Laureate Education, Inc. (LAUR) AI Stock Analysis

NASDAQ: LAURAI research summary: business, growth, valuation, analysts, bull and bear case.

LAUR AI stock analysis summary

AI Research

Laureate Education, Inc. is a provider of higher education programs across campuses and online formats primarily in Mexico, Peru, and the United States. Over the trailing twelve months, the company generated $1.83B in revenue with an operating margin of 36.3%. With diluted EPS of $2.20 and quarterly revenue expanding 17.5% year-over-year in the latest quarter, the business demonstrates ongoing financial expansion.

Market cap
$5.32B
Revenue (TTM)
$1.83B
P/E
17.6x
fwd 15.3x
1Y return
31.6%
S&P 500 16.8%
Avg. target
$41.50
7.5% vs last close

Bull case

  • Quarterly revenue grew 17.5% year-over-year and quarterly earnings rose 50.8% in the period ended June 30, 2026.
  • Free cash flow generation of $263.1M in FY2025 supported $215.2M in share buybacks and a five-year share count reduction of 21.9%.
  • Trailing twelve-month operating margin reached 36.3%, well above the US-listed Consumer Defensive peer median of 9.8%.

Bear case

  • Total debt stood at $734.0M as of June 30, 2026, resulting in net debt of $572.3M.
  • The current ratio is 0.71, indicating that current liabilities exceed liquid short-term assets.
  • The price-to-sales multiple of 2.9x represents a significant premium over the US-listed Consumer Defensive peer median of 0.7x.

What Laureate Education does

Laureate Education, Inc. operates as a provider of higher education programs and services across a network of universities and institutions worldwide. Headquartered in Miami, Florida, the company offers undergraduate and graduate degree programs in fields such as business and management, medicine and health sciences, and engineering and information technology. Programs are delivered through campus-based, online, and hybrid formats, serving students primarily in Mexico, Peru, and the United States. Founded in 1989 as Sylvan Learning Systems, Inc., the company rebranded in May 2004 to focus on higher education and professional career preparation.

Growth and profitability

Between FY2021 and FY2025, revenue increased from $1.09B to $1.70B, reflecting a 5-year revenue CAGR of 10.7%. Annual revenue growth was 19.5% in FY2023, 5.5% in FY2024, and 8.6% in FY2025. Operating margin rose from -0.4% in FY2021 to 25.3% in FY2025, while net income grew from $192.4M to $281.6M over the same period. For the trailing twelve months, revenue reached $1.83B with an operating margin of 36.3% and a net profit margin of 17.6%. For the latest quarter ended June 30, 2026, quarterly revenue increased 17.5% year-over-year and quarterly earnings grew 50.8%.

LAUR income statement →

Balance sheet and cash flow

As of June 30, 2026, Laureate Education held $161.7M in cash and short-term investments and $734.0M in total debt, resulting in net debt of $572.3M. Shareholders' equity was $1.14B against total assets of $2.42B, with a debt-to-equity ratio of 0.64 and a current ratio of 0.71. During FY2025, operating cash flow reached $366.2M and free cash flow was $263.1M. Cash deployment in FY2025 included $103.0M in capital expenditures, $215.2M in share buybacks, and $455,000 in dividends paid.

LAUR balance sheet →

Valuation and performance

Laureate Education trades at a trailing P/E of 17.6x and a forward P/E of 15.3x, compared to peer medians of 18.6x and 14.3x, respectively, for the US-listed Consumer Defensive peer group. Its price-to-sales ratio is 2.9x, above the peer median of 0.7x, while its EV-to-EBITDA multiple is 9.7x versus the peer median of 11.7x. Over the past year, the stock returned 31.6%, compared to a 16.8% return for the S&P 500 (SPY). Over five years, the stock returned 379.7% against 83.0% for the S&P 500.

LAUR key metrics →

What analysts expect

Analyst ratings stand at 3 Strong Buy, 2 Buy, 1 Hold, 0 Sell, and 1 Strong Sell. The mean price target is $41.50, representing a 7.5% upside relative to the last closing price of $38.61 on October 16, 2026. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $1.93B and EPS of $2.12. The company beat EPS estimates in 3 of the last 4 quarters, and the next earnings date is October 29, 2026.

LAUR forecast and price target →

Key risks and what to watch

  • A current ratio of 0.71 presents short-term liquidity risk relative to operational obligations.
  • The company maintains a total debt load of $734.0M against $161.7M in cash and short-term investments.
  • Annual top-line expansion varied across recent periods, slowing to 5.5% in FY2024 before reaching 8.6% in FY2025.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this LAUR AI stock analysis

This page is an AI-written research summary of Laureate Education, Inc. (LAUR). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: LAUR income statement, LAUR balance sheet, LAUR key metrics, LAUR analyst forecast, LAUR chart. See the LAUR stock overview for the latest quote and news.

LAUR AI stock analysis FAQ

What were Laureate Education's revenues and earnings in FY2025?

In FY2025, Laureate Education reported $1.70B in revenue, reflecting an 8.6% increase over FY2024. Net income was $281.6M, which resulted in diluted EPS of $1.67.

What is the consensus analyst target price for LAUR?

The mean analyst price target is $41.50, which is 7.5% above the closing price of $38.61 on October 16, 2026. Coverage includes 3 Strong Buy, 2 Buy, 1 Hold, and 1 Strong Sell ratings.

How does Laureate Education's valuation compare to its peer group?

LAUR has an EV-to-EBITDA of 9.7x compared to the US-listed Consumer Defensive peer median of 11.7x. Its trailing P/E of 17.6x is below the peer median of 18.6x, while its price-to-sales multiple of 2.9x is above the peer median of 0.7x.

When is Laureate Education scheduled to report its next earnings?

The company's next earnings date is October 29, 2026.

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