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Employees: 2,590
Size Lincoln Educational Services (LINC) is a United States Consumer Discretionary company (Miscellaneous Commercial Services) with a market value of $560M, the 2617th largest of 3,117 United States companies the cockpit tracks. Shares closed at $17.66 on 6 Nov 2026.
Performance Over six months the shares fell 60.5%, against -7.7% for the median peer and -1.1% for the United States market (cap-weighted) — lowest of 10 in its peer set.
Growth Revenue grew 22.0% over the last twelve months (peer median +9.2%); the operating margin is 5.9% (peer median 16.2%).
Valuation It trades at 18.7× forward earnings against a peer median of 10.3× (3rd most expensive of 10).
Price implies For today's price to make sense, revenue must grow about 13% a year for seven years (Req g). Recent delivered growth is +12%, so the hurdle is +1 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 1.1 points below its cost of capital (8.0% WACC).
Short interest Short interest is 6.2% of the free float (15 Oct 2026).
Next results Next results expected around 9 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $571M | $518M | $440M | $378M | $348M |
| Revenue growth | — | +18% | +16% | +9% | — |
| Gross profit | $342M | $313M | $258M | $216M | $200M |
| EBITDA | $61.6M | $50.7M | $27.5M | $13.4M | $23.5M |
| Net income | $22.8M | $20.0M | $9.89M | $26.0M | $12.6M |
| Free cash flow | $23.5M | -$27.4M | -$28.0M | -$15.1M | -$8.10M |
| Capital expenditure | $69.5M | $86.6M | $56.9M | $40.7M | $8.99M |
| Total debt | $228M | $204M | $178M | $117M | $101M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | LINC | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -24.0% | -18.6% | 3rd lowest of 10 |
| 6-month return | -60.5% | -7.7% | lowest of 10 |
| Distance from 52-week high | -68.7% | -23.2% | lowest of 10 |
| Revenue growth (TTM) | +22.0% | +9.2% | 4th highest of 10 |
| Operating margin | 5.9% | 16.2% | 4th lowest of 10 |
| Forward P/E | 18.7× | 10.3× | 3rd most expensive of 10 |
| Growth the price implies (Req g, 7 yrs) | 13.1% | -6.1% | most demanding of 7 |
| Growth delivered (Del g) | +12.1% | +4.1% | 2nd highest of 7 |
| Hurdle (Req g minus delivered) | +1.0 pp | -8.6 pp | most demanding of 7 |
| ROIC minus cost of capital | -1.1 pp | +2.2 pp | 3rd lowest of 9 |
| EV / EBITDA | 12.1× | 8.2× | most expensive of 7 |
| Net debt / EBITDA | 3.0× | 1.7× | 3rd most indebted of 8 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Lincoln Educational Services LINC | United States | $560M | -61% | +22% | 6% | 18.7× | 13.1% | +12.1% |
| Gaotu Techedu, Inc. Sponsored ADR GOTU | United States | $552M | +18% | +25% | -7% | 386.9× | -11.9% | -3.7% |
| Coursera COUR | United States | $989M | -35% | +44% | -4% | 6.4× | n/a | n/a |
| Universal Technical Institute UTI | United States | $1.10B | +49% | +9% | 5% | 30.1× | n/a | n/a |
| McGraw Hill MH | United States | $2.08B | -8% | 0% | 16% | 5.6× | -5.6% | +2.6% |
| Bright Horizons Family Solutions BFAM | United States | $2.57B | -24% | +7% | 10% | 9.8× | 5.0% | +14.1% |
| Grand Canyon Education LOPE | United States | $3.07B | -29% | +7% | 28% | 11.1× | -7.3% | +5.6% |
| Laureate Education LAUR | United States | $4.56B | +2% | +21% | 26% | 14.5× | -6.7% | +10.7% |
| TAL Education Group Sponsored ADR TAL | United States | $4.77B | -8% | +26% | 16% | 9.8× | n/a | n/a |
| ADT ADT | United States | $6.66B | +44% | +2% | 25% | 10.3× | -2.9% | -0.7% |