Increased regulatory scrutiny and heightened competition will likely limit Apollo's future margins.
Cable, TV broadcasting anchor the firm's value, but Kaplan for-profit education remains troubled.
New Oriental is well positioned to benefit from the rising demand for private education in China.
Near-term headwinds persist, but diversified model should translate into long-term value at DeVry.
Capella's online focus sets the firm apart, strategy shift could take a while to gain traction.
Strayer's a solid operator, but regulatory uncertainty and lower new enrollments create an overhang.
High education costs and burdensome post-graduation debt loads invite added government intervention and could limit tuition increases.Once the employment market strengthens, tail winds working in ITT's favor may disappear, lowering profitability.Private and internal student lending are still a
K12's growth could be muted in the near term, as state budgets remain tight and some states have yet to formally allow the use of online learning.Two schools make up 28% of K12's total revenue. If contracts were terminated or if these schools were unable to renew their charters, K12 would be deeply
Educational software is a niche industry where competition is intense and customer switching costs are low.There are many larger software companies with much greater financial, research and development, and marketing resources than Rosetta Stone.Sales to corporations and government agencies could
Lower job placement rates will probably increase cohort default rates, causing the company to spend assets on managing student defaults.Cohort default rates at some schools are close to regulatory thresholds. If the company surpasses these thresholds, those schools could lose access to financial