Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Education Services Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies64
  • 7D2.6%
  • 3M-6.8%
  • 1Y-10.5%
  • YTDn/a

Over the last 7 days, the Education Services industry has risen 2.6%, driven by gains in Bright Horizons Family Solutions and New Oriental Education & Technology Group of 7.5% and 3.6%, respectively. However, the industry is down 11% over the past year. Looking forward, earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

Has the U.S. Education Services Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$64.2bUS$38.6bUS$2.7b18.1x23.9x1.7x
Tue, 03 Mar 2026US$61.9bUS$38.5bUS$2.8b16.9x22.4x1.6x
Thu, 29 Jan 2026US$66.8bUS$38.2bUS$3.0b17.1x22.2x1.7x
Sat, 27 Dec 2025US$68.9bUS$38.0bUS$3.0b18.9x22.9x1.8x
Mon, 24 Nov 2025US$66.3bUS$38.6bUS$3.0b16.6x22.3x1.7x
Wed, 22 Oct 2025US$79.9bUS$35.7bUS$2.5b22.8x32.4x2.2x
Fri, 19 Sep 2025US$76.7bUS$34.6bUS$2.4b21.4x32.4x2.2x
Sun, 17 Aug 2025US$77.3bUS$34.8bUS$2.2b20.6x34.8x2.2x
Tue, 15 Jul 2025US$76.2bUS$34.0bUS$1.5b19.5x51.6x2.2x
Thu, 12 Jun 2025US$82.8bUS$34.0bUS$1.5b19.5x55.9x2.4x
Sat, 10 May 2025US$84.0bUS$34.0bUS$1.4b20.6x58.4x2.5x
Mon, 07 Apr 2025US$69.6bUS$33.5bUS$1.4b18.2x48.3x2.1x
Wed, 05 Mar 2025US$73.6bUS$33.6bUS$1.5b19.2x48.5x2.2x
Fri, 31 Jan 2025US$75.9bUS$33.1bUS$911.8m19x83.2x2.3x
Sun, 29 Dec 2024US$71.6bUS$32.6bUS$829.0m19.3x86.3x2.2x
Tue, 26 Nov 2024US$72.0bUS$32.8bUS$938.3m19x76.7x2.2x
Thu, 24 Oct 2024US$67.5bUS$32.2bUS$860.4m19.2x78.5x2.1x
Sat, 21 Sep 2024US$63.1bUS$29.3bUS$656.4m18.9x96.2x2.2x
Mon, 19 Aug 2024US$63.6bUS$32.0bUS$764.5m19.9x83.2x2x
Wed, 17 Jul 2024US$64.1bUS$31.9bUS$980.3m18.9x65.4x2x
Fri, 14 Jun 2024US$63.5bUS$31.9bUS$987.0m17.9x64.3x2x
Sun, 12 May 2024US$67.8bUS$29.6bUS$947.2m18.6x71.5x2.3x
Tue, 09 Apr 2024US$66.2bUS$28.3bUS$657.9m19.9x100.6x2.3x
Thu, 07 Mar 2024US$69.6bUS$28.5bUS$515.3m18.7x135.1x2.4x
Sat, 03 Feb 2024US$75.1bUS$30.2bUS$416.7m19.5x180.3x2.5x
Mon, 01 Jan 2024US$77.1bUS$29.8bUS$294.9m20.1x261.5x2.6x
Wed, 29 Nov 2023US$74.1bUS$29.8bUS$295.7m19.8x250.6x2.5x
Fri, 27 Oct 2023US$63.4bUS$27.3bUS$267.1m16x237.2x2.3x
Sun, 24 Sep 2023US$61.3bUS$26.8bUS$145.1m17.5x422.3x2.3x
Tue, 22 Aug 2023US$59.3bUS$26.4bUS$118.6m17.6x500.1x2.2x
Thu, 20 Jul 2023US$59.3bUS$25.5b-US$370,540,242.0021x-160x2.3x
Sat, 17 Jun 2023US$57.6bUS$25.5b-US$299,788,243.0019.8x-192x2.3x
Mon, 15 May 2023US$55.4bUS$25.5b-US$234,323,508.0021x-236.5x2.2x
Wed, 12 Apr 2023US$56.7bUS$25.9b-US$962,568,795.0020.6x-58.9x2.2x
Price to Earnings Ratio

-58.9x


Total Market Cap: US$56.7bTotal Earnings: -US$962,568,795.00Total Revenue: US$25.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Education Services Industry Price to Earnings3Y Average 102.5x202420252026
Current Industry PE
  • Investors are pessimistic on the American Education Services industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 23.9x which is lower than its 3-year average PE of 102x.
  • The 3-year average PS ratio of 2.2x is higher than the industry's current PS ratio of 1.7x.
Past Earnings Growth
  • Total earnings for the Education Services industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 14% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Comparison

How does U.S. Education Services compare with similar industries?

US Market3.46%
Consumer Discretionary2.68%
Consumer Services2.48%
Education Services2.61%
Specialized Consumer Services2.23%
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?

CompanyLast Price7D1YValuation
BFAM Bright Horizons Family SolutionsUS$83.817.5%
+US$320.8m		-26.9%PE23.9x
EDU New Oriental Education & Technology GroupUS$56.423.6%
+US$308.7m		26.4%PE23.6x
TAL TAL Education GroupUS$11.203.5%
+US$231.2m		-8.8%PE24.5x
LRN StrideUS$89.644.7%
+US$169.4m		-28.3%PE11.8x
LOPE Grand Canyon EducationUS$171.362.9%
+US$128.2m		2.5%PE21.3x

Latest News

EDU
US$56.42
New Oriental Education & Technology Group
7D
3.6%
1Y
26.4%

EDU: Margin Discipline And Buybacks Will Support Higher Forward Earnings Multiple

Analysts have lifted their price target on New Oriental Education & Technology Group by $4.20, citing updated valuation work and recent supportive research that reflects slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target as reflecting updated work on valuation inputs, including discount rate assumptions and future P/E levels that they see as more in line with current research.
LOPE
US$171.36
Grand Canyon Education
7D
2.9%
1Y
2.5%
RYET
US$0.93
Ruanyun Edai Technology
7D
-8.4%
1Y
n/a
MH
US$13.73
McGraw Hill
7D
5.1%
1Y
n/a
LAUR
US$33.56
Laureate Education
7D
-3.5%
1Y
76.8%

LAUR: Index Additions And 2026 Guidance Will Shape Earnings Quality Outlook

Analysts have maintained their $36.50 price target for Laureate Education, with slight tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E helping to support that steady view. What's in the News Laureate Education, Inc.
TAL
US$11.20
TAL Education Group
7D
3.5%
1Y
-8.8%

TAL: Macquarie Upgrade And Buybacks Will Support Future Share Rebound

Analysts have adjusted their price targets on TAL Education Group, keeping fair value steady around $15.65 while fine tuning assumptions on discount rate, revenue growth, profit margins and future P/E following recent research updates that include a Macquarie upgrade. Analyst Commentary Analysts are reassessing TAL Education Group's setup around the current fair value of about US$15.65, focusing on how revisions to revenue, margin and P/E assumptions support or challenge that level.
UTI
US$36.55
Universal Technical Institute
7D
-1.7%
1Y
44.8%
AACG
US$0.97
ATA Creativity Global
7D
-4.1%
1Y
10.1%
NAMI
US$0.58
Jinxin Technology Holding
7D
-24.2%
1Y
-80.1%
YQ
US$1.73
17 Education & Technology Group
7D
-25.1%
1Y
5.5%
BFAM
US$83.81
Bright Horizons Family Solutions
7D
7.5%
1Y
-26.9%

BFAM: Corporate Childcare Demand And Buybacks Will Support Future Upside

Analyst price targets for Bright Horizons Family Solutions have been reduced by a wide range of firms, with cuts such as $124 to $100 and $160 to $95, as analysts factor in more muted guidance while still highlighting corporate childcare as a useful recruitment and retention tool in a tight labor market. Analyst Commentary Recent research on Bright Horizons points to a reset in expectations, with analysts revisiting both valuation and growth assumptions after more muted guidance.
CVSA
US$117.90
Covista
7D
2.9%
1Y
20.3%

Health Care Workforce Shortages And Flexible Learning Will Support Stronger Long Term Outcomes

Catalysts About Covista Covista focuses on large scale health care education programs serving nursing, medical, veterinary and allied health students across the United States. What are the underlying business or industry changes driving this perspective?
LRN
US$89.64
Stride
7D
4.7%
1Y
-28.3%

LRN: Future Earnings Multiple Will Depend On 2026 Guidance Delivery

Analysts have lifted their price targets on Stride, with the fair value estimate moving from $106.33 to $109.50. They cited updated assumptions for revenue growth, profit margins and future P/E multiples following recent Street research.
COUR
US$5.91
Coursera
7D
7.3%
1Y
-5.6%

COUR: Reset Earnings Power Assumptions As Margin Execution Will Support Long-Term Upside

Coursera's analyst price target has been reduced by a few dollars, reflecting a more cautious stance from several firms that recently trimmed their price objectives while still incorporating updated assumptions around discount rate, profit margin, and future P/E. Analyst Commentary Recent research updates from firms including JPMorgan and Goldman Sachs point to a more measured stance on Coursera, with several analysts trimming their price targets by US$2 to US$3 while refreshing assumptions around discount rate, profit margin, and future P/E.
DAO
US$9.41
Youdao
7D
-5.4%
1Y
32.5%

DAO: Citi Upgrade Will Expose Fragile Profitability Assumptions Going Forward

Analysts raised their price target on Youdao to $5.72 from $5.72, citing updated assumptions around revenue growth, profit margins and a slightly lower discount rate following recent research, including the latest upgrade at Citi. Analyst Commentary Citi highlighted updated assumptions around revenue, margins and discount rate in its recent work on Youdao, but not all commentary in the market is uniformly optimistic.
STG
US$3.57
Sunlands Technology Group
7D
-6.1%
1Y
-33.3%