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Are Consumer Discretionary Stocks Lagging Dunelm Group (DNLMY) This Year?
ZACKS· 2025-12-18 15:41
Investors interested in Consumer Discretionary stocks should always be looking to find the best-performing companies in the group. Is Dunelm Group (DNLMY) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Consumer Discretionary peers, we might be able to answer that question.Dunelm Group is a member of our Consumer Discretionary group, which includes 265 different companies and currently sits at #13 in the Zacks Sector Rank. The Zacks Sector Rank in ...
5 School Stocks Leveraging AI, Digital Learning & Healthcare Shortages
ZACKS· 2025-12-01 17:31
Core Insights - The Zacks Schools industry is experiencing a recovery driven by increased demand for applied and career-oriented education, particularly in healthcare, skilled trades, cybersecurity, and IT [1][5] - Technology is becoming a significant competitive advantage, with institutions investing in adaptive learning systems and online platforms to enhance student engagement and operational efficiency [2][8] - The industry is consolidating, with larger providers acquiring smaller institutions to expand offerings and improve operational leverage [6] Industry Overview - The Zacks Schools industry includes for-profit education companies offering various programs in finance, healthcare, technology, and skilled trades, focusing on career-oriented education [4] - The sector is addressing the shortage of healthcare professionals through intensive training models linked to industry needs [1][5] Trends Influencing Growth - There is a rising demand for workforce-oriented programs, particularly among adult learners and career switchers, as the labor market increasingly values job-ready skills [5] - Government initiatives supporting vocational education and non-degree pathways are contributing to the growth outlook [3][5] Financial Performance and Valuation - The Zacks Schools industry has a Zacks Industry Rank of 65, placing it in the top 27% of over 250 Zacks industries, indicating positive near-term prospects [11][12] - The industry's forward 12-month price-to-earnings ratio is currently at 12.58X, significantly lower than the S&P 500's 23.57X, suggesting potential undervaluation [18] Key Companies and Their Prospects - **McGraw Hill**: Experiencing growth from digital and subscription models, with a projected fiscal 2026 earnings of $1.63 per share on $2.05 billion in revenues, reflecting a 300% surprise in the last quarter [21][24] - **Grand Canyon Education**: Focused on scalable online expansion and healthcare programs, with expected earnings growth of 12.9% and 11.2% for 2025 and 2026, respectively [27][28] - **Perdoceo Education**: Benefiting from rising student interest and expanding program offerings, with expected earnings growth of 11.4% and 9% for 2025 and 2026 [31][32] - **Adtalem**: Gaining from enrollment momentum and strategic partnerships, with projected earnings growth of 17.7% and 13.7% for fiscal 2026 and 2027 [35][37] - **Nerdy**: Enhancing its platform with AI integration, with improvements in earnings estimates for 2025 and 2026, indicating a potential investment opportunity [39][40]
After Plunging 21.9% in 4 Weeks, Here's Why the Trend Might Reverse for Perdoceo Education (PRDO)
ZACKS· 2025-11-24 15:35
Perdoceo Education (PRDO) has been beaten down lately with too much selling pressure. While the stock has lost 21.9% over the past four weeks, there is light at the end of the tunnel as it is now in oversold territory and Wall Street analysts expect the company to report better earnings than they predicted earlier.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that measures the speed and change ...
Barrington Reiterates Outperform on Perdoceo, Keeps $42 Price Target
Yahoo Finance· 2025-11-13 18:37
Perdoceo Education Corporation (NASDAQ:PRDO) is one of the best EdTech Stocks to buy now. On November 5, 2025, Barrington Research’s Alexander Paris reiterated Outperform on Perdoceo with a $42 price target following the company’s release of Q3 results. Perdoceo Education Corporation (NASDAQ:PRDO) reported Q3 results on November 4. Revenue rose 24.8% to $211.9 million, with EPS $0.60 GAAP / $0.65 adjusted, and operating income $51.0 million. Management said results ran ahead of expectations because prosp ...
PRDO or EDU: Which Is the Better Value Stock Right Now?
ZACKS· 2025-11-06 17:41
Core Insights - The comparison between Perdoceo Education (PRDO) and New Oriental Education (EDU) indicates that PRDO may offer better value for investors currently [1][3] Valuation Metrics - PRDO has a forward P/E ratio of 11.92, while EDU's forward P/E is 15.70 [5] - PRDO's PEG ratio stands at 0.79, compared to EDU's PEG ratio of 1.10 [5] - PRDO's P/B ratio is 1.96, whereas EDU has a P/B ratio of 2.25 [6] Earnings Outlook - PRDO is experiencing an improving earnings outlook, which enhances its attractiveness in the Zacks Rank model [7]
Down 13.4% in 4 Weeks, Here's Why Perdoceo Education (PRDO) Looks Ripe for a Turnaround
ZACKS· 2025-11-06 15:35
Perdoceo Education (PRDO) has been beaten down lately with too much selling pressure. While the stock has lost 13.4% over the past four weeks, there is light at the end of the tunnel as it is now in oversold territory and Wall Street analysts expect the company to report better earnings than they predicted earlier.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that measures the speed and change ...
Perdoceo Education signals 2026 adjusted operating income growth as St. Augustine acquisition drives Q3 momentum (NASDAQ:PRDO)
Seeking Alpha· 2025-11-05 02:16
Core Insights - The article emphasizes the importance of enabling Javascript and cookies in browsers to prevent access issues [1] Group 1 - The article suggests that users may face blocks if they have ad-blockers enabled [1]
Perdoceo Education Corporation (PRDO) Q3 2025 Earnings Call Prepared Remarks Transcript
Seeking Alpha· 2025-11-05 02:16
Core Viewpoint - Perdoceo Education Corporation held its Third Quarter 2025 Earnings Conference Call, indicating ongoing communication with investors and stakeholders regarding financial performance and future outlook [2][3]. Group 1: Earnings Call Details - The conference call was led by Todd Nelson, President and CEO, and Ashish Ghia, CFO, highlighting the leadership's involvement in discussing the company's financial results [2]. - The call was made accessible via a live webcast on the company's Investor Relations website, with a replay available for 90 days, demonstrating the company's commitment to transparency [3]. Group 2: Forward-Looking Statements - The earnings release included forward-looking statements as defined by the Securities Exchange Act, indicating that the company is providing projections based on current assumptions and available information [4]. - The company acknowledged that these forward-looking statements involve risks and uncertainties that could lead to actual results differing from those projected, emphasizing the importance of understanding potential variability in performance [5].
Perdoceo Education (PRDO) - 2025 Q3 - Earnings Call Transcript
2025-11-04 23:02
Financial Data and Key Metrics Changes - The company reported net income of $39.9 million, or $0.60 per diluted share, with adjusted earnings per diluted share at $0.65 compared to $0.59 in the prior year [6][12] - Revenue for the third quarter was $211.9 million, representing a 24.8% increase from $169.8 million in the prior year [12] - Adjusted operating income grew by 27.4% to $61 million compared to $47.8 million during the prior year [12] Business Line Data and Key Metrics Changes - Total student enrollments grew 15.1% year-over-year, driven by a 6.7% increase at CTU and the acquisition of St. Augustine [7][12] - CTU's revenue was $117.1 million, a 4.3% increase from the prior year, while operating income increased 6.7% to $47.8 million [15] - AIU system's revenue remained flat at $56.7 million, but operating income increased due to lower operating expenses [15][16] - St. Augustine recorded third quarter revenue of $38 million, with adjusted operating income expected to grow in 2026 [16] Market Data and Key Metrics Changes - The corporate student programs at CTU and AIU continue to see increasing enrollments, which remain a priority for the company [9] - New student enrollments at St. Augustine increased, particularly in nursing and speech-language pathology programs [14] Company Strategy and Development Direction - The company is focused on enhancing academic outcomes and student experiences through investments in technology and support processes [10][24] - There is a commitment to returning capital to shareholders, with $94.1 million returned through share repurchases and dividends in the first three quarters of 2025 [10][21] - The company plans to continue expanding corporate student program teams to support further growth and engagement [24] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism for 2026, expecting continued growth in student retention and engagement [11][22] - The company anticipates revenue and total student enrollments to increase in the fourth quarter and for the full year 2025 [15][23] - Adjusted operating income outlook for the full year 2025 is updated to a range between $234 million and $236 million [21][22] Other Important Information - The effective tax rate for the year-to-date period was 26.2%, with expectations for the full year to be between 26% and 26.5% [17] - The company ended the third quarter with $668.6 million in cash and equivalents, an increase of approximately $77.1 million from the year-end position [18] Q&A Session Summary - No specific questions or answers were documented in the provided content, thus this section is not applicable.
Perdoceo Education (PRDO) - 2025 Q3 - Earnings Call Transcript
2025-11-04 23:02
Financial Data and Key Metrics Changes - The company reported net income of $39.9 million, or $0.60 per diluted share, with adjusted earnings per diluted share at $0.65 compared to $0.59 in the prior year [6][12] - Revenue for the third quarter was $211.9 million, representing a 24.8% increase from $169.8 million in the prior year [12] - Adjusted operating income grew by 27.4% to $61 million compared to $47.8 million during the prior year [12] Business Line Data and Key Metrics Changes - Total student enrollments grew 15.1% year-over-year, driven by a 6.7% increase at CTU and the acquisition of St. Augustine [7][12] - CTU's revenue was $117.1 million, a 4.3% increase from the prior year, while operating income increased 6.7% to $47.8 million [15] - AIU system's revenue remained flat at $56.7 million, but operating income increased due to lower operating expenses [15][16] - St. Augustine recorded third quarter revenue of $38 million, with adjusted operating income expected to grow in 2026 [16] Market Data and Key Metrics Changes - The corporate student programs at CTU and AIU continue to see increasing enrollments, which are a priority for the company [9] - New student enrollments at St. Augustine for the fall term were higher compared to the prior year, particularly in nursing and speech-language pathology programs [14] Company Strategy and Development Direction - The company is focused on enhancing academic outcomes and student experiences through investments in technology and support processes [10][24] - There is a commitment to returning capital to shareholders, with $94.1 million returned through share repurchases and dividends in the first three quarters of 2025 [10][21] - The company plans to continue expanding corporate student program teams to support further growth and engagement [24] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism for 2026, expecting continued growth in student retention and engagement [11][22] - The company updated its full-year adjusted operating income outlook to a range between $234 million and $236 million, driven by the St. Augustine acquisition and positive trends at CTU and AIU [22][23] - The effective tax rate for the full year 2025 is expected to be between 26% and 26.5%, benefiting from tax provisions related to the St. Augustine acquisition [17] Other Important Information - The company repurchased 660,000 shares for $20.6 million during the quarter, with a total of 2.3 million shares repurchased year-to-date [21] - A quarterly dividend payment of $0.15 per share was declared, payable on December 12, 2025 [19][20] Q&A Session Summary - No specific questions or answers were documented in the provided content, indicating that the call may have concluded without a Q&A segment [27]