Grand Canyon Education Inc (LOPE)vs2U Inc (TWOU)
LOPE
Grand Canyon Education Inc
$170.62
+1.58%
CONSUMER DEFENSIVE · Cap: $4.70B
TWOU
2U Inc
$1.58
0.00%
CONSUMER DEFENSIVE · Cap: $4.43M
Smart Verdict
WallStSmart Research — data-driven comparison
Grand Canyon Education Inc generates 22% more annual revenue ($1.11B vs $905.83M). LOPE leads profitability with a 19.5% profit margin vs -35.1%. TWOU appears more attractively valued with a PEG of 0.19. LOPE earns a higher WallStSmart Score of 66/100 (B-).
LOPE
Strong Buy66
out of 100
Grade: B-
TWOU
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+11.9%
Fair Value
$181.96
Current Price
$170.62
$11.34 discount
Intrinsic value data unavailable for TWOU.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 35.1%
Safe zone — low bankruptcy risk
Every $100 of equity generates 28 in profit
Growing faster than its price suggests
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
Weak financial health signals
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 : LOPE
The strongest argument for LOPE centers on Operating Margin, Altman Z-Score, Return on Equity. Profitability is solid with margins at 19.5% and operating margin at 35.1%. PEG of 1.11 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
The primary concerns for LOPE are Piotroski F-Score.
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 5.3% — sustainability is the question.
LOPE generates stronger free cash flow (123M), providing more financial flexibility.
Bottom Line
LOPE scores higher overall (66/100 vs 44/100), backed by strong 19.5% 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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