Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
PRDO
STRONG BUYREMOVEPerdoceo Education Corporation · Consumer Defensive · United States · $2.1B · Avg Vol: $24M/d
The business model of for-profit education is frequently subject to regulatory scrutiny. It lacks the 'owner-operator' vision and scale economics defined by Nick Sleep that would justify a place in a concentrated, long-term book.
COMPANY DESCRIPTION
Perdoceo Education Corporation provides postsecondary education services through its online and campus-based academic institutions, offering a variety of undergraduate and graduate degree and diploma programs. The company benefits from a scalable online education platform and a diverse portfolio of accredited programs designed to meet workforce demands. It is a leading provider of online and campus-based postsecondary education, offering flexible learning options and career-focused programs.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 695.2M | 710.0M | 681.3M | 846.1M | 6.8% | 854.8M | 866.0M | 890.0M | 2.6% |
| EPS | 1.41 | 2.22 | 2.25 | 2.47 | 20.5% | 2.66 | 2.94 | 3.16 | 13.1% |
| Shares | 89.4M | 90.3M | 91.0M | 92.1M | +3.0% | — | — | — | — |
| Debt | 33.8M | 27.0M | 131.5M | 118.3M | 51.8% | 117.2M | — | — | — |
| Equity | 725.8M | 841.4M | 959.5M | 972.4M | 10.2% | — | — | — | — |
| Op CF | 148.2M | 112.0M | 161.6M | 225.2M | 15.0% | 229.5M | — | — | — |
| Inv CF | -326.8M | -88.5M | -107.8M | -53.6M | — | — | — | — | — |
| Fin CF | -27.7M | -23.4M | -41.1M | -171.1M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of PRDO are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| PRDO | Perdoceo Education Corporation(you) | $2.1B | 97 | STRONG BUY |
| STRA | Strategic Education, Inc. | $1.8B | 94 | STRONG BUY |
| APEI | American Public Education, Inc. | $1000M | 93 | STRONG BUY |
| LRN | Stride, Inc. | $3.7B | 89 | STRONG BUY |
| LOPE | Grand Canyon Education, Inc. | $3.9B | 73 | BUY |
| CVSA | Covista Inc. | $4.3B | 75 | BUY |
| LAUR | Laureate Education, Inc. | $5.2B | 72 | BUY |
| UTI | Universal Technical Institute, Inc. | $2.3B | 47 | HOLD |
| GHC | Graham Holdings Company | $5.0B | 57 | HOLD |
| LINC | Lincoln Educational Services Corporation | $1.6B | 44 | HOLD |
Peer medians: ROE 13.3% · P/E 21.7x · Gross margin 34.3%