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Perdoceo Education Corporation (PRDO)

POSITIVE
Consumer DefensiveEducation & Training ServicesUnited States

Fundamental

78

Price

$33.49

Market Cap

$2.10B

Part 1 · What the company is worth

Overview

Perdoceo Education Corporation provides postsecondary education through online, campus-based, and blended learning programs in the United States. It operates through three segments: Colorado Technical University (CTU), The American InterContinental University System (AIUS), and University of St. Augustine for Health Sciences (USAHS). The CTU segment offers academic programs in the career-oriented disciplines of business and management, nursing, healthcare management, computer science, engineering, information systems and technology, project management, cybersecurity, and criminal justice. Its AIUS segment provides academic programs in the career-oriented disciplines of business studies, information technologies, education, and behavioral sciences. The USAHS segment offers graduate health sciences degrees in physical therapy, occupational therapy, speech language therapy, and nursing, as well as continuing education programs. The company also provides non-degree seeking and professional development programs. In addition, it operates intellipath, a learning platform, as well as a mobile application and two-way messaging platform. The company was formerly known as Career Education Corporation and changed its name to Perdoceo Education Corporation in January 2020. Perdoceo Education Corporation was incorporated in 1994 and is headquartered in Schaumburg, Illinois.

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Direct competitors

Who this company fights with for the same customers

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Balance Sheet & Liquidity

Revenue

$859M

Trailing 12 months (through 6/30/2026)

Net Income

$177M

Trailing 12 months (through 6/30/2026)

Free Cash Flow

-

Total Equity

$972M

Total Liabilities

$275M

Current Ratio

4.69

Interest Coverage

34.07

Debt/EBITDA

0.48

Earnings Per Share

Revenue & Net Income

Free Cash Flow

Income Breakdown

Historical statement

Margins over time

Debt over time

How heavy the debt is

Growth grid

Growth — Revenue

Fair Value Estimation

Undervalued

Fair Value

$44.72

Current Price

$33.49

Margin of Safety

+25.1%

Fair Value Range

$29.07 - $60.37

Estimation Methods

Analyst Target:$44.00
DCF:$75.15
PE-based:$28.91
Graham Growth:$53.24
EPV:$30.55
Analyst Consensus:Strong Buy (7B / 1H / 0S)
Last Earnings Surprise:+45.24%

Valuation Metrics

P/E Ratio

12.00

ROE

16.4%

P/B Ratio

2.00

P/FCF

-

Gross Margin

-

ROIC

14.3%

Profitability Radar

Value Creation (Economic Moat)

ROIC

14.3%

WACC

8.2%

ROIC − WACC

+6.1 pp

ROIC exceeds the cost of capital — the company is creating value for shareholders.

Fundamental Analysis Criteria

Passed (19)

  • EPS shows upward trend
  • EPS CAGR 7.85%
  • Price CAGR 12.59%
  • ROIC 14.3%
  • P/B Ratio 2.00
  • Debt/Equity ratio
  • Operating Margin 24.6%
  • Current Ratio
  • Interest Coverage
  • Debt/EBITDA
  • Return on Tangible Assets
  • ROE 17.2%
  • Analyst Consensus 88% Buy
  • Earnings Surprise avg 15.5%
  • PEG Ratio 1.75
  • Earnings Quality (OCF/NI) 1.27
  • Share Dilution -1.9%
  • Net Margin Trend 20.6% vs 20.1%
  • Piotroski F-Score 8/9

Failed (4)

  • Low reliance on intangibles
  • Price below Graham Number
  • DCF valuation (Fairly valued)
  • Revenue Growth 5Y 4.2%

Unavailable (5)

  • Gross Margin NaN%
  • P/FCF NaN
  • Dividend Payout NaN%
  • Positive Free Cash Flow
  • CapEx intensity

Piotroski F-Score

8/9

Strong financial health

score
criteria

Earnings Quality

1.27

High quality: earnings backed by cash

Share Dilution

-1.9%

Buying back shares. Shareholder friendly

Governance

Executive Team

NameTitleAge
Mr. Todd S. NelsonPresident, CEO & Director66
Mr. Ashish R. GhiaSenior VP, Treasurer & CFO48
Mr. Greg E. JansenSenior VP, General Counsel & Corporate Secretary50
Mr. John R. KlineSenior Vice President of American InterContinental University System62
Ms. Elise L. BaskelSenior Vice President of Colorado Technical University47
Ms. Michele A. PeppersVP of Accounting & Reporting and Chief Accounting Officer49
Mr. David C. CzeszewskiSenior VP & Chief Information Officer61
Ms. Julia A. LeemanSenior Vice President of Campus Operations53
Ms. Sunitha AraamudhuSenior Vice President of American InterContinental University System55

Audit Risk

1

Board Risk

1

Compensation Risk

2

Shareholder Rights Risk

4

Part 2 · The price and when to enter

This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.

Latest News

Recent headlines for PRDO, sourced from Markets Gazette.

No recent news for PRDO.