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Operates for-profit online universities, including Colorado Technical University and American InterContinental University.
Operates for-profit online universities, including Colorado Technical University and American InterContinental University.
Earns tuition from enrolled students, much of it funded through US federal student aid, so eligibility under Education Department rules, not just enrolment, decides the business. It has closed or sold many physical campuses and now runs mainly online degree programmes, plus a health-sciences university acquired in 2021.
Moat: narrow (brand, regulatory licence). Accredited online degree programs at scale, but subject to federal financial-aid regulatory risk.
Headquarters: Schaumburg, Illinois, United States · Founded: 1973 · Employees: 6,000
Size Perdoceo Education (PRDO) is a United States Consumer Discretionary company (Other Consumer Services) with a market value of $1.68B, the 1910th largest of 3,117 United States companies the cockpit tracks. Shares closed at $26.88 on 6 Nov 2026.
Performance Over six months the shares fell 25.4%, against -3.9% for the median peer and -1.1% for the United States market (cap-weighted) — 4th lowest of 21 in its peer set.
Growth Revenue grew 11.7% over the last twelve months (peer median +4.9%); the operating margin is 24.6% (peer median 13.3%).
Valuation It trades at 9.1× forward earnings against a peer median of 15.2× (5th cheapest of 18).
Price implies For today's price to make sense, revenue must grow about -16% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is -20 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 38.4 points above its cost of capital (8.6% WACC).
Short interest Short interest is 7.2% of the free float (15 Oct 2026).
Next results Next results expected around 25 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $859M | $846M | $681M | $710M | $695M |
| Revenue growth | — | +24% | -4% | +2% | — |
| Gross profit | $624M | $607M | $546M | $563M | $559M |
| EBITDA | $249M | $238M | $193M | $182M | $152M |
| Net income | $177M | $160M | $148M | $148M | $95.9M |
| Free cash flow | $218M | $217M | $157M | $106M | $136M |
| Capital expenditure | $7.37M | $8.58M | $4.62M | $6.41M | $12.6M |
| Total debt | $56.6M | $61.3M | $132M | $27.0M | $33.8M |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Perdoceo Education PRDO | $1.68B | -25% | +12% | 25% | 9.1× | -16.0% |
| Strategic Education STRA | $1.16B | -35% | +4% | 16% | 7.9× | -12.6% |
| Grand Canyon Education LOPE | $3.07B | -29% | +7% | 28% | 11.1× | -7.3% |
| Covista CVSA | $3.67B | -18% | +9% | 20% | 12.0× | -3.7% |
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 | PRDO | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -19.6% | +1.7% | 4th lowest of 21 |
| 6-month return | -25.4% | -3.9% | 4th lowest of 21 |
| Distance from 52-week high | -30.2% | -28.4% | 9th lowest of 21 |
| Revenue growth (TTM) | +11.7% | +4.9% | 8th highest of 21 |
| Operating margin | 24.6% | 13.3% | 4th highest of 21 |
| Forward P/E | 9.1× | 15.2× | 5th cheapest of 18 |
| Growth the price implies (Req g, 7 yrs) | -16.0% | 3.3% | 3rd least demanding of 18 |
| Growth delivered (Del g) | +4.2% | +15.5% | 2nd lowest of 18 |
| Hurdle (Req g minus delivered) | -20.2 pp | -16.9 pp | 9th least demanding of 18 |
| ROIC minus cost of capital | +38.4 pp | +2.9 pp | highest of 20 |
| EV / EBITDA | 4.0× | 7.4× | cheapest of 17 |
| Net debt / EBITDA | -2.7× | 1.6× | 3rd least indebted of 17 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Perdoceo Education PRDO | United States | $1.68B | -25% | +12% | 25% | 9.1× | -16.0% | +4.2% |
| Saga SAGA.L | United Kingdom | $1.67B | +56% | +37% | 16% | 18.6× | 12.6% | +14.3% |
| Flight Centre Travel FLT.AX | Australia | $1.72B | +17% | +3% | 7% | 11.4× | 8.5% | +48.5% |
| Changbai Mountain Tourism 603099.SS | China | $1.54B | +8% | +2% | 20% | 71.9× | 15.4% | +39.7% |
| Park24 4666.T | Japan | $1.93B | -2% | +4% | 10% | 6.8× | -5.2% | +8.6% |
| Driven Brands DRVN | United States | $1.96B | -11% | -11% | 15% | 9.6× | 3.3% | +15.5% |
| Shoucheng 0697.HK | Hong Kong | $1.33B | -27% | -1% | 16% | 15.5× | 21.2% | +15.3% |
| Basic-Fit BFIT.AS | Netherlands | $2.23B | +2% | +18% | 12% | 22.0× | 6.5% | +30.4% |
| AcadeMedia ACAD.ST | Sweden | $1.22B | +20% | +8% | 7% | 9.9× | -1.8% | +8.7% |
| Strategic Education STRA | United States | $1.16B | -35% | +4% | 16% | 7.9× | -12.6% | +4.3% |
| Zhang Jia Jie Tourism 000430.SZ | China | $1.15B | -22% | +20% | -81% | n/a | n/a | n/a |
| Boyd Group Services BYD.TO | Canada | $2.48B | -24% | +16% | 5% | 22.1× | 9.4% | +16.0% |
| Peloton Interactive PTON | United States | $2.50B | -1% | -2% | 9% | 18.7× | 7.2% | -9.5% |
| CATARC Automotive Proving Ground 301215.SZ | China | $1.10B | -12% | +23% | 43% | n/a | n/a | n/a |
| Afya AFYA | United States | $960M | -25% | +17% | 32% | 5.9× | -16.3% | +23.2% |
| Sats SATS.OL | Norway | $937M | +10% | +5% | 18% | 15.2× | -5.9% | +10.6% |
| OneSpaWorld OSW | United States | $3.12B | +25% | +10% | 10% | 24.5× | 19.5% | +51.4% |
| Stride LRN | United States | $3.15B | -15% | +2% | 19% | 9.5× | -19.1% | +10.4% |
| Voyageurs du Monde ALVDM.PA | France | $896M | +28% | +4% | 8% | 18.1× | 1.8% | +46.3% |
| Trainline TRN.L | United Kingdom | $887M | -5% | +1% | 27% | 7.9× | -8.0% | +46.5% |
| Ferrotec (An Hui) Technology Development 301297.SZ | China | $3.21B | -30% | +37% | 10% | n/a | n/a | n/a |