Perdoceo Education Corporation (PRDO)
UndervaluedFundamental
80
Price
$31.29
Market Cap
$1.94B
Part 1 · What the company is worth
Overview
Perdoceo Education Corporation provides postsecondary education through online, campus-based, and blended learning programs in the United States. It operates through three segments: Colorado Technical University (CTU), The American InterContinental University System (AIUS), and University of St. Augustine for Health Sciences (USAHS). The CTU segment offers academic programs in the career-oriented disciplines of business and management, nursing, healthcare management, computer science, engineering, information systems and technology, project management, cybersecurity, and criminal justice. Its AIUS segment provides academic programs in the career-oriented disciplines of business studies, information technologies, education, and behavioral sciences. The USAHS segment offers graduate health sciences degrees in physical therapy, occupational therapy, speech language therapy, and nursing, as well as continuing education programs. The company also provides non-degree seeking and professional development programs. In addition, it operates intellipath, a learning platform, as well as a mobile application and two-way messaging platform. The company was formerly known as Career Education Corporation and changed its name to Perdoceo Education Corporation in January 2020. Perdoceo Education Corporation was incorporated in 1994 and is headquartered in Schaumburg, Illinois.
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Direct competitors
Who this company fights with for the same customers
Generated on September 19, 2026 with claude-haiku-4-5 — shared with all users
Through Strayer and Capella universities it recruits the same working adults seeking online and hybrid degrees that Perdoceo's Colorado Technical University and AIU System target, including through employer tuition partnerships.
It supplies enrollment and marketing services to Grand Canyon University's large online division, which competes for the same adult students in business, technology and healthcare programs.
Chamberlain University and Walden University compete directly with Perdoceo's University of St. Augustine for Health Sciences and its online graduate programmes for adult students in nursing and allied health.
Its American Public University System and Rasmussen University sell online degrees to military, working and career-changing adults in the United States, the same enrollment pool Perdoceo depends on.
This private non-profit university is one of the largest online providers of degrees to American adult learners and bids for the same students at lower tuition, a pressure Perdoceo's 10-K attributes to non-profit institutions expanding online.
A non-profit, entirely online university built on competency-based degrees in business, IT, healthcare and teaching, it draws from the same population of employed adults finishing a degree part-time.
Balance Sheet & Liquidity
Revenue
$859M
Trailing 12 months (through 6/30/2026)
Net Income
$177M
Trailing 12 months (through 6/30/2026)
Free Cash Flow
-
Total Equity
$972M
Total Liabilities
$275M
Current Ratio
4.69
Interest Coverage
34.07
Debt/EBITDA
0.48
Earnings Per Share
Revenue & Net Income
Free Cash Flow
Income Breakdown
Historical statement
Margins over time
Debt over time
How heavy the debt is
Growth grid
Growth — Revenue
Fair Value Estimation
Fair Value
$43.25
Current Price
$31.29
Margin of Safety
+27.7%
Fair Value Range
$28.11 - $58.39
Spread across the valuation methods used, not a statistically calibrated confidence interval.
Estimation Methods
Valuation Metrics
P/E Ratio
11.25
ROE
16.4%
P/B Ratio
1.87
P/FCF
-
Gross Margin
-
ROIC
14.3%
Profitability Radar
Value Creation (Economic Moat)
ROIC
14.3%
WACC
8.5%
ROIC − WACC
+5.9 pp
ROIC exceeds the cost of capital — the company is creating value for shareholders.
Fundamental Analysis Criteria
Passed (20)
- EPS shows upward trend
- EPS CAGR 7.85%
- Price CAGR 12.04%
- ROIC 14.3%
- P/B Ratio 1.87
- Debt/Equity ratio
- Operating Margin 24.6%
- Current Ratio
- Interest Coverage
- Debt/EBITDA
- Return on Tangible Assets
- Price below Graham Number
- ROE 17.7%
- Analyst Consensus 88% Buy
- Earnings Surprise avg 15.5%
- PEG Ratio 1.62
- Earnings Quality (OCF/NI) 1.27
- Share Dilution -1.9%
- Net Margin Trend 20.6% vs 20.1%
- Piotroski F-Score 8/9
Failed (3)
- Low reliance on intangibles
- DCF valuation (Fairly valued)
- Revenue Growth 5Y 4.2%
Unavailable (5)
- Gross Margin NaN%
- P/FCF NaN
- Dividend Payout NaN%
- Positive Free Cash Flow
- CapEx intensity
Piotroski F-Score
Strong financial health
Earnings Quality
High quality: earnings backed by cash
Share Dilution
Buying back shares. Shareholder friendly
Institutional Holdings
Governance
Executive Team
| Name | Title | Age |
|---|---|---|
| Mr. Todd S. Nelson | President, CEO & Director | 66 |
| Mr. Ashish R. Ghia | Senior VP, Treasurer & CFO | 48 |
| Mr. Greg E. Jansen | Senior VP, General Counsel & Corporate Secretary | 50 |
| Mr. John R. Kline | Senior Vice President of American InterContinental University System | 62 |
| Ms. Elise L. Baskel | Senior Vice President of Colorado Technical University | 47 |
| Ms. Michele A. Peppers | VP of Accounting & Reporting and Chief Accounting Officer | 49 |
| Mr. David C. Czeszewski | Senior VP & Chief Information Officer | 61 |
| Ms. Julia A. Leeman | Senior Vice President of Campus Operations | 53 |
| Ms. Sunitha Araamudhu | Senior Vice President of American InterContinental University System | 55 |
Audit Risk
1
Board Risk
1
Compensation Risk
2
Shareholder Rights Risk
4
Part 2 · The price and when to enter
This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.
Documents
- View document
Annual Report (10-K)
A yearly overview of the business, its financial results, and the risks it faces.
Filed on 2026-02-19
- View document
Quarterly Report (10-Q)
A snapshot of financial performance for the most recent three-month period.
Filed on 2026-08-06
- View document
Current Report (8-K)
An announcement of a major event, such as a leadership change or big news.
Filed on 2026-09-14
via SEC EDGAR
Income History
via SEC EDGAR
Latest News
Recent headlines for PRDO, sourced from Markets Gazette.