| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 84 | 12.0x | 17.8x | Top tier | |
Growth | 55 | 11.7% | 7.1% | Around median | |
Quality | 90 | 13.5% | 4.5% | Top tier | |
Safety | 91 | — | 2.6x | Top tier | |
Capital Return | 70 | 1.82% | 2.12% | Top tier | |
Momentum | 57 | 0.4% | 2.9% | Around median | |
Sentiment | 24 | 1 | 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.
Perdoceo Education Corporation operates higher education institutions that primarily serve adult and working learners through flexible online and hybrid programs. Its portfolio includes CTU and AIU System, which offer academic programs for a broad range of professionals, alongside University of St. Augustine for Health Sciences, which focuses on graduate programs in physical therapy, occupational therapy, speech-language pathology, and nursing. Financial performance depends on student enrollment growth and retention, as well as the expansion of programs and educational pathways within these institutions.
In the second quarter of fiscal year 2026, Perdoceo reported revenue of $213.4 million, net income of $48.0 million, and earnings per share of $0.75, equivalent to a net income margin of approximately 22.5%. Compared with the first quarter of fiscal year 2026, revenue declined by approximately 3.7% from $221.7 million, net income fell by approximately 11.1% from $54.0 million, and earnings per share decreased from $0.85 to $0.75. On a trailing twelve-month basis ending in fiscal year 2026, revenue totaled $854.8 million, net income reached $170.2 million, and earnings per share were approximately $2.68.
The latest available segment breakdown, for the first quarter of fiscal year 2026, shows that CTU was the largest driver, generating revenue of $120.8 million, or approximately 54.5% of company revenue, followed by AIU System with revenue of $57.8 million, or approximately 26.1%, and University of St. Augustine with revenue of $43.0 million, or approximately 19.4%. CTU revenue increased by 4% and its operating income rose by 8.1% to $50.5 million, while St. Augustine revenue grew by 9.8% and its operating income turned to a profit of $6.3 million after an operating loss in the comparable period.
Automated analysis for informational purposes only — not investment advice.
The average analyst price target is $44, approximately 14.3% above the 52-week range high of $38.50, but the consensus remains Neutral, with both the highest and lowest targets at $44. The 52-week range is $26.66 to $38.50, and the available data does not include a published price-to-earnings multiple; therefore, the stock's valuation here is based on a single narrow-range target and improved adjusted earnings per share guidance for fiscal year 2026, while accounting for the sequential decline in second-quarter revenue and profitability.
Figures in the text are as of 2026-09-01; the live price is shown at the top of the page.
In the first quarter of fiscal year 2026, CTU generated revenue of $120.8 million and accounted for approximately 54.5% of Perdoceo's revenue. AIU System reported revenue of $57.8 million, or approximately 26.1%, while University of St. Augustine generated revenue of $43.0 million, or approximately 19.4%. CTU and AIU System serve working students through online and hybrid programs, while St. Augustine focuses on graduate healthcare disciplines such as physical therapy, occupational therapy, and nursing.
On August 7, 2026, Perdoceo projected adjusted earnings per share of $3.10 to $3.16 for fiscal year 2026. The range announced during the May 7, 2026 call was $3.05 to $3.16, compared with adjusted earnings of $2.61 in fiscal year 2025. The guidance is based on organic growth at the academic institutions, continued high levels of student retention, and balancing investments in marketing and support with lower operating expenses in certain categories.
Total enrollment at CTU reached approximately 34,050 students as of March 31, 2026, up 1.9% and marking the tenth consecutive quarter of growth. Enrollment at University of St. Augustine increased by 3.1% to slightly fewer than 4,400 students in the spring term, supported by nursing, speech-language pathology, and new occupational therapy formats. In contrast, AIU System enrollment declined by 2.2% due to lower enrollment at Trident University, so growth was not uniform across the institutions.
The company used approximately $18 million in the first quarter of fiscal year 2026 for dividends and share repurchases. On August 7, 2026, it raised the quarterly dividend to $0.17 per share, after announcing a $0.15 dividend that was payable on June 12, 2026. It also had $91.9 million remaining under its share repurchase authorization, while cash, cash equivalents, and short-term investments totaled $680 million at the end of the first quarter of fiscal year 2026.
University of St. Augustine revenue increased by 9.8% to $43.0 million in the first quarter of fiscal year 2026. The institution generated operating income of $6.3 million after recording an operating loss in the comparable period, while adjusted operating income increased to $13.3 million from $8.5 million. Perdoceo expects St. Augustine revenue to grow in every quarter of fiscal year 2026 and its adjusted operating income to grow at a double-digit rate for the year, supported by expanded physical therapy and occupational therapy program formats.
AIU System enrollment declined by 2.2% as of March 31, 2026, while CTU faces the impact of a record number of student graduations and comparisons with previously strong enrollment quarters. The fiscal year 2026 guidance depends on retention remaining near multiyear highs and on no material impact from the elimination of Grad PLUS or graduate loan limits. Second-quarter fiscal year 2026 revenue also declined to $213.4 million from $221.7 million in the previous quarter, while net income fell to $48.0 million from $54.0 million.
