What changed
$EDU — BUY 📊 | 6 MONTHS THESIS
🎯 latest | Rev $656M | EPS $0.95 vs $0.84 🟢
💡 Consensus expected a slower recovery; actual EPS of $0.95 vs $0.84 estimate shows significant beats on both top line and margins. The market has not fully priced in the upward trajectory of estimates; the stock still trades below pre-crackdown multiples on normalized earnings power.
📉 Reward/risk: 2.0:1
🏢 Business Quality: 6/10 - Strong brand recognition and successful pivot, but regulatory overhang and competition remain material risks.
📊 Valuation: cheap - Assuming a realistic market cap of ~$10B (correcting for likely data input error), forward P/E of 11.8x on annualized EPS of $3.80, vs.
🔮 Catalyst: Q2 FY2025 earnings report and potential guidance raise, expected in October 2024
💰 Entry: $45.02, stop $40, target $55
📊 Our read: BUY. Full analysis →
https://stockduty.xyz/s/EDU0622