Feed / PRDO

Perdoceo Education Corporation

PRDO

Consumer Defensive · 32.80 -0.8% today

Isolated · not yet confirmedMarket checked 10 Sept, 14:20 GMT-4

Market read

Perdoceo Education Corporation's current read is isolated; its market group is not confirming.

The latest filing evidence is available. 0 of 14 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

What changed
  • Revenue increased 4.1% versus the comparable filing period.
Company-0.8% todayVolume comparison unavailable
Market group0 of 14 activeMixed Service Stocks · unavailable
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
  • PRDO's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if PRDO's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Defensive · Education & Training Services

The latest filing evidence is available. 0 of 14 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Evidence that supports
  • Revenue increased 4.1% versus the comparable filing period.
  • Operating margin improved 4.2 percentage points.
  • Net income increased 23.5% versus the comparable filing period.
Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • PRDO's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 10, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations326
Usable filing statements151
Verified relationships1
Evidence supporting the case
  • Latest annual revenue changed +24.2% year over year.
  • Operating cash flow covered net income at 1.41x in the latest annual period.
Evidence challenging the case
  • Operating margin changed -2.4 percentage points in the latest annual period.
  • Net margin changed -2.8 percentage points in the latest annual period.
Questions before a position
  • P/E is 27% below the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 76% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 9, 2026

33.16
6m-3.1%12m-1.0%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$693.0M+0.8%$1.55-0.5%
2022-12-31$695.2M+0.3%$1.39-2.6%
2023-12-31$710.0M+2.1%$2.18-1.7%
2024-12-31$681.3M-4.0%$2.19-0.9%
2025-12-31$846.1M+24.2%$2.42-1.6%

Valuation discipline

Descriptive valuation snapshot

Price/sales 2.6× · EV/sales 2.5×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

32.80-0.8% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 14:20 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for PRDO. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Latest filing assessment · baseline

Fundamentals strengthened in the latest filing

10-Q filed 2026-05-07 against the comparable filing from 2025-05-01.

constructive
OperationsconstructiveEvidence score +3
liquidityneutralEvidence score 0
valuationmixed

What improved

  • Revenue increased 4.1% versus the comparable filing period.
  • Operating margin improved 4.2 percentage points.
  • Net income increased 23.5% versus the comparable filing period.

What weakened

No thresholded deterioration was identified.

Filing receipts

Current quarter operating income for CTU increased by 8.1% or $3.8 million as compared to the prior year quarter driven by the increase in revenue discussed above as well as decreased bad debt expense, which partially offset increases within other operating expenses.

The improvement was primarily driven by higher revenue at CTU and USAHS as well as decreased depreciation and amortization expense at USAHS and decreased bad debt expense at CTU and AIUS as compared to the prior year quarter.

General and Administrative Expense (dollars in thousands) For the Quarter Ended March 31, 2026 2025 2026 vs 2025 % Change General and administrative: Advertising and marketing $ 28,316 $ 27,958 1.3% Admissions 22,482 22,465 0.1% Administrative 45,666 42,947 6.3% Bad debt 5,745 7,558 -24.0% Total general and administrative expense $ 102,209 $ 100,928 1.3% The general and administrative expense for the current quarter increased by 1.3% or $1.3 million as compared to the prior year quarter primarily due to higher advertising and marketing and administrative costs, which was only partially offset with reduced bad debt.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Business ecosystem

The relationships behind PRDO

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depended on by

UTIUniversal Technical Institute, Inc.competitorNov 26, 2025

Within the for-profit education sector, some of our public company competitors are Adtalem Global Education, Inc., American Public Education, Inc., Legacy Education, Lincoln Educational Services Corporation, Perdoceo Education Corporation, and Strategic Educa…

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

PRDO is currently a Follower in the organic co-movement group Mixed Service Stocks. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.