Future Re Rating Despite Index Removal
Analysts have trimmed their price target on IDP Education to A$4.21 from A$4.85, citing slightly higher discount rates, more measured revenue growth assumptions, modestly softer profit margin expectations, and a lower future P/E multiple in their refreshed models. What's in the News for IDP Education The Board of Directors of IDP Education authorized a share buyback plan on June 19, 2026, according to a buyback transaction announcement.Narrative Update • Jun 22
IEL: Share Buyback And Student Volume Recovery Will Support Re Rating
Analysts have revised their price target on IDP Education to A$4.85 from A$6.34, reflecting updated assumptions for revenue growth, profit margins and future P/E multiples. What’s in the News for IDP Education IDP Education announced a share repurchase program authorizing the company to buy back up to A$50 million of its shares, with the program running through June 30, 2027.New Narrative • Jun 09
IDP Education Limited (ASX: IEL) - A contrarian Review
THE THESIS The market is pricing terminal decline into a franchise that is still taking price. That is the contrarian opportunity.Narrative Update • Jun 07
IEL: Student Volume Recovery Will Eventually Support A Re Rating
Analysts have trimmed their fair value estimate for IDP Education from A$6.80 to A$6.34 as they factor in a slightly higher discount rate, a modestly lower revenue growth outlook, a small improvement in profit margins, and a reduced forward P/E assumption. What's in the News IDP Education shares recently reached their lowest level since 2016, according to Macquarie research coverage.Narrative Update • Apr 29
IEL: Student Volume Recovery And 2026 Distribution Will Support Re Rating
The Street price target for IDP Education has been reset to A$4.90, with analysts citing uncertainty in student volumes and a slightly higher implied discount rate and forward P/E as key factors behind the updated view. Analyst Commentary Recent Street research on IDP Education reflects a mixed stance, with the A$4.90 price target anchoring views around both execution risk and potential upside if student flows stabilise.Narrative Update • Apr 15
IEL: Student Volume Recovery And 2026 Distribution Will Rebuild Market Confidence
Analysts have kept their fair value assumptions steady. Reflecting a slightly lower discount rate and tweaked forward P/E inputs alongside mixed recent research views, they have modestly adjusted their IDP Education price target from A$4.90 to A$4.90, maintaining a neutral tone on near term student volume uncertainty.Narrative Update • Mar 31
IEL: Student Volume Recovery And 2026 Dividend Payout Will Restore Market Confidence
Analysts have trimmed their fair value estimate for IDP Education, nudging the implied price target slightly lower to around A$6.80. This reflects a modestly higher discount rate, slightly adjusted revenue growth and profit margin assumptions, and a small reset in future P/E expectations in light of recent, mixed broker research, including a Neutral resumption at A$4.90.Narrative Update • Mar 16
IEL: Student Volume Recovery And Dividend Payout Will Support Renewed Market Confidence
Analysts have nudged their price target on IDP Education slightly higher to A$6.85 from A$6.80. This adjustment reflects small refinements to fair value, discount rate, growth and margin assumptions in light of mixed recent research, including renewed Neutral coverage and lingering caution around student volume uncertainty.Narrative Update • Mar 02
IEL: Neutral Re-Rating And Dividend Continuation Will Support Renewed Market Confidence
Analysts have trimmed their aggregate price target on IDP Education by about A$0.85 per share. This reflects updated views on fair value, discount rates, growth and margins, along with mixed recent research that highlights both cautious near term student volume expectations and a resumed Neutral stance at A$4.90.Analysis Article • Jan 29
IDP Education (ASX:IEL) Could Be Struggling To Allocate Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Analysis Article • Jan 14
IDP Education Limited's (ASX:IEL) Intrinsic Value Is Potentially 79% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, IDP Education fair value estimate is AU$10.69 IDP Education is...Narrative Update • Dec 15
IEL: Index Repositioning And Margin Outlook Will Support Renewed Market Confidence
Analysts have nudged their price target on IDP Education modestly higher to reflect slightly improved profit margin assumptions and a marginally increased fair value estimate, despite slightly softer expectations for revenue growth and a lower future P/E multiple. What's in the News IDP Education Limited was dropped from the FTSE All-World Index (USD), signaling a rebalancing away from the stock by that global benchmark (index announcement).Narrative Update • Dec 01
IEL: Index Changes and Outlook Will Drive Renewed Market Confidence
Analysts have slightly raised their price target for IDP Education to $7.64 from $7.64, citing minor improvements in projected revenue growth and a modest decrease in the discount rate. What's in the News IDP Education Limited (ASX:IEL) was removed from the FTSE All-World Index (USD) (Key Developments) IDP Education Limited (ASX:IEL) was included in the S&P/ASX Small Ordinaries Index (Key Developments) IDP Education Limited (ASX:IEL) was removed from the S&P/ASX 100 Index (Key Developments) Valuation Changes Consensus Analyst Price Target: increased marginally from A$7.64 to A$7.64 Discount Rate: declined slightly from 7.20% to 7.18% Revenue Growth: edged up slightly from 4.95% to 4.95% Net Profit Margin: remained nearly unchanged, moving from 11.11% to 11.11% Future P/E: decreased just slightly from 23.10x to 23.09xNarrative Update • Nov 17
IEL: Future Dividend Outlook Will Support Continued Market Confidence
Analysts have slightly lowered their price target for IDP Education, reducing the fair value estimate from $7.70 to $7.64. This change is due to minor adjustments in discount rates and profit margin expectations.Analysis Article • Nov 11
IDP Education Limited (ASX:IEL) Stocks Pounded By 26% But Not Lagging Market On Growth Or Pricing
The IDP Education Limited ( ASX:IEL ) share price has softened a substantial 26% over the previous 30 days, handing...Narrative Update • Nov 02
IEL: Index Removals And Steady Forecasts Will Support Dividend Momentum
Analysts have slightly raised their price target for IDP Education, increasing it by $0.00 to reflect minor adjustments in forecasts and cost of capital assumptions. What's in the News IDP Education Limited (ASX:IEL) has been dropped from the FTSE All-World Index (USD) (Key Developments).Analysis Article • Oct 29
Why IDP Education Limited (ASX:IEL) Could Be Worth Watching
IDP Education Limited ( ASX:IEL ), is not the largest company out there, but it saw a significant share price rise of...Narrative Update • Oct 18
Expansion Into India, Pakistan, And China Will Drive Future Revenue Streams
Analysts have adjusted their price target for IDP Education, making a small upward revision to reflect marginal improvements in revenue growth estimates and a slightly lower discount rate. Other key assumptions remain largely unchanged.Analysis Article • Oct 14
Shareholders May Be Wary Of Increasing IDP Education Limited's (ASX:IEL) CEO Compensation Package
Key Insights IDP Education's Annual General Meeting to take place on 21st of October Total pay for CEO Tennealle...Narrative Update • Oct 04
Expansion Into India, Pakistan, And China Will Drive Future Revenue Streams
Analysts have raised their price target for IDP Education from $7.22 to $7.70. They cite improved revenue growth and profit margin expectations that support a more optimistic outlook on the company.Analysis Article • Aug 29
IDP Education Limited Just Missed EPS By 33%: Here's What Analysts Think Will Happen Next
The investors in IDP Education Limited 's ( ASX:IEL ) will be rubbing their hands together with glee today, after the...Narrative Update • Aug 29
Expansion Into India, Pakistan, And China Will Drive Future Revenue Streams
Upgrades to both revenue growth forecasts (from 3.6% to 5.8% p.a.) and net profit margin (from 9.68% to 11.03%) have driven the consensus analyst price target for IDP Education higher, from A$6.53 to A$7.17. Valuation Changes Summary of Valuation Changes for IDP Education The Consensus Analyst Price Target has risen from A$6.53 to A$7.17.Analysis Article • Aug 18
IDP Education Limited (ASX:IEL) Shares Fly 26% But Investors Aren't Buying For Growth
IDP Education Limited ( ASX:IEL ) shareholders are no doubt pleased to see that the share price has bounced 26% in the...Analysis Article • Aug 05
Capital Allocation Trends At IDP Education (ASX:IEL) Aren't Ideal
ASX:IEL 1 Year Share Price vs Fair Value Explore IDP Education's Fair Values from the Community and select yours Did...Analysis Article • Jul 01
What Does IDP Education Limited's (ASX:IEL) Share Price Indicate?
While IDP Education Limited ( ASX:IEL ) might not have the largest market cap around , it saw a double-digit share...Analysis Article • Apr 14
There Are Reasons To Feel Uneasy About IDP Education's (ASX:IEL) Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...Analysis Article • Mar 05
What You Can Learn From IDP Education Limited's (ASX:IEL) P/E After Its 26% Share Price Crash
IDP Education Limited ( ASX:IEL ) shareholders that were waiting for something to happen have been dealt a blow with a...Analysis Article • Feb 18
What Does IDP Education Limited's (ASX:IEL) Share Price Indicate?
While IDP Education Limited ( ASX:IEL ) might not have the largest market cap around , it received a lot of attention...
New Narrative • Feb 09
Expansion Into India, Pakistan, And China Will Drive Future Revenue Streams
Strategic expansion in emerging markets and focus on product innovation offer potential for long-term revenue and earnings growth.Analysis Article • Dec 19
IDP Education (ASX:IEL) Has A Pretty Healthy Balance Sheet
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analysis Article • Dec 01
IDP Education (ASX:IEL) Will Be Hoping To Turn Its Returns On Capital Around
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...Analysis Article • Oct 18
IDP Education Limited's (ASX:IEL) Shareholders Might Be Looking For Exit
With a price-to-earnings (or "P/E") ratio of 28.8x IDP Education Limited ( ASX:IEL ) may be sending bearish signals at...Analysis Article • Aug 30
Should You Investigate IDP Education Limited (ASX:IEL) At AU$16.18?
IDP Education Limited ( ASX:IEL ), is not the largest company out there, but it saw a decent share price growth of 20...Analysis Article • Jul 19
Capital Allocation Trends At IDP Education (ASX:IEL) Aren't Ideal
There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...Analysis Article • Jun 14
Getting In Cheap On IDP Education Limited (ASX:IEL) Is Unlikely
With a price-to-earnings (or "P/E") ratio of 25.7x IDP Education Limited ( ASX:IEL ) may be sending bearish signals at...Analysis Article • May 29
Is Now An Opportune Moment To Examine IDP Education Limited (ASX:IEL)?
IDP Education Limited ( ASX:IEL ), is not the largest company out there, but it saw significant share price movement...Analysis Article • May 14
Are Investors Undervaluing IDP Education Limited (ASX:IEL) By 35%?
Key Insights IDP Education's estimated fair value is AU$24.30 based on 2 Stage Free Cash Flow to Equity Current share...Analysis Article • Apr 09
Here's Why IDP Education (ASX:IEL) Can Manage Its Debt Responsibly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analysis Article • Mar 26
IDP Education (ASX:IEL) Will Be Hoping To Turn Its Returns On Capital Around
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Analysis Article • Mar 12
IDP Education Limited's (ASX:IEL) Popularity With Investors Is Under Threat From Overpricing
With a price-to-earnings (or "P/E") ratio of 32.6x IDP Education Limited ( ASX:IEL ) may be sending very bearish...Analysis Article • Feb 26
Is There Now An Opportunity In IDP Education Limited (ASX:IEL)?
IDP Education Limited ( ASX:IEL ), might not be a large cap stock, but it received a lot of attention from a...Analysis Article • Jan 09
Here's Why IDP Education (ASX:IEL) Has Caught The Eye Of Investors
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Analysis Article • Dec 26
These 4 Measures Indicate That IDP Education (ASX:IEL) Is Using Debt Safely
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analysis Article • Dec 10
Returns On Capital Signal Tricky Times Ahead For IDP Education (ASX:IEL)
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Shareholder Returns
| IEL | AU Consumer Services | AU Market | |
|---|---|---|---|
| 7D | -9.1% | -6.7% | -2.9% |
| 1Y | -73.6% | -58.8% | -2.7% |
Return vs Industry: IEL underperformed the Australian Consumer Services industry which returned -58.8% over the past year.
Return vs Market: IEL underperformed the Australian Market which returned -2.7% over the past year.
Price Volatility
| IEL volatility | |
|---|---|
| IEL Average Weekly Movement | 9.6% |
| Consumer Services Industry Average Movement | 9.5% |
| Market Average Movement | 9.6% |
| 10% most volatile stocks in AU Market | 16.7% |
| 10% least volatile stocks in AU Market | 3.9% |
Stable Share Price: IEL has not had significant price volatility in the past 3 months compared to the Australian market.
Volatility Over Time: IEL's weekly volatility (10%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1969 | 4,828 | Tennealle O’Shannessy | www.idp.com |
IDP Education Limited provides student placement services in Asia, Australasia, and internationally. The company is involved in the placement of international students into education institutions; and provides services, such as digital marketing, events, consultancy and data services, and peer to peer software. It also distributes and administrates International English Language Testing System (IELTS) tests for study, work, and migration purposes.
IDP Education Limited Fundamentals Summary
| IEL fundamental statistics | |
|---|---|
| Market cap | AU$419.62m |
| Earnings (TTM) | AU$12.27m |
| Revenue (TTM) | AU$795.40m |
33.8x
P/E Ratio0.5x
P/S RatioIs IEL overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| IEL income statement (TTM) | |
|---|---|
| Revenue | AU$795.40m |
| Cost of Revenue | AU$577.41m |
| Gross Profit | AU$218.00m |
| Other Expenses | AU$205.73m |
| Earnings | AU$12.27m |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.044 |
| Gross Margin | 27.41% |
| Net Profit Margin | 1.54% |
| Debt/Equity Ratio | 63.2% |
How did IEL perform over the long term?
See historical performance and comparisonDividends
6.0%
Current Dividend Yield204%
Payout RatioDoes IEL pay a reliable dividends?
See IEL dividend history and benchmarks| IDP Education dividend dates | |
|---|---|
| Ex Dividend Date | Sep 09 2026 |
| Dividend Pay Date | Sep 24 2026 |
| Days until Ex dividend | 5 days |
| Days until Dividend pay date | 10 days |
Does IEL pay a reliable dividends?
See IEL dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/14 08:57 |
| End of Day Share Price | 2026/09/14 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2026/06/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
IDP Education Limited is covered by 16 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Josh Kannourakis | Barrenjoey Markets Pty Limited |
| Sriharsh Singh | BofA Global Research |
| John Marrin | CLSA |