Here's Why Strategic Education (NASDAQ:STRA) Can Manage Its Debt Responsibly
Oct 30
U.S. Education Services Industry Analysis
UpdatedOct 30, 2023
DataAggregated Company Financials
Companies77
- 7D0.4%
- 3M0.6%
- 1Y18.9%
- YTD15.7%
The Education Services is pretty flat in the last 7 days, but New Oriental Education & Technology Group has stood out, gaining 6.4%. The past year has been better, since the industry has gained 19% in that time. As for the next few years, earnings are expected to grow by 38% per annum.
Industry Valuation and Performance
Has the U.S. Education Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 30 Oct 2023 | US$63.1b | US$27.4b | US$277.2m | 16.7x | 227.8x | 2.3x |
| Wed, 27 Sep 2023 | US$61.5b | US$26.8b | US$144.4m | 17.1x | 426.1x | 2.3x |
| Fri, 25 Aug 2023 | US$61.0b | US$26.4b | US$120.4m | 17.8x | 506.4x | 2.3x |
| Sun, 23 Jul 2023 | US$58.9b | US$25.5b | -US$371,531,715.00 | 21.6x | -158.4x | 2.3x |
| Tue, 20 Jun 2023 | US$57.9b | US$25.5b | -US$299,788,243.00 | 19.8x | -193x | 2.3x |
| Thu, 18 May 2023 | US$55.3b | US$25.5b | -US$234,260,137.00 | 19.8x | -236x | 2.2x |
| Sat, 15 Apr 2023 | US$57.0b | US$25.9b | -US$962,844,002.00 | 21x | -59.2x | 2.2x |
| Mon, 13 Mar 2023 | US$56.8b | US$26.0b | -US$958,797,427.00 | 20.3x | -59.2x | 2.2x |
| Wed, 08 Feb 2023 | US$50.8b | US$25.6b | -US$849,943,144.00 | 18.3x | -59.7x | 2x |
| Fri, 06 Jan 2023 | US$46.7b | US$26.0b | -US$1,809,058,291.00 | 17.3x | -25.8x | 1.8x |
| Sun, 04 Dec 2022 | US$45.1b | US$26.0b | -US$1,845,030,629.00 | 14.5x | -24.4x | 1.7x |
| Tue, 01 Nov 2022 | US$45.5b | US$26.1b | -US$2,316,222,704.00 | 15.5x | -19.6x | 1.7x |
| Thu, 29 Sep 2022 | US$44.1b | US$27.8b | -US$3,107,141,206.00 | 14.8x | -14.2x | 1.6x |
| Sat, 27 Aug 2022 | US$46.9b | US$28.2b | -US$3,334,591,167.00 | 17.4x | -14.1x | 1.7x |
| Mon, 25 Jul 2022 | US$47.1b | US$29.6b | -US$2,931,187,744.00 | 19.5x | -16.1x | 1.6x |
| Wed, 22 Jun 2022 | US$44.4b | US$29.8b | -US$2,912,489,884.00 | 17.1x | -15.2x | 1.5x |
| Fri, 20 May 2022 | US$40.3b | US$29.9b | -US$3,226,790,961.00 | 17x | -12.5x | 1.3x |
| Sun, 17 Apr 2022 | US$51.4b | US$32.0b | -US$3,092,604,157.00 | 15.4x | -16.6x | 1.6x |
| Tue, 15 Mar 2022 | US$46.4b | US$32.0b | -US$3,374,029,606.00 | 15.6x | -13.8x | 1.5x |
| Thu, 10 Feb 2022 | US$54.7b | US$32.0b | -US$2,594,811,607.00 | 14.2x | -21.1x | 1.7x |
| Sat, 08 Jan 2022 | US$53.1b | US$30.8b | -US$2,110,262,329.00 | 20.9x | -25.2x | 1.7x |
| Mon, 06 Dec 2021 | US$55.7b | US$31.6b | -US$1,979,915,832.00 | 12.3x | -28.2x | 1.8x |
| Wed, 03 Nov 2021 | US$68.1b | US$31.2b | -US$1,708,428,217.00 | 13.5x | -39.9x | 2.2x |
| Fri, 01 Oct 2021 | US$69.9b | US$30.7b | -US$1,611,039,181.00 | 14.8x | -43.4x | 2.3x |
| Sun, 29 Aug 2021 | US$70.9b | US$30.1b | -US$911,258,148.27 | 15.6x | -77.8x | 2.4x |
| Mon, 05 Jul 2021 | US$90.5b | US$29.4b | -US$864,588,148.27 | 17.7x | -104.7x | 3.1x |
| Thu, 08 Apr 2021 | US$123.6b | US$27.4b | -US$684,278,797.97 | 20.3x | -180.6x | 4.5x |
| Sun, 10 Jan 2021 | US$141.7b | US$27.0b | -US$361,368,380.41 | 16.8x | -392.2x | 5.3x |
Price to Earnings Ratio
240.3x
Current Industry PE
- Investors are optimistic on the American Education Services industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 228x which is higher than its 3-year average PE of -29.4x.
- The 3-year average PS ratio of 2.6x is higher than the industry's current PS ratio of 2.3x.
Past Earnings Growth
- The earnings for companies in the Education Services industry have declined 20% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Comparison
How does U.S. Education Services compare with similar industries?
| US Market | -2.42% | |
| Consumer Discretionary | -0.39% | |
| Consumer Services | -1.34% | |
| Education Services | 0.43% | |
| Specialized Consumer Services | -5.09% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| EDU New Oriental Education & Technology Group | US$64.49 | 6.4% +US$645.5m | 171.7% | PE38.6x | |
| LRN Stride | US$54.44 | 24.3% +US$454.1m | 62.5% | PE14.9x | |
| ATGE Adtalem Global Education | US$49.98 | 18.2% +US$257.9m | 19.9% | PE18.4x | |
| LOPE Grand Canyon Education | US$117.39 | 3.5% +US$117.5m | 16.7% | PE18.5x | |
| STRA Strategic Education | US$80.23 | 2.7% +US$50.4m | 16.3% | PE53x |
