International education and for-profit schools

Components Performance/Risk
Period Return
-14.3%
Return Rank
Subpar
Risk Exposure
Above Average

Our selection covers US-exchange listed for-profit higher education schools - and highlights industry leaders in Brazil

Schooling has become a battlefield dividing mainstream American political parties

By allowing themselves to be prodded into cultural, philosophical and theological absolutism, the standard bearers of educational reform seemingly take for granted what should matter before all, the quality of education to prepare future generations of Americans 

Evaluation  of quality – a priority in the US Department of Education, under the former Obama Administration - has not been, and will probably never be, self-assured : educational content and the goals pursued are very much in the eye of the beholder

Under the assumption that quality training would lead to a high percentage of students entering the job market, school performance in terms of employer recognition has been tried and was roundly critized, proving ultimately hard to implement as well as costly

 

In the 2022 detailed PISA study, the US ranked above OECD average in reading and science but below average in mathematics

The public educational system, attended by an estimated 49 million students, set against 690 000 pupils in private schools (supported in 42 states), is not doing badly after all

Even so, technological advance with new educational tools may well offer more effective and cheaper training formats and it is probably not a coincidence that the market clearly favors companies with large market caps such as Grand Canyon Education, Laureate, Adtalem Global or Strayer Education to respond to the new challenge

And the expertise of the Brazilian private educational system may be worth pondering

 

China based private educational services are not included in the selection because strong political headwinds have battered the sector, recovering under a new regulatory framework

Theme Components
Name
Ticker
Sector
Industry
Cur. Price
Mkt. Cap
Performance
Momentum
Risk Rank
Risk Contrib
 
American Public Education APEI ServicesEducational Services40.58746 M9.9% Sharp Down Average Risk
Lincoln Educational Services LINC ServicesEducational Services24.22772 M11.8% Sharp Down Above Average
Grand Canyon Education LOPE ServicesEducational Services150.554.1 B-29.2% Neutral Below Average
Strategic Education STRA ServicesEducational Services76.471.7 B-3.6% Neutral Average Risk
Franklin Covey FC ServicesEducational Services17.52202 M-9.9% Sharp Down Above Average
Stride LRN ServicesEducational Services78.693.4 B-44.7% Neutral High Risk
Universal Technical Institute UTI ServicesEducational Services20.411.1 B-29.6% Sharp Down High Risk
Chegg CHGG ServicesEducational Services0.7584 M-54.6% Weak Down High Risk
Adtalem Global Education ATGE ServicesEducational Services98.543.6 B-31.6% Sharp Down Average Risk
Laureate Education LAUR ServicesEducational Services36.135.2 B17.5% Weak Down Below Average
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