| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 66 | 16.4x | 17.8x | Around median | |
Growth | 77 | 17.9% | 7.1% | Top tier | |
Quality | 73 | 19.3% | 4.5% | Top tier | |
Safety | 81 | 1.0x | 2.6x | Top tier | |
Capital Return | 54 | — | 2.12% | Around median | |
Momentum | 73 | 41.3% | 2.9% | Top tier | |
Sentiment | 23 | 3 | 3 | Bottom tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Laureate Education operates higher education institutions in Mexico and Peru, serving more than 500 thousand students, faculty members, and employees through in-person, hybrid, and digital programs. Growth relies on three specific paths: increased participation in higher education, fully digital programs for working adults between 25 and 50 years old, and the opening of campuses in new cities and regions. Fully digital programs include approximately 90 thousand working adult students in Mexico and approximately 20–25 thousand in Peru, and are priced approximately 40% below in-person programs, with a contribution margin in the mid-50% range.
In Q2 of fiscal year 2026, Laureate Education reported revenue of $615.9 million, gross profit of $237.7 million, net income of $137.1 million, and earnings per share of $0.98. This equates to a gross profit margin of approximately 38.6%, while adjusted EBITDA reached $251 million with a margin of approximately 40.7%. On a constant-currency basis, revenue and adjusted EBITDA increased by 8% year over year, supported by a 6% increase in total enrollments and 10% growth in year-to-date new enrollments.
Growth came from both core markets but at different rates: Mexico revenue in Q2 of fiscal year 2026 increased by 10% and adjusted EBITDA by 9%, while Peru revenue increased by 6% and adjusted EBITDA by 7% on a constant-currency basis. From the beginning of the year through June 2026, total enrollments in Mexico increased by 5% and enrollments in Peru by 8%. These figures show that the revenue mix is being shaped by the expansion of digital programs for working adults alongside the campus network, rather than by tuition increases alone.
Automated analysis for informational purposes only — not investment advice.
The analyst consensus is “Buy,” with an average target of $40.83 and a relatively wide range between $34.5 and $45. The average target is extremely close to the 52-week range high of $40.925, while the highest target exceeds that high and the lowest target remains below it, reflecting a balance between the raised fiscal year 2026 outlook and execution and digital education mix risks. No valid price-to-earnings ratio was provided in the data, so a reliable comparison cannot be built using this multiple.
Figures in the text are as of 2026-08-30; the live price is shown at the top of the page.
The company relies on increased participation in higher education, growth in fully digital programs for working adults, and the opening of new campuses in Mexico and Peru. Through June 2026, new enrollments increased by 10% and total enrollments by 6%, supporting revenue growth of 7% after adjusting for academic calendar timing and on a constant-currency basis. Management expects fiscal year 2026 revenue of between $1.920 billion and $1.930 billion and total enrollments of between 518 thousand and 523 thousand students.
Laureate Education reported revenue of $615.9 million, net income of $137.1 million, and earnings per share of $0.98. Gross profit reached $237.7 million, equivalent to a margin of approximately 38.6%, and adjusted EBITDA reached $251 million. On a constant-currency basis, revenue and adjusted EBITDA grew by 8% compared with the corresponding period.
These programs target working adults between 25 and 50 years old and include approximately 90 thousand students in Mexico and approximately 20–25 thousand in Peru. A fully digital program is priced approximately 40% below its in-person counterpart, but it delivers a contribution margin in the mid-50% range and requires no campus capital expenditure. Fully digital education penetration reached 14% in Mexico and below 5% in Peru, according to management data from the July 30, 2026 call.
The Monterrey campus in Mexico and Ate campus in Lima, which opened in 2025, continued to perform in line with management's expectations. The Puebla campus in Mexico began accepting enrollments for the September 2026 cycle, while the South Lima project is targeted to begin operations in Q1 of fiscal year 2027. The company intends to open the Merida campus in Mexico for the September 2027 cycle, with additional projects planned for 2028 and beyond.
The company ended June 2026 with total debt of $223 million and cash of $162 million, resulting in net debt of $61 million. It repurchased $181 million of shares during the first half of 2026, after which the board authorized a $150 million increase in the program. Management expects approximately 50% of adjusted EBITDA to convert into unlevered free cash flow during fiscal year 2026.
Growth in fully digital programs reduces average tuition because they are priced approximately 40% below in-person programs, even as their contribution margin remains in the mid-50% range. In Mexico, adjusted EBITDA declined by 2% from the beginning of the year through June 2026 after adjusting for academic calendar timing due to investments and the startup of the Puebla campus. The Q3 fiscal year 2026 outlook also includes a positive $29 million impact from calendar timing, so quarterly comparisons need to separate underlying growth from the timing effect.
