| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 92 | 12.3x | 17.8x | Top tier | |
Growth | 30 | 1.0% | 7.1% | Bottom tier | |
Quality | 92 | 17.0% | 4.5% | Top tier | |
Safety | 85 | — | 2.6x | Top tier | |
Capital Return | 82 | — | 2.12% | Top tier | |
Momentum | 31 | — | 2.9% | Bottom tier | |
Sentiment | 72 | 5 | 3 | Top 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.
Phoenix Education Partners operates University of Phoenix and focuses on flexible, affordable educational programs for working adults, with curricula linked to professionally relevant skills. The business relies on student enrollment in degree programs, either directly or through employer relationships; in fiscal Q3 2026, about 36% of enrollment came through employers, compared with 33% a year earlier. The number of digital skills badges earned by students also exceeded 1.1 million, while a Harris Poll study reported that 98% of surveyed employers were satisfied overall with University of Phoenix graduates.
In fiscal Q3 2026, revenue was $271.8 million, compared with $271.7 million in the comparable period, and average total degree-program enrollment increased 0.6% to approximately 85,300 students. Net income attributable to Phoenix Education Partners was approximately $39.2 million, or $1.01 per diluted share, compared with $53.8 million and $1.42 per share a year earlier; accordingly, the calculated net income margin declined to approximately 14.4% from 19.8%. The data did not include a gross profit figure, but adjusted earnings before interest, taxes, depreciation, and amortization were $78.1 million at a 28.7% margin, compared with $83.4 million and a 30.7% margin in the comparable period.
During the first nine months of fiscal 2026, revenue increased 0.9% to $756.3 million, and average enrollment rose 2.2% to approximately 84,500 students. The program mix remained heavily concentrated in business, with management reporting that the distribution stayed close to the mix cited at the initial public offering, when business represented 63%, healthcare and related fields 31%, and education 4%, with stronger growth in healthcare programs. In terms of channels, the company has more than 2,500 employer relationships, and management reports that students in this channel achieve higher retention and completion rates despite discounts that slightly reduce revenue per student.
Automated analysis for informational purposes only — not investment advice.
The analyst consensus is “Buy,” with an average target of $38 and a target range of $36 to $40; the average is approximately 19% below the 52-week high of $47.08 and approximately 62% above the low of $23.52. The data does not provide a valid price-to-earnings multiple for comparison, so the stock’s valuation depends on the company’s ability to achieve its fiscal 2026 revenue guidance of $1.020–1.025 billion and adjusted earnings before interest, taxes, depreciation, and amortization guidance of $246–250 million. Strong liquidity and the absence of debt support the positive consensus, but the wide target range and the decline in the fiscal Q3 2026 margin reflect the risks from the digital search transition and weak near-term growth.
Figures in the text are as of 2026-09-02; the live price is shown at the top of the page.
Revenue was $271.8 million, compared with $271.7 million in the comparable period, and average total degree-program enrollment increased 0.6% to approximately 85,300 students. Net income declined to $39.2 million, or $1.01 per diluted share, from $53.8 million and $1.42 per share. Adjusted earnings before interest, taxes, depreciation, and amortization also fell 6.4% to $78.1 million, and the margin declined to 28.7% from 30.7%.
The company revised its revenue guidance to a range of $1.020–1.025 billion due to the transitional impact of changes in how students discover and evaluate universities through artificial intelligence-enabled search. Management said on July 14, 2026, that demand for the brand had not weakened, but it observed longer evaluation journeys and more repeated visits before applications were started. In response, it accelerated the launch of the Built for Real Life campaign and increased advertising spending in fiscal Q3 2026 by $6.6 million year over year.
Employer-supported enrollment represented approximately 36% of total enrollment in fiscal Q3 2026, up from 33% a year earlier. The university has more than 2,500 employer relationships, and healthcare institutions represent slightly less than one-third of its corporate relationship network. Management says that students in this channel achieve higher retention and completion rates, making profitability close to that of the direct channel despite lower revenue per student due to tuition assistance discounts.
University of Phoenix offers artificial intelligence skill-building modules in every course, is expanding a Socratic dialogue tool that simulates professional situations, and provides an automated agent for around-the-clock writing and mathematics support. On July 14, 2026, it announced a collaboration with OpenAI to develop curricula, research, and skills pathways and to make ChatGPT available to eligible students. On the operational side, it launched the One Team assistant, which summarizes student status and recommends next steps to student advisors with the aim of improving service and reducing time and cost.
Cash, cash equivalents, and marketable securities totaled $269.4 million as of May 31, 2026, and the company had no outstanding debt. Operating activities generated $116.7 million during the first nine months of fiscal 2026, compared with $17.4 million paid in cash dividends and dividend equivalents and $15 million in capital expenditures. In fiscal Q3 2026, the company repurchased approximately 135 thousand shares for $4 million, with $46 million remaining under the authorization, and it also declared a quarterly dividend of $0.21 per share payable on August 14, 2026.
The enrollment process is subject to Department of Education controls and the FAFSA system, and the Department reviewed more than 70 thousand of the university’s 2026 and 2027 applications. New risk flags and mandatory verification procedures caused temporary enrollment friction, although management said the cases identified by the Department were consistent with its internal controls. The company’s measure under the 90/10 rule was also approximately 88%, so any future changes to this rule or verification requirements could affect the student admissions and funding process.
