Education & training

9 companies · $21.7B combined revenue · $2.9B operating profit

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The typical US-listed education & training company grew revenue 8.6% and earnings 8.4% in its latest year, at a 17.9% operating margin, and 5 of 9 earn a return on capital above 15%. Figures from each company's latest annual filing with the SEC, refreshed daily.

8.6%Median revenue growth
8.4%Median earnings growth
10.4%Median revenue growth, 3 yrs
38.9%Median earnings growth, 3 yrs
17.9%Median operating margin
15.9%Median ROCE
Fastest revenue growthTAL Education TAL33.7%Fastest earnings growthTAL Education TAL527%Highest ROCEGrand Canyon Education LOPE30.1%Biggest margin gainTAL Education TAL+9.3 pts

Growth engines: the 4 Cylinders

All four working: 0% of companies

A company's earnings per share can grow in only four ways: more sales, profits growing faster than sales (operating leverage), wider margins, and less debt. Each bar is the share of companies where that engine worked in their latest year.

  • Sales growth · Revenue up 10% or more33%
  • Operating leverage · Operating income growing faster than a growing revenue75%
  • Margin expansion · Operating margin up 1 point or more56%
  • Debt reduction · Debt down 5% or more, or net cash50%

Combined revenue · 8 companies reporting in US dollars

Revenue
$0$10B$20B$30BFY22FY23FY24FY25

Combined operating margin

Operating margin
−5%0%5%10%15%FY22FY23FY24FY25

All 9 companies

Median–8.6%8.4%17.9%15.9%0.22x
EDUNew Oriental Education & Technology$5.7B15.5%▲27.8%▲11.4%▼13.1%▼–
TALTAL Education$3.0B33.7%▲527%▲9.2%▼6.6%▼–
LAURLaureate Education$1.7B8.6%-5%▼25.3%▲24.9%▲0.06x▲
GHCGraham$4.9B2.5%▼-59.7%▼4.8%▼3.4%▼0.18x▲
CVSACovista$2.0B9.3%▲6.1%▼19.6%▲15.9%0.46x▼
LOPEGrand Canyon Education$1.1B7.1%▼-4.4%▼24%▲30.1%▲–
LRNStride$2.5B4.7%▼17.5%▲17.9%21%▲0.26x▼
DAOYoudaoCNY 5.9B5%▼29%▲3.7%▼-23.1%▼–
PRDOPerdoceo Education$846M24.2%▲8.4%23.2%▲17.7%▲–

▲ better than the median, ▼ worse. n/a: the ratio doesn't apply to that kind of business (e.g. a bank's operating margin). Sort by any column. Figures from each company's latest 10-K (or 20-F/40-F).