Assessing Laureate Education (LAUR) Valuation Following Strategy Shift and New Share Buyback Program

Laureate Education (LAUR) has been in the spotlight as recent updates show its evolution into a streamlined university operator in Mexico and Peru. Ongoing campus investments and a $200 million share repurchase program signal a strong growth narrative.

See our latest analysis for Laureate Education.

Laureate Education’s transformation and ongoing buybacks have clearly impressed investors. The stock’s share price return of 64% year-to-date and a 1-year total shareholder return of nearly 94% show strong momentum, with multi-year gains compounding sharply as well.

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But with this surge in performance and mounting investor enthusiasm, the key question is whether the market has already priced in Laureate Education’s growth story or if there is still an attractive buying opportunity ahead.

Most Popular Narrative: 11.9% Undervalued

Laureate Education's fair value according to the most followed narrative stands at $33.80 per share, compared to a recent close of $29.78. Enthusiasm is building as analysts see substantial upside, underpinned by accelerating growth ambitions in Latin America and the digital learning transformation.

Ongoing expansion into high-growth Latin American markets (Mexico, Peru) through new campus openings and targeted capacity investments leverages rising demand for private tertiary education. This is likely to drive sustained enrollment and revenue growth over the next several years. Strong momentum in digital learning, particularly the expansion of fully online degree programs for working adults in both Mexico and Peru, broadens Laureate's addressable market and supports accelerated top-line growth by attracting non-traditional students beyond the core undergraduate base.

Read the complete narrative.

Curious what bold financial assumptions justify this bullish price target? Find out which aggressive earnings, revenue, and market share shifts underpin the narrative’s fair value. The numbers behind the premium may surprise you. Tap through to uncover how analysts are projecting the next phase of Laureate’s growth story and what it could mean for future returns.

Result: Fair Value of $33.80 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, risks remain if demand for new campuses in Mexico and Peru falters, or if a weaker peso reduces reported earnings and revenue growth.

Find out about the key risks to this Laureate Education narrative.

Build Your Own Laureate Education Narrative

If you’re curious to dig deeper and come to your own conclusions, it’s quick and easy to build a narrative for Laureate Education in just minutes. Do it your way

A good starting point is our analysis highlighting 4 key rewards investors are optimistic about regarding Laureate Education.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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