Graham Holdings Co (GHC)vs2U Inc (TWOU)
GHC
Graham Holdings Co
$1,070.23
+0.72%
CONSUMER DEFENSIVE · Cap: $4.64B
TWOU
2U Inc
$1.58
0.00%
CONSUMER DEFENSIVE · Cap: $4.43M
Smart Verdict
WallStSmart Research — data-driven comparison
Graham Holdings Co generates 442% more annual revenue ($4.91B vs $905.83M). GHC leads profitability with a 5.9% profit margin vs -35.1%. TWOU appears more attractively valued with a PEG of 0.19. GHC earns a higher WallStSmart Score of 51/100 (C-).
GHC
Buy51
out of 100
Grade: C-
TWOU
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-145.2%
Fair Value
$452.34
Current Price
$1070.23
$617.89 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
Growing faster than its price suggests
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
0.4% revenue growth
ROE of 6.5% — below average capital efficiency
5.9% 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 Revenue Growth, Return on Equity, Profit Margin.
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.
GHC carries more volatility with a beta of 0.81 — expect wider price swings.
GHC is growing revenue faster at 0.4% — sustainability is the question.
TWOU generates stronger free cash flow (65M), providing more financial flexibility.
Bottom Line
GHC scores higher overall (51/100 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
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