Laureate Education Inc (LAUR)vs2U Inc (TWOU)
LAUR
Laureate Education Inc
$35.38
+1.75%
CONSUMER DEFENSIVE · Cap: $4.96B
TWOU
2U Inc
$1.58
0.00%
CONSUMER DEFENSIVE · Cap: $4.43M
Smart Verdict
WallStSmart Research — data-driven comparison
Laureate Education Inc generates 88% more annual revenue ($1.70B vs $905.83M). LAUR leads profitability with a 16.6% profit margin vs -35.1%. TWOU appears more attractively valued with a PEG of 0.19. LAUR earns a higher WallStSmart Score of 79/100 (B+).
LAUR
Strong Buy79
out of 100
Grade: B+
TWOU
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.1%
Fair Value
$88.45
Current Price
$35.38
$53.07 discount
Intrinsic value data unavailable for TWOU.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Growing faster than its price suggests
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
No major concerns identified
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 : 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.
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 : LAUR
No major red flags identified for LAUR, but monitor valuation.
Bear Case : TWOU
The primary concerns for TWOU are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
LAUR profiles as a growth 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.
LAUR is growing revenue faster at 27.9% — sustainability is the question.
TWOU generates stronger free cash flow (65M), providing more financial flexibility.
Bottom Line
LAUR scores higher overall (79/100 vs 44/100), backed by strong 16.6% margins and 27.9% revenue growth. Both earn "Strong 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.
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.
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.
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