Graham Holdings Co (GHC)vsLaureate Education Inc (LAUR)
GHC
Graham Holdings Co
$1,036.87
-2.58%
CONSUMER DEFENSIVE · Cap: $4.70B
LAUR
Laureate Education Inc
$33.29
-1.04%
CONSUMER DEFENSIVE · Cap: $4.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Graham Holdings Co generates 189% more annual revenue ($4.91B vs $1.70B). LAUR leads profitability with a 16.6% profit margin vs 6.0%. LAUR appears more attractively valued with a PEG of 1.15. LAUR earns a higher WallStSmart Score of 79/100 (B+).
GHC
Buy51
out of 100
Grade: C-
LAUR
Strong Buy79
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-145.2%
Fair Value
$452.27
Current Price
$1036.87
$584.60 premium
Margin of Safety
+61.1%
Fair Value
$88.45
Current Price
$33.29
$55.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 40.0% year-over-year
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Strong operational efficiency at 33.2%
Earnings expanding 88.4% YoY
Every $100 of equity generates 26 in profit
Revenue surging 27.9% year-over-year
Areas to Watch
ROE of 6.5% — below average capital efficiency
6.0% margin — thin
Expensive relative to growth rate
Earnings declined 80.1%
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : GHC
The strongest argument for GHC centers on Price/Book, Revenue Growth, Altman Z-Score. Revenue growth of 40.0% demonstrates continued momentum.
Bull Case : LAUR
The strongest argument for LAUR centers on Operating Margin, EPS Growth, Return on Equity. Profitability is solid with margins at 16.6% and operating margin at 33.2%. Revenue growth of 27.9% demonstrates continued momentum.
Bear Case : GHC
The primary concerns for GHC are Return on Equity, Profit Margin, PEG Ratio.
Bear Case : LAUR
No major red flags identified for LAUR, but monitor valuation.
Key Dynamics to Monitor
GHC profiles as a hypergrowth stock while LAUR is a growth play — different risk/reward profiles.
GHC carries more volatility with a beta of 0.81 — expect wider price swings.
GHC is growing revenue faster at 40.0% — sustainability is the question.
LAUR generates stronger free cash flow (26M), providing more financial flexibility.
Bottom Line
LAUR scores higher overall (79/100 vs 51/100), backed by strong 16.6% margins and 27.9% 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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