Graham Holdings Co (GHC)vs2U Inc (TWOU)
GHC
Graham Holdings Co
$1,132.53
+1.48%
CONSUMER DEFENSIVE · Cap: $5.06B
TWOU
2U Inc
$1.58
0.00%
CONSUMER DEFENSIVE · Cap: $4.43M
Smart Verdict
WallStSmart Research — data-driven comparison
Graham Holdings Co generates 450% more annual revenue ($4.98B vs $905.83M). GHC leads profitability with a 6.0% profit margin vs -35.1%. TWOU appears more attractively valued with a PEG of 0.19. GHC earns a higher WallStSmart Score of 56/100 (C).
GHC
Buy56
out of 100
Grade: C
TWOU
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-32.0%
Fair Value
$840.48
Current Price
$1132.53
$292.05 premium
Intrinsic value data unavailable for TWOU.
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
Growing faster than its price suggests
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
ROE of 6.3% — below average capital efficiency
6.0% margin — thin
Expensive relative to growth rate
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -101.3% — below average capital efficiency
Revenue declined 16.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : GHC
The strongest argument for GHC centers on Price/Book, Altman Z-Score, Debt/Equity.
Bull Case : TWOU
The strongest argument for TWOU centers on PEG Ratio, Price/Book, Debt/Equity. PEG of 0.19 suggests the stock is reasonably priced for its growth.
Bear Case : GHC
The primary concerns for GHC are Return on Equity, Profit Margin, PEG Ratio.
Bear Case : TWOU
The primary concerns for TWOU are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
GHC profiles as a value stock while TWOU is a turnaround play — different risk/reward profiles.
TWOU carries more volatility with a beta of 0.80 — expect wider price swings.
GHC is growing revenue faster at 6.0% — sustainability is the question.
TWOU generates stronger free cash flow (65M), providing more financial flexibility.
Bottom Line
GHC scores higher overall (56/100 vs 44/100). Both earn "Buy" and "Hold" 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 →2U Inc
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
2U, Inc. is an educational technology company in the United States, Hong Kong, South Africa, and the United Kingdom. The company is headquartered in Lanham, Maryland.
Visit Website →Compare with Other EDUCATION & TRAINING SERVICES Stocks
Want to dig deeper into these stocks?