Graham Holdings Co (GHC)vsLaureate Education Inc (LAUR)
GHC
Graham Holdings Co
$1,134.42
+1.06%
CONSUMER DEFENSIVE · Cap: $4.91B
LAUR
Laureate Education Inc
$31.24
+3.80%
CONSUMER DEFENSIVE · Cap: $4.46B
Smart Verdict
WallStSmart Research — data-driven comparison
Graham Holdings Co generates 187% more annual revenue ($4.98B vs $1.74B). LAUR leads profitability with a 16.1% profit margin vs 6.0%. LAUR appears more attractively valued with a PEG of 1.15. LAUR earns a higher WallStSmart Score of 67/100 (B-).
GHC
Buy58
out of 100
Grade: C
LAUR
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+5.3%
Fair Value
$1171.08
Current Price
$1134.42
$36.66 discount
Margin of Safety
-78.7%
Fair Value
$19.24
Current Price
$31.24
$12.00 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Earnings expanding 21.4% YoY
Earnings expanding 88.4% YoY
Every $100 of equity generates 29 in profit
Attractively priced relative to earnings
15.4% revenue growth
Areas to Watch
ROE of 6.7% — below average capital efficiency
6.0% margin — thin
Expensive relative to growth rate
Operating margin of -10.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : GHC
The strongest argument for GHC centers on Price/Book, Altman Z-Score, Debt/Equity.
Bull Case : LAUR
The strongest argument for LAUR centers on EPS Growth, Return on Equity, P/E Ratio. Profitability is solid with margins at 16.1% and operating margin at -10.1%. Revenue growth of 15.4% demonstrates continued momentum.
Bear Case : GHC
The primary concerns for GHC are Return on Equity, Profit Margin, PEG Ratio.
Bear Case : LAUR
The primary concerns for LAUR are Operating Margin.
Key Dynamics to Monitor
GHC profiles as a value stock while LAUR is a growth play — different risk/reward profiles.
GHC carries more volatility with a beta of 0.79 — expect wider price swings.
LAUR is growing revenue faster at 15.4% — sustainability is the question.
LAUR generates stronger free cash flow (54M), providing more financial flexibility.
Bottom Line
LAUR scores higher overall (67/100 vs 58/100), backed by strong 16.1% margins and 15.4% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Graham Holdings Co
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
Graham Holdings Company is a diversified global media and education company. The company is headquartered in Arlington, Virginia.
Visit Website →Laureate Education Inc
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
Laureate Education, Inc. offers higher education programs and services to students through a network of universities and institutions of higher education. The company is headquartered in Baltimore, Maryland.
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