3PL.AX
Strong BuySecond WindAI neutral3P Learning Limited · Consumer Defensive · Australia · $68M cap · $5K/day traded
AUD 0.315 +0.0% · close 23 Oct · scored 24 Oct
Second Wind: Cheap and rising again, but the business does not yet earn the optimism.
As of 24 Oct 2026, MoatMap's StockRank for 3P Learning Limited (3PL.AX) is 80/100, ranked against 24,000+ stocks in 35 markets (Quality 48, Value 69, Momentum 60, each scored against its sector).
Does StockRank work? Each month we publish how every decile did, whichever way it went. See the record →
3P Learning sells digital maths and literacy programmes such as Mathletics to schools and families, and FY26 showed genuine progress: EBITDA up 26%, statutory profit of A$9.9 million, a New Zealand Ministry of Education contract and a planned A$9.6 million dividend. The recovery is real, but the business is still rebuilding margins after several difficult years, competes with free and AI-driven learning tools, and insiders sold about 2.2% of shares outstanding over the past 90 days. It reads as a turnaround in progress rather than a proven compounder.
ABOUT 3P LEARNING LIMITED
Read
3P Learning Limited, together with its subsidiaries, engages in the development, marketing, and sale of educational software and e-books to schools and parents of school-aged students in the Asia-Pacific, North and South America, Europe, the Middle East, and Africa.
FINANCIAL SUMMARY (AUD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM |
|---|---|---|---|---|---|---|
| Revenue | 97.2M | 106.9M | 109.9M | 108.9M | 3.8% | 102.8M |
| EPS (AUD) | -0.00 | 0.02 | -0.21 | 0.00 | -81.3% | 0.04 |
| Shares | 276.5M | 276.5M | 272.9M | 272.9M | -1.3% | 272.9M |
| Debt | 2.2M | 1.5M | 3.1M | 0.9M | -25.8% | 1.5M |
| Equity | 193.9M | 200.7M | 139.4M | 140.5M | -10.2% | — |
| Op CF | 12.8M | 8.7M | -12.2M | 12.6M | -0.5% | 8.9M |
| Inv CF | -4.5M | -25.2M | 4.6M | -4.6M | — | — |
| Fin CF | -2.1M | -0.6M | -4.2M | -1.8M | — | — |
No new 52-week low for 22 weeks, 89% above that low, but not back above a rising 50-day average.
The Momentum score still reads 60: it looks back six months, so it has not caught up with this fall.
Swung more than 82% of stocks we rank over the past year (68% a year).
How this is worked out
StockRank judges the business. The price check reads only the chart: it is the price side of the Momentum score, in words.
The rules: Still falling is a new 52-week low in the last two weeks, at least 25% below the high. Finding a floor is no new low since. Turning up is 20 or more trading days without a new low, at least 10% off it, and back above a rising 50-day average. In an uptrend is above the 200-day average and within 15% of the high.
In 2,112 US drawdowns since 2001, buying while the price was still falling was followed by a further 20% drop 42% of the time. Waiting for a turn like this one cut that to 33%, at about 7% higher prices and with no better returns. Part of that cut is simply not buying: 13% of falls never turned, and waiting kept those out. Among turns that were bought, 38% still fell another 20%, and 33% of turns were followed by a new low within six months. The benefit was largest in crashes such as 2008 and 2020.
What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of 3PL.AX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 3PL.AX | 3P Learning Limited(you) | $68M | 80 | Strong Buy |
| EDU.AX | EDU Holdings Limited | $71M | 99 | Strong Buy |
| EVO.AX | Embark Early Education Limited | $52M | 48 | Hold |
| NDO.AX | Nido Education Limited | $55M | 38 | Hold |
| GEM.AX | G8 Education Limited | $52M | 30 | Sell |
| IEL.AX | IDP Education Limited | $433M | 30 | Sell |
| CLV.AX | Clover Corporation Limited | $119M | 91 | Strong Buy |
| ING.AX | Inghams Group Limited | $565M | 75 | Buy |
| SGLLV.AX | Ricegrowers Limited | $675M | 83 | Strong Buy |
| BIO.AX | Biome Australia Limited | $59M | 33 | Sell |
Peer medians: ROE 4.3% · P/E 21.7x · Gross margin 35.0%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.