GRAHAM HOLDINGS CO vs Laureate Education, Inc., two Education stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where GHC and LAUR diverge most: on implied growth (priced in), GHC reads +4.8% and LAUR reads -2.1%; on operating margin, GHC reads 3.8% and LAUR reads -10.1%. The rest of the comparable metrics sit closer together. On valuation, today's GHC price has a different growth bar priced in than LAUR (+4.8% implied for GHC vs -2.1% for LAUR); the higher figure is the steeper assumption to clear, not a better or worse stock. What GHC's price implies is a bet that sits within the historical range (whole-company basis). What LAUR's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | GHC | LAUR |
|---|---|---|
| Price | $1153.78 | $37.01 |
| Market cap | $5.1B | $5.3B |
| Sector | Education | Education |
| Stage | Mature | Mature |
| Implied growth (priced in) | +4.8% | -2.1% |
| P/E | 17.4 | 19.8 |
| P/B | 1.05 | 5.02 |
| P/S | 1.03 | 3.03 |
| EV/EBITDA | 18.0 | 12.6 |
| Revenue growth | +2.5% | +14.2% |
| Operating margin | 3.8% | -10.1% |
| Net margin | 6.0% | 16.1% |
| Return on equity | 6.0% | 26.7% |
| Return on assets | 3.5% | 12.3% |
| Return on invested capital | 2.6% | 27.2% |
| FCF yield | 5.5% | 5.0% |
| Dividend yield | 0.6% | — |
| Debt / equity | 0.18 | 0.15 |
| Current ratio | 1.75 | 0.57 |
| Altman Z (solvency) | 2.99 | 3.37 |
| Piotroski F (quality) | 5 / 9 | 5 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.