WallStSmart

Grand Canyon Education Inc (LOPE)vs2U Inc (TWOU)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Grand Canyon Education Inc generates 26% more annual revenue ($1.14B vs $905.83M). LOPE leads profitability with a 19.6% profit margin vs -35.1%. TWOU appears more attractively valued with a PEG of 0.19. LOPE earns a higher WallStSmart Score of 69/100 (B-).

LOPE

Strong Buy

69

out of 100

Grade: B-

Growth: 6.7Profit: 9.0Value: 5.3Quality: 8.5
Piotroski: 4/9Altman Z: 8.01

TWOU

Hold

44

out of 100

Grade: D

Growth: 4.0Profit: 2.5Value: 6.7Quality: 5.0
Piotroski: 4/9Altman Z: -0.67
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

LOPESignificantly Overvalued (-49.6%)

Margin of Safety

-49.6%

Fair Value

$107.14

Current Price

$151.20

$44.06 premium

UndervaluedFair: $107.14Overvalued

Intrinsic value data unavailable for TWOU.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LOPE5 strengths · Avg: 9.0/10
Return on EquityProfitability
31.6%10/10

Every $100 of equity generates 32 in profit

Altman Z-ScoreHealth
8.0110/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.169/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.908/10

Growing faster than its price suggests

Operating MarginProfitability
22.0%8/10

Strong operational efficiency at 22.0%

TWOU3 strengths · Avg: 10.0/10
PEG RatioValuation
0.1910/10

Growing faster than its price suggests

Price/BookValuation
0.0x10/10

Reasonable price relative to book value

Debt/EquityHealth
-3.6010/10

Conservative balance sheet, low leverage

Areas to Watch

LOPE0 concerns · Avg: 0/10

No major concerns identified

TWOU4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$4.43M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-101.3%2/10

ROE of -101.3% — below average capital efficiency

Revenue GrowthGrowth
-16.8%2/10

Revenue declined 16.8%

Comparative Analysis Report

WallStSmart Research

Bull Case : LOPE

The strongest argument for LOPE centers on Return on Equity, Altman Z-Score, Debt/Equity. Profitability is solid with margins at 19.6% and operating margin at 22.0%. PEG of 0.90 suggests the stock is reasonably priced for its growth.

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 : LOPE

No major red flags identified for LOPE, but monitor valuation.

Bear Case : TWOU

The primary concerns for TWOU are EPS Growth, Market Cap, Return on Equity.

Key Dynamics to Monitor

LOPE profiles as a mature 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.

LOPE is growing revenue faster at 6.7% — sustainability is the question.

LOPE generates stronger free cash flow (98M), providing more financial flexibility.

Bottom Line

LOPE scores higher overall (69/100 vs 44/100), backed by strong 19.6% margins. 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.

Grand Canyon Education Inc

CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA

Grand Canyon Education, Inc. provides educational services to colleges and universities in the United States. The company is headquartered in Phoenix, Arizona.

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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