Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
LINC
Strong SellSinkerLincoln Educational Services Corporation · Consumer Defensive · United States · $807M · Avg Vol: $27M/d
COMPANY DESCRIPTION
Lincoln Educational Services Corporation provides specialized post-secondary education and training programs across the United States, focusing on high-demand vocational fields like automotive, skilled trades, healthcare, and culinary arts. The company's competitive moat is its direct response to critical labor shortages in these sectors, providing career-focused education and strong employment placement for graduates. Its established campus network and industry relationships solidify its position as a key workforce development partner.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 348.3M | 378.1M | 440.1M | 518.2M | 14.2% | 570.8M | 594.9M | 647.9M | 11.8% |
| EPS | 0.36 | 0.86 | 0.32 | 0.65 | 21.8% | 0.73 | 0.56 | 0.75 | 7.4% |
| Shares | 31.1M | 31.4M | 31.5M | 31.6M | +1.5% | 31.7M | — | — | — |
| Debt | 100.6M | 116.8M | 177.6M | 203.9M | 26.5% | 228.1M | — | — | — |
| Equity | 144.9M | 166.8M | 178.3M | 199.7M | 11.3% | — | — | — | — |
| Op CF | 0.9M | 25.6M | 29.3M | 59.3M | 306.7% | 94.0M | — | — | — |
| Inv CF | -21.4M | 7.4M | -47.0M | -86.2M | — | — | — | — | — |
| Fin CF | -12.5M | -2.9M | -3.3M | -3.9M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of LINC are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| LINC | Lincoln Educational Services Corporation(you) | $807M | 16 | Strong Sell |
| UTI | Universal Technical Institute, Inc. | $1.2B | 14 | Strong Sell |
| KLC | KinderCare Learning Companies, Inc. | $308M | 14 | Strong Sell |
| COUR | Coursera, Inc. | $1.9B | 25 | Sell |
| XXI | Twenty One Capital, Inc. | $3.4B | 6 | Strong Sell |
| FC | Franklin Covey Co. | $233M | 44 | Hold |
| MH | McGraw Hill, Inc. | $2.5B | 47 | Hold |
| APEI | American Public Education, Inc. | $842M | 74 | Buy |
| SKIL | Skillsoft Corp. | $62M | 30 | Sell |
| LGCY | Legacy Education Inc. | $141M | 48 | Hold |
Peer medians: ROE 9.2% · P/E 19.9x · Gross margin 34.5%