| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 49 | 32.8x | 17.8x | Around median | |
Growth | 63 | 9.1% | 7.1% | Around median | |
Quality | 48 | 5.2% | 4.5% | Around median | |
Safety | 53 | 2.6x | 2.6x | Around median | |
Capital Return | 18 | — | 2.12% | Bottom tier | |
Momentum | 17 | 2.9% | 2.9% | Bottom tier | |
Sentiment | 67 | 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.
Universal Technical Institute operates a career education platform through the UTI and Concorde brands, generating revenue from student training programs in transportation, skilled trades, healthcare, and dentistry. UTI's offerings include automotive, diesel, aviation, electric and hybrid vehicle maintenance, HVACR, electrical, welding, and industrial maintenance programs, while Concorde's expansions include dental assistant, diagnostic medical sonography, pharmacy technician, radiologic technologist, and surgical technologist programs. The acquisition of Concorde expanded the company's scope from a business focused primarily on transportation into a more diversified platform serving multiple career markets.
In Q3 fiscal 2026, revenue increased 7.2% year over year to $218.9 million, while net income was $2.3 million and diluted earnings per share were $0.04, equivalent to a net income margin of approximately 1.1%. Adjusted earnings before interest, taxes, depreciation, and amortization, as reported in the company's disclosures, were $18.2 million, representing a margin of approximately 8.3%, after $9 million in growth investments; the underlying measure before those investments was $27.2 million, or approximately 12.4% of revenue.
The UTI segment contributed $138 million in revenue, representing approximately 63% of the Q3 fiscal 2026 total and year-over-year growth of 5%, while Concorde contributed $80.9 million, or approximately 37%, with growth of 11.1%. Average full-time active students increased 5.8% to 25,131, and new student starts rose 10.9% to 6,342; average active students increased 8.5% at Concorde and 4% at UTI, while Concorde's growth was supported by strength in dental programs, and the expansion of skilled trades and new campuses drove UTI's growth.
Automated analysis for informational purposes only — not investment advice.
The average analyst price target is $42.5, within a range of $38 to $49, with a consensus rating of “Buy”; the average target is approximately 17% below the 52-week range high of $51.34, while even the high target remains below that peak. The 52-week range extends from $20.70 to $51.34, and the available data does not provide a valid price-to-earnings ratio, so the stock's valuation depends more heavily on achieving fiscal 2026 guidance and fiscal 2029 targets and on margin improvement following expansion investments.
Figures in the text are as of 2026-09-02; the live price is shown at the top of the page.
Growth came from new campuses, program expansions, and demand for skilled trades, with new student starts increasing 10.9% to 6,342 in Q3 fiscal 2026. The UTI Atlanta campus exceeded expectations for its July 2026 opening by 30%, while UTI San Antonio outperformed the launch model by approximately 40%. The company also plans to launch more than 20 programs during fiscal 2026, including HVACR, electrical, aviation maintenance, and multiple healthcare programs at Concorde.
The company reduced its forecast for underlying adjusted earnings before interest, taxes, depreciation, and amortization from more than $155 million to more than $135 million and set revenue guidance at between $893 million and $900 million. Management attributed approximately 70% of the $20 million difference to weaker high school channel starts in automotive and diesel programs during Q4 fiscal 2026, and approximately 30% to the shift toward shorter skilled trades programs that generate lower revenue and profitability per student. Management said the primary issue was an insufficient number of representatives able to follow up with prospective students, so it increased the field staff to more than 170 representatives.
The acquisition of Concorde brought the company into healthcare and dental education and expanded its business beyond traditional transportation programs. In Q3 fiscal 2026, Concorde generated $80.9 million in revenue, up 11.1%, and represented approximately 37% of consolidated revenue. Its average active student population also increased 8.5%, and it launched twelve healthcare programs during fiscal 2026, including radiologic technologist, diagnostic medical sonography, and surgical technologist programs.
Management explained on the August 5, 2026 call that weakness in the high school channel was not caused by AI search because this channel relies heavily on representatives' presentations inside schools and manual follow-up. At the same time, total UTI inquiries increased 18% year over year, and marketing demand indicators at Concorde rose by more than 20%. The company relies on a mix of paid search, social networks, organic discovery, referrals, and follow-up campaigns, with a relatively stable cost per lead.
Management maintained its target of generating more than $1.2 billion in revenue and adjusted earnings before interest, taxes, depreciation, and amortization approaching $220 million in fiscal 2029. It plans to open at least two and up to five campuses annually while replicating 12 to 20 new programs across UTI and Concorde campuses in each fiscal year. To fund this path, the company expects annual capital expenditures of $100 million or more, after raising its fiscal 2026 estimate to approximately $110 million.
