Perdoceo Education Corp. (PRDO)
NASDAQConsumer DiscretionaryEducation & Training ServicesSnapshot 2026-11-05
NASDAQConsumer DiscretionaryEducation & Training ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · PRDO
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -29.6% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 2.2% |
Growth built into the price is above our model estimate.
The price assumes 31.8 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 9 industry peers · Company calendar date is not available
PRDO — earnings in line
Dated 2026-08-06
Results of Operations and Financial Condition. On August 6, 2026, Perdoceo Education Corporation (the “Company”) issued a press release describing the Company’s financial results for the quarter and year to date ended June 30, 2026 and providing the Company’s third quarter and full year 2026 outlook. A copy of the press release is being furnished as Exhibit 99.1, and the information contained therein is incorporated herein by reference. Following the issuance of the press release, the Company…
Why it matters: The November 5 report tests management's 2026 forecast. Results above or below its range would change the growth picture.
Watch forQ3 adjusted EPS is above $0.74, or full-year adjusted EPS guidance rises above $3.16.
Also watch forQ3 adjusted EPS is below $0.73, or full-year adjusted EPS guidance falls below $3.10.
Why it matters: AIUS enrollment fell 1.0% and revenue fell 1.8% in Q2. A return to growth would ease the drag on total results.
Supportive ifAIUS revenue and enrollment both rise year over year in a reported quarter.
Worry ifAIUS revenue and enrollment both fall year over year again in the next reported quarter.
Why it matters: USAHS revenue rose 10.2% in Q2, and enrollment rose 6.0%. A slowdown in either could weaken this growth source.
Watch forUSAHS enrollment and revenue both grow year over year in the next reported quarter.
Also watch forUSAHS enrollment or revenue falls from the same quarter last year in the next report.
Why it matters: CTU is PRDO's largest school by revenue. Its Q2 operating income fell 5.1%, even as total company income grew.
Supportive ifCTU operating income rises year over year in the next reported quarter.
Worry ifCTU operating income falls year over year for a second straight quarter.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$104 on $10,000 · ±1.0% | How much price usually moves either way. |
| Bad day | $362 loss on $10,000 · 3.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,004 loss on $10,000 · 30.0% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: The September 14 deal adds a new school to PRDO. Its price, close date, and results will show how the purchase affects growth.
Watch forA filing or company release confirms the purchase price and close date. It also confirms South University results are in PRDO guidance.
Also watch forA filing reports the deal was ended, delayed, or changed in a way that lowers the stated value of the purchase.