undamentalytics Newsletter

Education Services stocks

33 US-listed companies in education services, with $32.5bn of combined revenue in their latest fiscal years. New Oriental Education & Technology Group Inc. is the largest ($5.7bn). The fastest grower with at least $100m of revenue in both years is TAL Education Group, up 33.7%. The median company grew 6.1% with a net margin of 8.0%.

Companies33
Combined revenue$32.5bn
Median revenue growth6.1%
Median net margin8.0%
Median return on equity10.6%
#CompanyRevenueGrowthNet marginROEFiscal year
1 New Oriental Education & Technology Group Inc.EDU $5.7bn 15.5% 8.4% 12.4% 2026
2 Graham Holdings CoGHC $4.9bn 2.5% 6.0% 6.5% 2025
3 TAL Education GroupTAL $3.0bn 33.7% 17.6% 14.1% 2026
4 Kindercare Learning Companies, Inc.KLC $2.7bn 2.6% −4.1% −13.9% 2025
5 Stride, Inc.LRN $2.5bn 4.7% 13.4% 21.7% 2026
6 Mcgraw Hill, Inc.MH $2.1bn 0.1% 1.7% 7.0% 2026
7 Covista Inc.CVSA $2.0bn 9.3% 12.9% 17.5% 2026
8 Laureate Education, Inc.LAUR $1.7bn 8.6% 16.5% 26.2% 2025
9 Strategic Education, Inc.STRA $1.3bn 4.0% 10.0% 7.7% 2025
10 Grand Canyon Education, Inc.LOPE $1.1bn 7.1% 19.5% 28.2% 2025
11 Perdoceo Education CorpPRDO $846m 24.2% 18.9% 16.6% 2025
12 Universal Technical Institute IncUTI $836m 14.0% 7.5% 21.4% 2025
13 Youdao, Inc.DAO $822m 5.2% 1.8% — 2025
14 Afya LtdAFYA $662m 7.5% 20.4% 17.1% 2025
15 American Public Education IncAPEI $649m 3.9% 4.9% 10.5% 2025
16 Lincoln Educational Services CorpLINC $518m 17.8% 3.9% 10.6% 2025
17 Chegg, IncCHGG $377m −39.0% −27.4% −66.2% 2025
18 Youlife Group Inc.YOUL $258m 17.1% 2.3% 6.6% 2025
19 Nerdy Inc.NRDY $179m −5.9% −22.3% −136.5% 2025
20 Ihuman Inc.IH $112m −12.4% 11.8% 9.7% 2025
21 51talk Online Education GroupCOE $96m 88.6% −17.6% — 2025
22 Legacy Education Inc.LGCY $80m 24.8% 11.4% 19.5% 2026
23 ATA Creativity GlobalAACG $37m 0.1% −17.9% −86.3% 2025
24 Golden Sun Technology Group Ltd.GSUN $35m 482.8% −14.3% −101.8% 2025
25 17 Education & Technology Group Inc.YQ $15m −43.9% −145.6% −45.3% 2025
26 Zhongchao Inc.ZCMD $11m −28.3% −55.5% −32.0% 2025
27 Ambow Education Holding Ltd.AMBO $9m 0.8% 14.4% 18.1% 2025
28 Epicquest Education Group International LtdEEIQ $9m 9.6% −27.2% −34.8% 2025
29 Wah Fu Education & Technology Group Ltd.WAFU $6m 2.7% −17.4% −10.7% 2026
30 Lixiang Education Holding Co. Ltd.LXEH $4m −5.9% −395.4% −80.9% 2025
31 Jiade LtdJDZG $4m 37.3% −41.2% −10.9% 2025
32 Visionsys AI IncVSA $144,574 −99.9% 165435.0% — 2025
33 Skillful Craftsman Education Technology LtdEDTK $14,133 −98.4% −60136.2% −82.8% 2026

Medians cover companies with at least $100m of revenue (growth: in both years). Growth is the latest fiscal year against the year before and includes acquisitions.

Other consumer discretionary industries

Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.